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
Ivan Ng Ivan Ng's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Campus Crest December 2014 - Present
Ernst & Young September 2010 - December 2014
Extraordinary Ventures May 2008 - July 2008
Skills
Finance, CPA, Strategy, Valuation, Investments, Private Equity, Process Improvement, Banking, Portfolio Management, Asset Management, Certified Public..., Due Diligence, Financial Analysis, Capital Markets, Financial Modeling, Microsoft Excel, Financial Services, Corporate Finance, Mergers & Acquisitions, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master, Accounting
University of North Carolina at Chapel Hill 2007 — 2009
Bachelor of Arts, Economics, Minor in Entrepreneurship
La Salle College
Wells Fargo Securities August 2015 - Present
Campus Crest December 2014 - Present
Ernst & Young September 2010 - December 2014
Extraordinary Ventures May 2008 - July 2008
Skills
Finance, CPA, Strategy, Valuation, Investments, Private Equity, Process Improvement, Banking, Portfolio Management, Asset Management, Certified Public..., Due Diligence, Financial Analysis, Capital Markets, Financial Modeling, Microsoft Excel, Financial Services, Corporate Finance, Mergers & Acquisitions, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master, Accounting
University of North Carolina at Chapel Hill 2007 — 2009
Bachelor of Arts, Economics, Minor in Entrepreneurship
La Salle College
Chelsea Ginyard Chelsea Ginyard's Wells Fargo Securities Experience June 2014 - Present
Job Business Process Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities February 2014 - June 2014
Southern Shows, Inc. November 2009 - February 2014
Hunting Lane Films 2009 - 2009
Sunshine Sachs 2009 - 2009
Skills
Event Management, Marketing Communications, Event Planning, Social Media Marketing, Public Relations, PowerPoint, Video, Trade Shows, Sales, Advertising, Press Releases, Customer Service, Marketing, Budgets, Social Networking, Public Speaking, Social Media, Management, Sponsorship
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA from the College of Arts & Sciences, Communication Studies, Media Production, Social and Economic Justic, Screenwriting
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities February 2014 - June 2014
Southern Shows, Inc. November 2009 - February 2014
Hunting Lane Films 2009 - 2009
Sunshine Sachs 2009 - 2009
Skills
Event Management, Marketing Communications, Event Planning, Social Media Marketing, Public Relations, PowerPoint, Video, Trade Shows, Sales, Advertising, Press Releases, Customer Service, Marketing, Budgets, Social Networking, Public Speaking, Social Media, Management, Sponsorship
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA from the College of Arts & Sciences, Communication Studies, Media Production, Social and Economic Justic, Screenwriting
Bolu Adeyeye Bolu Adeyeye's Wells Fargo Securities Experience January 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Advisors July 2011 - January 2013
Skills
Investments, Spanish
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities January 2013 - Present
Wells Fargo Advisors July 2011 - January 2013
Skills
Investments, Spanish
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Benjamin T. Starling Benjamin T. Starling's Wells Fargo Securities Experience September 2013 - Present
Job Business Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Wells Fargo Securities March 2010 - September 2013
Fidelity Investments June 2007 - August 2009
Skills
Calypso, Derivatives, Back Office, Accounting, Business Analysis, Securities, GMI, Calypso Collateral, Calypso Configuration, Back Office Processing, UAT Testing, OTC Clearing, Technical Analysis, System Configuration, Data mapping, Technical Documentation, EMIR Reporting, MiFID, Functional...
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Wells Fargo Securities September 2013 - Present
Wells Fargo Securities March 2010 - September 2013
Fidelity Investments June 2007 - August 2009
Skills
Calypso, Derivatives, Back Office, Accounting, Business Analysis, Securities, GMI, Calypso Collateral, Calypso Configuration, Back Office Processing, UAT Testing, OTC Clearing, Technical Analysis, System Configuration, Data mapping, Technical Documentation, EMIR Reporting, MiFID, Functional...
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Francisco Mata's Wells Fargo Securities Experience April 2015 - Present
Job Analytics Consultant at Wells Fargo Securities
Industry Biotechnology
Experience
Wells Fargo Securities April 2015 - Present
Sanesco International June 2014 - January 2015
Dismak May 2011 - December 2013
UNC Charlotte January 2013 - May 2013
Skills
Time Management, Data Analysis, Finance, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Accounting, Access, Critical Thinking, Leadership, Management, Supervising, Training, Salesforce.com, Financial Analysis, Analysis
Education
University of North Carolina at Charlotte 2010 — 2014
Finance Major , Minor in Economics
Wells Fargo Securities April 2015 - Present
Sanesco International June 2014 - January 2015
Dismak May 2011 - December 2013
UNC Charlotte January 2013 - May 2013
Skills
Time Management, Data Analysis, Finance, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Accounting, Access, Critical Thinking, Leadership, Management, Supervising, Training, Salesforce.com, Financial Analysis, Analysis
Education
University of North Carolina at Charlotte 2010 — 2014
Finance Major , Minor in Economics
Andrew Wullschleger Andrew Wullschleger's Wells Fargo Securities Experience May 2015 - August 2015
Job Summer Associate Investment Banking TMT at Wells Fargo Securities
Industry Financial Services
Experience
Vanderbilt Owen Graduate School of Management June 2014 - Present
Wells Fargo Securities May 2015 - August 2015
TD Bank Group April 2012 - June 2014
Wells Fargo March 2011 - April 2012
Community Capital Management, Inc. May 2010 - March 2011
Skills
Financial Analysis, Government Loans, Commercial Lending, Commercial Real Estate..., Microsoft Excel, Cash Flow Forecasting, Underwriting, Financial Modeling, Credit, Investments, Loans, Commercial Banking, Data Analysis, Public Speaking, Analysis, Leadership, Finance, Banking
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
University of North Carolina at Charlotte 2007 — 2010
BSBA, Finance, Economics
Vanderbilt Owen Graduate School of Management June 2014 - Present
Wells Fargo Securities May 2015 - August 2015
TD Bank Group April 2012 - June 2014
Wells Fargo March 2011 - April 2012
Community Capital Management, Inc. May 2010 - March 2011
Skills
Financial Analysis, Government Loans, Commercial Lending, Commercial Real Estate..., Microsoft Excel, Cash Flow Forecasting, Underwriting, Financial Modeling, Credit, Investments, Loans, Commercial Banking, Data Analysis, Public Speaking, Analysis, Leadership, Finance, Banking
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
University of North Carolina at Charlotte 2007 — 2010
BSBA, Finance, Economics
Jonathan Maupin Jonathan Maupin's Wells Fargo Securities Experience January 2015 - Present
Job Senior Operations Analyst, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2015 - Present
Credit Suisse January 2014 - January 2015
Wells Fargo Home Mortgage June 2013 - August 2013
York Real Estate May 2012 - August 2012
York Real Estate January 2012 - May 2012
Oishii Japanese Steakhouse March 2007 - November 2008
Skills
Microsoft Office, Public Speaking, PowerPoint, Social Media, Customer Satisfaction, Microsoft Excel, Leadership, Teamwork, Negotiation, Sales, Real Estate, Management, Strategy, Finance, Organizational..., Time Management, Strategic Planning, Portfolio Management, Customer Service, Financial Modeling, Analysis, Marketing, Social Networking, Banking, Financial Analysis, Outlook, Event Planning, Training, Social Media Marketing, Access, Microsoft Word, Mortgage Lending
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science: Business Administration, Finance. Minor: Psychology
Wells Fargo Securities January 2015 - Present
Credit Suisse January 2014 - January 2015
Wells Fargo Home Mortgage June 2013 - August 2013
York Real Estate May 2012 - August 2012
York Real Estate January 2012 - May 2012
Oishii Japanese Steakhouse March 2007 - November 2008
Skills
Microsoft Office, Public Speaking, PowerPoint, Social Media, Customer Satisfaction, Microsoft Excel, Leadership, Teamwork, Negotiation, Sales, Real Estate, Management, Strategy, Finance, Organizational..., Time Management, Strategic Planning, Portfolio Management, Customer Service, Financial Modeling, Analysis, Marketing, Social Networking, Banking, Financial Analysis, Outlook, Event Planning, Training, Social Media Marketing, Access, Microsoft Word, Mortgage Lending
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science: Business Administration, Finance. Minor: Psychology
Derek Henson's Wells Fargo Securities Experience June 2015 - Present
Job Interest Rate Derivatives Sales Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Marwood Group June 2013 - August 2013
US Imaging Network June 2013 - August 2013
Education
UNC Kenan-Flagler Business School 2013 — 2015
Bachelor of Science in Business Administration, Junior
The University of North Carolina at Chapel Hill 2011 — 2015
BSBA
Mason High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Marwood Group June 2013 - August 2013
US Imaging Network June 2013 - August 2013
Education
UNC Kenan-Flagler Business School 2013 — 2015
Bachelor of Science in Business Administration, Junior
The University of North Carolina at Chapel Hill 2011 — 2015
BSBA
Mason High School 2007 — 2011
Veronica (Mora) Flaspoehler Veronica (Mora) Flaspoehler's Wells Fargo Securities Experience September 2009 - April 2011
Job Compliance and Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wells Fargo Securities September 2009 - April 2011
Wells Fargo July 2008 - September 2009
Wachovia, A Wells Fargo Company July 2008 - July 2009
Skills
Capital Markets, Investment Banking, Project Management, Risk Management, Bond Markets, Banking, Financial Risk, Management, Financial Analysis, Financial Modeling, Portfolio Management, Securities, Accounting, Investments, Operational Risk, Finance, Internal Audit
Education
University of North Carolina at Chapel Hill 2004 — 2008
Economics, Public Policy, Entrepreneurship Studies
Wells Fargo April 2013 - Present
Wells Fargo April 2011 - April 2013
Wells Fargo Securities September 2009 - April 2011
Wells Fargo July 2008 - September 2009
Wachovia, A Wells Fargo Company July 2008 - July 2009
Skills
Capital Markets, Investment Banking, Project Management, Risk Management, Bond Markets, Banking, Financial Risk, Management, Financial Analysis, Financial Modeling, Portfolio Management, Securities, Accounting, Investments, Operational Risk, Finance, Internal Audit
Education
University of North Carolina at Chapel Hill 2004 — 2008
Economics, Public Policy, Entrepreneurship Studies
Nicole Semiraro Nicole Semiraro's Wells Fargo Securities Experience February 2015 - Present
Job Capital Markets Middle Office Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 2015 - Present
Bank of America February 2013 - February 2015
Bank of America Merrill Lynch October 2013 - June 2014
US Bank January 2011 - February 2013
Skills
Portfolio Management, Banking, Investments, Loans, Equities, Management, Relationship Management, Derivatives, Trading, Analysis, Credit, Fixed Income, Sales, Program Management
Education
UNC Charlotte 2006 — 2010
Bachelor's degree, Public Health
Wells Fargo Securities February 2015 - Present
Bank of America February 2013 - February 2015
Bank of America Merrill Lynch October 2013 - June 2014
US Bank January 2011 - February 2013
Skills
Portfolio Management, Banking, Investments, Loans, Equities, Management, Relationship Management, Derivatives, Trading, Analysis, Credit, Fixed Income, Sales, Program Management
Education
UNC Charlotte 2006 — 2010
Bachelor's degree, Public Health
Claudia Hanby Claudia Hanby's Wells Fargo Securities Experience June 2014 - Present
Job Asset Backed Finance Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Credit Suisse June 2013 - August 2013
Ronald McDonald House Charlotte July 2012 - July 2012
Avelist February 2011 - December 2011
The Keith Corp. June 2011 - June 2011
Skills
Microsoft Excel, Finance, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Public Relations, Data Analysis, Accounting
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Wells Fargo Securities June 2014 - Present
Credit Suisse June 2013 - August 2013
Ronald McDonald House Charlotte July 2012 - July 2012
Avelist February 2011 - December 2011
The Keith Corp. June 2011 - June 2011
Skills
Microsoft Excel, Finance, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Public Relations, Data Analysis, Accounting
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Felix Zhang Felix Zhang's Wells Fargo Securities Experience June 2013 - October 2014
Job Investment Professional at Partners Group
Industry Investment Management
Experience
Partners Group November 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Skills
Teamwork, Investments, Investment Banking, Financial Modeling, Financial Analysis, Finance, Valuation, Corporate Finance, Bloomberg, Leveraged Finance, Microsoft Excel, Capital Markets, Equities
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science, Business Administration, Mathematical Decision Science
Partners Group November 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Skills
Teamwork, Investments, Investment Banking, Financial Modeling, Financial Analysis, Finance, Valuation, Corporate Finance, Bloomberg, Leveraged Finance, Microsoft Excel, Capital Markets, Equities
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science, Business Administration, Mathematical Decision Science
Hernan Velez's Wells Fargo Securities Experience August 2015 - Present
Job AML Analyst at Wells Fargo Securities
Industry Security and Investigations
Experience
Wells Fargo Securities August 2015 - Present
Chiquita March 2015 - August 2015
Dest Family Dentistry May 2014 - March 2015
Smile Starters March 2012 - March 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Spanish, Dentistry, Finance, Financial Analysis, Advertising, Team Leadership, Training, Time Management, Team Building, Marketing Strategy, Sales, Marketing, Social Media, Account Management, Social Networking
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor’s Degree, Finance with concentration in Accounting
Wells Fargo Securities August 2015 - Present
Chiquita March 2015 - August 2015
Dest Family Dentistry May 2014 - March 2015
Smile Starters March 2012 - March 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Spanish, Dentistry, Finance, Financial Analysis, Advertising, Team Leadership, Training, Time Management, Team Building, Marketing Strategy, Sales, Marketing, Social Media, Account Management, Social Networking
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor’s Degree, Finance with concentration in Accounting
Ashley Brewer, CAMS, CFE Ashley Brewer, CAMS, CFE's Wells Fargo Securities Experience May 2015 - Present
Job Wells Fargo Securities/AML Compliance
Industry Banking
Experience
Wells Fargo Securities May 2015 - Present
Citi September 2013 - May 2015
Citibank April 2012 - May 2015
Bank of America March 2010 - April 2012
Bank of America February 2008 - March 2010
Brian J. Moore & Associates August 2004 - August 2008
North Carolina Probation August 2006 - February 2008
Skills
OFAC, KYC, USA PATRIOT Act, AML, Bank Secrecy Act
Education
University of North Carolina at Wilmington 2001 — 2004
Bachelor of Arts, Criminal Justice/Spanish Minor in Psychology
University of North Carolina at Wilmington
B.A, Criminal Justice/Spanish; Psychology-
University of San Francisco
Wells Fargo Securities May 2015 - Present
Citi September 2013 - May 2015
Citibank April 2012 - May 2015
Bank of America March 2010 - April 2012
Bank of America February 2008 - March 2010
Brian J. Moore & Associates August 2004 - August 2008
North Carolina Probation August 2006 - February 2008
Skills
OFAC, KYC, USA PATRIOT Act, AML, Bank Secrecy Act
Education
University of North Carolina at Wilmington 2001 — 2004
Bachelor of Arts, Criminal Justice/Spanish Minor in Psychology
University of North Carolina at Wilmington
B.A, Criminal Justice/Spanish; Psychology-
University of San Francisco
Travis Melvin Travis Melvin's Wells Fargo Securities Experience June 2013 - Present
Job Financial Institutions Group (FIG) Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2011 - June 2013
World Capital Market June 2010 - August 2010
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Credit, Equities, Financial Analysis, Credit Analysis, Securities, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
B.S. in Business Administration, Consulting
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science in Business Administration, Second Major in Economics
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2011 - June 2013
World Capital Market June 2010 - August 2010
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Credit, Equities, Financial Analysis, Credit Analysis, Securities, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
B.S. in Business Administration, Consulting
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science in Business Administration, Second Major in Economics
Vikram Raisinghani Vikram Raisinghani's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
SunTrust Robinson Humphrey July 2013 - July 2015
SunTrust Robinson Humphrey May 2012 - July 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Accounting, Analysis, Corporate Finance, Leadership, Teamwork, Valuation, Time Management, Stata, Customer Service, Finance, SQL, Bloomberg
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Finance)
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Information Science
Wells Fargo Securities August 2015 - Present
SunTrust Robinson Humphrey July 2013 - July 2015
SunTrust Robinson Humphrey May 2012 - July 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Accounting, Analysis, Corporate Finance, Leadership, Teamwork, Valuation, Time Management, Stata, Customer Service, Finance, SQL, Bloomberg
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Finance)
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Information Science
Mihai Savu's Wells Fargo Securities Experience July 2012 - Present
Job Associate Industrials Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities July 2010 - June 2012
Wells Fargo Securities July 2008 - June 2010
UNC Chapel Hill August 2004 - May 2008
Citigroup 2007 - 2007
Pepsi Bottling Group May 2006 - August 2006
Skills
Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Equities, Capital Markets, Investments, Due Diligence, Portfolio Management, Private Equity, Mergers, Banking, Series 7, Relationship Management, Economics, Data Analysis, Microsoft Excel, Analytics, Equity Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Finance, Economics
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities July 2010 - June 2012
Wells Fargo Securities July 2008 - June 2010
UNC Chapel Hill August 2004 - May 2008
Citigroup 2007 - 2007
Pepsi Bottling Group May 2006 - August 2006
Skills
Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Equities, Capital Markets, Investments, Due Diligence, Portfolio Management, Private Equity, Mergers, Banking, Series 7, Relationship Management, Economics, Data Analysis, Microsoft Excel, Analytics, Equity Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Finance, Economics
Darren Marshall Darren Marshall's Wells Fargo Securities Experience October 2014 - Present
Job Business Process Analyst
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
Biznetz, Inc. July 2010 - September 2014
Skills
Microsoft Office, MS Project, Visio, Lotus Notes, SAP, SharePoint, ScaleArc, Selenium, Google Analytics, Google Adwords, Telerik, LoadRunner, Sarbanes-Oxley Act, ITIL, Six Sigma, HIPAA, Oracle, SQL, MySQL, Microsoft SQL Server, SSIS, SSRS, Microsoft Access, JavaScript, CSS, PHP, HTML, Python, Agile & Waterfall..., RUP Methodologies, Scrum, Iterative Methodologies, Lean Software..., Systems Development..., Interpersonal Management, Oral & Written..., Analytical Skills, Written & Oral..., Strategic Negotiations, Project Planning, Flexibility, Requirements Gathering
Education
University of North Carolina at Greensboro
Bachelors of Science in Business Administration, Business Studies (Information Systems Management)
Wells Fargo Securities October 2014 - Present
Biznetz, Inc. July 2010 - September 2014
Skills
Microsoft Office, MS Project, Visio, Lotus Notes, SAP, SharePoint, ScaleArc, Selenium, Google Analytics, Google Adwords, Telerik, LoadRunner, Sarbanes-Oxley Act, ITIL, Six Sigma, HIPAA, Oracle, SQL, MySQL, Microsoft SQL Server, SSIS, SSRS, Microsoft Access, JavaScript, CSS, PHP, HTML, Python, Agile & Waterfall..., RUP Methodologies, Scrum, Iterative Methodologies, Lean Software..., Systems Development..., Interpersonal Management, Oral & Written..., Analytical Skills, Written & Oral..., Strategic Negotiations, Project Planning, Flexibility, Requirements Gathering
Education
University of North Carolina at Greensboro
Bachelors of Science in Business Administration, Business Studies (Information Systems Management)
Sean Whitten Sean Whitten's Wells Fargo Securities Experience July 2014 - Present
Job Derivatives Clearing Services Client Margin Control at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Credit Suisse August 2012 - July 2014
Sanskrit Literary June 2011 - May 2012
Skills
Derivatives, Fixed Income, Investment Banking, Microsoft Excel, Equity Derivatives, VBA, Sungard GMI, Capital Markets, Publications, Project Management, SQL, AutoHotKey, Creative Writing, Copy Editing
Education
UNC Charlotte 2007 — 2012
BA, English Language and Literature, General
UNC-Charlotte 2007 — 2012
BA, English, Gender Studies, Psychology
Wells Fargo Securities July 2014 - Present
Credit Suisse August 2012 - July 2014
Sanskrit Literary June 2011 - May 2012
Skills
Derivatives, Fixed Income, Investment Banking, Microsoft Excel, Equity Derivatives, VBA, Sungard GMI, Capital Markets, Publications, Project Management, SQL, AutoHotKey, Creative Writing, Copy Editing
Education
UNC Charlotte 2007 — 2012
BA, English Language and Literature, General
UNC-Charlotte 2007 — 2012
BA, English, Gender Studies, Psychology
Kyle C. Fitzgerald Kyle C. Fitzgerald's Wells Fargo Securities Experience June 2012 - June 2014
Job Associate at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital August 2014 - Present
Wells Fargo Securities June 2012 - June 2014
The Kenan-Flagler Private Equity Fund December 2010 - May 2012
Wells Fargo Securities June 2011 - July 2011
White Oak Partners, LLC August 2010 - April 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science, Business Administration
H.I.G. Capital August 2014 - Present
Wells Fargo Securities June 2012 - June 2014
The Kenan-Flagler Private Equity Fund December 2010 - May 2012
Wells Fargo Securities June 2011 - July 2011
White Oak Partners, LLC August 2010 - April 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science, Business Administration
Pressley Short Pressley Short's Wells Fargo Securities Experience August 2015 - Present
Job Capital Markets Middle Office Analyst II Settlements at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Citco Fund Services July 2014 - August 2015
Campus Crest April 2014 - July 2014
Baker & Taylor December 2013 - January 2014
Glenn Short Trucking Inc. July 2011 - November 2013
Golf Galaxy April 2012 - July 2013
Skills
Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Teamwork, Bloomberg Terminal, Collateral Management, Corporate Actions, Customer Service, Equity Swaps, Research, Windows, Account Reconciliation, Access
Education
University of North Carolina at Charlotte 2008 — 2013
"BSBA", Finance, General
Wells Fargo Securities August 2015 - Present
Citco Fund Services July 2014 - August 2015
Campus Crest April 2014 - July 2014
Baker & Taylor December 2013 - January 2014
Glenn Short Trucking Inc. July 2011 - November 2013
Golf Galaxy April 2012 - July 2013
Skills
Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Teamwork, Bloomberg Terminal, Collateral Management, Corporate Actions, Customer Service, Equity Swaps, Research, Windows, Account Reconciliation, Access
Education
University of North Carolina at Charlotte 2008 — 2013
"BSBA", Finance, General
Jeremy Abig Jeremy Abig's Wells Fargo Securities Experience February 2003 - April 2005
Job Chief Financial Officer at Wyndham Capital Mortgage
Industry Financial Services
Experience
Wyndham Capital Mortgage November 2010 - Present
RoundPoint Financial Group April 2008 - November 2010
HSBC Mortgage Services/DecisionOne Mortgage April 2005 - February 2008
Wells Fargo Securities February 2003 - April 2005
Bank of America July 1995 - July 2001
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Corporate Budgeting, Financial Accounting, Microsoft Excel, QuickBooks, Great Plains Software, Treasury Management, Cash Flow Forecasting, PeopleSoft, FRx, Hyperion Essbase, Finance, Accounting, Auditing, Strategic Financial..., Cash Flow, Accounts Payable, GAAP, Essbase, Sarbanes-Oxley Act, Internal Controls, US GAAP, Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA, Finance & Marketing
University of North Carolina at Charlotte 1991 — 1995
BS, Accounting
Wyndham Capital Mortgage November 2010 - Present
RoundPoint Financial Group April 2008 - November 2010
HSBC Mortgage Services/DecisionOne Mortgage April 2005 - February 2008
Wells Fargo Securities February 2003 - April 2005
Bank of America July 1995 - July 2001
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Corporate Budgeting, Financial Accounting, Microsoft Excel, QuickBooks, Great Plains Software, Treasury Management, Cash Flow Forecasting, PeopleSoft, FRx, Hyperion Essbase, Finance, Accounting, Auditing, Strategic Financial..., Cash Flow, Accounts Payable, GAAP, Essbase, Sarbanes-Oxley Act, Internal Controls, US GAAP, Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA, Finance & Marketing
University of North Carolina at Charlotte 1991 — 1995
BS, Accounting
Greg Freitag Greg Freitag's Wells Fargo Securities Experience December 2013 - May 2015
Job Analytics Consultant 1 at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2013 - May 2015
Credit Suisse February 2013 - December 2013
McKeeman Communications Group June 2012 - December 2012
McDonald's Corporation March 2012 - June 2012
AtoZ Companies August 2011 - December 2011
Advanced Markets LLC September 2010 - May 2011
Skills
Social Media, Marketing, Microsoft Office, Social Media Marketing, Microsoft Excel, Customer Service, PowerPoint, Marketing Communications, Public Relations, Time Management, Leadership, Management, Budgets, Analysis, Market Research
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science (B.S.), International Business
Wells Fargo Securities December 2013 - May 2015
Credit Suisse February 2013 - December 2013
McKeeman Communications Group June 2012 - December 2012
McDonald's Corporation March 2012 - June 2012
AtoZ Companies August 2011 - December 2011
Advanced Markets LLC September 2010 - May 2011
Skills
Social Media, Marketing, Microsoft Office, Social Media Marketing, Microsoft Excel, Customer Service, PowerPoint, Marketing Communications, Public Relations, Time Management, Leadership, Management, Budgets, Analysis, Market Research
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science (B.S.), International Business
Jay Bryson Jay Bryson's Wells Fargo Securities Experience 1998 - Present
Job Global Economist at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 1998 - Present
National Association for Business Economics (NABE) 2010 - 2013
Federal Reserve Board 1992 - 1997
University of Alabama 1989 - 1992
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Markets, Emerging Markets, Economics, Macroeconomics
Education
University of North Carolina at Chapel Hill 1982 — 1989
Doctor of Philosophy (Ph.D.), Economics
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor's degree, Economics
Wells Fargo Securities 1998 - Present
National Association for Business Economics (NABE) 2010 - 2013
Federal Reserve Board 1992 - 1997
University of Alabama 1989 - 1992
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Markets, Emerging Markets, Economics, Macroeconomics
Education
University of North Carolina at Chapel Hill 1982 — 1989
Doctor of Philosophy (Ph.D.), Economics
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor's degree, Economics
Rally Killian's Wells Fargo Securities Experience February 2013 - Present
Job Investment Banking Analyst Energy & Power Group
Industry Financial Services
Experience
Wells Fargo Securities February 2013 - Present
Wells Fargo Advisors July 2011 - February 2013
Bank of America June 2010 - August 2010
Moose Head Ranch May 2009 - August 2009
Skills
Series 7, Trust Services, Retirement Income..., Excel, PowerPoint, Word, Product Marketing, Financial Reporting, Entrepreneurship, Fixed Income, Capital Markets, Investment Banking
Education
UNC Chapel Hill 2007 — 2011
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration
Wells Fargo Securities February 2013 - Present
Wells Fargo Advisors July 2011 - February 2013
Bank of America June 2010 - August 2010
Moose Head Ranch May 2009 - August 2009
Skills
Series 7, Trust Services, Retirement Income..., Excel, PowerPoint, Word, Product Marketing, Financial Reporting, Entrepreneurship, Fixed Income, Capital Markets, Investment Banking
Education
UNC Chapel Hill 2007 — 2011
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration
Adam Evertsen Adam Evertsen's Wells Fargo Securities Experience July 2014 - Present
Job Associate Investment Banker
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities July 2013 - June 2014
Wells Fargo Securities May 2012 - August 2012
GSC January 2011 - June 2011
Midgley - Huber September 2009 - December 2010
Carrier Corporation June 2008 - September 2009
Evans & Sutherland May 2007 - May 2008
Clayton Howarth and Cannon May 2007 - May 2008
University Venture Fund July 2007 - January 2008
WesTech Engineering June 2005 - May 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Direct Sales, Engineering, HVAC, Financial Accounting, Financial Statement..., Business Strategy, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Corporate Finance
University of Utah 2003 — 2008
BS, Mechanical Engineering
Woods Cross High School
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities July 2013 - June 2014
Wells Fargo Securities May 2012 - August 2012
GSC January 2011 - June 2011
Midgley - Huber September 2009 - December 2010
Carrier Corporation June 2008 - September 2009
Evans & Sutherland May 2007 - May 2008
Clayton Howarth and Cannon May 2007 - May 2008
University Venture Fund July 2007 - January 2008
WesTech Engineering June 2005 - May 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Direct Sales, Engineering, HVAC, Financial Accounting, Financial Statement..., Business Strategy, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Corporate Finance
University of Utah 2003 — 2008
BS, Mechanical Engineering
Woods Cross High School
James Hill James Hill's Wells Fargo Securities Experience June 1997 - July 2011
Job Managing Director National Healthcare Group at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank March 2012 - Present
Wells Fargo Securities June 1997 - July 2011
Wachovia Securities March 2004 - March 2007
Skills
Mergers, Corporate Finance, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Capital Markets, Corporate Development, Asset Management, Investments, Loans, Middle Market, Risk Management, Alternative Investments, Leveraged Finance, Banking, Capital Raising, Private Equity, Finance, Strategy
Education
University of North Carolina School of Law 1993 — 1997
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting and Finance
Fifth Third Bank March 2012 - Present
Wells Fargo Securities June 1997 - July 2011
Wachovia Securities March 2004 - March 2007
Skills
Mergers, Corporate Finance, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Capital Markets, Corporate Development, Asset Management, Investments, Loans, Middle Market, Risk Management, Alternative Investments, Leveraged Finance, Banking, Capital Raising, Private Equity, Finance, Strategy
Education
University of North Carolina School of Law 1993 — 1997
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting and Finance
Mason Jackson-Nater's Wells Fargo Securities Experience June 2014 - Present
Job Graduate of the University of North Carolina at Charlotte
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2014 - Present
The College of Engineering at UNC Charlotte August 2010 - May 2014
Finish Line May 2012 - March 2014
Wells Fargo Securities June 2013 - August 2013
Microsoft May 2013 - May 2013
Tire Intelligence LLC January 2013 - May 2013
Skills
Leadership, Troubleshooting, Project Management, Information Technology, Public Speaking, Off-Shore Team..., Team Building, Java, Autosys, SQL, Microsoft Office, Business Analysis, Business Intelligence, Event Planning, Technical Support, System Administration, Program Management, Training, Technical Analysis, Team-oriented, Analysis, Organizational Behavior, Software Lifecycle, Facilitations, Technical Documentation, VBA, C++ Language, Customer Support, Databases, Teamwork, Linux
Education
UNC Charlotte 2009 — 2014
Bachelor of Arts (B.A.), Software and Information Systems
Wells Fargo Securities June 2014 - Present
The College of Engineering at UNC Charlotte August 2010 - May 2014
Finish Line May 2012 - March 2014
Wells Fargo Securities June 2013 - August 2013
Microsoft May 2013 - May 2013
Tire Intelligence LLC January 2013 - May 2013
Skills
Leadership, Troubleshooting, Project Management, Information Technology, Public Speaking, Off-Shore Team..., Team Building, Java, Autosys, SQL, Microsoft Office, Business Analysis, Business Intelligence, Event Planning, Technical Support, System Administration, Program Management, Training, Technical Analysis, Team-oriented, Analysis, Organizational Behavior, Software Lifecycle, Facilitations, Technical Documentation, VBA, C++ Language, Customer Support, Databases, Teamwork, Linux
Education
UNC Charlotte 2009 — 2014
Bachelor of Arts (B.A.), Software and Information Systems
Chris Flesher Chris Flesher's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Word, Investment Banking, Data Analysis, Corporate Finance, Social Media, Finance
Education
University of North Carolina at Chapel Hill 2010 — 2014
Business, Economics
Chagrin Falls High Scholl 2006 — 2010
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Word, Investment Banking, Data Analysis, Corporate Finance, Social Media, Finance
Education
University of North Carolina at Chapel Hill 2010 — 2014
Business, Economics
Chagrin Falls High Scholl 2006 — 2010
Charles McDonough's Wells Fargo Securities Experience June 2013 - Present
Job Asset Backed Finance Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business
Steven Hoppe's Wells Fargo Securities Experience September 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
KPMG July 2013 - September 2014
Skills
Corporate Finance, Financial Analysis, Valuation, Analysis, Mergers & Acquisitions, Capital Markets, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (B.S.) with distinction, Business Administration - Finance
Wells Fargo Securities September 2014 - Present
KPMG July 2013 - September 2014
Skills
Corporate Finance, Financial Analysis, Valuation, Analysis, Mergers & Acquisitions, Capital Markets, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (B.S.) with distinction, Business Administration - Finance
Mitchell Williams Mitchell Williams's Wells Fargo Securities Experience July 2013 - Present
Job Leveraged Finance Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
LPL Financial April 2010 - June 2011
LPL Financial June 2007 - April 2010
Bank of America February 2007 - June 2007
Winthrop University January 2005 - December 2006
GMAC May 2006 - August 2006
Skills
Financial Modeling, Series 7, Series 24
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance
Winthrop University 2003 — 2006
Bachelor of Science (BS), Finance
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
LPL Financial April 2010 - June 2011
LPL Financial June 2007 - April 2010
Bank of America February 2007 - June 2007
Winthrop University January 2005 - December 2006
GMAC May 2006 - August 2006
Skills
Financial Modeling, Series 7, Series 24
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance
Winthrop University 2003 — 2006
Bachelor of Science (BS), Finance
Christopher Gabb Christopher Gabb's Wells Fargo Securities Experience June 2015 - Present
Job Analytic Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo December 2014 - May 2015
Globe Express Services September 2013 - August 2014
Compass Group North America September 2012 - June 2013
Harris Teeter January 2007 - May 2010
Skills
Accounting, QuickBooks, Payroll, Peachtree, Tax Preparation, SAP, Customer Service, Access, General Ledger, Account Reconciliation, Invoicing, Journal Entries, Accruals, Variance Analysis, Accounts Payable, Bank Reconciliation, Financial Analysis, Accounts Receivable, Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2013
Bachelor's degree, Accounting
Wells Fargo Securities June 2015 - Present
Wells Fargo December 2014 - May 2015
Globe Express Services September 2013 - August 2014
Compass Group North America September 2012 - June 2013
Harris Teeter January 2007 - May 2010
Skills
Accounting, QuickBooks, Payroll, Peachtree, Tax Preparation, SAP, Customer Service, Access, General Ledger, Account Reconciliation, Invoicing, Journal Entries, Accruals, Variance Analysis, Accounts Payable, Bank Reconciliation, Financial Analysis, Accounts Receivable, Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2013
Bachelor's degree, Accounting
Rick Dowd Rick Dowd's Wells Fargo Securities Experience 1997 - Present
Job Chairman and Managing Director, Middle Market Group, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 1997 - Present
Wachoiva Securites March 2002 - December 2008
Wachovia Capital Markets March 2000 - March 2002
Wachovia Capital Markets September 1997 - February 2000
Ernst and Young August 1987 - August 1997
Deloitte and Touche February 1983 - July 1987
Waste Industries USA, Inc. 1984 - 1985
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Wells Fargo Securities 1997 - Present
Wachoiva Securites March 2002 - December 2008
Wachovia Capital Markets March 2000 - March 2002
Wachovia Capital Markets September 1997 - February 2000
Ernst and Young August 1987 - August 1997
Deloitte and Touche February 1983 - July 1987
Waste Industries USA, Inc. 1984 - 1985
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Spencer Beasley Spencer Beasley's Wells Fargo Securities Experience June 2012 - May 2014
Job Associate Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management May 2014 - Present
Wells Fargo Securities June 2012 - May 2014
NorthStar Realty Finance Corp. June 2011 - August 2011
Skills
Global Business..., Private Credit, Debt & Equity Financing, Investment Management, Alternative Investments, Business Analysis, Deal Execution, Financial Analysis, Communication Skills, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), International/Global Studies
Babson Capital Management May 2014 - Present
Wells Fargo Securities June 2012 - May 2014
NorthStar Realty Finance Corp. June 2011 - August 2011
Skills
Global Business..., Private Credit, Debt & Equity Financing, Investment Management, Alternative Investments, Business Analysis, Deal Execution, Financial Analysis, Communication Skills, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), International/Global Studies
Peter Ko Peter Ko's Wells Fargo Securities Experience June 2013 - December 2014
Job Analyst at KKR
Industry Investment Management
Experience
KKR December 2014 - Present
Wells Fargo Securities June 2013 - December 2014
Oppenheimer & Co. June 2012 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Leveraged Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics
KKR December 2014 - Present
Wells Fargo Securities June 2013 - December 2014
Oppenheimer & Co. June 2012 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Leveraged Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics
Jason Rein's Wells Fargo Securities Experience February 2012 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2012 - Present
Wells Fargo Securities July 2008 - January 2012
Wachovia Securities January 2006 - June 2008
Skills
Consumer & Retail..., Food & Beverage, Leveraged Finance, Capital Markets, Financial Advisory, Financial Modeling, Valuation, Financial Accounting, Ratings Advisory
Education
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Business & Economics
Wells Fargo Securities February 2012 - Present
Wells Fargo Securities July 2008 - January 2012
Wachovia Securities January 2006 - June 2008
Skills
Consumer & Retail..., Food & Beverage, Leveraged Finance, Capital Markets, Financial Advisory, Financial Modeling, Valuation, Financial Accounting, Ratings Advisory
Education
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Business & Economics
Claire Powers Claire Powers's Wells Fargo Securities Experience June 2014 - Present
Job Fixed Income Sales Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2014 - Present
Bank of America June 2013 - August 2013
Father Financial Group Ltd. June 2012 - August 2012
Justice, A Tween Brands, Inc. apparel store June 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Forecasting, Data Analysis, Sales
Education
University of North Carolina at Chapel Hill 2010 — 2014
Business Administration
Wells Fargo Securities June 2014 - Present
Bank of America June 2013 - August 2013
Father Financial Group Ltd. June 2012 - August 2012
Justice, A Tween Brands, Inc. apparel store June 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Forecasting, Data Analysis, Sales
Education
University of North Carolina at Chapel Hill 2010 — 2014
Business Administration
Andrew Gores Andrew Gores's Wells Fargo Securities Experience June 2015 - August 2015
Job UNC KenanFlagler Business School
Industry
Experience
Wells Fargo Securities June 2015 - August 2015
Bessemer Trust June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Spanish, Leadership
Education
UNC Kenan-Flagler Business School 2013 — 2015
Business Administration Kenan-Flagler Business School
University of North Carolina at Chapel Hill 2011 — 2015
BSBA, Business Administration
Wells Fargo Securities June 2015 - August 2015
Bessemer Trust June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Spanish, Leadership
Education
UNC Kenan-Flagler Business School 2013 — 2015
Business Administration Kenan-Flagler Business School
University of North Carolina at Chapel Hill 2011 — 2015
BSBA, Business Administration
Phil Capling Phil Capling's Wells Fargo Securities Experience November 2011 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2011 - Present
Wells Fargo January 2009 - October 2011
Wachovia February 2002 - December 2008
Ernst & Young September 1992 - February 2002
Skills
Financial Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
BS, Accounting
East Mecklenburg High School
Wells Fargo Securities November 2011 - Present
Wells Fargo January 2009 - October 2011
Wachovia February 2002 - December 2008
Ernst & Young September 1992 - February 2002
Skills
Financial Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
BS, Accounting
East Mecklenburg High School
Brittany Hodnett Brittany Hodnett's Wells Fargo Securities Experience June 2012 - Present
Job Smart Card Access associate at Wells Fargo Securities
Industry Accounting
Experience
Wells Fargo Securities June 2012 - Present
Level One, LLC October 2011 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2013
Wells Fargo Securities June 2012 - Present
Level One, LLC October 2011 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2013
Chase Haislip's Wells Fargo Securities Experience May 2013 - Present
Job Public Finance Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2013 - Present
Cortview Capital Markets June 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2009 — 2013
Wells Fargo Securities May 2013 - Present
Cortview Capital Markets June 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2009 — 2013
Genya Fridlyand Genya Fridlyand's Wells Fargo Securities Experience August 2012 - Present
Job Technical/Quality Analyst at Wells Fargo Securities
Industry Computer Hardware
Experience
Wells Fargo Securities August 2012 - Present
Richland Technologies July 2011 - Present
Wells Fargo January 2010 - July 2011
AREVA August 2008 - December 2009
UNC Charlotte January 2004 - December 2009
Robert E. Mason Company January 2005 - May 2006
Skills
VHDL, Embedded Systems, Microsoft SQL Server, Databases, Verilog, Embedded C, FPGA, Simulations
Education
University of North Carolina at Charlotte 2009 — 2012
MSEE, Electrical Engineering-MSEE
University of North Carolina at Charlotte 2003 — 2009
BSCE, Computer Engineering
Wells Fargo Securities August 2012 - Present
Richland Technologies July 2011 - Present
Wells Fargo January 2010 - July 2011
AREVA August 2008 - December 2009
UNC Charlotte January 2004 - December 2009
Robert E. Mason Company January 2005 - May 2006
Skills
VHDL, Embedded Systems, Microsoft SQL Server, Databases, Verilog, Embedded C, FPGA, Simulations
Education
University of North Carolina at Charlotte 2009 — 2012
MSEE, Electrical Engineering-MSEE
University of North Carolina at Charlotte 2003 — 2009
BSCE, Computer Engineering
Chip Knudson Chip Knudson's Wells Fargo Securities Experience December 2006 - Present
Job Technology Manager at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities December 2006 - Present
The Pinnacle Corporation 2003 - 2006
Siemens Enterprise Communications 1986 - 2002
Skills
Software Engineering, Software Development, Business Intelligence, SDLC, Security, Management, Agile Methodologies, Team Building, Integration, Testing, Quality Assurance, Microsoft SQL Server, Databases, Vendor Management, Business Analysis, Unix, Leadership, Requirements Analysis, SharePoint
Education
University of North Carolina at Chapel Hill
Wells Fargo Securities December 2006 - Present
The Pinnacle Corporation 2003 - 2006
Siemens Enterprise Communications 1986 - 2002
Skills
Software Engineering, Software Development, Business Intelligence, SDLC, Security, Management, Agile Methodologies, Team Building, Integration, Testing, Quality Assurance, Microsoft SQL Server, Databases, Vendor Management, Business Analysis, Unix, Leadership, Requirements Analysis, SharePoint
Education
University of North Carolina at Chapel Hill
Andrew Alvis's Wells Fargo Securities Experience January 2000 - January 2002
Job Strategic and Experienced Leader
Industry Financial Services
Experience
Toyota Motor Corporation January 2015 - Present
The McDonald's Channel - Media development, Digital signage and Mobile advertising March 2012 - May 2014
Bank of America July 2010 - February 2012
Bank of America April 2005 - July 2010
Bank of America April 2004 - April 2005
Bank of America January 2002 - April 2004
Wells Fargo Securities January 2000 - January 2002
Skills
Strategy, Management, Finance, Mergers & Acquisitions, Strategic Planning, Leadership, Analysis, Forecasting, Banking, Competitive Analysis, Budgets, Outsourcing, Financial Services, Financial Analysis, Relationship Management, Vendor Relationship..., Relationship Building, Business Relationship..., Team Leadership, Leadership Development, Creative Solutions
Education
University of North Carolina at Charlotte 1995 — 1999
BS, Business / Finance; Commercial Bank Management
Toyota Motor Corporation January 2015 - Present
The McDonald's Channel - Media development, Digital signage and Mobile advertising March 2012 - May 2014
Bank of America July 2010 - February 2012
Bank of America April 2005 - July 2010
Bank of America April 2004 - April 2005
Bank of America January 2002 - April 2004
Wells Fargo Securities January 2000 - January 2002
Skills
Strategy, Management, Finance, Mergers & Acquisitions, Strategic Planning, Leadership, Analysis, Forecasting, Banking, Competitive Analysis, Budgets, Outsourcing, Financial Services, Financial Analysis, Relationship Management, Vendor Relationship..., Relationship Building, Business Relationship..., Team Leadership, Leadership Development, Creative Solutions
Education
University of North Carolina at Charlotte 1995 — 1999
BS, Business / Finance; Commercial Bank Management
Alexandra Molella Alexandra Molella's Wells Fargo Securities Experience June 2012 - July 2014
Job Associate at AlliancePartners, LLC
Industry Banking
Experience
AlliancePartners, LLC August 2014 - Present
Wells Fargo Securities June 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Skills
Derivatives, Nonprofits, Financial Analysis, Economics, Financial Modeling, Microsoft Office, Bloomberg, Series 63, Public Finance, Bonds
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, International Business, German & Chinese Minors
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
International Business
AlliancePartners, LLC August 2014 - Present
Wells Fargo Securities June 2012 - July 2014
Jefferies & Company June 2011 - August 2011
Skills
Derivatives, Nonprofits, Financial Analysis, Economics, Financial Modeling, Microsoft Office, Bloomberg, Series 63, Public Finance, Bonds
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, International Business, German & Chinese Minors
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
International Business
Josh Wilkes Josh Wilkes's Wells Fargo Securities Experience July 2013 - November 2014
Job U.S. Real Estate Investment Banking at Ernst & Young
Industry Investment Banking
Experience
EY December 2014 - Present
Wells Fargo Securities July 2013 - November 2014
Citi June 2012 - August 2012
Lincoln Financial Group 2008 - 2011
Skills
Financial Modeling, Valuation, Credit
Education
UNC Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
EY December 2014 - Present
Wells Fargo Securities July 2013 - November 2014
Citi June 2012 - August 2012
Lincoln Financial Group 2008 - 2011
Skills
Financial Modeling, Valuation, Credit
Education
UNC Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
David Malament David Malament's Wells Fargo Securities Experience November 2011 - August 2015
Job Software Engineer at Levvel, LLC
Industry Information Technology and Services
Experience
Levvel, LLC August 2015 - Present
David Laurence Portraits June 2008 - Present
Wells Fargo Securities November 2011 - August 2015
Wells Fargo January 2011 - November 2011
Wells Fargo February 2009 - December 2010
Wachovia April 2007 - February 2009
FontGear, Inc. August 2002 - January 2008
CrossWay Community Church June 2006 - April 2007
Skills
Web Services, Software Development, SDLC, Business Analysis, Java, Java Enterprise Edition, SOA, Agile Methodologies, Enterprise Architecture, Continuous Integration, Kanban, JavaScript, HTML5, Ext JS, Maven, WPF Development, WPF, REST, JSON, AngularJS, Capital Markets, Credit Risk, Market Risk, Counterparty Risk, PnL, VAR, Calypso, C# 4.0, NuGet, jQuery, UI Design, Graphic Design, Typography, UX, Node.js, Oracle Coherence, Famo.us, Tomcat, Autosys, SQL, RDBMS, Spring Framework, JPA, Hibernate, Subversion, Git
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science, 3.8 GPA
Levvel, LLC August 2015 - Present
David Laurence Portraits June 2008 - Present
Wells Fargo Securities November 2011 - August 2015
Wells Fargo January 2011 - November 2011
Wells Fargo February 2009 - December 2010
Wachovia April 2007 - February 2009
FontGear, Inc. August 2002 - January 2008
CrossWay Community Church June 2006 - April 2007
Skills
Web Services, Software Development, SDLC, Business Analysis, Java, Java Enterprise Edition, SOA, Agile Methodologies, Enterprise Architecture, Continuous Integration, Kanban, JavaScript, HTML5, Ext JS, Maven, WPF Development, WPF, REST, JSON, AngularJS, Capital Markets, Credit Risk, Market Risk, Counterparty Risk, PnL, VAR, Calypso, C# 4.0, NuGet, jQuery, UI Design, Graphic Design, Typography, UX, Node.js, Oracle Coherence, Famo.us, Tomcat, Autosys, SQL, RDBMS, Spring Framework, JPA, Hibernate, Subversion, Git
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science, 3.8 GPA
Angel Punnuse's Wells Fargo Securities Experience June 2013 - May 2015
Job Front office trading tech
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Wells Fargo Securities June 2013 - May 2015
TIAA-CREF February 2012 - June 2014
UNC Charlotte August 2011 - September 2013
Wells Fargo Securities June 2013 - August 2013
University of North Carolina at Charlotte April 2011 - December 2011
Kohl's Department Stores January 2008 - August 2010
Skills
PHP, Java, C++, Oracle SQL, Siebel, Mainframe, Microsoft Office, Eclipse, Help Desk Support, Linux, Unix, Fast Learner, Windows, Troubleshooting, .NET, Data Analysis, Programming, Visual Basic, HTML, SQL, Access, OS X, SharePoint, Visio, Microsoft SQL Server, Databases, Networking, SDLC, Technical Writing, Technical Communication, JavaScript, Oracle
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Science (BS), Computer Science and Engineering
Deutsche Bank June 2015 - Present
Wells Fargo Securities June 2013 - May 2015
TIAA-CREF February 2012 - June 2014
UNC Charlotte August 2011 - September 2013
Wells Fargo Securities June 2013 - August 2013
University of North Carolina at Charlotte April 2011 - December 2011
Kohl's Department Stores January 2008 - August 2010
Skills
PHP, Java, C++, Oracle SQL, Siebel, Mainframe, Microsoft Office, Eclipse, Help Desk Support, Linux, Unix, Fast Learner, Windows, Troubleshooting, .NET, Data Analysis, Programming, Visual Basic, HTML, SQL, Access, OS X, SharePoint, Visio, Microsoft SQL Server, Databases, Networking, SDLC, Technical Writing, Technical Communication, JavaScript, Oracle
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Science (BS), Computer Science and Engineering
Jonathan High Jonathan High's Wells Fargo Securities Experience February 2015 - Present
Job Securities Operations Service Specialist at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 2015 - Present
U.S. Bank February 2013 - February 2015
Cohesion Business Technology February 2012 - February 2013
UNC Wilmington August 2008 - December 2011
AXA Advisors May 2011 - August 2011
ING - Prague, Czech Republic January 2011 - May 2011
Bank of America June 2007 - April 2008
Skills
Supervisory Skills, Time Management, Customer Service, Market Research, Microsoft Office, PowerPoint, Word, Excel, Photoshop, Data Entry, Microsoft Word, Microsoft Excel, Project Management, Team Building, Accounting, Management, OS X, Facebook, System Administration, Budgets, Access, Research
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science (B.S.), International Business
Wells Fargo Securities February 2015 - Present
U.S. Bank February 2013 - February 2015
Cohesion Business Technology February 2012 - February 2013
UNC Wilmington August 2008 - December 2011
AXA Advisors May 2011 - August 2011
ING - Prague, Czech Republic January 2011 - May 2011
Bank of America June 2007 - April 2008
Skills
Supervisory Skills, Time Management, Customer Service, Market Research, Microsoft Office, PowerPoint, Word, Excel, Photoshop, Data Entry, Microsoft Word, Microsoft Excel, Project Management, Team Building, Accounting, Management, OS X, Facebook, System Administration, Budgets, Access, Research
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science (B.S.), International Business
Bryan Zeiss Bryan Zeiss's Wells Fargo Securities Experience June 2004 - April 2015
Job Consultant at Carolinas Investment Consulting
Industry Financial Services
Experience
Wells Fargo Securities June 2004 - April 2015
Skills
Sales, Capital Markets, Microsoft Office, Investments, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
Wells Fargo Securities June 2004 - April 2015
Skills
Sales, Capital Markets, Microsoft Office, Investments, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
Andrew Mannikus's Wells Fargo Securities Experience June 2013 - September 2013
Job Recent Graduate of UNCC
Industry Information Technology and Services
Experience
U.S. Department of Justice, Criminal Division June 2014 - August 2014
Wells Fargo Securities June 2013 - September 2013
Skills
Computer Forensics, Java, HTML, SQL, Teamwork, Windows, JavaScript, Programming, Linux, CSS, OS X, C
Education
University of North Carolina at Charlotte 2014 — 2015
Master's Degree, Information Technology
University of North Carolina at Charlotte 2010 — 2014
Bachelor's Degree, Software and Information Systems
U.S. Department of Justice, Criminal Division June 2014 - August 2014
Wells Fargo Securities June 2013 - September 2013
Skills
Computer Forensics, Java, HTML, SQL, Teamwork, Windows, JavaScript, Programming, Linux, CSS, OS X, C
Education
University of North Carolina at Charlotte 2014 — 2015
Master's Degree, Information Technology
University of North Carolina at Charlotte 2010 — 2014
Bachelor's Degree, Software and Information Systems
Jerome W Lindsey III Jerome W Lindsey III's Wells Fargo Securities Experience June 2013 - Present
Job AVP, Capital Markets Risk
Industry Capital Markets
Experience
Charlotte Economics Club December 2014 - Present
Wells Fargo Securities June 2013 - Present
BlackRock March 2013 - May 2013
Wells Fargo Securities May 2012 - February 2013
UNC Charlotte August 2010 - May 2012
Credit Suisse June 2008 - August 2008
United States Marine Corps January 2002 - January 2006
Skills
Financial Modeling, Time Series Analysis, C++, Options, Stata, Stochastic Modeling, Applied Mathematics, Matlab, Java, Cocoa, Logistic Regression, Analysis, Objective-C, Eviews, Survival Analysis, Trading, User Aceptance Testing, Copulas, Principal Component..., Trading Systems, Market Risk, Team Leadership, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Hybrid Derivatives, R, Equities, Portfolio Management, Finance, Fixed Income, Risk Management, Data Analysis
Education
University of North Carolina at Charlotte 2010 — 2012
Master of Science (MS), Mathematical Finance
University of North Carolina at Charlotte 2010 — 2012
Master of Science (MS), Economics
University of Washington 2007 — 2010
Bachelor of Science (BS), Economics
Charlotte Economics Club December 2014 - Present
Wells Fargo Securities June 2013 - Present
BlackRock March 2013 - May 2013
Wells Fargo Securities May 2012 - February 2013
UNC Charlotte August 2010 - May 2012
Credit Suisse June 2008 - August 2008
United States Marine Corps January 2002 - January 2006
Skills
Financial Modeling, Time Series Analysis, C++, Options, Stata, Stochastic Modeling, Applied Mathematics, Matlab, Java, Cocoa, Logistic Regression, Analysis, Objective-C, Eviews, Survival Analysis, Trading, User Aceptance Testing, Copulas, Principal Component..., Trading Systems, Market Risk, Team Leadership, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Hybrid Derivatives, R, Equities, Portfolio Management, Finance, Fixed Income, Risk Management, Data Analysis
Education
University of North Carolina at Charlotte 2010 — 2012
Master of Science (MS), Mathematical Finance
University of North Carolina at Charlotte 2010 — 2012
Master of Science (MS), Economics
University of Washington 2007 — 2010
Bachelor of Science (BS), Economics
Colleen McLaughlin Colleen McLaughlin's Wells Fargo Securities Experience June 2011 - October 2012
Job Sr Strategy Analyst, Beer Division at Constellation Brands
Industry Food & Beverages
Experience
Constellation Brands September 2015 - Present
Schneider Electric June 2014 - Present
Schneider Electric October 2012 - Present
Wells Fargo Securities June 2011 - October 2012
Bank of America June 2010 - August 2010
Skills
Investment Banking, Capital Markets, Business Strategy, Analysis, Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA
Constellation Brands September 2015 - Present
Schneider Electric June 2014 - Present
Schneider Electric October 2012 - Present
Wells Fargo Securities June 2011 - October 2012
Bank of America June 2010 - August 2010
Skills
Investment Banking, Capital Markets, Business Strategy, Analysis, Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA
Carin Bissiere-Grote's Wells Fargo Securities Experience March 2015 - Present
Job Commercial Mortgage Underwriter at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities February 2014 - March 2015
Bechtler Museum of Modern Art August 2011 - February 2014
North Carolina Dance Theatre October 2011 - May 2012
SMOE August 2010 - August 2011
Skills
Microsoft Office, Public Speaking, Research, Event Planning, Social Media, Teaching, Customer Service, Nonprofits, Program Management, Fundraising, Curriculum Design, Public Relations
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Art History, History
Harding University High School 2002 — 2006
High School Diploma, International Baccalaureate Diploma
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities February 2014 - March 2015
Bechtler Museum of Modern Art August 2011 - February 2014
North Carolina Dance Theatre October 2011 - May 2012
SMOE August 2010 - August 2011
Skills
Microsoft Office, Public Speaking, Research, Event Planning, Social Media, Teaching, Customer Service, Nonprofits, Program Management, Fundraising, Curriculum Design, Public Relations
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Art History, History
Harding University High School 2002 — 2006
High School Diploma, International Baccalaureate Diploma
Karl Angus Karl Angus's Wells Fargo Securities Experience 2008 - 2012
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - Present
Wells Fargo 2012 - 2013
Wells Fargo 2012 - 2013
Wells Fargo Securities 2008 - 2012
Wells Fargo 2001 - 2008
Wells Fargo 1992 - 2001
Skills
IT Strategy, Business Analysis, Change Management, Project Management, Integration, Banking, Trading Systems, SDLC, Enterprise Architecture, Technology Management, Technology Change..., Program Management, PMO, Vendor Management
Education
University of North Carolina at Charlotte 1972 — 1976
Bachelor of Science (B.S.), Mathematics and Computer Science
University of North Carolina at Greensboro 1976 — 1977
Some Graduate school work, Mathematics and Statistics
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - Present
Wells Fargo 2012 - 2013
Wells Fargo 2012 - 2013
Wells Fargo Securities 2008 - 2012
Wells Fargo 2001 - 2008
Wells Fargo 1992 - 2001
Skills
IT Strategy, Business Analysis, Change Management, Project Management, Integration, Banking, Trading Systems, SDLC, Enterprise Architecture, Technology Management, Technology Change..., Program Management, PMO, Vendor Management
Education
University of North Carolina at Charlotte 1972 — 1976
Bachelor of Science (B.S.), Mathematics and Computer Science
University of North Carolina at Greensboro 1976 — 1977
Some Graduate school work, Mathematics and Statistics
Jonathan Philbeck Jonathan Philbeck's Wells Fargo Securities Experience June 2014 - Present
Job Analytics Consultant
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Signature Consultants April 2013 - June 2014
TIAA-CREF July 2004 - April 2013
Skills
Access, SQL, Business Process..., Process Improvement, Microsoft Excel, Microsoft Office, Customer Service, Microsoft SQL Server, Project Management, VBA, VBA Programming..., MS Access, Sybase, T-SQL, MS Excel, HTML, Business Process..., Business Process..., Business Process Testing, Business Process Design, QlikView Development, QlikView, Automation, Business Metrics
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Crest High School
Wells Fargo Securities June 2014 - Present
Signature Consultants April 2013 - June 2014
TIAA-CREF July 2004 - April 2013
Skills
Access, SQL, Business Process..., Process Improvement, Microsoft Excel, Microsoft Office, Customer Service, Microsoft SQL Server, Project Management, VBA, VBA Programming..., MS Access, Sybase, T-SQL, MS Excel, HTML, Business Process..., Business Process..., Business Process Testing, Business Process Design, QlikView Development, QlikView, Automation, Business Metrics
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Crest High School
Kieran McDonald's Wells Fargo Securities Experience June 2012 - August 2012
Job Equity Capital Markets Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2013 - Present
Westminster School May 2009 - Present
Morgan Stanley Wealth Management July 2013 - September 2013
The Next Step Realty June 2011 - July 2013
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Mark Millon Lacrosse Camp April 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Fundraising, Management, Analysis, Equities, Event Planning, Public Speaking, Research, Social Media, Social Networking, Training, Derivatives, Drawing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Deutsche Bank December 2013 - Present
Westminster School May 2009 - Present
Morgan Stanley Wealth Management July 2013 - September 2013
The Next Step Realty June 2011 - July 2013
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Mark Millon Lacrosse Camp April 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Fundraising, Management, Analysis, Equities, Event Planning, Public Speaking, Research, Social Media, Social Networking, Training, Derivatives, Drawing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Alex Keith Alex Keith's Wells Fargo Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - August 2014
UNC Kenan-Flagler November 2013 - May 2014
Hamilton Point Investment Advisors May 2013 - August 2013
North Carolina General Assembly February 2013 - May 2013
North Carolina Republican Party May 2012 - August 2012
Bradford Law Offices July 2011 - August 2011
Skills
Finance, Accounting, Microeconomics, Economic Development, Public Speaking, Microsoft Office, Marketing, French, Politics, Political Campaigns, Japanese, Ice Hockey, Community Outreach, Research, Legislative Relations, Management, Public Policy, Legislation, Nonprofits
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree, Ancient & Medieval History, Business Administration, GPA: 3.86, Graduated with Highest Distinction
Wells Fargo Securities June 2014 - August 2014
UNC Kenan-Flagler November 2013 - May 2014
Hamilton Point Investment Advisors May 2013 - August 2013
North Carolina General Assembly February 2013 - May 2013
North Carolina Republican Party May 2012 - August 2012
Bradford Law Offices July 2011 - August 2011
Skills
Finance, Accounting, Microeconomics, Economic Development, Public Speaking, Microsoft Office, Marketing, French, Politics, Political Campaigns, Japanese, Ice Hockey, Community Outreach, Research, Legislative Relations, Management, Public Policy, Legislation, Nonprofits
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree, Ancient & Medieval History, Business Administration, GPA: 3.86, Graduated with Highest Distinction
Erin Pais Erin Pais's Wells Fargo Securities Experience September 2009 - Present
Job VP; Municipal Securities Compliance
Industry Banking
Experience
Wells Fargo Securities September 2009 - Present
Bank of America May 2009 - September 2009
Banc of America Securities July 2008 - May 2009
Bank of America November 2003 - July 2008
Skills
Series 52 and 53..., Leadership, Analysis, Banking, Management, Investment Banking, Financial Analysis, Branding & Identity, Private Banking, Outstanding..., Business Continuity, Six Sigma, Team Leadership, Team Management, Vendor Relationships, Analytics, Microsoft Office, Relationship-builder..., Portfolio Management, Fixed Income, Financial Risk, Capital Markets, Risk Management, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte 1998 — 2002
BA, Sociology
Wells Fargo Securities September 2009 - Present
Bank of America May 2009 - September 2009
Banc of America Securities July 2008 - May 2009
Bank of America November 2003 - July 2008
Skills
Series 52 and 53..., Leadership, Analysis, Banking, Management, Investment Banking, Financial Analysis, Branding & Identity, Private Banking, Outstanding..., Business Continuity, Six Sigma, Team Leadership, Team Management, Vendor Relationships, Analytics, Microsoft Office, Relationship-builder..., Portfolio Management, Fixed Income, Financial Risk, Capital Markets, Risk Management, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte 1998 — 2002
BA, Sociology
Caroline Parker's Wells Fargo Securities Experience June 2010 - June 2011
Job Vice President Corporate Finance Loan Originations at Wells Fargo Capital Finance
Industry Investment Banking
Experience
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2011 - July 2014
Wells Fargo Securities June 2010 - June 2011
Wells Fargo Securities June 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2011 - July 2014
Wells Fargo Securities June 2010 - June 2011
Wells Fargo Securities June 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Elcin Icingir's Wells Fargo Securities Experience January 2013 - Present
Job Director at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Bank September 2009 - January 2013
Wachovia June 2004 - September 2009
Wachovia Securities 2005 - 2009
Wachovia, A Wells Fargo Company 2004 - 2009
ABN AMRO 1999 - 2001
Skills
Capital Markets, Derivatives, Fixed Income, Structured Products, Portfolio Management, Banking, Trading, Risk Management, Commodity, Financial Services, Bloomberg, Asset Management, Investment Banking, Financial Risk, Financial Markets
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Master of Business Administration (MBA), IT Management
Tarsus American High School 1987 — 1994
Wells Fargo Securities January 2013 - Present
Wells Fargo Bank September 2009 - January 2013
Wachovia June 2004 - September 2009
Wachovia Securities 2005 - 2009
Wachovia, A Wells Fargo Company 2004 - 2009
ABN AMRO 1999 - 2001
Skills
Capital Markets, Derivatives, Fixed Income, Structured Products, Portfolio Management, Banking, Trading, Risk Management, Commodity, Financial Services, Bloomberg, Asset Management, Investment Banking, Financial Risk, Financial Markets
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Master of Business Administration (MBA), IT Management
Tarsus American High School 1987 — 1994
Chantal Dixon's Wells Fargo Securities Experience April 2014 - Present
Job Program Coordinator at Wells Fargo Securities
Industry Human Resources
Experience
Wells Fargo Securities April 2014 - Present
Duke University-Fuqua School of Business September 2012 - April 2014
Fuqua School of Business May 2012 - September 2012
Fuqua School of Business November 2011 - May 2012
Allstate April 2010 - August 2011
Academics Plus August 2008 - April 2010
Skills
Customer Service, Event Planning, Program Management, Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Financial Analysis, Outlook, Research, Team Leadership, Process Improvement, Project Planning, Training, Nonprofits, Marketing, Social Media Marketing, Budgets, PowerPoint, Leadership Development, Fundraising, Event Management, Business Development, Microsoft Word, Business Strategy, Leadership, Time Management, Coaching, Teamwork, Marketing Strategy, Public Relations, Healthcare, Project Management, Higher Education, Social Networking, System Administration, Team Building, Recruiting, Employee Relations, Social Media, Marketing Communications, Strategy
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Arts (BA), English/Professional Writing
Wells Fargo Securities April 2014 - Present
Duke University-Fuqua School of Business September 2012 - April 2014
Fuqua School of Business May 2012 - September 2012
Fuqua School of Business November 2011 - May 2012
Allstate April 2010 - August 2011
Academics Plus August 2008 - April 2010
Skills
Customer Service, Event Planning, Program Management, Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Financial Analysis, Outlook, Research, Team Leadership, Process Improvement, Project Planning, Training, Nonprofits, Marketing, Social Media Marketing, Budgets, PowerPoint, Leadership Development, Fundraising, Event Management, Business Development, Microsoft Word, Business Strategy, Leadership, Time Management, Coaching, Teamwork, Marketing Strategy, Public Relations, Healthcare, Project Management, Higher Education, Social Networking, System Administration, Team Building, Recruiting, Employee Relations, Social Media, Marketing Communications, Strategy
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Arts (BA), English/Professional Writing
Ciaran Bermingham Ciaran Bermingham's Wells Fargo Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Jefferies
Industry Higher Education
Experience
Jefferies June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Harrington Bank May 2013 - August 2013
Gaule Bermingham & Co June 2010 - July 2010
Education
UNC Kenan-Flagler Business School 2011 — 2015
Business Administration (BSBA), Finance
East Chapel Hill High School 2007 — 2011
Jefferies June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Harrington Bank May 2013 - August 2013
Gaule Bermingham & Co June 2010 - July 2010
Education
UNC Kenan-Flagler Business School 2011 — 2015
Business Administration (BSBA), Finance
East Chapel Hill High School 2007 — 2011
Timothy Lukacik Timothy Lukacik's Wells Fargo Securities Experience August 2012 - January 2015
Job at
Industry Computer Software
Experience
Bank of America June 2015 - Present
ChristianSteven Software January 2015 - June 2015
Wells Fargo Securities August 2012 - January 2015
Wells Fargo Securities June 2012 - August 2012
UNC Charlotte January 2012 - May 2012
Harris Teeter January 2006 - March 2011
UNCC College of Engineering August 2008 - January 2009
Skills
C#, JavaScript, HTML, CSS, jQuery, SQL, Microsoft SQL Server, Web Applications, SSRS, Entity Framework, RESTful WebServices, .NET, ASP.NET MVC, Web Services API, Scrum
Education
University of North Carolina at Charlotte 2007 — 2012
Bachelor of Science, Computer Science
University of North Carolina at Charlotte 2007 — 2012
B.S, Computer Science
Bank of America June 2015 - Present
ChristianSteven Software January 2015 - June 2015
Wells Fargo Securities August 2012 - January 2015
Wells Fargo Securities June 2012 - August 2012
UNC Charlotte January 2012 - May 2012
Harris Teeter January 2006 - March 2011
UNCC College of Engineering August 2008 - January 2009
Skills
C#, JavaScript, HTML, CSS, jQuery, SQL, Microsoft SQL Server, Web Applications, SSRS, Entity Framework, RESTful WebServices, .NET, ASP.NET MVC, Web Services API, Scrum
Education
University of North Carolina at Charlotte 2007 — 2012
Bachelor of Science, Computer Science
University of North Carolina at Charlotte 2007 — 2012
B.S, Computer Science
Mimi Shim's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Bell Leadership Institute May 2014 - July 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Vector Marketing April 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Prezi, Crystal Ball, Microsoft Office, Bloomberg, Corporate Finance, Finance, Financial Modeling, Eco-friendly, Communication
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor of Science (BS), Business - Finance
North Carolina Governor's School West at Salem College 2011 — 2011
Fine and Studio Arts
Wells Fargo Securities June 2015 - August 2015
Bell Leadership Institute May 2014 - July 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Vector Marketing April 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Prezi, Crystal Ball, Microsoft Office, Bloomberg, Corporate Finance, Finance, Financial Modeling, Eco-friendly, Communication
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor of Science (BS), Business - Finance
North Carolina Governor's School West at Salem College 2011 — 2011
Fine and Studio Arts
Frankie Gonzalez Frankie Gonzalez's Wells Fargo Securities Experience June 2009 - October 2010
Job Sr. QA/UAT Software Analyst at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless November 2010 - Present
Wells Fargo Securities June 2009 - October 2010
Skills
Production Support,...
Education
University of North Carolina at Charlotte 2003 — 2006
Major in Spanish, Spanish Language and Literature
University of Puerto Rico-Arecibo 1983 — 1986
Major, Computer Science
Verizon Wireless November 2010 - Present
Wells Fargo Securities June 2009 - October 2010
Skills
Production Support,...
Education
University of North Carolina at Charlotte 2003 — 2006
Major in Spanish, Spanish Language and Literature
University of Puerto Rico-Arecibo 1983 — 1986
Major, Computer Science
Naequan Jones Naequan Jones's Wells Fargo Securities Experience October 2007 - June 2010
Job Client Executive at IBM Summit Program
Industry Information Technology and Services
Experience
IBM August 2015 - Present
American Express Global Business Travel July 2014 - August 2015
American Express August 2012 - June 2014
Bank of America June 2011 - August 2011
Wells Fargo Securities October 2007 - June 2010
Wachovia, A Wells Fargo Company June 2006 - October 2007
Skills
Risk Management, Financial Analysis, Project Management, Business Analysis, Business Strategy, Management, Data Analysis, Financial Modeling, Business Development, Underwriting, Marketing, Entrepreneurship, Banking, Leadership, Cross-functional Team..., Strategic Partnerships, Strategy, Channel Partners
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, General Management
Wake Forest University 2002 — 2006
Bachelor of Science, Business
IBM August 2015 - Present
American Express Global Business Travel July 2014 - August 2015
American Express August 2012 - June 2014
Bank of America June 2011 - August 2011
Wells Fargo Securities October 2007 - June 2010
Wachovia, A Wells Fargo Company June 2006 - October 2007
Skills
Risk Management, Financial Analysis, Project Management, Business Analysis, Business Strategy, Management, Data Analysis, Financial Modeling, Business Development, Underwriting, Marketing, Entrepreneurship, Banking, Leadership, Cross-functional Team..., Strategic Partnerships, Strategy, Channel Partners
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, General Management
Wake Forest University 2002 — 2006
Bachelor of Science, Business
Parth Gandhi Parth Gandhi's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Capital Finance May 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Social Networking, Small Business, Hotel Management, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Finance and Investments
Wells Fargo Securities June 2014 - Present
Wells Fargo Capital Finance May 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Social Networking, Small Business, Hotel Management, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Finance and Investments
Chad Edwards's Wells Fargo Securities Experience March 2011 - August 2013
Job Finance Professional
Industry Financial Services
Experience
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Patrick Loeffler's Wells Fargo Securities Experience October 2008 - Present
Job Director, Business Management at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2008 - Present
Wells Fargo April 2007 - October 2008
Wachovia July 2004 - March 2007
BNY ConvergEx 2000 - 2004
Skills
Banking, Business Strategy, Leadership, Management, Capital Markets, Derivatives
Education
University of North Carolina at Wilmington 1995 — 1999
Undergrade, Business
Wells Fargo Securities October 2008 - Present
Wells Fargo April 2007 - October 2008
Wachovia July 2004 - March 2007
BNY ConvergEx 2000 - 2004
Skills
Banking, Business Strategy, Leadership, Management, Capital Markets, Derivatives
Education
University of North Carolina at Wilmington 1995 — 1999
Undergrade, Business
Terry Herrington's Wells Fargo Securities Experience May 2011 - Present
Job Application Systems Engineer at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2011 - Present
Charlotte Pipe September 2004 - May 2011
Charlotte Pipe and Foundry 2004 - May 2011
Bank of America 2003 - 2004
Titan Technology Partners 2000 - 2001
Education
University of North Carolina at Charlotte 1992 — 1997
MIS, Computers
Wells Fargo Securities May 2011 - Present
Charlotte Pipe September 2004 - May 2011
Charlotte Pipe and Foundry 2004 - May 2011
Bank of America 2003 - 2004
Titan Technology Partners 2000 - 2001
Education
University of North Carolina at Charlotte 1992 — 1997
MIS, Computers
Beth Pickler's Wells Fargo Securities Experience June 1998 - Present
Job Communications Consultant for Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 1998 - Present
Wells Fargo 1998 - 2013
Education
University of North Carolina at Charlotte 1995 — 1997
Wells Fargo Securities June 1998 - Present
Wells Fargo 1998 - 2013
Education
University of North Carolina at Charlotte 1995 — 1997
Christopher Amick's Wells Fargo Securities Experience December 2013 - Present
Job Business Analyst Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2013 - Present
Skills
Telecommunications, Business Analysis, Process Improvement, Strategic Planning, Project Management, Business Strategy, Account Management, Program Management, Cross-functional Team..., Managed Services, Change Management, Project Planning, Operations Management, Requirements Analysis, MPLS, IP, Derivatives, Visio, Business Requirements, Entrepreneurship, Investments
Education
Wake Forest University - Babcock Graduate School of Management 2008 — 2010
Masters in Business Administration, Business Administration and Management, General
University of North Carolina at Charlotte 1990 — 1995
BS Business Administration, Marketing/Economics
Wells Fargo Securities December 2013 - Present
Skills
Telecommunications, Business Analysis, Process Improvement, Strategic Planning, Project Management, Business Strategy, Account Management, Program Management, Cross-functional Team..., Managed Services, Change Management, Project Planning, Operations Management, Requirements Analysis, MPLS, IP, Derivatives, Visio, Business Requirements, Entrepreneurship, Investments
Education
Wake Forest University - Babcock Graduate School of Management 2008 — 2010
Masters in Business Administration, Business Administration and Management, General
University of North Carolina at Charlotte 1990 — 1995
BS Business Administration, Marketing/Economics
Maggi Brown's Wells Fargo Securities Experience March 2013 - Present
Job Marketing Program Manager AVP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors LLC August 2005 - March 2013
Deutsche Bank 1999 - 2004
Skills
Series 7, Relationship Management, Wealth Management, Portfolio Management, Sales, Series 63, Marketing, Customer Service, Asset Allocation, Financial Services, Advertising, Management, Strategic Planning, Securities, Marketing Strategy, Marketing Communications, Digital Marketing, Event Planning, Event Management, Online Advertising, Media Planning, Finance, Investment Banking, Retail Brokerage
Education
University of North Carolina at Chapel Hill 1990 — 1994
School of Journalism and Mass Communications - Advertising
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors LLC August 2005 - March 2013
Deutsche Bank 1999 - 2004
Skills
Series 7, Relationship Management, Wealth Management, Portfolio Management, Sales, Series 63, Marketing, Customer Service, Asset Allocation, Financial Services, Advertising, Management, Strategic Planning, Securities, Marketing Strategy, Marketing Communications, Digital Marketing, Event Planning, Event Management, Online Advertising, Media Planning, Finance, Investment Banking, Retail Brokerage
Education
University of North Carolina at Chapel Hill 1990 — 1994
School of Journalism and Mass Communications - Advertising
Michael Baughman's Wells Fargo Securities Experience July 2014 - Present
Job Software Developer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Vanguard June 2006 - July 2014
Qualitech Solutions October 2005 - May 2006
Skills
Spring, Maven, JSF, Subversion, Java, Websphere, Agile Methodologies, Spring Integration, JSP, Microsoft SQL Server, Oracle, Requirements Analysis, WebSphere, Spring Framework, Architecture, SDLC, Unix, Software Project...
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science
Wells Fargo Securities July 2014 - Present
Vanguard June 2006 - July 2014
Qualitech Solutions October 2005 - May 2006
Skills
Spring, Maven, JSF, Subversion, Java, Websphere, Agile Methodologies, Spring Integration, JSP, Microsoft SQL Server, Oracle, Requirements Analysis, WebSphere, Spring Framework, Architecture, SDLC, Unix, Software Project...
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science
Sean Swiler's Wells Fargo Securities Experience 2009 - 2010
Job Underwriter
Industry Banking
Experience
Wells Fargo March 2014 - Present
Wells Fargo Home Mortgage September 2013 - March 2014
ClearVision Funding June 2012 - August 2013
Wells Fargo Securites April 2009 - May 2011
Wells Fargo Securities 2009 - 2010
Wachovia Bank March 2008 - April 2009
Decision One Mortgage 2005 - 2007
Wells Fargo Advisors 2005 - 2005
Wells Fargo 2002 - 2003
EquiFirst 2002 - 2002
Skills
Loans, Underwriting, Credit, Customer Service, Mortgage Lending, Financial Risk
Education
University of North Carolina at Charlotte 1994 — 1997
riverside high school 1994 — 1997
Wells Fargo March 2014 - Present
Wells Fargo Home Mortgage September 2013 - March 2014
ClearVision Funding June 2012 - August 2013
Wells Fargo Securites April 2009 - May 2011
Wells Fargo Securities 2009 - 2010
Wachovia Bank March 2008 - April 2009
Decision One Mortgage 2005 - 2007
Wells Fargo Advisors 2005 - 2005
Wells Fargo 2002 - 2003
EquiFirst 2002 - 2002
Skills
Loans, Underwriting, Credit, Customer Service, Mortgage Lending, Financial Risk
Education
University of North Carolina at Charlotte 1994 — 1997
riverside high school 1994 — 1997
Chauhan, Anand's Wells Fargo Securities Experience August 2009 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2009 - Present
Wachovia Securities, LLC February 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Portfolio Management, Investments, Finance, Leveraged Finance, Management, LBO, Structured Products, Accounting, Bonds, Valuation
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS Applied Science (Biomedical Engeering)
Wells Fargo Securities August 2009 - Present
Wachovia Securities, LLC February 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Portfolio Management, Investments, Finance, Leveraged Finance, Management, LBO, Structured Products, Accounting, Bonds, Valuation
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS Applied Science (Biomedical Engeering)
Jack Bell's Wells Fargo Securities Experience March 2012 - December 2013
Job Managing Director at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities January 2014 - Present
Wells Fargo Securities March 2012 - December 2013
Mizuho Securities USA Inc. 2011 - 2011
Sandler O'Neill 2010 - 2011
FHLB Atlanta 2005 - 2010
BBT 2003 - 2005
Skills
Series 7, Series 63, Series 24, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA, Business Finance
Fifth Third Securities January 2014 - Present
Wells Fargo Securities March 2012 - December 2013
Mizuho Securities USA Inc. 2011 - 2011
Sandler O'Neill 2010 - 2011
FHLB Atlanta 2005 - 2010
BBT 2003 - 2005
Skills
Series 7, Series 63, Series 24, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA, Business Finance
Cheatwood, David's Wells Fargo Securities Experience June 2009 - Present
Job Vice President Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2009 - Present
Banc of America Securities LLC April 2006 - June 2009
Kilpatrick Stockton August 2004 - March 2006
Education
University of North Carolina at Chapel Hill 2001 — 2004
JD, Law
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business
Wells Fargo Securities June 2009 - Present
Banc of America Securities LLC April 2006 - June 2009
Kilpatrick Stockton August 2004 - March 2006
Education
University of North Carolina at Chapel Hill 2001 — 2004
JD, Law
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business
Jane Wu's Wells Fargo Securities Experience August 2010 - July 2012
Job Carolina States Regional Center LLC
Industry Real Estate
Experience
Carolina States Regional Center LLC December 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Wachovia Securities July 2007 - July 2010
Bank of America Securities 2005 - 2006
Skills
Private Equity, Financial Structuring
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
Master, Mathematic Finance
Carolina States Regional Center LLC December 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Wachovia Securities July 2007 - July 2010
Bank of America Securities 2005 - 2006
Skills
Private Equity, Financial Structuring
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
Master, Mathematic Finance
James Bumgarner's Wells Fargo Securities Experience March 2011 - Present
Job Applications Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo March 2010 - February 2011
Great Direct Concepts August 2002 - September 2010
Wachovia Securities February 2000 - July 2002
Keane August 1998 - November 1999
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts, History
Wells Fargo Securities March 2011 - Present
Wells Fargo March 2010 - February 2011
Great Direct Concepts August 2002 - September 2010
Wachovia Securities February 2000 - July 2002
Keane August 1998 - November 1999
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts, History
Ryan Conway's Wells Fargo Securities Experience December 2004 - August 2014
Job Director of Capital Markets at University of Virginia
Industry Higher Education
Experience
University of Virginia September 2014 - Present
Wells Fargo Securities December 2004 - August 2014
Public Financial Management 2001 - 2004
Education
University of North Carolina at Chapel Hill 1996 — 2000
University of Virginia September 2014 - Present
Wells Fargo Securities December 2004 - August 2014
Public Financial Management 2001 - 2004
Education
University of North Carolina at Chapel Hill 1996 — 2000
Robert Matera's Wells Fargo Securities Experience October 2007 - June 2013
Job Capital Markets Analyst at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo July 2014 - Present
Bank of America June 2013 - July 2014
Wells Fargo Securities October 2007 - June 2013
Mergent, IncorporatedCharlotte October 2005 - October 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
University of North Carolina at Chapel Hill
Bachelor of Arts and Science, Business Administration
Wells Fargo July 2014 - Present
Bank of America June 2013 - July 2014
Wells Fargo Securities October 2007 - June 2013
Mergent, IncorporatedCharlotte October 2005 - October 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
University of North Carolina at Chapel Hill
Bachelor of Arts and Science, Business Administration
Lee Brading, CFA's Wells Fargo Securities Experience July 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities July 2009 - Present
Wachovia Capital Markets 1999 - June 2009
Banc of America Securities 1996 - 1999
BDO Seidman, LLP 1989 - 1994
Skills
Asset Managment, Investments, Private Equity, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Real Estate Economics, Mergers, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
Washington and Lee University 1985 — 1989
BS, Business Admin and Accounting
Wells Fargo Securities July 2009 - Present
Wachovia Capital Markets 1999 - June 2009
Banc of America Securities 1996 - 1999
BDO Seidman, LLP 1989 - 1994
Skills
Asset Managment, Investments, Private Equity, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Real Estate Economics, Mergers, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance
Washington and Lee University 1985 — 1989
BS, Business Admin and Accounting
Kerr Robertson's Wells Fargo Securities Experience June 2002 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2002 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Healthcare Management and Finance
University of North Carolina at Chapel Hill 1990 — 1994
BS Biology with Honors
Wells Fargo Securities June 2002 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Healthcare Management and Finance
University of North Carolina at Chapel Hill 1990 — 1994
BS Biology with Honors
Tim Gannon's Wells Fargo Securities Experience 2011 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities 2011 - Present
Wachovia Securities, LLC May 2008 - January 2011
Wachovia Securities, LLC May 2005 - 2008
Merrill Lynch May 2000 - May 2005
Ernst & Young 1994 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Villanova University 1990 — 1994
BS, Accounting
Wells Fargo Securities 2011 - Present
Wachovia Securities, LLC May 2008 - January 2011
Wachovia Securities, LLC May 2005 - 2008
Merrill Lynch May 2000 - May 2005
Ernst & Young 1994 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Villanova University 1990 — 1994
BS, Accounting
Kate Leveque's Wells Fargo Securities Experience March 2007 - Present
Job Director at Wells Fargo Securities, Investment Banking & Capital Markets
Industry Banking
Experience
Wells Fargo Securities March 2007 - Present
Wachovia Securities June 2004 - February 2007
Wachovia Securities June 2002 - May 2004
Wachovia Securities July 2000 - May 2002
First Union Securities June 1998 - May 2000
Skills
Investment Banking, Capital Markets, Series 7, Corporate Finance, Strategy, Investments, Financial Modeling, Finance, Management, Financial Analysis, Leadership
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.A., International Studies
The Berkshire School, Sheffield, MA 1989 — 1993
Wells Fargo Securities March 2007 - Present
Wachovia Securities June 2004 - February 2007
Wachovia Securities June 2002 - May 2004
Wachovia Securities July 2000 - May 2002
First Union Securities June 1998 - May 2000
Skills
Investment Banking, Capital Markets, Series 7, Corporate Finance, Strategy, Investments, Financial Modeling, Finance, Management, Financial Analysis, Leadership
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.A., International Studies
The Berkshire School, Sheffield, MA 1989 — 1993
Valerie (Bernardini) Noé's Wells Fargo Securities Experience 2003 - 2013
Job Operations Manager at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities, LLC 2013 - Present
Wells Fargo Securities 2003 - 2013
NuTech Solutions 2002 - 2003
Education
University of North Carolina at Charlotte 2000 — 2002
Bachelor's Degree, Marketing
Wells Fargo Securities, LLC 2013 - Present
Wells Fargo Securities 2003 - 2013
NuTech Solutions 2002 - 2003
Education
University of North Carolina at Charlotte 2000 — 2002
Bachelor's Degree, Marketing
Tiffany Lakey's Wells Fargo Securities Experience 2009 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities 2009 - Present
Wachovia June 2000 - Present
Education
Wake Forest University 2003 — 2005
MBA
Wake Forest University School of Business 2003 — 2005
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA
Wells Fargo Securities 2009 - Present
Wachovia June 2000 - Present
Education
Wake Forest University 2003 — 2005
MBA
Wake Forest University School of Business 2003 — 2005
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA
William McBride's Wells Fargo Securities Experience July 2013 - Present
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2013 - Present
Kenan-Flagler Business School July 2011 - May 2013
Wells Fargo Securities June 2012 - August 2012
Wells Fargo Bank February 2009 - April 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Bank June 2006 - August 2008
Skills
Portfolio Management, Finance, Commercial Banking, Financial Services, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Investments, Asset Management, Microsoft Excel, Private Equity, Credit Analysis
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA
Vanderbilt University 2002 — 2006
BA, Economics
Woodberry Forest School 1999 — 2002
Wells Fargo Securities July 2013 - Present
Kenan-Flagler Business School July 2011 - May 2013
Wells Fargo Securities June 2012 - August 2012
Wells Fargo Bank February 2009 - April 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Bank June 2006 - August 2008
Skills
Portfolio Management, Finance, Commercial Banking, Financial Services, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Investments, Asset Management, Microsoft Excel, Private Equity, Credit Analysis
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA
Vanderbilt University 2002 — 2006
BA, Economics
Woodberry Forest School 1999 — 2002
Kaila Johnson's Wells Fargo Securities Experience May 2006 - Present
Job AVP, Capital Markets Middle Office at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2006 - Present
Mergent, Inc. October 2005 - April 2006
Skills
Bloomberg, Investment Banking, Capital Markets, Fixed Income, Series 7, Corporate Finance, Derivatives, Financial Analysis, Structured Products, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
Bachelor of Science, Finance & International Business
Wells Fargo Securities May 2006 - Present
Mergent, Inc. October 2005 - April 2006
Skills
Bloomberg, Investment Banking, Capital Markets, Fixed Income, Series 7, Corporate Finance, Derivatives, Financial Analysis, Structured Products, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
Bachelor of Science, Finance & International Business
Stacey Estes's Wells Fargo Securities Experience 2005 - Present
Job Operations Training Specialist at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 2005 - Present
Education
North Georgia College and State University 1981 — 1986
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Wells Fargo Securities 2005 - Present
Education
North Georgia College and State University 1981 — 1986
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Scott Suddreth's Wells Fargo Securities Experience January 1999 - Present
Job Director
Industry Financial Services
Experience
Wells Fargo Securities January 1999 - Present
Education
UNC Chapel Hill
Wells Fargo Securities January 1999 - Present
Education
UNC Chapel Hill
Matthew Cady's Wells Fargo Securities Experience September 2014 - Present
Job Enterprise Derivatives Reconciliation and Data Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo Advisors September 2010 - Present
Wells Fargo Securities August 2007 - September 2010
Wachovia Secutities June 2002 - August 2007
Skills
Microsoft Office, SQL, Microsoft SQL Server, VBA, SAP, Essbase
Education
University of North Carolina at Charlotte 2006 — 2009
Master of Business Administration (MBA), Information Technology
Wells Fargo Securities September 2014 - Present
Wells Fargo Advisors September 2010 - Present
Wells Fargo Securities August 2007 - September 2010
Wachovia Secutities June 2002 - August 2007
Skills
Microsoft Office, SQL, Microsoft SQL Server, VBA, SAP, Essbase
Education
University of North Carolina at Charlotte 2006 — 2009
Master of Business Administration (MBA), Information Technology
Royer Culp's Wells Fargo Securities Experience January 2009 - Present
Job CRE Capital Markets Loan Structuring and Modeling
Industry Investment Banking
Experience
Wells Fargo Securities January 2009 - Present
Wells Fargo Securities January 2006 - January 2009
Wells Fargo Securities January 2003 - January 2006
Skills
Financial Modeling, Microsoft Excel, Commercial Real Estate, Commercial Real Estate..., Bond Markets, Bond Pricing, Loan Origination, Loan Servicing, Distressed Debt, High Yield, Real Estate Financing, Real Estate Private..., Client Development, Ratings Advisory, Rating Agency Relations, Cash Flow Lending, Financial Accounting, Mortgage Underwriting, Mezzanine, Broker-Dealer, Syndications, Asset-backed..., Financial Structuring, Document Review, Contract Negotiation, Legal Compliance, Sales Presentations, Sales Operations, Securities Offerings, Private Offerings, DCF Valuation, PowerPoint, Reverse Engineering, Management, Team Leadership, Communication, Banking, Structured Finance, Asset Management, Capital Markets, Due Diligence
Education
UNC Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), Economics & Geography
Wells Fargo Securities January 2009 - Present
Wells Fargo Securities January 2006 - January 2009
Wells Fargo Securities January 2003 - January 2006
Skills
Financial Modeling, Microsoft Excel, Commercial Real Estate, Commercial Real Estate..., Bond Markets, Bond Pricing, Loan Origination, Loan Servicing, Distressed Debt, High Yield, Real Estate Financing, Real Estate Private..., Client Development, Ratings Advisory, Rating Agency Relations, Cash Flow Lending, Financial Accounting, Mortgage Underwriting, Mezzanine, Broker-Dealer, Syndications, Asset-backed..., Financial Structuring, Document Review, Contract Negotiation, Legal Compliance, Sales Presentations, Sales Operations, Securities Offerings, Private Offerings, DCF Valuation, PowerPoint, Reverse Engineering, Management, Team Leadership, Communication, Banking, Structured Finance, Asset Management, Capital Markets, Due Diligence
Education
UNC Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), Economics & Geography
Jordan Rathlev's Wells Fargo Securities Experience June 2009 - August 2010
Job Acquisitions & Development
Industry Real Estate
Experience
Related Companies May 2014 - Present
OTO Development March 2012 - May 2014
Eastdil Secured April 2011 - August 2011
Wells Fargo Securities June 2009 - August 2010
Wells Fargo Securities July 2007 - May 2009
SunTrust Bank June 2005 - June 2007
Skills
Due Diligence, Asset Managment, Acquisitions, Real Estate Development, Real Estate Transactions, Credit Analysis, Investment Banking, Commercial Real Estate, Commercial Banking, Argus Modeling, Financial Analysis, Asset Management, Investments, Real Estate
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration, Real Estate Finance
Vanderbilt University 2001 — 2005
Bachelor of Arts, History & Economics Interdisciplinary
University of Sydney 2004 — 2004
Economics
Related Companies May 2014 - Present
OTO Development March 2012 - May 2014
Eastdil Secured April 2011 - August 2011
Wells Fargo Securities June 2009 - August 2010
Wells Fargo Securities July 2007 - May 2009
SunTrust Bank June 2005 - June 2007
Skills
Due Diligence, Asset Managment, Acquisitions, Real Estate Development, Real Estate Transactions, Credit Analysis, Investment Banking, Commercial Real Estate, Commercial Banking, Argus Modeling, Financial Analysis, Asset Management, Investments, Real Estate
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration, Real Estate Finance
Vanderbilt University 2001 — 2005
Bachelor of Arts, History & Economics Interdisciplinary
University of Sydney 2004 — 2004
Economics
Hasil Patel's Wells Fargo Securities Experience May 2011 - June 2013
Job Analyst at Cartica Capital
Industry Investment Management
Experience
Cartica Capital August 2015 - Present
H.I.G. Capital August 2013 - July 2015
Wells Fargo Securities May 2011 - June 2013
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Credit Analysis, Private Equity, LBO, Investments, Fixed Income, Due Diligence, Equities, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration and Management, General
Cartica Capital August 2015 - Present
H.I.G. Capital August 2013 - July 2015
Wells Fargo Securities May 2011 - June 2013
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Credit Analysis, Private Equity, LBO, Investments, Fixed Income, Due Diligence, Equities, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration and Management, General
Andrew Kelso's Wells Fargo Securities Experience October 2011 - Present
Job Assistant Vice President Wells Fargo Securities Operations
Industry Banking
Experience
Wells Fargo Securities October 2011 - Present
Wells Fargo Bank August 2007 - October 2011
Skills
Series 99, Derivatives, Banking, Treasury Management, Fixed Income, Calypso, Securities, Collateral Management, Credit, Bloomberg, Funding, Account Reconciliation, Commodity, Capital Markets, Risk Management, Financial Services, Equities, Investment Banking, Portfolio Management, Management, Bonds
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Wells Fargo Securities October 2011 - Present
Wells Fargo Bank August 2007 - October 2011
Skills
Series 99, Derivatives, Banking, Treasury Management, Fixed Income, Calypso, Securities, Collateral Management, Credit, Bloomberg, Funding, Account Reconciliation, Commodity, Capital Markets, Risk Management, Financial Services, Equities, Investment Banking, Portfolio Management, Management, Bonds
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Eric Madara's Wells Fargo Securities Experience April 2013 - Present
Job Associate at Wells Fargo Securities, LLC
Industry Banking
Experience
Wells Fargo Securities April 2013 - Present
Wells Fargo May 2010 - April 2013
Cherry, Bekaert & Holland June 2008 - May 2010
Dixon Hughes PLLC 2006 - 2008
Deloitte & Touche 2005 - 2005
Skills
Fixed Income, Finance, Portfolio Management, Banking, Series 65, Series 63, Series 7, CPA, Sarbanes-Oxley Act
Education
University of North Carolina at Wilmington 2005 — 2006
Masters Of Science in Accountancy, Accountancy
Wells Fargo Securities April 2013 - Present
Wells Fargo May 2010 - April 2013
Cherry, Bekaert & Holland June 2008 - May 2010
Dixon Hughes PLLC 2006 - 2008
Deloitte & Touche 2005 - 2005
Skills
Fixed Income, Finance, Portfolio Management, Banking, Series 65, Series 63, Series 7, CPA, Sarbanes-Oxley Act
Education
University of North Carolina at Wilmington 2005 — 2006
Masters Of Science in Accountancy, Accountancy
Andrew Deisler's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Higher Education
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Falcon Square Capital 2013 - 2013
ACES Power Marketing 2010 - 2012
Deutsche Bank 2009 - 2010
Skills
Corporate Finance, Valuation, Financial Modeling, Capital Markets, Energy, Utility Industry, Power Generation, MLP, Trading, Investments, Commodity Markets, Bloomberg, Capital IQ, Microsoft Excel, PowerPoint, FactSet
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Wisconsin-Madison 2005 — 2009
B.S., Letters and Sciences; Economics
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Falcon Square Capital 2013 - 2013
ACES Power Marketing 2010 - 2012
Deutsche Bank 2009 - 2010
Skills
Corporate Finance, Valuation, Financial Modeling, Capital Markets, Energy, Utility Industry, Power Generation, MLP, Trading, Investments, Commodity Markets, Bloomberg, Capital IQ, Microsoft Excel, PowerPoint, FactSet
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Wisconsin-Madison 2005 — 2009
B.S., Letters and Sciences; Economics
Chalice Yehling's Wells Fargo Securities Experience September 2014 - Present
Job Capital Markets Middle Office Analyst II at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2014 - Present
Credit Suisse January 2013 - September 2014
American Income Life July 2011 - December 2012
Skills
Cultural Anthropology, Biological Anthropology, Social Anthropology, Medical Anthropology, Finance, Accounting, Marketing, International Business..., Economics, Sustainability, Sales Management, Business Strategy, Spanish, Latin, Microsoft Office, Maple
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelors, Anthropology
Fachhochschule Vorarlberg University 2010 — 2010
Business Administration and Management, General
Wells Fargo Securities September 2014 - Present
Credit Suisse January 2013 - September 2014
American Income Life July 2011 - December 2012
Skills
Cultural Anthropology, Biological Anthropology, Social Anthropology, Medical Anthropology, Finance, Accounting, Marketing, International Business..., Economics, Sustainability, Sales Management, Business Strategy, Spanish, Latin, Microsoft Office, Maple
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelors, Anthropology
Fachhochschule Vorarlberg University 2010 — 2010
Business Administration and Management, General
Paige Henderson, CFA, CPA, CFP's Wells Fargo Securities Experience January 2012 - April 2012
Job WBR Global Equity Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Tawanda Seifert's Wells Fargo Securities Experience April 2014 - Present
Job Chief Administrative Officer, Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities April 2014 - Present
IDC Financial Publishing, Inc. October 2013 - April 2014
Kroll Bond Rating Agency, Inc. September 2010 - April 2013
M&T Bank June 2007 - September 2010
Wells Fargo Securities September 1999 - August 2006
Deutsche Bank Alex. Brown January 1997 - August 1999
Alex. Brown & Sons February 1986 - January 1997
Skills
Investment Banking, Finance, Strategic Planning, Start-ups, Capital Markets, Recruiting, Talent Management, Team Leadership, Mentoring, Operational Efficiency, Budget Process, Investments, Financial Modeling, Equities, Restructuring, Executive Management, Business Development, Risk Management, Bonds, Portfolio Management, Banking, Securities, Vendor Management, Leadership, Project Management, Management, Fixed Income, Relationship Management, Cross-functional Team..., Financial Services, Process Improvement, Financial Analysis, Analysis, CRM, Budgets, Loans, Due Diligence, Operations Management, Private Equity, Credit Analysis, Trading, Structured Finance, Hedge Funds, Asset Management, Credit, Bloomberg, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Executive Leadership Program Graduate
Wells Fargo Securities April 2014 - Present
IDC Financial Publishing, Inc. October 2013 - April 2014
Kroll Bond Rating Agency, Inc. September 2010 - April 2013
M&T Bank June 2007 - September 2010
Wells Fargo Securities September 1999 - August 2006
Deutsche Bank Alex. Brown January 1997 - August 1999
Alex. Brown & Sons February 1986 - January 1997
Skills
Investment Banking, Finance, Strategic Planning, Start-ups, Capital Markets, Recruiting, Talent Management, Team Leadership, Mentoring, Operational Efficiency, Budget Process, Investments, Financial Modeling, Equities, Restructuring, Executive Management, Business Development, Risk Management, Bonds, Portfolio Management, Banking, Securities, Vendor Management, Leadership, Project Management, Management, Fixed Income, Relationship Management, Cross-functional Team..., Financial Services, Process Improvement, Financial Analysis, Analysis, CRM, Budgets, Loans, Due Diligence, Operations Management, Private Equity, Credit Analysis, Trading, Structured Finance, Hedge Funds, Asset Management, Credit, Bloomberg, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Executive Leadership Program Graduate
Amanda Lynch's Wells Fargo Securities Experience May 2011 - November 2013
Job eFX Service Specialist
Industry Banking
Experience
Wells Fargo International November 2013 - Present
Wells Fargo Securities May 2011 - November 2013
Wells Fargo Securities December 2010 - May 2011
Alan Gordon Immigration Law May 2009 - December 2010
Skills
Social Media, Research, Analysis, Account Reconciliation, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Risk Management, Sales, PowerPoint, Customer Service, Calypso, Microsoft Suites, Time Management, Management, Public Speaking, Intellimatch, WebCEO, Eagle, Hogan, WEPOD, CIC Mainframe, Buffet, FXOL, AES, Foreign Exchange
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Management, 3.39
Wells Fargo International November 2013 - Present
Wells Fargo Securities May 2011 - November 2013
Wells Fargo Securities December 2010 - May 2011
Alan Gordon Immigration Law May 2009 - December 2010
Skills
Social Media, Research, Analysis, Account Reconciliation, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Risk Management, Sales, PowerPoint, Customer Service, Calypso, Microsoft Suites, Time Management, Management, Public Speaking, Intellimatch, WebCEO, Eagle, Hogan, WEPOD, CIC Mainframe, Buffet, FXOL, AES, Foreign Exchange
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Management, 3.39
Graham Moseley's Wells Fargo Securities Experience July 2012 - July 2014
Job Strategic Innovator at Sealed Air Corporation
Industry Financial Services
Experience
Sealed Air Corporation July 2014 - Present
Wells Fargo Securities July 2012 - July 2014
VRA Partners June 2011 - August 2011
Office Of Naval Research June 2007 - June 2010
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Wake Forest University 2003 — 2007
Bachelor of Arts (BA), Economics
CCES
Sealed Air Corporation July 2014 - Present
Wells Fargo Securities July 2012 - July 2014
VRA Partners June 2011 - August 2011
Office Of Naval Research June 2007 - June 2010
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Wake Forest University 2003 — 2007
Bachelor of Arts (BA), Economics
CCES
Andre Steadman's Wells Fargo Securities Experience March 2012 - Present
Job Trading Floor Production Support at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2012 - Present
Credit Suisse January 2006 - March 2012
US Foodservice November 2003 - December 2005
US Foodservice May 2003 - November 2003
US Foodservice October 2001 - May 2003
First Union National Bank January 1998 - January 2001
Skills
Back Office, Business Process, SDLC, Testing, SharePoint, Unix, Production Support, ITIL, Software Documentation, Databases, Technical Support, Management, Credit Derivatives, XML
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Computer Science
Wells Fargo Securities March 2012 - Present
Credit Suisse January 2006 - March 2012
US Foodservice November 2003 - December 2005
US Foodservice May 2003 - November 2003
US Foodservice October 2001 - May 2003
First Union National Bank January 1998 - January 2001
Skills
Back Office, Business Process, SDLC, Testing, SharePoint, Unix, Production Support, ITIL, Software Documentation, Databases, Technical Support, Management, Credit Derivatives, XML
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Computer Science
Carmen McCorkle's Wells Fargo Securities Experience November 2014 - Present
Job Project Manager at Bank of America
Industry Banking
Experience
Wells Fargo Securities November 2014 - Present
Bank of America March 2013 - October 2014
Bank of America March 2007 - December 2012
First Union/Wachovia December 2003 - March 2006
First Union/Wachovia June 2001 - December 2003
Skills
AML, OFAC, Risk Management, KYC, Bank Secrecy Act, Operational Risk, USA PATRIOT Act, Operational Risk..., Financial Risk, Fraud, Securities, Banking, Financial Regulation, Anti Money Laundering, Basel II, Insurance, Finance, Process Improvement, Microsoft Office, Financial Services, Project Management, Relationship Management
Education
University of North Carolina at Charlotte 1996 — 2001
Wells Fargo Securities November 2014 - Present
Bank of America March 2013 - October 2014
Bank of America March 2007 - December 2012
First Union/Wachovia December 2003 - March 2006
First Union/Wachovia June 2001 - December 2003
Skills
AML, OFAC, Risk Management, KYC, Bank Secrecy Act, Operational Risk, USA PATRIOT Act, Operational Risk..., Financial Risk, Fraud, Securities, Banking, Financial Regulation, Anti Money Laundering, Basel II, Insurance, Finance, Process Improvement, Microsoft Office, Financial Services, Project Management, Relationship Management
Education
University of North Carolina at Charlotte 1996 — 2001
Ashley Sakwa's Wells Fargo Securities Experience June 2008 - October 2010
Job Director Corporate Strategy at Summit Materials LLC
Industry Building Materials
Experience
Summit Materials LLC October 2010 - March 2013
Wells Fargo Securities June 2008 - October 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business Administration
Summit Materials LLC October 2010 - March 2013
Wells Fargo Securities June 2008 - October 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business Administration
Deniz Esmen's Wells Fargo Securities Experience June 2012 - August 2012
Job Debt Capital Markets Analyst at Natixis
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - August 2012
UNC Undergraduate Applied Investment Management August 2011 - May 2012
Seker Securities May 2011 - July 2011
URES YAPI June 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2010 — 2012
Wells Fargo Securities June 2012 - August 2012
UNC Undergraduate Applied Investment Management August 2011 - May 2012
Seker Securities May 2011 - July 2011
URES YAPI June 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2010 — 2012
John Whitesides's Wells Fargo Securities Experience June 1986 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 1986 - Present
Skills
Financial Analysis, Capital Markets, Series 7, Credit Analysis, Strategic Financial..., Finance, Securities, Business Analysis, Loan Origination
Education
UNC Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities June 1986 - Present
Skills
Financial Analysis, Capital Markets, Series 7, Credit Analysis, Strategic Financial..., Finance, Securities, Business Analysis, Loan Origination
Education
UNC Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Economics
Amanda Pogue's Wells Fargo Securities Experience June 2013 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor's Degree, Business Administration and Economics
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor's Degree, Business Administration and Economics
Melynda Mullis's Wells Fargo Securities Experience March 2012 - Present
Job Financial Consultant at Wells Fargo Securities
Industry Utilities
Experience
Wells Fargo Securities March 2012 - Present
Duke Energy Corporation August 2011 - March 2012
ResTex Composites January 2007 - July 2011
Automated Legal Systems (ProDoc) July 2006 - December 2006
Clear Channel Communications September 2004 - May 2006
Skills
Access, Variance Analysis, Strategic Planning, Financial Analysis, Accounting, Accounts Payable, PeopleSoft, Fixed Assets, General Ledger, Sarbanes-Oxley Act, Invoicing, Payroll, Financial Modeling, Account Reconciliation, Management, Asset Managment, Auditing, Journal Entries
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Finance
Wells Fargo Securities March 2012 - Present
Duke Energy Corporation August 2011 - March 2012
ResTex Composites January 2007 - July 2011
Automated Legal Systems (ProDoc) July 2006 - December 2006
Clear Channel Communications September 2004 - May 2006
Skills
Access, Variance Analysis, Strategic Planning, Financial Analysis, Accounting, Accounts Payable, PeopleSoft, Fixed Assets, General Ledger, Sarbanes-Oxley Act, Invoicing, Payroll, Financial Modeling, Account Reconciliation, Management, Asset Managment, Auditing, Journal Entries
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
Finance
Chris Washam's Wells Fargo Securities Experience March 2012 - June 2012
Job Officer, Analytics Consultant at Wells Fargo Global Financial Institutions
Industry Financial Services
Experience
Wells Fargo Global Financial Institutions January 2013 - Present
Morehead Associates July 2012 - January 2013
Wells Fargo Securities March 2012 - June 2012
Vanguard 2011 - 2012
Skills
Microsoft Excel, Access, Pivot Tables, Salesforce.com, SQL, Microsoft SQL Server, Data Analysis, Visio, Financial Reporting, Financial Analysis, SSRS, SSIS, Sybase, SAS, Microsoft CRM, Data Mining, PowerPoint, SharePoint, Confirmit, Microsoft Dynamics, Database Tools, PowerPivot, Finance
Education
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science (BS), Economics
Wells Fargo Global Financial Institutions January 2013 - Present
Morehead Associates July 2012 - January 2013
Wells Fargo Securities March 2012 - June 2012
Vanguard 2011 - 2012
Skills
Microsoft Excel, Access, Pivot Tables, Salesforce.com, SQL, Microsoft SQL Server, Data Analysis, Visio, Financial Reporting, Financial Analysis, SSRS, SSIS, Sybase, SAS, Microsoft CRM, Data Mining, PowerPoint, SharePoint, Confirmit, Microsoft Dynamics, Database Tools, PowerPivot, Finance
Education
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science (BS), Economics
Will Fenelon's Wells Fargo Securities Experience May 2015 - Present
Job IB Operations Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - Present
Credit Suisse September 2012 - April 2015
Legal Aid of North Carolina May 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA Management
UNC Kenan-Flagler Business School Certificate Program 2011 — 2012
Business Essentials Certificate Program
Wells Fargo Securities May 2015 - Present
Credit Suisse September 2012 - April 2015
Legal Aid of North Carolina May 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA Management
UNC Kenan-Flagler Business School Certificate Program 2011 — 2012
Business Essentials Certificate Program
Jim Beall's Wells Fargo Securities Experience March 2015 - Present
Job Apps Systems Engineer at Wells Capital Management
Industry Investment Management
Experience
Wells Fargo Securities March 2015 - Present
Wells Capital Management October 2006 - March 2015
Wachovia October 1998 - October 2006
Skills
JSP, Spring, Java, JavaScript, XML, XPath, Oracle SQL, JBoss Seam, Hibernate, Sonic ESB, ASP, HTML, Unix Shell Scripting, Maven2, Microsoft SQL Server, Sybase, RichFaces, Sonic MQ, Apache Camel, Apache XMLBeans, Apache BeanIO, JBoss Application Server, Apache ServiceMix, Apache ActiveMQ
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1996
Bachelor of Science (B.S.), Commercial Banking
Wells Fargo Securities March 2015 - Present
Wells Capital Management October 2006 - March 2015
Wachovia October 1998 - October 2006
Skills
JSP, Spring, Java, JavaScript, XML, XPath, Oracle SQL, JBoss Seam, Hibernate, Sonic ESB, ASP, HTML, Unix Shell Scripting, Maven2, Microsoft SQL Server, Sybase, RichFaces, Sonic MQ, Apache Camel, Apache XMLBeans, Apache BeanIO, JBoss Application Server, Apache ServiceMix, Apache ActiveMQ
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1996
Bachelor of Science (B.S.), Commercial Banking
Daymon Little's Wells Fargo Securities Experience August 2008 - Present
Job Director Underwriter at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2008 - Present
Bank of America December 1995 - October 2007
Skills
Bonds, Fixed Income, Capital Markets, Series 7, Financial Modeling, Bloomberg, Investment Banking, Derivatives, Securities, Investments, Portfolio Management, Valuation, Series 63, Financial Analysis, Equities, Credit Analysis, Trading, Asset Management, Credit, Corporate Finance
Education
UNCC
Bachelor's degree, Finance, General
Wells Fargo Securities August 2008 - Present
Bank of America December 1995 - October 2007
Skills
Bonds, Fixed Income, Capital Markets, Series 7, Financial Modeling, Bloomberg, Investment Banking, Derivatives, Securities, Investments, Portfolio Management, Valuation, Series 63, Financial Analysis, Equities, Credit Analysis, Trading, Asset Management, Credit, Corporate Finance
Education
UNCC
Bachelor's degree, Finance, General
Samantha Lynn's Wells Fargo Securities Experience February 2012 - November 2012
Job
Industry Information Technology and Services
Experience
TIAA-CREF, Direct Bank September 2013 - Present
Bank of America November 2012 - August 2013
Wells Fargo Securities February 2012 - November 2012
Bank of America March 2002 - December 2011
Skills
SAS, Unix, Data Analysis, SDLC, Access, SQL, Databases, Business Analysis, Database Design, ETL, Integration, Requirements Gathering, Visio, Requirements Analysis, Analytics
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Computer Science
TIAA-CREF, Direct Bank September 2013 - Present
Bank of America November 2012 - August 2013
Wells Fargo Securities February 2012 - November 2012
Bank of America March 2002 - December 2011
Skills
SAS, Unix, Data Analysis, SDLC, Access, SQL, Databases, Business Analysis, Database Design, ETL, Integration, Requirements Gathering, Visio, Requirements Analysis, Analytics
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Computer Science
Clinton Pillsbury's Wells Fargo Securities Experience July 2011 - Present
Job Assistant VicePresident at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2011 - Present
Valspar September 2007 - July 2011
Credit Suisse December 2005 - September 2007
Alltel Wireless January 2005 - December 2005
Alltel Publishing July 2003 - January 2005
Skills
C# 4.0, C#, Core Java, Java Enterprise Edition, WPF Development, WinForms, ASP.NET, AJAX, HTML, Microsoft SQL Server, Oracle PL/SQL..., Oracle Discoverer, QlikView Development, Geronimo, Windows Server, HP-UX, Oracle Applications, Spring Batch, Spring, Relationship Management, Product Support, Business Analysis, Solution Architecture, Equities, Fixed Income Technology, Derivatives, Clearing, Sybase, VB.NET
Education
UNC Charlotte
Wells Fargo Securities July 2011 - Present
Valspar September 2007 - July 2011
Credit Suisse December 2005 - September 2007
Alltel Wireless January 2005 - December 2005
Alltel Publishing July 2003 - January 2005
Skills
C# 4.0, C#, Core Java, Java Enterprise Edition, WPF Development, WinForms, ASP.NET, AJAX, HTML, Microsoft SQL Server, Oracle PL/SQL..., Oracle Discoverer, QlikView Development, Geronimo, Windows Server, HP-UX, Oracle Applications, Spring Batch, Spring, Relationship Management, Product Support, Business Analysis, Solution Architecture, Equities, Fixed Income Technology, Derivatives, Clearing, Sybase, VB.NET
Education
UNC Charlotte
Anna Swartz's Wells Fargo Securities Experience June 2014 - Present
Job Operations Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Charlotte Dance Marathon December 2013 - January 2015
Levine Scholars Program Student Executive Board September 2013 - September 2014
UNC Charlotte Spanish Club August 2013 - May 2014
Enactus August 2013 - March 2014
The Echo Foundation Charlotte July 2013 - September 2013
Ronald Mcdonald House of Charlotte May 2012 - June 2012
Skills
Spanish, Fundraising, Cultural Diversity, Team Leadership, Non-profit Leadership, Dance, Microsoft Office, Microsoft Excel, Civic Engagement, Non-profit..., Intercultural Awareness, PowerPoint, Visio
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Business Administration (BBA), International Business and Management
Universidad Internacional Menéndez Pelayo Sevilla 2013 — 2013
Spanish Language and Literature, International Business
Wells Fargo Securities June 2014 - Present
Charlotte Dance Marathon December 2013 - January 2015
Levine Scholars Program Student Executive Board September 2013 - September 2014
UNC Charlotte Spanish Club August 2013 - May 2014
Enactus August 2013 - March 2014
The Echo Foundation Charlotte July 2013 - September 2013
Ronald Mcdonald House of Charlotte May 2012 - June 2012
Skills
Spanish, Fundraising, Cultural Diversity, Team Leadership, Non-profit Leadership, Dance, Microsoft Office, Microsoft Excel, Civic Engagement, Non-profit..., Intercultural Awareness, PowerPoint, Visio
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Business Administration (BBA), International Business and Management
Universidad Internacional Menéndez Pelayo Sevilla 2013 — 2013
Spanish Language and Literature, International Business
Noel Yao's Wells Fargo Securities Experience September 2010 - October 2012
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo International June 2015 - Present
Wells Fargo Consumer Credit Solutions October 2012 - May 2015
Wells Fargo Securities September 2010 - October 2012
Wachovia Wealth Management November 2008 - September 2010
Wachovia Bank, N.A. September 2007 - November 2008
Skills
Financial Services, Financial Risk, Anti Money Laundering, Underwriting, AML, Operational Risk..., Operational Risk, Banking, Risk Management, Compliance, Private Banking, Financial Crimes..., Loans, Retail Banking, Securities, Commercial Banking, Wealth Management, Relationship Management, Credit Cards, Regulatory Compliance
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government
Wells Fargo International June 2015 - Present
Wells Fargo Consumer Credit Solutions October 2012 - May 2015
Wells Fargo Securities September 2010 - October 2012
Wachovia Wealth Management November 2008 - September 2010
Wachovia Bank, N.A. September 2007 - November 2008
Skills
Financial Services, Financial Risk, Anti Money Laundering, Underwriting, AML, Operational Risk..., Operational Risk, Banking, Risk Management, Compliance, Private Banking, Financial Crimes..., Loans, Retail Banking, Securities, Commercial Banking, Wealth Management, Relationship Management, Credit Cards, Regulatory Compliance
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government
Nathan Lu's Wells Fargo Securities Experience
Job Senior Application Developer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities
Skills
Microsoft SQL Server, SQL
Education
University of North Carolina at Charlotte
Wells Fargo Securities
Skills
Microsoft SQL Server, SQL
Education
University of North Carolina at Charlotte
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial