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
Maneka Mirchandaney Maneka Mirchandaney's Wells Fargo Securities Experience June 2014 - August 2014
Job Vagelos Program in Life Sciences and Management
Industry Financial Services
Experience
University of Pennsylvania May 2013 - Present
Wells Fargo Securities June 2014 - August 2014
Mumbai Angels July 2013 - August 2013
The Children's Hospital of Philadelphia May 2013 - July 2013
Emory University, Center for Comprehensive Informatics May 2012 - July 2012
Bristol-Myers Squibb June 2010 - July 2010
Skills
Data Analysis, R, Research, Statistics, Stata, Molecular Biology, Matlab, Financial Modeling, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics with Finance
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Cognitive Neuroscience
Mallya Aditi International School 2007 — 2011
University of Pennsylvania May 2013 - Present
Wells Fargo Securities June 2014 - August 2014
Mumbai Angels July 2013 - August 2013
The Children's Hospital of Philadelphia May 2013 - July 2013
Emory University, Center for Comprehensive Informatics May 2012 - July 2012
Bristol-Myers Squibb June 2010 - July 2010
Skills
Data Analysis, R, Research, Statistics, Stata, Molecular Biology, Matlab, Financial Modeling, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics with Finance
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Cognitive Neuroscience
Mallya Aditi International School 2007 — 2011
Ranjeet Sandhu Ranjeet Sandhu's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Merrill Lynch August 2013 - November 2013
AXA Advisors January 2013 - May 2013
Tanner's July 2008 - December 2010
Biba Insurance Services June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, QuickBooks, Financial Accounting, Bilingual, Microsoft Dynamics, New Business Development, Business Development, Relationship Developer, CRM, Investment Banking, Equities, Securities, Leadership
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Accounting
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Merrill Lynch August 2013 - November 2013
AXA Advisors January 2013 - May 2013
Tanner's July 2008 - December 2010
Biba Insurance Services June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, QuickBooks, Financial Accounting, Bilingual, Microsoft Dynamics, New Business Development, Business Development, Relationship Developer, CRM, Investment Banking, Equities, Securities, Leadership
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Accounting
Holly Muench Holly Muench's Wells Fargo Securities Experience June 2014 - August 2015
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2013 - August 2013
Kuapay, Inc February 2012 - September 2012
William Morris Endeavor May 2010 - August 2011
Education
University of Southern California - Marshall School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance
University of Southern California
J.P. Morgan August 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2013 - August 2013
Kuapay, Inc February 2012 - September 2012
William Morris Endeavor May 2010 - August 2011
Education
University of Southern California - Marshall School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance
University of Southern California
Lauren Pratt Lauren Pratt's Wells Fargo Securities Experience January 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities Healthcare
Industry Banking
Experience
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Actavis, Inc. May 2013 - August 2013
USC Viterbi School of Engineering May 2012 - September 2012
Skills
Matlab, C++, Engineering, Research, C, Java, Statistics, Anger, Microsoft Office, Simulations, Physics, Mathematica, PowerPoint, Project Management, Microsoft Excel
Education
University of Southern California 2013 — 2015
Master's degree, Financial Engineering
The University of Southern California 2010 — 2014
Bachelor of Science (BS), Chemical Engineering (Biochemical)
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Actavis, Inc. May 2013 - August 2013
USC Viterbi School of Engineering May 2012 - September 2012
Skills
Matlab, C++, Engineering, Research, C, Java, Statistics, Anger, Microsoft Office, Simulations, Physics, Mathematica, PowerPoint, Project Management, Microsoft Excel
Education
University of Southern California 2013 — 2015
Master's degree, Financial Engineering
The University of Southern California 2010 — 2014
Bachelor of Science (BS), Chemical Engineering (Biochemical)
Cullen Riley Cullen Riley's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Undergraduate Student Investment Fund February 2015 - Present
Wells Fargo Securities June 2015 - August 2015
StepStone Group May 2014 - August 2014
Ice-Plex June 2012 - August 2014
The Coding School January 2014 - June 2014
CSSE (USC Center for Systems and Software Engineering) September 2013 - December 2013
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Majors: Computer Science and Business Administration, Minor: Mathematical Finance, Junior
Pacific Ridge School 2008 — 2012
Undergraduate Student Investment Fund February 2015 - Present
Wells Fargo Securities June 2015 - August 2015
StepStone Group May 2014 - August 2014
Ice-Plex June 2012 - August 2014
The Coding School January 2014 - June 2014
CSSE (USC Center for Systems and Software Engineering) September 2013 - December 2013
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Majors: Computer Science and Business Administration, Minor: Mathematical Finance, Junior
Pacific Ridge School 2008 — 2012
Brendan Nagle Brendan Nagle's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
University of South Carolina Student Affairs and Academic Support Office August 2012 - May 2015
University of South Carolina Visitors Center September 2011 - May 2015
Bank of America June 2014 - August 2014
Carolina Menus June 2012 - June 2014
J.P. Morgan May 2013 - August 2013
South Carolina House of Representatives January 2012 - June 2012
Skills
Public Speaking, Economics, Critical Thinking, Highly personable, Microsoft Excel, Portfolio Management, Calculus, Bloomberg Terminal, Investment Strategies, Equity Research, Lead Generation, Portfolio Assessment, Macroeconomics, Microeconomics, Consulting, Case Studies, PowerPoint, Microsoft Office, Leadership
Education
University of South Carolina- Honors College 2011 — 2015
Bachelor’s Degree, Finance and Economics, 4.0
University of South Carolina-Columbia 2011 — 2015
Bachelor’s Degree, Finance and Economics, 4.0
Wells Fargo Securities July 2015 - Present
University of South Carolina Student Affairs and Academic Support Office August 2012 - May 2015
University of South Carolina Visitors Center September 2011 - May 2015
Bank of America June 2014 - August 2014
Carolina Menus June 2012 - June 2014
J.P. Morgan May 2013 - August 2013
South Carolina House of Representatives January 2012 - June 2012
Skills
Public Speaking, Economics, Critical Thinking, Highly personable, Microsoft Excel, Portfolio Management, Calculus, Bloomberg Terminal, Investment Strategies, Equity Research, Lead Generation, Portfolio Assessment, Macroeconomics, Microeconomics, Consulting, Case Studies, PowerPoint, Microsoft Office, Leadership
Education
University of South Carolina- Honors College 2011 — 2015
Bachelor’s Degree, Finance and Economics, 4.0
University of South Carolina-Columbia 2011 — 2015
Bachelor’s Degree, Finance and Economics, 4.0
Subbu Pichappan's Wells Fargo Securities Experience June 2013 - August 2014
Job Private Equity Associate at Insight Equity
Industry Venture Capital & Private Equity
Experience
Insight Equity October 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Course Hero, Inc. January 2013 - May 2013
EduConnector February 2011 - May 2012
Skills
Valuation, Financial Modeling, Due Diligence, Java, Python, Investment Banking, Mergers & Acquisitions, Alternative Investments, Start-ups
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance Concentration
Insight Equity October 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Course Hero, Inc. January 2013 - May 2013
EduConnector February 2011 - May 2012
Skills
Valuation, Financial Modeling, Due Diligence, Java, Python, Investment Banking, Mergers & Acquisitions, Alternative Investments, Start-ups
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance Concentration
Christopher T. Latta's Wells Fargo Securities Experience August 1999 - May 2011
Job CEO at Mersada LLC
Industry Banking
Experience
Mersada LLC February 2014 - Present
The Center for Board Excellence 2012 - Present
Claridge Capital LLC April 2011 - Present
Wells Fargo Securities August 1999 - May 2011
Merrill Lynch September 1996 - July 1997
The Compucare Company July 1995 - September 1996
Morgan Stanley Capital Partners July 1994 - July 1995
Bowles Hollowell Conner & Co. July 1992 - June 1994
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Vanderbilt University 1988 — 1992
BA, Economics
Mersada LLC February 2014 - Present
The Center for Board Excellence 2012 - Present
Claridge Capital LLC April 2011 - Present
Wells Fargo Securities August 1999 - May 2011
Merrill Lynch September 1996 - July 1997
The Compucare Company July 1995 - September 1996
Morgan Stanley Capital Partners July 1994 - July 1995
Bowles Hollowell Conner & Co. July 1992 - June 1994
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Vanderbilt University 1988 — 1992
BA, Economics
J. Craig Addison J. Craig Addison's Wells Fargo Securities Experience August 2011 - Present
Job Human Resources LeaderSVP Wells Fargo SecuritiesInvestment Banking & Capital Markets
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - Present
Wells Fargo Advisors April 2009 - August 2011
Wachovia 2004 - 2007
Skills
Talent Acquisition, Talent Management, Onboarding, Diversity, Leadership Development, Strategic Planning, Compensation Structure..., Strategic Human...
Education
University of South Carolina-Columbia 1984 — 1988
BS, Marketing
Wells Fargo Securities August 2011 - Present
Wells Fargo Advisors April 2009 - August 2011
Wachovia 2004 - 2007
Skills
Talent Acquisition, Talent Management, Onboarding, Diversity, Leadership Development, Strategic Planning, Compensation Structure..., Strategic Human...
Education
University of South Carolina-Columbia 1984 — 1988
BS, Marketing
Rohun Vaidya Rohun Vaidya's Wells Fargo Securities Experience June 2013 - August 2013
Job Analyst at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
American Century Investments May 2012 - August 2012
Strategic Financial Solutions June 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Investment Research, Corporate Finance, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelors of Science in Economics, Finance and Accounting
Barstow School 2003 — 2010
KKR July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
American Century Investments May 2012 - August 2012
Strategic Financial Solutions June 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Investment Research, Corporate Finance, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelors of Science in Economics, Finance and Accounting
Barstow School 2003 — 2010
Ahsan K. Chima's Wells Fargo Securities Experience 2012 - 2012
Job Actuarial Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group June 2013 - April 2014
Wells Fargo Securities 2012 - 2012
Skills
Fixed Income, Leadership, Data Analysis, Financial Modeling, Financial Analysis, Valuation, Insurance, Risk Management, Microsoft Excel, Statistics, Business Analysis, Analysis, Investments, Economics
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group June 2013 - April 2014
Wells Fargo Securities 2012 - 2012
Skills
Fixed Income, Leadership, Data Analysis, Financial Modeling, Financial Analysis, Valuation, Insurance, Risk Management, Microsoft Excel, Statistics, Business Analysis, Analysis, Investments, Economics
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Steven Aaron Steven Aaron's Wells Fargo Securities Experience August 2003 - September 2008
Job Chief Compliance Officer at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
Ruth Penn Ruth Penn's Wells Fargo Securities Experience July 2014 - Present
Job CTS Account Management AVP
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Lincoln Heritage Insurance May 2013 - May 2014
Wells Fargo Home Mortgage October 2012 - May 2013
Zions Bancorporation/Amegy Bank April 2010 - September 2012
Stewart Title Lenders Services August 2009 - January 2010
Ascent Home Loans Incorporated July 2008 - July 2009
Prime Choice Mortgage Center January 2000 - March 2008
Skills
Performance Management, Training, Change Management, Process Improvement, Operations Management, Microsoft Office Suite, ImageScan/Remittrac..., Mortgage Lending, Curative - Title -..., Lockbox, Microsoft Office, Loan Processing - FHA-..., Closer, Loans, FHA, Call Centers, Recruiting, Management, Team Building, Leadership, Credit, Budgets, Banking, Business Development, Human Resources, Customer Service, Strategic Planning
Education
University of Phoenix
Wells Fargo Securities July 2014 - Present
Lincoln Heritage Insurance May 2013 - May 2014
Wells Fargo Home Mortgage October 2012 - May 2013
Zions Bancorporation/Amegy Bank April 2010 - September 2012
Stewart Title Lenders Services August 2009 - January 2010
Ascent Home Loans Incorporated July 2008 - July 2009
Prime Choice Mortgage Center January 2000 - March 2008
Skills
Performance Management, Training, Change Management, Process Improvement, Operations Management, Microsoft Office Suite, ImageScan/Remittrac..., Mortgage Lending, Curative - Title -..., Lockbox, Microsoft Office, Loan Processing - FHA-..., Closer, Loans, FHA, Call Centers, Recruiting, Management, Team Building, Leadership, Credit, Budgets, Banking, Business Development, Human Resources, Customer Service, Strategic Planning
Education
University of Phoenix
Christopher Grunewald's Wells Fargo Securities Experience May 2012 - August 2012
Job Associate at Eastdil Secured
Industry Financial Services
Experience
Eastdil Secured June 2015 - Present
Eastdil Secured June 2013 - June 2015
Wells Fargo Securities May 2012 - August 2012
Capital Automotive REIT June 2011 - August 2011
CICERO CAPITAL PARTNERS, LLC May 2010 - August 2010
American Capital August 2009 - August 2009
Education
University of Notre Dame 2009 — 2013
Bachelor, Business Administration; Finance
Georgetown Preparatory High School 2005 — 2009
Eastdil Secured June 2015 - Present
Eastdil Secured June 2013 - June 2015
Wells Fargo Securities May 2012 - August 2012
Capital Automotive REIT June 2011 - August 2011
CICERO CAPITAL PARTNERS, LLC May 2010 - August 2010
American Capital August 2009 - August 2009
Education
University of Notre Dame 2009 — 2013
Bachelor, Business Administration; Finance
Georgetown Preparatory High School 2005 — 2009
Brian Hiatt Brian Hiatt's Wells Fargo Securities Experience April 2015 - Present
Job Assistant Vice President, Compliance Consultant, Compliance Controls & Infastructure at Wells Fargo Securities
Industry Law Practice
Experience
Wells Fargo Securities April 2015 - Present
Shapiro & Ingle, LLP February 2013 - Present
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Westlaw, Corporate Law
Education
University of Richmond School of Law 2008 — 2011
Juris Doctor, Law
North Carolina State University - College of Management 2001 — 2005
Bachelor of Science (B.S.), Business Management, Finance Concentration
Grimsley
Wells Fargo Securities April 2015 - Present
Shapiro & Ingle, LLP February 2013 - Present
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Westlaw, Corporate Law
Education
University of Richmond School of Law 2008 — 2011
Juris Doctor, Law
North Carolina State University - College of Management 2001 — 2005
Bachelor of Science (B.S.), Business Management, Finance Concentration
Grimsley
Christopher LaVine, CFA's Wells Fargo Securities Experience June 2012 - August 2012
Job Portfolio Manager at Marstone, Inc.
Industry Investment Management
Experience
Marstone, Inc. June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
A.R. Schmeidler & Co., Inc. July 2008 - June 2011
Hudson Valley Bank July 2006 - June 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration
University of Richmond 2002 — 2006
Bachelor of Science in Business Administration, Economics and Finance
Marstone, Inc. June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
A.R. Schmeidler & Co., Inc. July 2008 - June 2011
Hudson Valley Bank July 2006 - June 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration
University of Richmond 2002 — 2006
Bachelor of Science in Business Administration, Economics and Finance
Ted Thomas Ted Thomas's Wells Fargo Securities Experience 2002 - 2003
Job Director, Business Development at Rimon Law
Industry Law Practice
Experience
Rimon Law January 2013 - Present
FORT Systems 2011 - 2013
Autodesk June 2012 - September 2012
TAMInvestments 2007 - 2011
Fulcrum Global Partners 2003 - 2004
Wells Fargo Securities 2002 - 2003
Hambrecht & Quist 1993 - 2002
Auspex Systems 1990 - 1992
Skills
Venture Capital, Start-ups, SaaS, Cloud Computing, Equities, Investments, Capital Markets, IPO, Investor Relations, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Business Development
Education
University of Pennsylvania
BA (Honors), Chemistry
Rimon Law January 2013 - Present
FORT Systems 2011 - 2013
Autodesk June 2012 - September 2012
TAMInvestments 2007 - 2011
Fulcrum Global Partners 2003 - 2004
Wells Fargo Securities 2002 - 2003
Hambrecht & Quist 1993 - 2002
Auspex Systems 1990 - 1992
Skills
Venture Capital, Start-ups, SaaS, Cloud Computing, Equities, Investments, Capital Markets, IPO, Investor Relations, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Business Development
Education
University of Pennsylvania
BA (Honors), Chemistry
Christopher Beacham Christopher Beacham's Wells Fargo Securities Experience September 2012 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2012 - Present
Citigroup July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Davidson Kempner Capital Management June 2008 - August 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Series 7, Fixed Income, Credit Analysis, Series 63, Bonds, Financial Analysis, Due Diligence, Hedge Funds, Debt, Structuring, Derivatives, Economics, Structured Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, History
Wells Fargo Securities September 2012 - Present
Citigroup July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Davidson Kempner Capital Management June 2008 - August 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Series 7, Fixed Income, Credit Analysis, Series 63, Bonds, Financial Analysis, Due Diligence, Hedge Funds, Debt, Structuring, Derivatives, Economics, Structured Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, History
Marionette Stewart Marionette Stewart's Wells Fargo Securities Experience May 2014 - Present
Job Trade Operation Specialist
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Mergent, Inc. September 2011 - May 2014
SunTrust August 2010 - September 2011
Skills
Securities, Financial Services, Finance, Financial Analysis, Credit, Mutual Funds, Investments, Equities, Risk Management, Credit Analysis, Fixed Income
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Wells Fargo Securities May 2014 - Present
Mergent, Inc. September 2011 - May 2014
SunTrust August 2010 - September 2011
Skills
Securities, Financial Services, Finance, Financial Analysis, Credit, Mutual Funds, Investments, Equities, Risk Management, Credit Analysis, Fixed Income
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Hunter Miller Hunter Miller's Wells Fargo Securities Experience July 2015 - Present
Job Analyst Leveraged Syndicate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities August 2013 - July 2015
Wells Fargo Securities July 2011 - August 2013
Sharonview FCU August 2010 - July 2011
Sharonview FCU August 2008 - August 2010
Classic Attic, Inc. January 2004 - August 2008
IMG May 2007 - August 2007
Skills
Credit, Investments, PowerPoint, Word, New Business Development, Finance, Sales, Financial Analysis, Time Management, Banking, Microsoft Word, Customer Service, Marketing, Microsoft Office, Accounting, Analysis, Securities, Equities, Insurance, Investment Banking, Portfolio Management, Fixed Income, Leadership, Derivatives
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelors of Science in Business Administration, Marketing and Management
Myers Park High School 2000 — 2004
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities August 2013 - July 2015
Wells Fargo Securities July 2011 - August 2013
Sharonview FCU August 2010 - July 2011
Sharonview FCU August 2008 - August 2010
Classic Attic, Inc. January 2004 - August 2008
IMG May 2007 - August 2007
Skills
Credit, Investments, PowerPoint, Word, New Business Development, Finance, Sales, Financial Analysis, Time Management, Banking, Microsoft Word, Customer Service, Marketing, Microsoft Office, Accounting, Analysis, Securities, Equities, Insurance, Investment Banking, Portfolio Management, Fixed Income, Leadership, Derivatives
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelors of Science in Business Administration, Marketing and Management
Myers Park High School 2000 — 2004
Kurt Jacobs Kurt Jacobs's Wells Fargo Securities Experience March 2011 - Present
Job Director, Client Clearing at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2011 - Present
SunGard August 2007 - April 2011
Mathon Systems, Inc. June 2005 - August 2007
Siebel Systems 2003 - 2005
Reuters 1999 - 2003
QBT, Inc. 1995 - 1999
CGI-AMS 1989 - 1991
Skills
Business Development, Business Process, Capital Markets, Cloud Computing, Start-ups
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Finance and Entrepreneurial Management
Wells Fargo Securities March 2011 - Present
SunGard August 2007 - April 2011
Mathon Systems, Inc. June 2005 - August 2007
Siebel Systems 2003 - 2005
Reuters 1999 - 2003
QBT, Inc. 1995 - 1999
CGI-AMS 1989 - 1991
Skills
Business Development, Business Process, Capital Markets, Cloud Computing, Start-ups
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Finance and Entrepreneurial Management
Dave Bonaccorso's Wells Fargo Securities Experience September 2013 - Present
Job Vice President Fixed Income Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
FIG Partners October 2011 - September 2013
Keefe, Bruyette, and Woods March 2007 - October 2011
Hoefer & Arnett (and later Howe Barnes Hoefer & Arnett) January 2001 - March 2007
Heritage Bank of Commerce June 1995 - August 2000
Skills
Fixed Income, Equities, Investment Banking, Asset Management, Investments, MBS, Derivatives, Series 63, Series 7, Private Equity, Hedging, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Equity Research, Investment Strategies, Valuation, Securities, Trading, Bonds, Humor, Corporate Finance, Finance, Banking, Bloomberg Terminal, SNL, Yieldbook, Intex
Education
University of Southern California 1994 — 1998
BS, Business Administration - Finance
University of Southern California 1994 — 1998
BA, Philosophy - Ethics and History
Bellarmine College Preparatory 1990 — 1994
CFA Program
Wells Fargo Securities September 2013 - Present
FIG Partners October 2011 - September 2013
Keefe, Bruyette, and Woods March 2007 - October 2011
Hoefer & Arnett (and later Howe Barnes Hoefer & Arnett) January 2001 - March 2007
Heritage Bank of Commerce June 1995 - August 2000
Skills
Fixed Income, Equities, Investment Banking, Asset Management, Investments, MBS, Derivatives, Series 63, Series 7, Private Equity, Hedging, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Equity Research, Investment Strategies, Valuation, Securities, Trading, Bonds, Humor, Corporate Finance, Finance, Banking, Bloomberg Terminal, SNL, Yieldbook, Intex
Education
University of Southern California 1994 — 1998
BS, Business Administration - Finance
University of Southern California 1994 — 1998
BA, Philosophy - Ethics and History
Bellarmine College Preparatory 1990 — 1994
CFA Program
Chris Lyles Chris Lyles's Wells Fargo Securities Experience October 2000 - Present
Job Operational Risk Manager with Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2000 - Present
Wells Fargo Securities October 2000 - Present
Wachovia, A Wells Fargo Company 2000 - 2009
Education
University of South Carolina-Columbia 1992 — 1996
Wells Fargo October 2000 - Present
Wells Fargo Securities October 2000 - Present
Wachovia, A Wells Fargo Company 2000 - 2009
Education
University of South Carolina-Columbia 1992 — 1996
Tarry Luna Tarry Luna's Wells Fargo Securities Experience January 1999 - February 2000
Job Owner at Seaside Pool Services
Industry Consumer Services
Experience
Seaside Pool Services July 2010 - Present
TIAA-CREF September 2007 - July 2010
GUARANTY BANK December 2005 - November 2006
COMPASS BROKERAGE February 2000 - November 2005
WELLS FARGO SECURITIES January 1999 - February 2000
MORGAN STANLEY DEAN WITTER September 1997 - December 1998
Skills
Insurance, Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Sales, Management, Account Management, Series 63, CRM, Asset Allocation, Estate Planning, Financial Services, Securities, Marketing, Loans, IRAs
Education
University of North Texas 1988 — 1993
Bachelor of Applied Arts & Sciences, Business Administration, Human Behavior and Sociology
Seaside Pool Services July 2010 - Present
TIAA-CREF September 2007 - July 2010
GUARANTY BANK December 2005 - November 2006
COMPASS BROKERAGE February 2000 - November 2005
WELLS FARGO SECURITIES January 1999 - February 2000
MORGAN STANLEY DEAN WITTER September 1997 - December 1998
Skills
Insurance, Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Sales, Management, Account Management, Series 63, CRM, Asset Allocation, Estate Planning, Financial Services, Securities, Marketing, Loans, IRAs
Education
University of North Texas 1988 — 1993
Bachelor of Applied Arts & Sciences, Business Administration, Human Behavior and Sociology
Shane Civitano Shane Civitano's Wells Fargo Securities Experience July 2014 - Present
Job Consumer/Retail, Gaming, & Healthcare
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Technology Startup in NYC January 2013 - June 2014
PEI Funds July 2011 - December 2012
MTN Capital Partners LLC January 2011 - July 2011
EuroConsult, Inc. September 2010 - December 2010
Commonwealth Associates, LP June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Buyouts, Growth Private Equity, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance and Legal Studies and Business Ethics
Don Bosco Preparatory 2002 — 2006
Wells Fargo Securities July 2014 - Present
Technology Startup in NYC January 2013 - June 2014
PEI Funds July 2011 - December 2012
MTN Capital Partners LLC January 2011 - July 2011
EuroConsult, Inc. September 2010 - December 2010
Commonwealth Associates, LP June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Buyouts, Growth Private Equity, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance and Legal Studies and Business Ethics
Don Bosco Preparatory 2002 — 2006
Frederick Reissman Frederick Reissman's Wells Fargo Securities Experience July 2015 - Present
Job Mathematician at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities July 2014 - Present
Private January 2012 - Present
Black Onyx Capital Management Co November 2009 - December 2010
The Prince Fund January 2006 - November 2009
Susquehanna International Group, LLP (SIG) February 2004 - January 2005
Skills
Passed SOA Exam P/1., Series 65 Certified, Expert in Microsoft..., Extensive private study..., Created proprietary..., Used SAS to..., Microsoft Excel, PowerPoint, Strategy, Valuation, Microsoft Word
Education
University of Pennsylvania 2000 — 2003
Bachelor of Arts (BA), Mathematics, 3.4
Central High School 1997 — 2000
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities July 2014 - Present
Private January 2012 - Present
Black Onyx Capital Management Co November 2009 - December 2010
The Prince Fund January 2006 - November 2009
Susquehanna International Group, LLP (SIG) February 2004 - January 2005
Skills
Passed SOA Exam P/1., Series 65 Certified, Expert in Microsoft..., Extensive private study..., Created proprietary..., Used SAS to..., Microsoft Excel, PowerPoint, Strategy, Valuation, Microsoft Word
Education
University of Pennsylvania 2000 — 2003
Bachelor of Arts (BA), Mathematics, 3.4
Central High School 1997 — 2000
Michael Radcliffe Michael Radcliffe's Wells Fargo Securities Experience 2001 - 2003
Job Vice President Insitutional Equity Sales at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co. July 2011 - Present
Brigantine Advisors February 2010 - July 2011
GC Research Ltd January 2009 - February 2010
Merriman Curhan & Ford 2003 - 2009
Wells Fargo Securities 2001 - 2003
Skills
Equity Research, Institutional, Equities, Series 7, Hedge Funds, Equity Sales, Securities, Series 63, Bloomberg, Capital Markets
Education
University of Oregon
Bachelor's degree, Economics
D.A. Davidson & Co. July 2011 - Present
Brigantine Advisors February 2010 - July 2011
GC Research Ltd January 2009 - February 2010
Merriman Curhan & Ford 2003 - 2009
Wells Fargo Securities 2001 - 2003
Skills
Equity Research, Institutional, Equities, Series 7, Hedge Funds, Equity Sales, Securities, Series 63, Bloomberg, Capital Markets
Education
University of Oregon
Bachelor's degree, Economics
David Freeland David Freeland's Wells Fargo Securities Experience August 2013 - January 2015
Job Finance Manager, Emerging Payments & Services at American Express
Industry Financial Services
Experience
American Express June 2015 - Present
Wells Fargo Securities August 2013 - January 2015
State Street June 2012 - August 2012
PFM Asset Management LLC 2009 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Fixed Income, Corporate Finance, Equities, Data Analysis, Investment Banking, Capital Markets, Investments, Portfolio Management, Due Diligence
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance, Management, Accounting
University of Pennsylvania 2005 — 2008
B.A., Philsophy, Politics, Economics (PPE)
American Express June 2015 - Present
Wells Fargo Securities August 2013 - January 2015
State Street June 2012 - August 2012
PFM Asset Management LLC 2009 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Fixed Income, Corporate Finance, Equities, Data Analysis, Investment Banking, Capital Markets, Investments, Portfolio Management, Due Diligence
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance, Management, Accounting
University of Pennsylvania 2005 — 2008
B.A., Philsophy, Politics, Economics (PPE)
Beau Bohm's Wells Fargo Securities Experience August 2011 - Present
Job Managing Director, Equity Capital Markets at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2011 - Present
Citadel Investment Group 2010 - 2011
Cowen and Company 2010 - 2010
Deutsche Bank Securities 2005 - 2009
Deutsche Bank Securities 2000 - 2005
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Series 7, Equity Capital Markets, Capital Structure, IPO, Equity Valuation, Investor Relations, Series 63, Equity Derivatives, Finance, Private Placements, Credit Analysis, Financial Analysis
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities August 2011 - Present
Citadel Investment Group 2010 - 2011
Cowen and Company 2010 - 2010
Deutsche Bank Securities 2005 - 2009
Deutsche Bank Securities 2000 - 2005
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Series 7, Equity Capital Markets, Capital Structure, IPO, Equity Valuation, Investor Relations, Series 63, Equity Derivatives, Finance, Private Placements, Credit Analysis, Financial Analysis
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Adam Berger Adam Berger's Wells Fargo Securities Experience September 2011 - Present
Job Managing Director, Head of Healthcare M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
Leerink June 2008 - August 2011
Citigroup July 1991 - June 2008
Salomon Brothers July 1991 - December 1999
Janney Montgomery Scott July 1989 - June 1991
Education
University of Pennsylvania 1985 — 1989
BA, History and Mathematics minor
University of Pennsylvania - The Wharton School 1985 — 1989
BSc, Economics and Finance
Wells Fargo Securities September 2011 - Present
Leerink June 2008 - August 2011
Citigroup July 1991 - June 2008
Salomon Brothers July 1991 - December 1999
Janney Montgomery Scott July 1989 - June 1991
Education
University of Pennsylvania 1985 — 1989
BA, History and Mathematics minor
University of Pennsylvania - The Wharton School 1985 — 1989
BSc, Economics and Finance
Danielle Simonetti's Wells Fargo Securities Experience June 2015 - August 2015
Job Intern at Wells Fargo Securities
Industry Marketing and Advertising
Experience
Wells Fargo Securities June 2015 - August 2015
Wells Fargo Securities June 2013 - August 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Time Management, Event Planning, Leadership, Management, Project Management, Nonprofits, Calypso, Social Networking, Microsoft Excel, Teamwork, Marketing, Research
Education
University of South Carolina-Columbia 2012 — 2016
Business, Management, Marketing, and Related Support Services
Wells Fargo Securities June 2015 - August 2015
Wells Fargo Securities June 2013 - August 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Time Management, Event Planning, Leadership, Management, Project Management, Nonprofits, Calypso, Social Networking, Microsoft Excel, Teamwork, Marketing, Research
Education
University of South Carolina-Columbia 2012 — 2016
Business, Management, Marketing, and Related Support Services
Patrick Giordano's Wells Fargo Securities Experience August 2015 - Present
Job Trader at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
JPMorgan Chase & Co. June 2007 - April 2015
JPMorgan Chase & Co. June 2006 - August 2006
Geller & Company June 2005 - September 2005
Skills
Derivatives, Hedge Funds, Risk Management, Equities, Trading, Options, Series 7, Equity Derivatives, Equity Trading, Trading Systems
Education
Villanova University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
University of Oxford 2005 — 2006
Behavioral Finance, Developmental Economics
Wells Fargo Securities August 2015 - Present
JPMorgan Chase & Co. June 2007 - April 2015
JPMorgan Chase & Co. June 2006 - August 2006
Geller & Company June 2005 - September 2005
Skills
Derivatives, Hedge Funds, Risk Management, Equities, Trading, Options, Series 7, Equity Derivatives, Equity Trading, Trading Systems
Education
Villanova University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
University of Oxford 2005 — 2006
Behavioral Finance, Developmental Economics
Fola Onifade Fola Onifade's Wells Fargo Securities Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Office of New Student Orientation and Academic Initiatives May 2014 - Present
Wells Fargo Securities June 2015 - August 2015
The Daily Pennsylvanian May 2014 - August 2014
The Think Tanks and Civil Societies Program January 2014 - May 2014
The Daily Pennsylvanian January 2013 - May 2014
Skills
Social Media, Editing, Research, Blogging, Interviews, Journalism, Publications, Investigative Reporting, Online Journalism, AP Style, Newspapers, News Writing, Editorial, First Aid, Cpr Certified, French, Copy Editing, Microsoft Excel, FactSet, Capital IQ, Bloomberg
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), International Relations
Open Door 2014 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance, General
Passaic County Technical Institute 2008 — 2012
Office of New Student Orientation and Academic Initiatives May 2014 - Present
Wells Fargo Securities June 2015 - August 2015
The Daily Pennsylvanian May 2014 - August 2014
The Think Tanks and Civil Societies Program January 2014 - May 2014
The Daily Pennsylvanian January 2013 - May 2014
Skills
Social Media, Editing, Research, Blogging, Interviews, Journalism, Publications, Investigative Reporting, Online Journalism, AP Style, Newspapers, News Writing, Editorial, First Aid, Cpr Certified, French, Copy Editing, Microsoft Excel, FactSet, Capital IQ, Bloomberg
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), International Relations
Open Door 2014 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance, General
Passaic County Technical Institute 2008 — 2012
Jonathan Umpleby's Wells Fargo Securities Experience February 2012 - Present
Job Assistant Vice President, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2012 - Present
WH Trading July 2007 - February 2012
Skills
Back Office, Derivatives, Equities, Options, Trading, Trading Systems
Education
University of Notre Dame 2002 — 2006
BA
Wells Fargo Securities February 2012 - Present
WH Trading July 2007 - February 2012
Skills
Back Office, Derivatives, Equities, Options, Trading, Trading Systems
Education
University of Notre Dame 2002 — 2006
BA
Audrey Pahmer Kent Audrey Pahmer Kent's Wells Fargo Securities Experience August 2009 - Present
Job Vice President at Wells Fargo Principal Investments
Industry Financial Services
Experience
Wells Fargo Securities August 2009 - Present
Michel Dyens & Co. June 2008 - August 2008
JP Morgan June 2007 - August 2007
Skills
High Yield, Financial Modeling, Investment Banking, Corporate Credit, Derivatives, Fixed Income, Portfolio Management, Investments, Credit Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, Management; Minor in Music
Wells Fargo Securities August 2009 - Present
Michel Dyens & Co. June 2008 - August 2008
JP Morgan June 2007 - August 2007
Skills
High Yield, Financial Modeling, Investment Banking, Corporate Credit, Derivatives, Fixed Income, Portfolio Management, Investments, Credit Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, Management; Minor in Music
Ben Galloway's Wells Fargo Securities Experience May 2012 - July 2012
Job Trauma Sales Associate at Stryker
Industry Management Consulting
Experience
Stryker January 2015 - Present
Millennial Media August 2013 - January 2015
University of Notre Dame June 2013 - August 2013
ABC Studios - Jimmy Kimmel Live! June 2013 - June 2013
University of Notre Dame August 2012 - May 2013
Wells Fargo Securities May 2012 - July 2012
University of Notre Dame June 2011 - August 2011
Gaudreau, Inc. Architects Planners Engineers July 2010 - August 2010
TBC June 2010 - July 2010
Skills
Leadership, Market Research, Advertising, Marketing, Finance, Project Management, Social Media, Marketing Research, Data Analysis, Social Media Marketing, Management, Competitive Analysis, Customer Service, Public Speaking, Research
Education
University of Notre Dame 2009 — 2013
BA, Management Consulting
University of Notre Dame in London, England 2011 — 2011
Stryker January 2015 - Present
Millennial Media August 2013 - January 2015
University of Notre Dame June 2013 - August 2013
ABC Studios - Jimmy Kimmel Live! June 2013 - June 2013
University of Notre Dame August 2012 - May 2013
Wells Fargo Securities May 2012 - July 2012
University of Notre Dame June 2011 - August 2011
Gaudreau, Inc. Architects Planners Engineers July 2010 - August 2010
TBC June 2010 - July 2010
Skills
Leadership, Market Research, Advertising, Marketing, Finance, Project Management, Social Media, Marketing Research, Data Analysis, Social Media Marketing, Management, Competitive Analysis, Customer Service, Public Speaking, Research
Education
University of Notre Dame 2009 — 2013
BA, Management Consulting
University of Notre Dame in London, England 2011 — 2011
Aqib Rashid's Wells Fargo Securities Experience December 2012 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities December 2012 - Present
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Structured Products, Capital Markets
Education
University of Pennsylvania 2008 — 2012
BA, Economics and Systems Engineering
Wells Fargo Securities December 2012 - Present
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Structured Products, Capital Markets
Education
University of Pennsylvania 2008 — 2012
BA, Economics and Systems Engineering
Cooper Schorr's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Wall Street Prep October 2013 - October 2013
Novartis May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Finance, Time Management, Public Speaking, Outstanding..., Corporate Finance, Microsoft Office, Strategic Planning, Research, Social Media, Futurism, Leadership
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8 Major GPA
Madison High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Wall Street Prep October 2013 - October 2013
Novartis May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Finance, Time Management, Public Speaking, Outstanding..., Corporate Finance, Microsoft Office, Strategic Planning, Research, Social Media, Futurism, Leadership
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8 Major GPA
Madison High School 2007 — 2011
Krishnan Raman Krishnan Raman's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Pontifax Global Food and Agriculture Technology Fund January 2015 - May 2015
Salem Partners LLC May 2014 - August 2014
Alfred E. Mann Institute of Biomedical Engineering September 2013 - May 2014
AT Group LLC November 2012 - August 2013
InterMune May 2012 - August 2012
Prysm Inc. June 2011 - August 2011
Skills
Molecular Biology, Public Speaking, Research, Market Research, Statistical Data..., Matlab, Medical Devices, Financial Analysis, Financial Modeling, Data Analysis, Event Planning, Teamwork, Java
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Biomedical Engineering, minoring in Business Administration
Saratoga High School 2008 — 2012
Graduated with High Honors, National Merit Finalist, AP Scholar with Distinction
Wells Fargo Securities June 2015 - August 2015
Pontifax Global Food and Agriculture Technology Fund January 2015 - May 2015
Salem Partners LLC May 2014 - August 2014
Alfred E. Mann Institute of Biomedical Engineering September 2013 - May 2014
AT Group LLC November 2012 - August 2013
InterMune May 2012 - August 2012
Prysm Inc. June 2011 - August 2011
Skills
Molecular Biology, Public Speaking, Research, Market Research, Statistical Data..., Matlab, Medical Devices, Financial Analysis, Financial Modeling, Data Analysis, Event Planning, Teamwork, Java
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Biomedical Engineering, minoring in Business Administration
Saratoga High School 2008 — 2012
Graduated with High Honors, National Merit Finalist, AP Scholar with Distinction
Whitney Sun Whitney Sun's Wells Fargo Securities Experience June 2013 - July 2014
Job
Industry Retail
Experience
99 Cents Only Stores August 2014 - Present
Wells Fargo Securities June 2013 - July 2014
Wells Fargo Securities June 2012 - August 2012
The Amity Foundation June 2011 - August 2011
Toula Manufacturing, Inc. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics with Concentrations in Finance & Marketing
Coppell High School
99 Cents Only Stores August 2014 - Present
Wells Fargo Securities June 2013 - July 2014
Wells Fargo Securities June 2012 - August 2012
The Amity Foundation June 2011 - August 2011
Toula Manufacturing, Inc. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics with Concentrations in Finance & Marketing
Coppell High School
Daniel R. Spriggs's Wells Fargo Securities Experience May 2012 - August 2012
Job Account Executive Investment Advisor Representative
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Wells Fargo Securities May 2012 - August 2012
Wells Fargo Securities May 2011 - August 2011
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance, General
Fisher Investments June 2014 - Present
Wells Fargo Securities May 2012 - August 2012
Wells Fargo Securities May 2011 - August 2011
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance, General
Vincent Statuto's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
AirStrip July 2014 - August 2014
AirStrip June 2013 - August 2013
Sterling Glass, LLC May 2012 - August 2012
Skills
Financial Modeling, Analytics, Leadership, Healthcare, Data Analysis, Forecasting, Salesforce.com, Process Improvement, Hospitals, Business Analysis, Sales, Microsoft Excel, Business Intelligence, Microsoft Office, Microsoft PowerPoint, Pricing Analysis, Finance, Selling, B2B, Golf, Pricing, PowerPoint
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Finance and International Business
Wells Fargo Securities July 2015 - Present
AirStrip July 2014 - August 2014
AirStrip June 2013 - August 2013
Sterling Glass, LLC May 2012 - August 2012
Skills
Financial Modeling, Analytics, Leadership, Healthcare, Data Analysis, Forecasting, Salesforce.com, Process Improvement, Hospitals, Business Analysis, Sales, Microsoft Excel, Business Intelligence, Microsoft Office, Microsoft PowerPoint, Pricing Analysis, Finance, Selling, B2B, Golf, Pricing, PowerPoint
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Finance and International Business
Jack York Jack York's Wells Fargo Securities Experience June 2015 - Present
Job Summer Analyst at Wells Fargo Securities
Industry Wholesale
Experience
Wells Fargo Securities June 2015 - Present
BTIG, LLC May 2014 - July 2014
Ewing Irrigation Products May 2013 - August 2013
Ewing Irrigation Products May 2012 - August 2012
Ewing Irrigation Products June 2011 - August 2011
Ewing Irrigation Products June 2010 - August 2010
Ewing Irrigation Products June 2009 - August 2009
Skills
Microsoft Excel, Inventory Management, Budgets, Sales, Accounting, PowerPoint, Leadership, Human Resources, Purchasing, Microsoft Word, Financial Analysis, Public Speaking, Pants, Deep Tissue Massage, Forecasting, Microsoft Office, Supply Chain Management, Hazardous Waste..., Social Media, Customer Service, Water Resources, Chairs, Dog Aggression
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics- Finance (expected)
Notre Dame Preparatory High School 2008 — 2012
High School Graduate
Wells Fargo Securities June 2015 - Present
BTIG, LLC May 2014 - July 2014
Ewing Irrigation Products May 2013 - August 2013
Ewing Irrigation Products May 2012 - August 2012
Ewing Irrigation Products June 2011 - August 2011
Ewing Irrigation Products June 2010 - August 2010
Ewing Irrigation Products June 2009 - August 2009
Skills
Microsoft Excel, Inventory Management, Budgets, Sales, Accounting, PowerPoint, Leadership, Human Resources, Purchasing, Microsoft Word, Financial Analysis, Public Speaking, Pants, Deep Tissue Massage, Forecasting, Microsoft Office, Supply Chain Management, Hazardous Waste..., Social Media, Customer Service, Water Resources, Chairs, Dog Aggression
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics- Finance (expected)
Notre Dame Preparatory High School 2008 — 2012
High School Graduate
Craig Wagner Craig Wagner's Wells Fargo Securities Experience March 2013 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities August 2006 - March 2013
Goldman Sachs 2004 - 2006
Skills
Sales, Fixed Income, New Business Development, Investment Advisory, Investment Strategies, Alternative Investments, Structured Products, Middle Office, Prime Brokerage, Series 7, Series 63, Asset Backed Financing, Asset Backed Lending, Account Management, Commercial Real Estate, Strategy, CMBS, Commercial Mortgages, REIT, Residential Mortgages, Securities Regulation, Sales Operations, Trading Operations, Client Development, Product Marketing, Onboarding, Bloomberg, Customer Service, Ski, Jeep, Finance, Trading, Capital Markets, Equities, Management
Education
New York University, Stern School of Business 2008 — 2011
Master of Business Administration (MBA), Financial Instruments and Markets
University of Scranton 1999 — 2003
Bachelor of Science (BS), Finance, General
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities August 2006 - March 2013
Goldman Sachs 2004 - 2006
Skills
Sales, Fixed Income, New Business Development, Investment Advisory, Investment Strategies, Alternative Investments, Structured Products, Middle Office, Prime Brokerage, Series 7, Series 63, Asset Backed Financing, Asset Backed Lending, Account Management, Commercial Real Estate, Strategy, CMBS, Commercial Mortgages, REIT, Residential Mortgages, Securities Regulation, Sales Operations, Trading Operations, Client Development, Product Marketing, Onboarding, Bloomberg, Customer Service, Ski, Jeep, Finance, Trading, Capital Markets, Equities, Management
Education
New York University, Stern School of Business 2008 — 2011
Master of Business Administration (MBA), Financial Instruments and Markets
University of Scranton 1999 — 2003
Bachelor of Science (BS), Finance, General
Matt Corbitt Matt Corbitt's Wells Fargo Securities Experience 2012 - Present
Job Vice President Consultant at Northern Trust Securities Inc.
Industry Investment Management
Experience
Northern Trust Securities October 2014 - Present
Wells Fargo Securities 2012 - Present
Wells Fargo Securities 2008 - 2012
Jackson National Life 2006 - 2008
Wells Fargo Advisors 2005 - 2006
Skills
Fixed Income, Financial Modeling, Financial Analysis, Equities, Investments, Credit Analysis, Trading, Capital Markets, Investment Management, Relationship Management, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of Southern California 2000 — 2004
BA, Political Science & Russian
Northern Trust Securities October 2014 - Present
Wells Fargo Securities 2012 - Present
Wells Fargo Securities 2008 - 2012
Jackson National Life 2006 - 2008
Wells Fargo Advisors 2005 - 2006
Skills
Fixed Income, Financial Modeling, Financial Analysis, Equities, Investments, Credit Analysis, Trading, Capital Markets, Investment Management, Relationship Management, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of Southern California 2000 — 2004
BA, Political Science & Russian
Sara Jane Brown's Wells Fargo Securities Experience August 2015 - Present
Job Incoming Equity Sales and Trading Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2015 - August 2015
University of Notre Dame January 2014 - May 2015
Donna Karan International, Inc. May 2014 - August 2014
Skills
Microsoft Excel, Market Research, Leadership
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Applied and Computational Mathematics and Statistics
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2015 - August 2015
University of Notre Dame January 2014 - May 2015
Donna Karan International, Inc. May 2014 - August 2014
Skills
Microsoft Excel, Market Research, Leadership
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Applied and Computational Mathematics and Statistics
Jeeho Yoon Jeeho Yoon's Wells Fargo Securities Experience July 2013 - August 2013
Job Student at University of Rochester
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - August 2013
Samsung Electronics July 2010 - August 2010
Royal Bank of Scotland July 2009 - July 2009
Skills
Statistical and..., SAS, Minitab, R, JMP
Education
University of Rochester 2008 — 2014
Bachelor's degree, Economics and Statistics, Senior
Wells Fargo Securities July 2013 - August 2013
Samsung Electronics July 2010 - August 2010
Royal Bank of Scotland July 2009 - July 2009
Skills
Statistical and..., SAS, Minitab, R, JMP
Education
University of Rochester 2008 — 2014
Bachelor's degree, Economics and Statistics, Senior
James Dressler James Dressler's Wells Fargo Securities Experience December 2013 - Present
Job Investment Professional
Industry Investment Management
Experience
Wells Fargo Securities December 2013 - Present
Wedbush Capital Partners January 2011 - December 2012
Wedbush Capital Partners January 2010 - December 2010
Wedbush Capital Partners April 2008 - December 2009
Wells Fargo Securities January 2007 - April 2008
Skills
Alternative Investments, M&A experience, Leveraged Finance, Corporate Finance, Mergers, Investments, Equities, Debt, Private Equity, Deal Structuring, Financial Analysis, Financial Modeling, Bank Financing, Middle Market, Recapitalizations, Growth Capital, Business Strategy, Due Diligence, Business Valuation, Corporate Turnarounds, LBO, Credit, Investment Banking
Education
University of Southern California 2002 — 2006
Bachelor’s Degree, Economics, Magna Cum Laude
Swiss Finance Academy 2006 — 2006
Pine Crest School 1998 — 2002
High School Diploma
Wells Fargo Securities December 2013 - Present
Wedbush Capital Partners January 2011 - December 2012
Wedbush Capital Partners January 2010 - December 2010
Wedbush Capital Partners April 2008 - December 2009
Wells Fargo Securities January 2007 - April 2008
Skills
Alternative Investments, M&A experience, Leveraged Finance, Corporate Finance, Mergers, Investments, Equities, Debt, Private Equity, Deal Structuring, Financial Analysis, Financial Modeling, Bank Financing, Middle Market, Recapitalizations, Growth Capital, Business Strategy, Due Diligence, Business Valuation, Corporate Turnarounds, LBO, Credit, Investment Banking
Education
University of Southern California 2002 — 2006
Bachelor’s Degree, Economics, Magna Cum Laude
Swiss Finance Academy 2006 — 2006
Pine Crest School 1998 — 2002
High School Diploma
Henry Ren Henry Ren's Wells Fargo Securities Experience June 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
PennPac March 2014 - June 2014
Wells Fargo May 2012 - August 2012
KSW Consulting June 2011 - August 2011
School District of Philadelphia October 2010 - August 2011
Skills
Data Analysis, Microsoft Office, Research, Proposal Writing, Presentation Development, Series 52, Series 63, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Fixed Income, Financial Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Philosophy, Politics, & Economics; History
Wells Fargo Securities June 2013 - Present
PennPac March 2014 - June 2014
Wells Fargo May 2012 - August 2012
KSW Consulting June 2011 - August 2011
School District of Philadelphia October 2010 - August 2011
Skills
Data Analysis, Microsoft Office, Research, Proposal Writing, Presentation Development, Series 52, Series 63, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Fixed Income, Financial Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Philosophy, Politics, & Economics; History
Adam Zacuto's Wells Fargo Securities Experience June 2012 - August 2014
Job Associate at Century Park Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Park Capital Partners August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Cappello Capital Corp. May 2011 - August 2011
Education
University of Southern California 2008 — 2012
Century Park Capital Partners August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Cappello Capital Corp. May 2011 - August 2011
Education
University of Southern California 2008 — 2012
Abbie Kuzmen's Wells Fargo Securities Experience June 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Citco Fund Services September 2012 - June 2014
US Bank January 2011 - September 2012
Institute for Entrepreneurial January 2009 - January 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Teamwork, Aexeo, Markitwire, Reconciliation, Account Reconciliation, Business Planning, Portfolio Management, Data Analysis
Education
University of Pittsburgh 2007 — 2010
BSBA, Finance, Economics, Leadership and Ethics
Wells Fargo Securities June 2014 - Present
Citco Fund Services September 2012 - June 2014
US Bank January 2011 - September 2012
Institute for Entrepreneurial January 2009 - January 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Teamwork, Aexeo, Markitwire, Reconciliation, Account Reconciliation, Business Planning, Portfolio Management, Data Analysis
Education
University of Pittsburgh 2007 — 2010
BSBA, Finance, Economics, Leadership and Ethics
John Todaro's Wells Fargo Securities Experience June 2015 - August 2015
Job Sales and Trading Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Skills
Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Editing
Education
University of Pennsylvania 2012 — 2015
Wells Fargo Securities June 2015 - August 2015
Skills
Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Editing
Education
University of Pennsylvania 2012 — 2015
David Taiclet's Wells Fargo Securities Experience April 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Textron Inc. June 2014 - August 2014
JAG Capital Management LLC May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, HTML, Accounting, Facebook, Spanish, Data Analysis, Leadership
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Wells Fargo Securities April 2015 - Present
Textron Inc. June 2014 - August 2014
JAG Capital Management LLC May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, HTML, Accounting, Facebook, Spanish, Data Analysis, Leadership
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Julie (Pietrowski) Hazel Julie (Pietrowski) Hazel's Wells Fargo Securities Experience 2011 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2011 - Present
Wells Fargo Securities 2007 - 2011
Wells Fargo Securities 2004 - 2007
Skills
Series 7, Fixed Income, Relationship Management, Senior Management..., Operations Management, One-on-One Meetings, Tenacious Work Ethic, Resourceful in the..., Prioritize Workload, Thrive in A Fast-paced..., Difficult Situations, Event Planning, Executive...
Education
University of South Carolina-Columbia 1998 — 2001
Bachelor of Science, Business Administration - Management & Marketing
Wells Fargo Securities 2011 - Present
Wells Fargo Securities 2007 - 2011
Wells Fargo Securities 2004 - 2007
Skills
Series 7, Fixed Income, Relationship Management, Senior Management..., Operations Management, One-on-One Meetings, Tenacious Work Ethic, Resourceful in the..., Prioritize Workload, Thrive in A Fast-paced..., Difficult Situations, Event Planning, Executive...
Education
University of South Carolina-Columbia 1998 — 2001
Bachelor of Science, Business Administration - Management & Marketing
Eric Heineman Eric Heineman's Wells Fargo Securities Experience June 2010 - June 2012
Job Senior Consultant at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP September 2013 - Present
Dixon Hughes Goodman LLP December 2012 - September 2013
Wells Fargo Securities June 2010 - June 2012
Bank of America June 2008 - August 2008
Skills
Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Equity Research, Investments, Analysis, Management, Credit Analysis, Financial Services, Fixed Income, Finance, Investment Banking, Mergers & Acquisitions, Due Diligence
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science - Business Administration, International Business and Finance
INSTITUT FÜR DIE DEUTSCHE SPRACHE UND KULTUR
Dixon Hughes Goodman LLP September 2013 - Present
Dixon Hughes Goodman LLP December 2012 - September 2013
Wells Fargo Securities June 2010 - June 2012
Bank of America June 2008 - August 2008
Skills
Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Equity Research, Investments, Analysis, Management, Credit Analysis, Financial Services, Fixed Income, Finance, Investment Banking, Mergers & Acquisitions, Due Diligence
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science - Business Administration, International Business and Finance
INSTITUT FÜR DIE DEUTSCHE SPRACHE UND KULTUR
Joseph Pattison's Wells Fargo Securities Experience May 2000 - August 2005
Job Senior Vice President, Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. September 2006 - Present
Nollenberger Capital Partners September 2005 - August 2006
Wells Fargo Securities May 2000 - August 2005
Skills
Series 63, Equities, Equity Research, Capital Markets, Investments, Securities, Series 7, Investment Banking, Institutional Sales, Financial Analysis, Portfolio Management, Asset Management, Asset Allocation, Valuation
Education
University of Oregon 1996 — 2000
Bachelor of Science (BS), Economics
Tualatin High School 1992 — 1995
D.A. Davidson & Co. September 2006 - Present
Nollenberger Capital Partners September 2005 - August 2006
Wells Fargo Securities May 2000 - August 2005
Skills
Series 63, Equities, Equity Research, Capital Markets, Investments, Securities, Series 7, Investment Banking, Institutional Sales, Financial Analysis, Portfolio Management, Asset Management, Asset Allocation, Valuation
Education
University of Oregon 1996 — 2000
Bachelor of Science (BS), Economics
Tualatin High School 1992 — 1995
Raegan Lynch Raegan Lynch's Wells Fargo Securities Experience May 2012 - August 2012
Job Strategic Marketing Analyst at Ashton Woods Homes
Industry Market Research
Experience
Ashton Woods Homes June 2014 - Present
Sadik and Associates, LLC August 2013 - May 2014
Wells Fargo Securities May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Research, Social Media Marketing, Teamwork, Social Networking, Facebook, Time Management, Leadership, Marketing, Event Management
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Real Estate
Hilton Head Island High School 2006 — 2010
Ashton Woods Homes June 2014 - Present
Sadik and Associates, LLC August 2013 - May 2014
Wells Fargo Securities May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Research, Social Media Marketing, Teamwork, Social Networking, Facebook, Time Management, Leadership, Marketing, Event Management
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Real Estate
Hilton Head Island High School 2006 — 2010
Patricia Posada Patricia Posada's Wells Fargo Securities Experience 2012 - 2013
Job Mergers and Acquisitions Corporate Paralegal/ Foreign Attorney
Industry Law Practice
Experience
Fenwick & West June 2015 - Present
Montgomery & Hansen, LLP March 2015 - June 2015
Davis Polk & Wardwell LLP December 2013 - February 2015
The Advocates for Human Rights 2012 - 2013
Wells Fargo Securities 2012 - 2013
Equinix May 2012 - September 2012
Tinoco, Travieso, Planchart & Nuñez September 2008 - July 2011
Skills
Public Relations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, C++, Legal Writing, Legal Research, Spanish, Westlaw, Corporate Law, Litigation, Courts, Intellectual Property, LexisNexis, Civil Litigation, Legal Assistance, Mediation, Employment Law
Education
University of San Francisco 2012 — 2013
Master of Laws (LLM), International Transactions and Comparative Law
Universidad Nororiental Gran Mariscal de Ayacucho 2005 — 2010
Juris Doctor, Law
Fenwick & West June 2015 - Present
Montgomery & Hansen, LLP March 2015 - June 2015
Davis Polk & Wardwell LLP December 2013 - February 2015
The Advocates for Human Rights 2012 - 2013
Wells Fargo Securities 2012 - 2013
Equinix May 2012 - September 2012
Tinoco, Travieso, Planchart & Nuñez September 2008 - July 2011
Skills
Public Relations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, C++, Legal Writing, Legal Research, Spanish, Westlaw, Corporate Law, Litigation, Courts, Intellectual Property, LexisNexis, Civil Litigation, Legal Assistance, Mediation, Employment Law
Education
University of San Francisco 2012 — 2013
Master of Laws (LLM), International Transactions and Comparative Law
Universidad Nororiental Gran Mariscal de Ayacucho 2005 — 2010
Juris Doctor, Law
Brandon McClung Brandon McClung's Wells Fargo Securities Experience May 2015 - Present
Job Operations Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Wells Fargo May 2014 - August 2014
Mathnasium - The Math Learning Center May 2011 - August 2013
Sebastiano's Pizzeria May 2010 - May 2011
Skills
Teaching, Curriculum Development, Curriculum Design, Educational Leadership, Educational Technology, Microsoft Excel, Teacher Training, Loan IQ, Syndtrak, Tutoring, Classroom Management, Higher Education, Lesson Planning, Classroom, Staff Development, Student Affairs, K-12, Differentiated..., PowerPoint, SharePoint, Event Planning, Microsoft Word, Customer Service
Education
University of South Carolina - Darla Moore School of Business 2012 — 2016
Accounting and Finance, Senior
University of South Carolina-Columbia 2012 — 2016
Wells Fargo Securities May 2015 - Present
Wells Fargo May 2014 - August 2014
Mathnasium - The Math Learning Center May 2011 - August 2013
Sebastiano's Pizzeria May 2010 - May 2011
Skills
Teaching, Curriculum Development, Curriculum Design, Educational Leadership, Educational Technology, Microsoft Excel, Teacher Training, Loan IQ, Syndtrak, Tutoring, Classroom Management, Higher Education, Lesson Planning, Classroom, Staff Development, Student Affairs, K-12, Differentiated..., PowerPoint, SharePoint, Event Planning, Microsoft Word, Customer Service
Education
University of South Carolina - Darla Moore School of Business 2012 — 2016
Accounting and Finance, Senior
University of South Carolina-Columbia 2012 — 2016
Spencer Christoff Spencer Christoff's Wells Fargo Securities Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Revolution Capital Group May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Valuation
Education
University of Southern California 2012 — 2016
Bachelor of Science, Business Administration (Finance Concentration)
Corona del Mar High School 2008 — 2012
High School Diploma
Wells Fargo Securities June 2015 - August 2015
Revolution Capital Group May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Valuation
Education
University of Southern California 2012 — 2016
Bachelor of Science, Business Administration (Finance Concentration)
Corona del Mar High School 2008 — 2012
High School Diploma
Chad Suggs, CFA's Wells Fargo Securities Experience 2000 - 2003
Job Finance Executive
Industry Medical Devices
Experience
Iris Diagnostics (a Danaher/Beckman Coulter company) February 2008 - Present
CIBC World Markets July 2003 - May 2007
Wells Fargo Securities 2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Pacific Income Advisers 1998 - 1999
Skills
Business Valuation, Financial Modeling, Equity Research, Accounting, Forecasting, Budget, DCF, Valuation, Corporate Finance, Financial Analysis, Mergers, Capital Raising, Strategy, Mergers & Acquisitions, Budgets, Cost Accounting, Finance, Analysis, Financial Reporting, Due Diligence, Investments, Investment Banking, Sales, Equities, Business Planning, Executive Management, Management, Competitive Analysis, Corporate Development, Private Equity, Venture Capital, Treasury Management, Investor Relations, Managerial Finance, Restructuring, Acquisition Integration, IPO, Strategic Financial..., Cross-functional Team..., Risk Management, SEC filings, Auditing, Sarbanes-Oxley Act, M&A experience
Education
University of Oklahoma - Price College of Business 1986 — 1991
Bachelors
Iris Diagnostics (a Danaher/Beckman Coulter company) February 2008 - Present
CIBC World Markets July 2003 - May 2007
Wells Fargo Securities 2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Pacific Income Advisers 1998 - 1999
Skills
Business Valuation, Financial Modeling, Equity Research, Accounting, Forecasting, Budget, DCF, Valuation, Corporate Finance, Financial Analysis, Mergers, Capital Raising, Strategy, Mergers & Acquisitions, Budgets, Cost Accounting, Finance, Analysis, Financial Reporting, Due Diligence, Investments, Investment Banking, Sales, Equities, Business Planning, Executive Management, Management, Competitive Analysis, Corporate Development, Private Equity, Venture Capital, Treasury Management, Investor Relations, Managerial Finance, Restructuring, Acquisition Integration, IPO, Strategic Financial..., Cross-functional Team..., Risk Management, SEC filings, Auditing, Sarbanes-Oxley Act, M&A experience
Education
University of Oklahoma - Price College of Business 1986 — 1991
Bachelors
Bin Zhou's Wells Fargo Securities Experience April 2013 - October 2013
Job Sr. Engineer at @WalmartLabs / Walmart Global eCommerce
Industry Computer Software
Experience
@WalmartLabs / Walmart Global eCommerce October 2014 - Present
NCR Corporation October 2013 - October 2014
Wells Fargo Securities April 2013 - October 2013
TradeStone 2007 - 2013
Innovative Tech Center 2005 - 2007
MINT Center, The University of Alabama 2004 - 2005
Vanderbilt University 2002 - 2004
Skills
Java, Oracle, Spring, Hibernate, Websphere, Multithreading, Tomcat, Maven, Ant, AJAX, SQL, NoSQL, JBoss Application Server, C++, Linux, Struts, JDBC, SAS, R, .NET, Oracle Coherence, Unix, JavaScript, ILOG, JavaFX, FIX, AIX, Continuous Integration, Sonar, Spring Framework
Education
Virginia Tech 2006 — 2007
MBA Program in Finance
Vanderbilt University 2002 — 2004
Master, Computer Science
University of Science and Technology of China 1997 — 2002
Bachelor, Computer Science
@WalmartLabs / Walmart Global eCommerce October 2014 - Present
NCR Corporation October 2013 - October 2014
Wells Fargo Securities April 2013 - October 2013
TradeStone 2007 - 2013
Innovative Tech Center 2005 - 2007
MINT Center, The University of Alabama 2004 - 2005
Vanderbilt University 2002 - 2004
Skills
Java, Oracle, Spring, Hibernate, Websphere, Multithreading, Tomcat, Maven, Ant, AJAX, SQL, NoSQL, JBoss Application Server, C++, Linux, Struts, JDBC, SAS, R, .NET, Oracle Coherence, Unix, JavaScript, ILOG, JavaFX, FIX, AIX, Continuous Integration, Sonar, Spring Framework
Education
Virginia Tech 2006 — 2007
MBA Program in Finance
Vanderbilt University 2002 — 2004
Master, Computer Science
University of Science and Technology of China 1997 — 2002
Bachelor, Computer Science
Benjamin Perossa's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate (Consumer, Healthcare & Gaming)
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Ogeechee Steel, Inc. May 2008 - September 2011
Morgan Stanley January 2003 - May 2008
JPMorgan Chase September 2001 - July 2002
Skills
Financial Modeling, Project Management, Project Estimation, Logistics, Relationship Management, Cross Selling, Team Leadership, Managing Project Budgets, Equity Financing..., Prime Brokerage, Long/Short Equity, Risk Arbitrage, Global Macro, US Equities, Equity Swaps, Fixed Income, Foreign Exchange, U.S. Equity Options, Foreign Listed Options, Special-Purpose..., Warrants, PIPEs, Securities Lending, Non-Market Risk, Portfolio Accounting, Corporate Actions, Vendor Management, Third Party Reporting, Workgroups, Platform Development, New Hire Training, Portfolio Margin, Microsoft Excel, PowerPoint, Microsoft Word, Options, Portfolio Management, Equities, Securities, Investment Management, Investment Banking, Client Services, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Equity Valuation, Capital Markets, Emerging Markets, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
University of Notre Dame 1996 — 2001
Bachelor of Arts (B.A.), Economics and Government & International Studies
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Ogeechee Steel, Inc. May 2008 - September 2011
Morgan Stanley January 2003 - May 2008
JPMorgan Chase September 2001 - July 2002
Skills
Financial Modeling, Project Management, Project Estimation, Logistics, Relationship Management, Cross Selling, Team Leadership, Managing Project Budgets, Equity Financing..., Prime Brokerage, Long/Short Equity, Risk Arbitrage, Global Macro, US Equities, Equity Swaps, Fixed Income, Foreign Exchange, U.S. Equity Options, Foreign Listed Options, Special-Purpose..., Warrants, PIPEs, Securities Lending, Non-Market Risk, Portfolio Accounting, Corporate Actions, Vendor Management, Third Party Reporting, Workgroups, Platform Development, New Hire Training, Portfolio Margin, Microsoft Excel, PowerPoint, Microsoft Word, Options, Portfolio Management, Equities, Securities, Investment Management, Investment Banking, Client Services, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Equity Valuation, Capital Markets, Emerging Markets, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
University of Notre Dame 1996 — 2001
Bachelor of Arts (B.A.), Economics and Government & International Studies
Vincent Centanni's Wells Fargo Securities Experience July 2013 - Present
Job Technology Lead at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Post Right Business Center December 2008 - December 2013
Bank of America May 2011 - July 2013
Wachovia May 2004 - October 2011
Keane (Formerly CyLogix, Inc) March 2000 - May 2004
The Chase Manhattan Bank June 1999 - March 2000
Morgan Stanley March 1996 - June 1999
JP Morgan August 1994 - March 1996
Paine Webber March 1991 - March 1994
ReadQ Systems January 1990 - March 1991
Skills
SDLC, Business Analysis
Education
University of Pittsburgh 1986 — 1990
BS, Computer Science
Westwood High School
Wells Fargo Securities July 2013 - Present
Post Right Business Center December 2008 - December 2013
Bank of America May 2011 - July 2013
Wachovia May 2004 - October 2011
Keane (Formerly CyLogix, Inc) March 2000 - May 2004
The Chase Manhattan Bank June 1999 - March 2000
Morgan Stanley March 1996 - June 1999
JP Morgan August 1994 - March 1996
Paine Webber March 1991 - March 1994
ReadQ Systems January 1990 - March 1991
Skills
SDLC, Business Analysis
Education
University of Pittsburgh 1986 — 1990
BS, Computer Science
Westwood High School
Duff Blair's Wells Fargo Securities Experience August 2010 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities August 2010 - Present
Barclays October 2007 - May 2010
Morgan Stanley June 2002 - October 2007
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Securities, Series 7, Asset Management
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Securities August 2010 - Present
Barclays October 2007 - May 2010
Morgan Stanley June 2002 - October 2007
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Securities, Series 7, Asset Management
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
Blake Nelson's Wells Fargo Securities Experience November 2014 - Present
Job Equity Research at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities November 2014 - Present
SOASTA, Inc. June 2012 - October 2014
TM Financial Forensics January 2010 - December 2011
Navigant Consulting September 2008 - December 2009
Skills
Financial Modeling, Analytics, Microsoft Excel, Financial Analysis, CRM, Data Analysis, Valuation, Business Strategy, Business Development, Strategy, Salesforce.com, Finance, Start-ups, Business Analysis, Corporate Finance
Education
University of San Francisco - School of Management 2007 — 2008
MBA, Business
University of San Francisco 2003 — 2006
B.A., Business
Wells Fargo Securities November 2014 - Present
SOASTA, Inc. June 2012 - October 2014
TM Financial Forensics January 2010 - December 2011
Navigant Consulting September 2008 - December 2009
Skills
Financial Modeling, Analytics, Microsoft Excel, Financial Analysis, CRM, Data Analysis, Valuation, Business Strategy, Business Development, Strategy, Salesforce.com, Finance, Start-ups, Business Analysis, Corporate Finance
Education
University of San Francisco - School of Management 2007 — 2008
MBA, Business
University of San Francisco 2003 — 2006
B.A., Business
Renee Allen's Wells Fargo Securities Experience 1994 - Present
Job Securities and Banking Compliance and Risk Management Professional
Industry Investment Banking
Experience
Wells Fargo Securities 1994 - Present
Skills
Series 7, Capital Markets, Securities, Risk Management, AML
Education
University of North Texas 1982 — 1986
BBA, Finance
Wells Fargo Securities 1994 - Present
Skills
Series 7, Capital Markets, Securities, Risk Management, AML
Education
University of North Texas 1982 — 1986
BBA, Finance
Thomas Twomey's Wells Fargo Securities Experience March 2014 - Present
Job Director Derivatives Clearing at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
BNY Mellon February 2013 - February 2014
OptionsCity 2012 - 2013
Zone Equity Group LLC 2008 - 2012
GFI Group 2010 - 2011
Madison Tyler Trading 2006 - 2008
New York Mercantile Exchange (NYMEX) 2003 - 2006
Intercontinental Exchange 2000 - 2003
NYMEX 1994 - 2000
Education
University of Richmond 1990 — 1994
Bachelor of Science, Business Administration
University of Richmond - Robins School of Business 1990 — 1994
BSBA, Finance and Marketing
Wells Fargo Securities March 2014 - Present
BNY Mellon February 2013 - February 2014
OptionsCity 2012 - 2013
Zone Equity Group LLC 2008 - 2012
GFI Group 2010 - 2011
Madison Tyler Trading 2006 - 2008
New York Mercantile Exchange (NYMEX) 2003 - 2006
Intercontinental Exchange 2000 - 2003
NYMEX 1994 - 2000
Education
University of Richmond 1990 — 1994
Bachelor of Science, Business Administration
University of Richmond - Robins School of Business 1990 — 1994
BSBA, Finance and Marketing
Shaba Rashid's Wells Fargo Securities Experience June 1995 - January 1997
Job Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC February 2007 - April 2009
Atlas Securities September 1998 - February 2007
Wells Fargo Securities June 1995 - January 1997
Wells Fargo Bank August 1994 - June 1995
Skills
Investments, Financial Services, Life & Health Insurance..., Retirement Planning, Retirement, Insurance, Banking, Finance, Management, Series 7, Series 63, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Portfolio Management, Alternative Investments, High Net Worth...
Education
University of Rochester 1985 — 1989
B.A, Economics
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC February 2007 - April 2009
Atlas Securities September 1998 - February 2007
Wells Fargo Securities June 1995 - January 1997
Wells Fargo Bank August 1994 - June 1995
Skills
Investments, Financial Services, Life & Health Insurance..., Retirement Planning, Retirement, Insurance, Banking, Finance, Management, Series 7, Series 63, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Portfolio Management, Alternative Investments, High Net Worth...
Education
University of Rochester 1985 — 1989
B.A, Economics
Amy Farrell's Wells Fargo Securities Experience January 2002 - July 2004
Job Human Resources Specialist at Berkshire Partners LLC
Industry Financial Services
Experience
Berkshire Partners August 2011 - Present
Berkshire Partners LLC August 2011 - Present
McNamee Lawrence & Co. July 2004 - July 2011
Wells Fargo Securities January 2002 - July 2004
JPMorgan/ Chase / H&Q January 2001 - January 2002
Banc of America Securities January 2000 - January 2001
Hambrecht & Quist September 1993 - January 2000
Skills
Mergers & Acquisitions, Capital Markets, Human Resources, Venture Capital, Financial Modeling, Valuation, Investments, Investment Banking, Start-ups, Corporate Finance, Financial Analysis, Private Equity, Strategy, Equities, Business Strategy, Due Diligence, Hedge Funds, Strategic Planning, Executive Management, Securities
Education
University of Rhode Island 1989 — 1993
Psychology and Sociology Majors
University of Rhode Island 1989 — 1993
Bachelor of Arts (B.A.), Psychology and Sociology
Berkshire Partners August 2011 - Present
Berkshire Partners LLC August 2011 - Present
McNamee Lawrence & Co. July 2004 - July 2011
Wells Fargo Securities January 2002 - July 2004
JPMorgan/ Chase / H&Q January 2001 - January 2002
Banc of America Securities January 2000 - January 2001
Hambrecht & Quist September 1993 - January 2000
Skills
Mergers & Acquisitions, Capital Markets, Human Resources, Venture Capital, Financial Modeling, Valuation, Investments, Investment Banking, Start-ups, Corporate Finance, Financial Analysis, Private Equity, Strategy, Equities, Business Strategy, Due Diligence, Hedge Funds, Strategic Planning, Executive Management, Securities
Education
University of Rhode Island 1989 — 1993
Psychology and Sociology Majors
University of Rhode Island 1989 — 1993
Bachelor of Arts (B.A.), Psychology and Sociology
Kevin Rich's Wells Fargo Securities Experience 2004 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2004 - Present
Education
University of Pennsylvania 1986 — 1990
Wells Fargo Securities 2004 - Present
Education
University of Pennsylvania 1986 — 1990
Matthew Tigh's Wells Fargo Securities Experience May 2011 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
RealTick (Barclays subsidiary) May 2010 - November 2010
Pipeline Trading August 2005 - May 2010
Education
Chaminade
University of Notre Dame - Mendoza College of Business
Wells Fargo Securities May 2011 - Present
RealTick (Barclays subsidiary) May 2010 - November 2010
Pipeline Trading August 2005 - May 2010
Education
Chaminade
University of Notre Dame - Mendoza College of Business
Jim Lees's Wells Fargo Securities Experience August 2012 - Present
Job Managing Director, AssetBacked Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2012 - Present
Wells Fargo Capital Finance LLC March 2008 - August 2012
HSBC Securities June 2006 - January 2008
CIBC World Markets March 1998 - May 2006
MBIA June 1996 - January 1998
CapMAC 1996 - 1998
Westinghouse Savannah River Company 1992 - 1996
United States Navy 1987 - 1991
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Mechanical Engineering
Wells Fargo Securities August 2012 - Present
Wells Fargo Capital Finance LLC March 2008 - August 2012
HSBC Securities June 2006 - January 2008
CIBC World Markets March 1998 - May 2006
MBIA June 1996 - January 1998
CapMAC 1996 - 1998
Westinghouse Savannah River Company 1992 - 1996
United States Navy 1987 - 1991
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Mechanical Engineering
Raman Brar's Wells Fargo Securities Experience 2008 - 2010
Job CIP Capital
Industry Venture Capital & Private Equity
Experience
CIP Capital 2010 - Present
Wells Fargo Securities 2008 - 2010
Skills
Private Equity, Investments, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Corporate Development, Capital Markets
Education
University of Pennsylvania 2004 — 2008
Dual Degree, Economics & Electrical Engineering
CIP Capital 2010 - Present
Wells Fargo Securities 2008 - 2010
Skills
Private Equity, Investments, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Corporate Development, Capital Markets
Education
University of Pennsylvania 2004 — 2008
Dual Degree, Economics & Electrical Engineering
Matt DeAngelis's Wells Fargo Securities Experience May 2014 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Goldman Sachs September 2003 - March 2012
Prudential Securities 1998 - 2003
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Fixed Income, Private Equity, Derivatives, Bloomberg, Structured Finance
Education
University of Notre Dame 1988 — 1992
Bachelor of Business Administration (BBA), Management Information Systems
Tenafly HS
Wells Fargo Securities May 2014 - Present
Goldman Sachs September 2003 - March 2012
Prudential Securities 1998 - 2003
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Fixed Income, Private Equity, Derivatives, Bloomberg, Structured Finance
Education
University of Notre Dame 1988 — 1992
Bachelor of Business Administration (BBA), Management Information Systems
Tenafly HS
Joe Titus's Wells Fargo Securities Experience February 2015 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Barclays Capital July 2010 - February 2015
MarkitSERV March 2009 - July 2010
JPMorgan Chase Bank, N.A. July 2005 - March 2009
Citco Fund Services (USA), Inc. May 2003 - July 2005
Education
University of San Diego 1998 — 2002
Peninsula 1994 — 1998
Wells Fargo Securities February 2015 - Present
Barclays Capital July 2010 - February 2015
MarkitSERV March 2009 - July 2010
JPMorgan Chase Bank, N.A. July 2005 - March 2009
Citco Fund Services (USA), Inc. May 2003 - July 2005
Education
University of San Diego 1998 — 2002
Peninsula 1994 — 1998
Jamie Fenwick's Wells Fargo Securities Experience March 2012 - Present
Job Associate, Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2012 - Present
Wells Fargo Securities October 2010 - February 2012
Wachovia Securities September 2008 - September 2010
Wachovia Securities February 2007 - August 2008
Southwestern Human Services February 2006 - September 2006
Allegheny Forensic Associates January 2005 - August 2005
Giant Eagle May 2002 - August 2002
Skills
Leadership, Financial Analysis, Finance, Strategic Planning, Banking
Education
University of Pittsburgh 2004 — 2005
Master of Science (M.S.), Applied Developmental Psychology
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor of Science, Psychology
Wells Fargo Securities March 2012 - Present
Wells Fargo Securities October 2010 - February 2012
Wachovia Securities September 2008 - September 2010
Wachovia Securities February 2007 - August 2008
Southwestern Human Services February 2006 - September 2006
Allegheny Forensic Associates January 2005 - August 2005
Giant Eagle May 2002 - August 2002
Skills
Leadership, Financial Analysis, Finance, Strategic Planning, Banking
Education
University of Pittsburgh 2004 — 2005
Master of Science (M.S.), Applied Developmental Psychology
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor of Science, Psychology
Kirk Jon Walske's Wells Fargo Securities Experience May 2011 - Present
Job *****
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
Banc of America Securities September 1993 - August 2008
Skills
Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Capital Markets, Asset Management, Wealth Management, Bonds
Education
University of Southern California 1985 — 1988
BS, Public Administration/Business
Wells Fargo Securities May 2011 - Present
Banc of America Securities September 1993 - August 2008
Skills
Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Capital Markets, Asset Management, Wealth Management, Bonds
Education
University of Southern California 1985 — 1988
BS, Public Administration/Business
Sebastiano Riva's Wells Fargo Securities Experience August 2011 - Present
Job Corporate Debt Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Christopher Ryan, CFA's Wells Fargo Securities Experience March 2013 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Keypsake, Inc. May 2012 - Present
Wells Fargo Securities October 2009 - Present
Bear Stearns April 2007 - August 2008
Flaherty & Crumrine Inc. November 2002 - March 2007
Prudential Securities 1990 - 1996
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of Notre Dame
BA, Finance
Wells Fargo Securities March 2013 - Present
Keypsake, Inc. May 2012 - Present
Wells Fargo Securities October 2009 - Present
Bear Stearns April 2007 - August 2008
Flaherty & Crumrine Inc. November 2002 - March 2007
Prudential Securities 1990 - 1996
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of Notre Dame
BA, Finance
Brian Cutlip's Wells Fargo Securities Experience May 2007 - June 2010
Job Vice President Institutional Equity Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wachovia, A Wells Fargo Company June 2007 - Present
Wells Fargo Securities May 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Equities, Valuation, Equity Research
Education
University of Richmond 2003 — 2007
BA, Business Administration
Wells Fargo June 2010 - Present
Wachovia, A Wells Fargo Company June 2007 - Present
Wells Fargo Securities May 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Equities, Valuation, Equity Research
Education
University of Richmond 2003 — 2007
BA, Business Administration
Julia Davenport Engel's Wells Fargo Securities Experience October 2010 - Present
Job Technical Project Manager, Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2010 - Present
Wells Fargo Securities February 2004 - Present
Wachovia, A Wells Fargo Company June 1998 - February 2004
Wachovia, A Wells Fargo Company February 1994 - June 1998
AMRESCO Institutional, Inc. a division of Bank of America August 1990 - February 1994
Education
University of South Carolina-Columbia
Major - Criminal Justice
Wells Fargo Securities October 2010 - Present
Wells Fargo Securities February 2004 - Present
Wachovia, A Wells Fargo Company June 1998 - February 2004
Wachovia, A Wells Fargo Company February 1994 - June 1998
AMRESCO Institutional, Inc. a division of Bank of America August 1990 - February 1994
Education
University of South Carolina-Columbia
Major - Criminal Justice
John Quartararo's Wells Fargo Securities Experience 2012 - 2014
Job Managing Partner at Chestnut Ridge Partners
Industry Financial Services
Experience
Chestnut Ridge Partners 2015 - Present
Wells Fargo Securities 2012 - 2014
Merlin Securities 2004 - 2012
Citigate Group/Incepta plc 1994 - 2004
Skills
Investments, Management, Strategic Planning, Business Strategy, Financial Analysis, Asset Management, Equities, Strategy, Finance, Leadership, Prime Brokerage, Capital Raising, Marketing Strategy, Alternative Investments, Hedge Funds, Securities, Financial Services
Education
University of Richmond 1978 — 1982
Bachleor of Arts, Pre-Law Studies
Kent School 1974 — 1978
Chestnut Ridge Partners 2015 - Present
Wells Fargo Securities 2012 - 2014
Merlin Securities 2004 - 2012
Citigate Group/Incepta plc 1994 - 2004
Skills
Investments, Management, Strategic Planning, Business Strategy, Financial Analysis, Asset Management, Equities, Strategy, Finance, Leadership, Prime Brokerage, Capital Raising, Marketing Strategy, Alternative Investments, Hedge Funds, Securities, Financial Services
Education
University of Richmond 1978 — 1982
Bachleor of Arts, Pre-Law Studies
Kent School 1974 — 1978
Anand Aphale's Wells Fargo Securities Experience January 2015 - Present
Job Capital Markets Technology at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2015 - Present
Synechron July 2012 - January 2015
Synechron May 2007 - May 2012
Wachovia Securities, LLC 2007 - January 2012
Aztecsoft June 2005 - April 2007
Microsoft MSN 2005 - 2007
Impulse Technologies May 2003 - December 2006
Skills
Windows Communication..., WCF, Application Frameworks, Windows Presentation..., Asset Backed Financing, .NET, Agile Methodologies, Microsoft SQL Server, Software Project..., WPF, Web Services, SOA, Scrum, SDLC, Enterprise Architecture, SSRS, Solution Architecture, Spring
Education
University of Pune 2003 — 2005
Masters, Computer Science
University of Pune 2000 — 2003
Bachlors, Computer Science
Wells Fargo Securities January 2015 - Present
Synechron July 2012 - January 2015
Synechron May 2007 - May 2012
Wachovia Securities, LLC 2007 - January 2012
Aztecsoft June 2005 - April 2007
Microsoft MSN 2005 - 2007
Impulse Technologies May 2003 - December 2006
Skills
Windows Communication..., WCF, Application Frameworks, Windows Presentation..., Asset Backed Financing, .NET, Agile Methodologies, Microsoft SQL Server, Software Project..., WPF, Web Services, SOA, Scrum, SDLC, Enterprise Architecture, SSRS, Solution Architecture, Spring
Education
University of Pune 2003 — 2005
Masters, Computer Science
University of Pune 2000 — 2003
Bachlors, Computer Science
Ralph Jean's Wells Fargo Securities Experience 2012 - 2013
Job Investment and Financial Analyst
Industry Financial Services
Experience
Wells Fargo Securities 2012 - 2013
EPScott Outfitters, LLC 2009 - 2012
Wachovia Securities 2003 - 2008
Chartwell Investment Partners 2001 - 2003
First Union / Wachovia Securities, Inc. 1997 - 2001
Montgomery Securities 1993 - 1997
Alex. Brown & Sons, Inc 1991 - 1993
OAKLAND A's, CHARLES O. FINLEY AND CO. 1978 - 1978
Education
University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA)
Syracuse University 1989 — 1991
Master of Business Administration (MBA), Accounting & Finance
Wells Fargo Securities 2012 - 2013
EPScott Outfitters, LLC 2009 - 2012
Wachovia Securities 2003 - 2008
Chartwell Investment Partners 2001 - 2003
First Union / Wachovia Securities, Inc. 1997 - 2001
Montgomery Securities 1993 - 1997
Alex. Brown & Sons, Inc 1991 - 1993
OAKLAND A's, CHARLES O. FINLEY AND CO. 1978 - 1978
Education
University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA)
Syracuse University 1989 — 1991
Master of Business Administration (MBA), Accounting & Finance
William Blanchfield's Wells Fargo Securities Experience July 2014 - Present
Job Options Analyst Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Morgan Stanley April 2014 - July 2014
National Futures Association January 2014 - March 2014
Bank of America Merrill Lynch June 2008 - January 2014
Skills
Financial Analysis, Equities, Securities, Asset Management, Portfolio Management, Risk Management, Financial Modeling, Derivatives, Investments, Hedge Funds, Banking, Microsoft Excel, Finance, Investment Banking, Options
Education
University of Scranton 2004 — 2008
Science, Accounting
St Joseph HS 2000 — 2004
High School
Wells Fargo Securities July 2014 - Present
Morgan Stanley April 2014 - July 2014
National Futures Association January 2014 - March 2014
Bank of America Merrill Lynch June 2008 - January 2014
Skills
Financial Analysis, Equities, Securities, Asset Management, Portfolio Management, Risk Management, Financial Modeling, Derivatives, Investments, Hedge Funds, Banking, Microsoft Excel, Finance, Investment Banking, Options
Education
University of Scranton 2004 — 2008
Science, Accounting
St Joseph HS 2000 — 2004
High School
Cassie Kester's Wells Fargo Securities Experience November 2013 - Present
Job Business Systems Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Wells Fargo Advisors, LLC September 2006 - November 2013
Skills
Series 7, Securities, Series 63, Equities, Risk Management, Fixed Income, Trading, FINRA, Bloomberg, Financial Services, Options
Education
University of Phoenix 2010 — 2015
Bachelors of Science in Business Management
Parkway
Wells Fargo Securities November 2013 - Present
Wells Fargo Advisors, LLC September 2006 - November 2013
Skills
Series 7, Securities, Series 63, Equities, Risk Management, Fixed Income, Trading, FINRA, Bloomberg, Financial Services, Options
Education
University of Phoenix 2010 — 2015
Bachelors of Science in Business Management
Parkway
Stavros Tsibiridis's Wells Fargo Securities Experience August 2011 - Present
Job Managing Director, Mergers & Acquisitions, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2011 - Present
Citadel Securities 2010 - August 2011
Citigroup 1999 - 2009
J.P. Morgan 1997 - 1999
Bain & Company 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Wells Fargo Securities August 2011 - Present
Citadel Securities 2010 - August 2011
Citigroup 1999 - 2009
J.P. Morgan 1997 - 1999
Bain & Company 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Daniel Wilken's Wells Fargo Securities Experience 2002 - Present
Job Wells Fargo Securities, Managing Director
Industry Investment Banking
Experience
Wells Fargo Securities 2002 - Present
Skills
Investment Banking, Fixed Income, Bloomberg, Financial Modeling, Hedge Funds, Investments, Capital Markets, Asset Management, Bonds, Financial Analysis, Trading, Due Diligence, Securities, Leveraged Finance, Marketing, Series 7, Structured Products, Electronic Trading, Equities, High Yield, Portfolio Management, Private Equity, Valuation, Alternative Investments, Derivatives, Mergers & Acquisitions, Trading Systems, Credit Derivatives
Education
University of Oregon 1981 — 1986
Wells Fargo Securities 2002 - Present
Skills
Investment Banking, Fixed Income, Bloomberg, Financial Modeling, Hedge Funds, Investments, Capital Markets, Asset Management, Bonds, Financial Analysis, Trading, Due Diligence, Securities, Leveraged Finance, Marketing, Series 7, Structured Products, Electronic Trading, Equities, High Yield, Portfolio Management, Private Equity, Valuation, Alternative Investments, Derivatives, Mergers & Acquisitions, Trading Systems, Credit Derivatives
Education
University of Oregon 1981 — 1986
Michael Uyemura's Wells Fargo Securities Experience June 2011 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2011 - Present
Education
University of Southern California 2007 — 2011
B.S., Finance and Accounting
Wells Fargo Securities June 2011 - Present
Education
University of Southern California 2007 — 2011
B.S., Finance and Accounting
Wendy Haley's Wells Fargo Securities Experience June 1997 - November 1999
Job Service Coordinator Marvin/Integrity at Building Material Distributors, Inc. (BMD, Inc.)
Industry Insurance
Experience
Building Material Distributors, Inc. (BMD, Inc.) May 2014 - Present
Hull and Company 2013 - Present
Farmers Insurance February 2013 - February 2013
AppleOne October 2005 - February 2013
Edward Jones February 2011 - January 2012
CUNA Mutual Group January 2006 - February 2008
Edward Jones September 2004 - October 2005
CUNA Mutual Group September 2001 - September 2002
E*TRADE Group November 1999 - August 2001
Wells Fargo Securities June 1997 - November 1999
Skills
Training, Leadership, Management, Sales, Financial Services, Sales Operations, Banking, Marketing, Customer Service, Call Centers, Time Management, Payroll, Event Planning, Office Management, Outlook, Recruiting, Administrative..., Data Entry, Human Resources, Applicant Tracking..., Customer Satisfaction, Finance
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2005
Business Management/Marketing
Building Material Distributors, Inc. (BMD, Inc.) May 2014 - Present
Hull and Company 2013 - Present
Farmers Insurance February 2013 - February 2013
AppleOne October 2005 - February 2013
Edward Jones February 2011 - January 2012
CUNA Mutual Group January 2006 - February 2008
Edward Jones September 2004 - October 2005
CUNA Mutual Group September 2001 - September 2002
E*TRADE Group November 1999 - August 2001
Wells Fargo Securities June 1997 - November 1999
Skills
Training, Leadership, Management, Sales, Financial Services, Sales Operations, Banking, Marketing, Customer Service, Call Centers, Time Management, Payroll, Event Planning, Office Management, Outlook, Recruiting, Administrative..., Data Entry, Human Resources, Applicant Tracking..., Customer Satisfaction, Finance
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2005
Business Management/Marketing
Jessica Yan's Wells Fargo Securities Experience June 2013 - March 2014
Job Associate at KKR
Industry Financial Services
Experience
KKR March 2014 - Present
Wells Fargo Securities June 2013 - March 2014
Education
University of Pennsylvania 2009 — 2013
B.A, Physics, Concentration in Business and Technology, Summa Cum Laude
KKR March 2014 - Present
Wells Fargo Securities June 2013 - March 2014
Education
University of Pennsylvania 2009 — 2013
B.A, Physics, Concentration in Business and Technology, Summa Cum Laude
Carolyn Hern's Wells Fargo Securities Experience 2009 - 2011
Job
Industry Health, Wellness and Fitness
Experience
Pure Barre Clemmons June 2014 - Present
Pure Barre Winston-Salem 2012 - Present
SunTrust Robinson Humphrey 2011 - 2012
Wells Fargo Securities 2009 - 2011
U.S. House of Representatives 2004 - 2007
Mac Collins for U.S. Senate 2003 - 2004
Saxby Chambliss for U.S. Senate 2002 - 2003
National Republican Congressional Committee 2001 - 2002
U.S. House of Representatives 2000 - 2001
Skills
Investment Banking, Energy, Financial Modeling, Research, PowerPoint, Coaching, Strategic Consulting, Start-ups, Strategy, Fundraising, Financial Analysis, Management Consulting, Business Strategy, Strategic Planning, Entrepreneurship, Business Development, Marketing, Public Speaking
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
University of Puget Sound 1996 — 2000
BA, Politics and Government / Art
Highland Park High School 1994 — 1996
Pure Barre Clemmons June 2014 - Present
Pure Barre Winston-Salem 2012 - Present
SunTrust Robinson Humphrey 2011 - 2012
Wells Fargo Securities 2009 - 2011
U.S. House of Representatives 2004 - 2007
Mac Collins for U.S. Senate 2003 - 2004
Saxby Chambliss for U.S. Senate 2002 - 2003
National Republican Congressional Committee 2001 - 2002
U.S. House of Representatives 2000 - 2001
Skills
Investment Banking, Energy, Financial Modeling, Research, PowerPoint, Coaching, Strategic Consulting, Start-ups, Strategy, Fundraising, Financial Analysis, Management Consulting, Business Strategy, Strategic Planning, Entrepreneurship, Business Development, Marketing, Public Speaking
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
University of Puget Sound 1996 — 2000
BA, Politics and Government / Art
Highland Park High School 1994 — 1996
Bruce Hebel's Wells Fargo Securities Experience 1997 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 1997 - Present
Wells Fargo Securities May 1997 - February 2013
Wells Fargo Securities May 1997 - February 2013
FBS Institutional Brokerage Services March 1970 - February 1993
Skills
Portfolio Management, Investments, Series 63, Bloomberg, Series 7, Fixed Income
Education
University of Saint Thomas 1965 — 1969
University of Pennsylvania - The Wharton School
Wells Fargo Securities 1997 - Present
Wells Fargo Securities May 1997 - February 2013
Wells Fargo Securities May 1997 - February 2013
FBS Institutional Brokerage Services March 1970 - February 1993
Skills
Portfolio Management, Investments, Series 63, Bloomberg, Series 7, Fixed Income
Education
University of Saint Thomas 1965 — 1969
University of Pennsylvania - The Wharton School
Tomasz Czerkas's Wells Fargo Securities Experience November 2012 - Present
Job AVP, Applications Systems Engineer at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo Securities November 2012 - Present
Euclid Innovations Inc August 2011 - November 2012
SCANA January 2010 - August 2011
BMW of North America, LLC January 2009 - December 2010
Behr May 2008 - August 2008
Skills
XML, Web Services, SQL, Microsoft SQL Server, C, C#, ASP.NET, .NET, Agile Methodologies
Education
University of South Carolina-Columbia
Bachelor's Degree, Computer Engineering
Wells Fargo Securities November 2012 - Present
Euclid Innovations Inc August 2011 - November 2012
SCANA January 2010 - August 2011
BMW of North America, LLC January 2009 - December 2010
Behr May 2008 - August 2008
Skills
XML, Web Services, SQL, Microsoft SQL Server, C, C#, ASP.NET, .NET, Agile Methodologies
Education
University of South Carolina-Columbia
Bachelor's Degree, Computer Engineering
Andrew Burguiere's Wells Fargo Securities Experience September 2009 - Present
Job Director, ABF Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Merrill Lynch - London March 2007 - June 2009
Merrill Lynch April 2003 - March 2007
GE Asset Management October 2002 - April 2003
AllianceBernstein August 1995 - October 2002
Education
University of Scranton 1990 — 1994
Bachelor of Science (BS), Finance
Wells Fargo Securities September 2009 - Present
Merrill Lynch - London March 2007 - June 2009
Merrill Lynch April 2003 - March 2007
GE Asset Management October 2002 - April 2003
AllianceBernstein August 1995 - October 2002
Education
University of Scranton 1990 — 1994
Bachelor of Science (BS), Finance
Steve Lancashire's Wells Fargo Securities Experience March 1996 - Present
Job VP IT Mgt at Wells Capital Management
Industry Investment Management
Experience
Wells Fargo Securities March 1996 - Present
Education
University of Richmond 1982 — 1984
Master of Business Administration (M.B.A.)
The College of William and Mary 1967 — 1973
Bachelor of Arts (B.A.), Accounting
Wells Fargo Securities March 1996 - Present
Education
University of Richmond 1982 — 1984
Master of Business Administration (M.B.A.)
The College of William and Mary 1967 — 1973
Bachelor of Arts (B.A.), Accounting
Julie Seay's Wells Fargo Securities Experience March 2002 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2002 - Present
Belk Stores Services July 2001 - March 2002
PwC January 1999 - July 2001
Education
University of South Carolina-Columbia
Masters of Accountancy, Accounting
Wells Fargo Securities March 2002 - Present
Belk Stores Services July 2001 - March 2002
PwC January 1999 - July 2001
Education
University of South Carolina-Columbia
Masters of Accountancy, Accounting
Jennifer Lee Johnson's Wells Fargo Securities Experience October 2004 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities October 2004 - Present
SportsBusiness Journal September 1999 - October 2004
Education
University of Richmond 1996 — 1999
B.A., Political science
Wells Fargo Securities October 2004 - Present
SportsBusiness Journal September 1999 - October 2004
Education
University of Richmond 1996 — 1999
B.A., Political science
Ian Kukowski's Wells Fargo Securities Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics with Legal Studies and Finance Concentrations
Ravenwood High School 2007 — 2011
Wells Fargo Securities June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics with Legal Studies and Finance Concentrations
Ravenwood High School 2007 — 2011
Dan Cortese's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
University of Notre Dame August 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
RoundTable Healthcare Partners July 2013 - August 2013
The American Club of Madrid May 2013 - July 2013
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Applied Mathematics
Saint Viator High School 2007 — 2011
High School
Wells Fargo Securities June 2015 - Present
University of Notre Dame August 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
RoundTable Healthcare Partners July 2013 - August 2013
The American Club of Madrid May 2013 - July 2013
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Applied Mathematics
Saint Viator High School 2007 — 2011
High School
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial