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.
Wells Fargo Securities Salaries. You can even request information on how much does Wells Fargo Securities pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Jack Carskaddon Jack Carskaddon's Wells Fargo Securities Experience March 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
B. Riley & Co. January 2014 - July 2014
MicroBusiness Mentors April 2013 - December 2013
Repair Report February 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Sales, Leadership, Entrepreneurship, Microsoft Excel, Research, Strategy
Education
Brigham Young University 2011 — 2014
Wells Fargo Securities March 2015 - Present
B. Riley & Co. January 2014 - July 2014
MicroBusiness Mentors April 2013 - December 2013
Repair Report February 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Sales, Leadership, Entrepreneurship, Microsoft Excel, Research, Strategy
Education
Brigham Young University 2011 — 2014
Jen Degen Kukis Jen Degen Kukis's Wells Fargo Securities Experience June 1998 - September 2001
Job Financial Services Sales Professional
Industry Financial Services
Experience
Principal Financial Group October 2001 - June 2009
WM Group of Funds January 2005 - December 2006
Wells Fargo Securities June 1998 - September 2001
Wells Fargo 1996 - 1998
Skills
Investments, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Marketing, 401k, Sales Management, Marketing Strategy, Hedge Funds, Sales
Education
California State University-Sacramento
B.A., Government
Principal Financial Group October 2001 - June 2009
WM Group of Funds January 2005 - December 2006
Wells Fargo Securities June 1998 - September 2001
Wells Fargo 1996 - 1998
Skills
Investments, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Marketing, 401k, Sales Management, Marketing Strategy, Hedge Funds, Sales
Education
California State University-Sacramento
B.A., Government
Garrick Leung Garrick Leung's Wells Fargo Securities Experience 2012 - April 2013
Job Analyst at Callan Associates
Industry Investment Management
Experience
Callan Associates April 2013 - Present
Wells Fargo Securities 2012 - April 2013
Scottrade March 2010 - July 2011
Osterweis Capital Management July 2009 - September 2009
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance
Callan Associates April 2013 - Present
Wells Fargo Securities 2012 - April 2013
Scottrade March 2010 - July 2011
Osterweis Capital Management July 2009 - September 2009
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance
Michael Thurston's Wells Fargo Securities Experience January 2010 - March 2013
Job 2016 MBA Candidate at Kellogg School of Management, Northwestern University
Industry Venture Capital & Private Equity
Experience
Dakota Pacific March 2013 - June 2015
Wells Fargo Securities January 2010 - March 2013
Tuberous Sclerosis Alliance October 2008 - October 2012
Granada Capital October 2008 - December 2009
PricewaterhouseCoopers June 2009 - August 2009
Huron Consulting Group June 2008 - August 2008
Skills
Private Equity, Investment Banking, Investments, Valuation, Venture Capital, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Bloomberg, Finance, Mergers & Acquisitions, Capital Markets, Strategy, Financial Services, Credit, LBO, Leveraged Finance, Microsoft Excel, PowerPoint, Leadership, Teamwork
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2009
MS, Accountancy
Northern Illinois University - College of Business 2006 — 2008
BS, Accountancy
Timpview High School 1998 — 2002
Dakota Pacific March 2013 - June 2015
Wells Fargo Securities January 2010 - March 2013
Tuberous Sclerosis Alliance October 2008 - October 2012
Granada Capital October 2008 - December 2009
PricewaterhouseCoopers June 2009 - August 2009
Huron Consulting Group June 2008 - August 2008
Skills
Private Equity, Investment Banking, Investments, Valuation, Venture Capital, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Bloomberg, Finance, Mergers & Acquisitions, Capital Markets, Strategy, Financial Services, Credit, LBO, Leveraged Finance, Microsoft Excel, PowerPoint, Leadership, Teamwork
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2009
MS, Accountancy
Northern Illinois University - College of Business 2006 — 2008
BS, Accountancy
Timpview High School 1998 — 2002
Arpon Ray Arpon Ray's Wells Fargo Securities Experience June 2010 - June 2013
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Centerview Capital July 2013 - July 2015
Wells Fargo Securities June 2010 - June 2013
GE Capital June 2009 - February 2010
GE Healthcare Financial Services May 2008 - August 2008
Skills
Mergers, Financial Modeling, Strategy, Valuation, Corporate Finance, LBO, Financial Analysis, Investment Banking, Capital Markets, Private Equity, Due Diligence, M&A execution, Mergers & Acquisitions, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
BS, Business (Finance)
Centerview Capital July 2013 - July 2015
Wells Fargo Securities June 2010 - June 2013
GE Capital June 2009 - February 2010
GE Healthcare Financial Services May 2008 - August 2008
Skills
Mergers, Financial Modeling, Strategy, Valuation, Corporate Finance, LBO, Financial Analysis, Investment Banking, Capital Markets, Private Equity, Due Diligence, M&A execution, Mergers & Acquisitions, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
BS, Business (Finance)
Windsor Keeler's Wells Fargo Securities Experience June 2015 - August 2015
Job Controller at The Original Scrapbox
Industry Accounting
Experience
The Original Scrapbox September 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Kamdar & Company January 2015 - May 2015
Kaplan Test Prep October 2013 - April 2015
Mogul Capital October 2014 - January 2015
Brigham Young University November 2013 - May 2014
Lonestar Housecalls May 2013 - September 2013
Missionary Training Center October 2012 - May 2013
The Church of Jesus Christ of Latter-day Saints September 2010 - October 2012
Skills
Accounting, Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Management, Business Development, PowerPoint, Leadership, Public Speaking, Spanish Teacher, Teamwork, Academic Tutoring, Training, Market Research, Research, Sales
Education
Brigham Young University 2012 — 2016
Bachelor's degree, Accounting
The Original Scrapbox September 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Kamdar & Company January 2015 - May 2015
Kaplan Test Prep October 2013 - April 2015
Mogul Capital October 2014 - January 2015
Brigham Young University November 2013 - May 2014
Lonestar Housecalls May 2013 - September 2013
Missionary Training Center October 2012 - May 2013
The Church of Jesus Christ of Latter-day Saints September 2010 - October 2012
Skills
Accounting, Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Management, Business Development, PowerPoint, Leadership, Public Speaking, Spanish Teacher, Teamwork, Academic Tutoring, Training, Market Research, Research, Sales
Education
Brigham Young University 2012 — 2016
Bachelor's degree, Accounting
Alisha. Adatia Alisha. Adatia's Wells Fargo Securities Experience July 2013 - Present
Job Energy & Power Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Carnegie Mellon University - Tepper School of Business August 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
Toyota Motor Europe October 2006 - August 2010
Toyota Motor Europe September 2006 - January 2008
Skills
Strategy, Cross-functional Team..., Automotive, Project Management, Business Strategy, Data Analysis, Financial Modeling, Engineering, Product Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Consulting
Cranfield University 2005 — 2006
Msc, Automotive Product Engineering
University of Waterloo 2000 — 2005
BSc, Mechanical Engineering
Wells Fargo Securities July 2013 - Present
Carnegie Mellon University - Tepper School of Business August 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
Toyota Motor Europe October 2006 - August 2010
Toyota Motor Europe September 2006 - January 2008
Skills
Strategy, Cross-functional Team..., Automotive, Project Management, Business Strategy, Data Analysis, Financial Modeling, Engineering, Product Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Consulting
Cranfield University 2005 — 2006
Msc, Automotive Product Engineering
University of Waterloo 2000 — 2005
BSc, Mechanical Engineering
Reid Bartolomei Reid Bartolomei's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Peterson Partners June 2014 - August 2014
Linsalata Capital Partners April 2013 - April 2014
Skills
Research, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Social Media Marketing, Strategic Planning, Spanish, Analysis, Facebook, Sales
Education
Brigham Young University 2012 — 2016
Wells Fargo Securities June 2015 - Present
Peterson Partners June 2014 - August 2014
Linsalata Capital Partners April 2013 - April 2014
Skills
Research, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Social Media Marketing, Strategic Planning, Spanish, Analysis, Facebook, Sales
Education
Brigham Young University 2012 — 2016
Clint Mickle Clint Mickle's Wells Fargo Securities Experience June 2012 - August 2014
Job Private Equity Associate at White Deer Energy
Industry Venture Capital & Private Equity
Experience
White Deer Energy August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Morgan Keegan June 2011 - August 2011
Air Liquide America January 2011 - April 2011
EcoFirst Pest Control January 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
BYU Private Equity Case Competition February 2010 - April 2010
The Church of Jesus Christ of Latter-day Saints July 2006 - August 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Leadership, Valuation, Bloomberg
Education
Brigham Young University
Bachelor of Science (BS), Finance
White Deer Energy August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Morgan Keegan June 2011 - August 2011
Air Liquide America January 2011 - April 2011
EcoFirst Pest Control January 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
BYU Private Equity Case Competition February 2010 - April 2010
The Church of Jesus Christ of Latter-day Saints July 2006 - August 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Leadership, Valuation, Bloomberg
Education
Brigham Young University
Bachelor of Science (BS), Finance
Kelly Yuan's Wells Fargo Securities Experience June 2015 - August 2015
Job Summer Analyst of Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Oriental Harbor Investment Management Co.,Ltd June 2014 - December 2014
UBS Wealth Management July 2013 - August 2013
BM Intelligence Group May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Photoshop, English, Teamwork, Event Planning, Data Analysis, Leadership, Economics, Statistics, Analysis, Investments, Fundraising
Education
Bucknell University 2011 — 2015
Bachelor of Science (B.S.), Economics and Mathematics
Saint Johnsbury Academy 2008 — 2011
High School
shenzhen foreign language school
shenzhen foreign language school
Wells Fargo Securities June 2015 - August 2015
Oriental Harbor Investment Management Co.,Ltd June 2014 - December 2014
UBS Wealth Management July 2013 - August 2013
BM Intelligence Group May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Photoshop, English, Teamwork, Event Planning, Data Analysis, Leadership, Economics, Statistics, Analysis, Investments, Fundraising
Education
Bucknell University 2011 — 2015
Bachelor of Science (B.S.), Economics and Mathematics
Saint Johnsbury Academy 2008 — 2011
High School
shenzhen foreign language school
shenzhen foreign language school
Athida Keomuongchanh Athida Keomuongchanh's Wells Fargo Securities Experience May 2014 - Present
Job Securities Operations Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo - Risk and Compliance December 2011 - May 2014
GENEVA WORLDWIDE INC August 2009 - May 2010
Ann Taylor LOFT October 2006 - August 2009
AmSouth Bank March 2005 - February 2006
State Street Bank / Deutsche Bank/ Bankers Trust - BT Services June 1998 - August 2004
Skills
Banking, Employee Relations, Customer Service, PowerPoint, Microsoft Excel, Recruiting, Policy, Risk Management, Compliance, Administration, Interviewing, Customer Relations, Microsoft Office, Risk Assessment, Policy Violations, Coaching and Training, Payroll, Loss Prevention, Loss Mitigation, Sales Management, Staffing Coordination, Banking Relationships, Trade Settlements, Financial Services, Securities, Interviews, Management, Finance, Leadership
Education
Catawba College 2007 — 2009
Bachelors, Business Administration; Business Management
Wells Fargo Securities May 2014 - Present
Wells Fargo - Risk and Compliance December 2011 - May 2014
GENEVA WORLDWIDE INC August 2009 - May 2010
Ann Taylor LOFT October 2006 - August 2009
AmSouth Bank March 2005 - February 2006
State Street Bank / Deutsche Bank/ Bankers Trust - BT Services June 1998 - August 2004
Skills
Banking, Employee Relations, Customer Service, PowerPoint, Microsoft Excel, Recruiting, Policy, Risk Management, Compliance, Administration, Interviewing, Customer Relations, Microsoft Office, Risk Assessment, Policy Violations, Coaching and Training, Payroll, Loss Prevention, Loss Mitigation, Sales Management, Staffing Coordination, Banking Relationships, Trade Settlements, Financial Services, Securities, Interviews, Management, Finance, Leadership
Education
Catawba College 2007 — 2009
Bachelors, Business Administration; Business Management
Jeff Carroll Jeff Carroll's Wells Fargo Securities Experience June 2011 - July 2011
Job Ares Management Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Ares Management August 2014 - Present
Lazard June 2012 - June 2014
University Venture Fund April 2011 - June 2012
Wells Fargo Securities June 2011 - July 2011
PwC January 2011 - April 2011
Brigham Young University - Marriott Undergraduate Student Association September 2010 - December 2010
Vivint April 2005 - September 2010
Brigham Young University September 2009 - April 2010
The Church of Jesus Christ of Latter-day Saints September 2005 - September 2007
Skills
Due Diligence, Mergers & Acquisitions, Finance, Venture Capital, Investments, Market Research, Analysis, Economics, Auditing, Management, Budgets, Research, Sales, Financial Modeling, Valuation
Education
Brigham Young University
MAcc, Accounting; Economics
Ares Management August 2014 - Present
Lazard June 2012 - June 2014
University Venture Fund April 2011 - June 2012
Wells Fargo Securities June 2011 - July 2011
PwC January 2011 - April 2011
Brigham Young University - Marriott Undergraduate Student Association September 2010 - December 2010
Vivint April 2005 - September 2010
Brigham Young University September 2009 - April 2010
The Church of Jesus Christ of Latter-day Saints September 2005 - September 2007
Skills
Due Diligence, Mergers & Acquisitions, Finance, Venture Capital, Investments, Market Research, Analysis, Economics, Auditing, Management, Budgets, Research, Sales, Financial Modeling, Valuation
Education
Brigham Young University
MAcc, Accounting; Economics
Jessica Villar Jessica Villar's Wells Fargo Securities Experience September 2010 - November 2013
Job Legal Intern at Lionsgate
Industry
Experience
Lionsgate September 2015 - Present
Law Offices of David A. Helfant August 2015 - Present
City of Los Angeles May 2014 - July 2014
Wells Fargo Securities September 2010 - November 2013
Wells Fargo May 2008 - September 2010
Skills
Qualitative Research, Interviewing Skills, Quantitative Research, Workshop Facilitation, Online Research, Creative Writing, Report Writing, Data Analysis, Interviews, Critical Thinking, Quantitative Analytics, Economics, Microsoft Office, Legal Research, Legal Writing, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Management
Education
Southwestern University School of Law 2012 — 2016
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Science (BS), International Business and Marketing
Lionsgate September 2015 - Present
Law Offices of David A. Helfant August 2015 - Present
City of Los Angeles May 2014 - July 2014
Wells Fargo Securities September 2010 - November 2013
Wells Fargo May 2008 - September 2010
Skills
Qualitative Research, Interviewing Skills, Quantitative Research, Workshop Facilitation, Online Research, Creative Writing, Report Writing, Data Analysis, Interviews, Critical Thinking, Quantitative Analytics, Economics, Microsoft Office, Legal Research, Legal Writing, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Management
Education
Southwestern University School of Law 2012 — 2016
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Science (BS), International Business and Marketing
Dana Young Dana Young's Wells Fargo Securities Experience June 2015 - Present
Job Program Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - Present
Association for Information Systems at FIU January 2014 - Present
Solara Labs March 2014 - May 2014
Barrow A Bartender May 2012 - August 2013
MAC Appraisal May 2010 - October 2011
Skills
SQL, Microsoft Excel, Windows, Troubleshooting, PowerPoint, Customer Service, Outlook, Microsoft Word, Strategic Planning, Databases, Microsoft Office, Microsoft SQL Server, Business Analysis, Project Management, Tableau, Business Intelligence
Education
Florida International University 2013 — 2014
Bachelor of Business Administration (BBA), Management Information Systems
Broward College 2009 — 2012
Associate of Arts (A.A.), Business
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - Present
Association for Information Systems at FIU January 2014 - Present
Solara Labs March 2014 - May 2014
Barrow A Bartender May 2012 - August 2013
MAC Appraisal May 2010 - October 2011
Skills
SQL, Microsoft Excel, Windows, Troubleshooting, PowerPoint, Customer Service, Outlook, Microsoft Word, Strategic Planning, Databases, Microsoft Office, Microsoft SQL Server, Business Analysis, Project Management, Tableau, Business Intelligence
Education
Florida International University 2013 — 2014
Bachelor of Business Administration (BBA), Management Information Systems
Broward College 2009 — 2012
Associate of Arts (A.A.), Business
Brion Tanous Brion Tanous's Wells Fargo Securities Experience 1998 - 2000
Job President and Founder at CleanTech IR, Inc.
Industry Financial Services
Experience
CleanTech IR, Inc. July 2009 - Present
Merriman Curhan Ford March 2001 - June 2009
Wells Fargo Securities 1998 - 2000
Roth Capital Partners 1997 - 1998
Dabney Resnick Imperial 1996 - 1997
Parker Hannifin 1986 - 1996
Skills
Investor Relations, Cleantech, Energy, Venture Capital, Private Equity, Corporate Development, Investment Banking, Valuation, Hedge Funds, Equities, Financial Modeling, Investments
Education
California State University-Long Beach 1991 — 1995
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Cal Poly San Luis Obispo 1981 — 1986
BS, Industrial Technology - Production Mgt.
CleanTech IR, Inc. July 2009 - Present
Merriman Curhan Ford March 2001 - June 2009
Wells Fargo Securities 1998 - 2000
Roth Capital Partners 1997 - 1998
Dabney Resnick Imperial 1996 - 1997
Parker Hannifin 1986 - 1996
Skills
Investor Relations, Cleantech, Energy, Venture Capital, Private Equity, Corporate Development, Investment Banking, Valuation, Hedge Funds, Equities, Financial Modeling, Investments
Education
California State University-Long Beach 1991 — 1995
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Cal Poly San Luis Obispo 1981 — 1986
BS, Industrial Technology - Production Mgt.
Anthony (Yudi) Liu's Wells Fargo Securities Experience June 2010 - October 2011
Job Analyst Acquisitions at Jamestown
Industry Real Estate
Experience
Jamestown Properties January 2013 - Present
Greka - Green Dragon Gas December 2011 - December 2012
Wells Fargo Securities June 2010 - October 2011
Skills
Financial Modeling, Capital Markets, Mergers & Acquisitions, Fixed Income, Investment Banking, Real Estate, Analysis, Financial Analysis, Investments, Microsoft Excel, Valuation
Education
Carnegie Mellon University - Tepper School of Business
Bachelor of Science, Business Administration, Finance
London School of Economics and Political Science
General Course, Accounting and Finance
Jamestown Properties January 2013 - Present
Greka - Green Dragon Gas December 2011 - December 2012
Wells Fargo Securities June 2010 - October 2011
Skills
Financial Modeling, Capital Markets, Mergers & Acquisitions, Fixed Income, Investment Banking, Real Estate, Analysis, Financial Analysis, Investments, Microsoft Excel, Valuation
Education
Carnegie Mellon University - Tepper School of Business
Bachelor of Science, Business Administration, Finance
London School of Economics and Political Science
General Course, Accounting and Finance
Shannon Sharp Shannon Sharp's Wells Fargo Securities Experience June 2012 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Barclays September 2008 - June 2012
Lehman Brothers August 1999 - September 2008
NYC Dept. of Housing Preservation and Development July 1995 - August 1997
City of New York September 1994 - July 1995
Skills
Derivatives, Financial Modeling, Valuation, Structured Products, Social Media, Fixed Income, Investment Banking, Portfolio Management, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Brown University
Bachelor's Degree, Public Policy, Honors
Wells Fargo Securities June 2012 - Present
Barclays September 2008 - June 2012
Lehman Brothers August 1999 - September 2008
NYC Dept. of Housing Preservation and Development July 1995 - August 1997
City of New York September 1994 - July 1995
Skills
Derivatives, Financial Modeling, Valuation, Structured Products, Social Media, Fixed Income, Investment Banking, Portfolio Management, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Brown University
Bachelor's Degree, Public Policy, Honors
Rehman Rashid Rehman Rashid's Wells Fargo Securities Experience 2012 - 2013
Job Corporate Strategy and Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Wells Fargo Securities 2012 - 2013
BlackRock 2005 - 2010
Fisher Investments 2003 - 2005
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Valuation, Bloomberg, Investments, Financial Services, Portfolio Management, Investment Banking, Corporate Finance, Investment Strategies, Financial Analysis, Competitive Analysis, Securities, Finance, Mutual Funds, Equities, Asset Allocation, Analysis, Investment Management, Mergers & Acquisitions, Asset Management, Mergers, Hedge Funds, IPO, Financial Markets, Financial Reporting, Capital Markets, Industry Analysis, Factset, Start-ups, Oracle, SQL, ERP, Salesforce.com, Business Strategy, Due Diligence, Strategy
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Accounting
University of California, Berkeley
B.A., Legal Studies with minor in Business Administration
Charles Schwab August 2014 - Present
Wells Fargo Securities 2012 - 2013
BlackRock 2005 - 2010
Fisher Investments 2003 - 2005
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Valuation, Bloomberg, Investments, Financial Services, Portfolio Management, Investment Banking, Corporate Finance, Investment Strategies, Financial Analysis, Competitive Analysis, Securities, Finance, Mutual Funds, Equities, Asset Allocation, Analysis, Investment Management, Mergers & Acquisitions, Asset Management, Mergers, Hedge Funds, IPO, Financial Markets, Financial Reporting, Capital Markets, Industry Analysis, Factset, Start-ups, Oracle, SQL, ERP, Salesforce.com, Business Strategy, Due Diligence, Strategy
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Accounting
University of California, Berkeley
B.A., Legal Studies with minor in Business Administration
Conway Yung, CFA Conway Yung, CFA's Wells Fargo Securities Experience January 2011 - April 2013
Job Santander Consumer USA, Capital Markets
Industry Financial Services
Experience
Santander Consumer USA Inc. April 2013 - Present
Wells Fargo Securities January 2011 - April 2013
Wachovia Capital Markets June 2006 - January 2011
Wachovia Capital Markets May 2005 - July 2005
Skills
Chartered Financial..., Chartered Alternative..., Financial Risk Manager, Series 7, Series 63, Microsoft Office, Bloomberg, Capital IQ, Factset
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Santander Consumer USA Inc. April 2013 - Present
Wells Fargo Securities January 2011 - April 2013
Wachovia Capital Markets June 2006 - January 2011
Wachovia Capital Markets May 2005 - July 2005
Skills
Chartered Financial..., Chartered Alternative..., Financial Risk Manager, Series 7, Series 63, Microsoft Office, Bloomberg, Capital IQ, Factset
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Jay Donnelly's Wells Fargo Securities Experience 2010 - April 2014
Job Investment Officer at Boston College
Industry Financial Services
Experience
Boston College April 2014 - Present
Wells Fargo Securities 2010 - April 2014
FTN Equity Capital Markets 2009 - 2010
Pacific Restaurant Group, LLC 2003 - 2009
Koning Restaurants International 1998 - 2003
Arthur Andersen 1995 - 1998
Skills
Valuation, Equities, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Asset Management, Bloomberg, Corporate Finance, Due Diligence, Private Equity, Business Valuation, Investments
Education
Boston College 1991 — 1995
BS, Accounting
Boston College April 2014 - Present
Wells Fargo Securities 2010 - April 2014
FTN Equity Capital Markets 2009 - 2010
Pacific Restaurant Group, LLC 2003 - 2009
Koning Restaurants International 1998 - 2003
Arthur Andersen 1995 - 1998
Skills
Valuation, Equities, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Asset Management, Bloomberg, Corporate Finance, Due Diligence, Private Equity, Business Valuation, Investments
Education
Boston College 1991 — 1995
BS, Accounting
Helen Fuell Helen Fuell's Wells Fargo Securities Experience December 2002 - October 2005
Job Digital HR and Recruiting Leader (London/NY/SF)
Industry Marketing and Advertising
Experience
Beyond May 2011 - Present
Bite Communications October 2005 - January 2013
Wells Fargo Securities December 2002 - October 2005
Thomas Weisel Partners December 2001 - December 2002
Sapient April 2000 - July 2001
Genesis Burson Marsteller April 1999 - June 2000
Morgan Stanley April 1998 - July 1999
Skills
Social Media, Integrated Marketing, Recruiting, Strategic HR, Event Planning, Social Networking, Social Media Marketing, Public Relations, Talent Acquisition, Internal Communications, Leadership, Analytics, Facebook, Human Resources, Management, Program Management, Marketing Communications, New Media, Digital Media, Technical Recruiting, Mobile Devices, Employee Relations, Digital Strategy, Talent Management, Strategy, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Journalism
Churchill High 1991 — 1993
Beyond May 2011 - Present
Bite Communications October 2005 - January 2013
Wells Fargo Securities December 2002 - October 2005
Thomas Weisel Partners December 2001 - December 2002
Sapient April 2000 - July 2001
Genesis Burson Marsteller April 1999 - June 2000
Morgan Stanley April 1998 - July 1999
Skills
Social Media, Integrated Marketing, Recruiting, Strategic HR, Event Planning, Social Networking, Social Media Marketing, Public Relations, Talent Acquisition, Internal Communications, Leadership, Analytics, Facebook, Human Resources, Management, Program Management, Marketing Communications, New Media, Digital Media, Technical Recruiting, Mobile Devices, Employee Relations, Digital Strategy, Talent Management, Strategy, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Journalism
Churchill High 1991 — 1993
Richard Maxwell Richard Maxwell's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Honeywell May 2013 - July 2013
Linsalata Capital Partners August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Research, Sales, Capital IQ, Finance, Corporate Finance, Private Equity, Due Diligence, Investment Banking
Education
Brigham Young University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities June 2014 - Present
Honeywell May 2013 - July 2013
Linsalata Capital Partners August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Research, Sales, Capital IQ, Finance, Corporate Finance, Private Equity, Due Diligence, Investment Banking
Education
Brigham Young University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Ralitza Perduhova's Wells Fargo Securities Experience February 2015 - Present
Job Equity Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
BMO Capital Markets December 2009 - January 2015
BMO Financial Group April 2005 - November 2009
Education
Queen's University 2013 — 2014
Master of Finance
Brock University 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities February 2015 - Present
BMO Capital Markets December 2009 - January 2015
BMO Financial Group April 2005 - November 2009
Education
Queen's University 2013 — 2014
Master of Finance
Brock University 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Alexander Au Alexander Au's Wells Fargo Securities Experience May 2015 - August 2015
Job Developing strategic skills to help maximize value for global businesses through successful transactions
Industry Investment Banking
Experience
Grindstone Partners LLC March 2015 - September 2015
Wells Fargo Securities May 2015 - August 2015
Delhaize Group August 2013 - August 2014
Delhaize Group May 2012 - September 2013
Skills
Bloomberg Terminal, Customer Service, Teamwork, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Social Media, Social Networking, Research, Data Analysis, Photoshop, Outlook, Market Research, Financial Analysis, Economics, Leadership, Business Strategy, Management, Analytics, Team Leadership, Organizational...
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
Grindstone Partners LLC March 2015 - September 2015
Wells Fargo Securities May 2015 - August 2015
Delhaize Group August 2013 - August 2014
Delhaize Group May 2012 - September 2013
Skills
Bloomberg Terminal, Customer Service, Teamwork, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Social Media, Social Networking, Research, Data Analysis, Photoshop, Outlook, Market Research, Financial Analysis, Economics, Leadership, Business Strategy, Management, Analytics, Team Leadership, Organizational...
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
Betsy Hornbeck Betsy Hornbeck's Wells Fargo Securities Experience March 2015 - Present
Job Sr. QA Coordinator at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Advisors June 2013 - Present
TEKsystems December 2011 - June 2013
Scottrade April 2011 - December 2011
Scottrade February 2009 - April 2011
Washington University School of Medicine March 1995 - May 2008
Anheuser-Busch Companies 2008 - 2008
St. Louis Zoological Park January 1992 - March 1995
Skills
HTML, Quality Assurance, Business Analysis, Visio, Dreamweaver, PowerPoint, Databases, CSS, SAS Programming, SQL, Data Analysis, Business Requirements, IBM Data Studio, Technical Documentation, GUI Testing, System Testing, Software Project..., Technical Writing, Network Diagrams, Defect Tracking, Web Usability, User Acceptance Testing, Test Planning, Analysis, Software Documentation, Requirements Analysis, Quality Center, Regression Testing, SnagIt, Software Quality..., Test Cases, Requirements Gathering, Testing, SDLC, Thomson BETA Systems, Ipreo Syndicate Trading..., Production Support, Integration, Systems Analysis, Web Applications, Microsoft SQL Server, SharePoint, Agile Methodologies, Waterfall, XML, SAS programming, Usability, HP Quality Center
Education
Colorado State University 1985 — 1987
B.S., Zoology
Washington University in St. Louis
Bryn Mawr College
Crossroads High School
Wells Fargo Securities March 2015 - Present
Wells Fargo Advisors June 2013 - Present
TEKsystems December 2011 - June 2013
Scottrade April 2011 - December 2011
Scottrade February 2009 - April 2011
Washington University School of Medicine March 1995 - May 2008
Anheuser-Busch Companies 2008 - 2008
St. Louis Zoological Park January 1992 - March 1995
Skills
HTML, Quality Assurance, Business Analysis, Visio, Dreamweaver, PowerPoint, Databases, CSS, SAS Programming, SQL, Data Analysis, Business Requirements, IBM Data Studio, Technical Documentation, GUI Testing, System Testing, Software Project..., Technical Writing, Network Diagrams, Defect Tracking, Web Usability, User Acceptance Testing, Test Planning, Analysis, Software Documentation, Requirements Analysis, Quality Center, Regression Testing, SnagIt, Software Quality..., Test Cases, Requirements Gathering, Testing, SDLC, Thomson BETA Systems, Ipreo Syndicate Trading..., Production Support, Integration, Systems Analysis, Web Applications, Microsoft SQL Server, SharePoint, Agile Methodologies, Waterfall, XML, SAS programming, Usability, HP Quality Center
Education
Colorado State University 1985 — 1987
B.S., Zoology
Washington University in St. Louis
Bryn Mawr College
Crossroads High School
Samantha Speer Samantha Speer's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Wells Fargo Securities May 2013 - August 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equities, Economics, Investments, Finance, Capital Markets
Education
Lafayette College 2005 — 2009
Bachelor of Arts (BA), Economics
Carnegie Mellon University - Tepper School of Business
Wells Fargo Securities July 2014 - Present
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Wells Fargo Securities May 2013 - August 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equities, Economics, Investments, Finance, Capital Markets
Education
Lafayette College 2005 — 2009
Bachelor of Arts (BA), Economics
Carnegie Mellon University - Tepper School of Business
Andrew Pulsipher Andrew Pulsipher's Wells Fargo Securities Experience July 2015 - Present
Job CFO, Swop
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Swop August 2014 - July 2015
Wells Fargo Securities June 2014 - August 2014
Sorenson Global Impact Investing Center July 2013 - January 2014
University Impact Fund May 2013 - July 2013
Beneficial Financial Group January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
BYU Football August 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Spanish, Football, Accounting, Finance, Financial Modeling, Budgets, Valuation, Analysis, Bloomberg, Training, DCF Valuation, Impact Investing, Venture Financing, Market Sizing, Program Related..., Investments, Corporate Finance, Economics
Education
Brigham Young University 2009 — 2015
Bachelor of Science, Finance
Wells Fargo Securities July 2015 - Present
Swop August 2014 - July 2015
Wells Fargo Securities June 2014 - August 2014
Sorenson Global Impact Investing Center July 2013 - January 2014
University Impact Fund May 2013 - July 2013
Beneficial Financial Group January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
BYU Football August 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Spanish, Football, Accounting, Finance, Financial Modeling, Budgets, Valuation, Analysis, Bloomberg, Training, DCF Valuation, Impact Investing, Venture Financing, Market Sizing, Program Related..., Investments, Corporate Finance, Economics
Education
Brigham Young University 2009 — 2015
Bachelor of Science, Finance
Robin Bond Robin Bond's Wells Fargo Securities Experience April 2010 - Present
Job System Engineer, VP at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities April 2010 - Present
Wells Fargo October 2000 - April 2010
Brown College 1997 - October 2000
Remmele Engineering 1994 - 1997
Skills
Analysis, Middleware, Enterprise Architecture, SDLC, Business Requirements, IT Relationship..., Building Relationships, Team Leadership, Technical Project..., Software Project..., PMO, Quality Assurance, Integration, Enterprise Software, Requirements Gathering, Leadership, Change Management, Project Portfolio..., Vendor Management, Financial Services, Architecture, Program Management, Visio, Process Improvement, Business Analysis, Agile Methodologies, SharePoint, Training, Requirements Analysis, Software Development
Education
Capella University 2008 — 2011
Information Technology - - Project Management
Brown College 1999 — 2000
Certificate, Computer Programming
Brown College 1998 — 1999
Certificate, Computer Programming
University of Wisconsin-River Falls 1990 — 1990
Political Science
Wells Fargo Securities April 2010 - Present
Wells Fargo October 2000 - April 2010
Brown College 1997 - October 2000
Remmele Engineering 1994 - 1997
Skills
Analysis, Middleware, Enterprise Architecture, SDLC, Business Requirements, IT Relationship..., Building Relationships, Team Leadership, Technical Project..., Software Project..., PMO, Quality Assurance, Integration, Enterprise Software, Requirements Gathering, Leadership, Change Management, Project Portfolio..., Vendor Management, Financial Services, Architecture, Program Management, Visio, Process Improvement, Business Analysis, Agile Methodologies, SharePoint, Training, Requirements Analysis, Software Development
Education
Capella University 2008 — 2011
Information Technology - - Project Management
Brown College 1999 — 2000
Certificate, Computer Programming
Brown College 1998 — 1999
Certificate, Computer Programming
University of Wisconsin-River Falls 1990 — 1990
Political Science
Dylan Gale's Wells Fargo Securities Experience June 2010 - July 2012
Job Director, Strategy & Business Development at Motif Investing
Industry Financial Services
Experience
Motif Investing August 2013 - Present
Motif Investing July 2012 - August 2013
Wells Fargo Securities June 2010 - July 2012
Cal Poly Student Managed Portfolio Project September 2009 - March 2010
E/W Capital June 2009 - September 2009
Lyons & Lyons CPAs February 2008 - June 2009
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Equities, Financial Accounting, Technology, Venture Capital, Portfolio Management, Due Diligence, Investment Strategies, Business Strategy, Business Development, Business Analytics, FinTech, Start-ups
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Business Administration
Motif Investing August 2013 - Present
Motif Investing July 2012 - August 2013
Wells Fargo Securities June 2010 - July 2012
Cal Poly Student Managed Portfolio Project September 2009 - March 2010
E/W Capital June 2009 - September 2009
Lyons & Lyons CPAs February 2008 - June 2009
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Equities, Financial Accounting, Technology, Venture Capital, Portfolio Management, Due Diligence, Investment Strategies, Business Strategy, Business Development, Business Analytics, FinTech, Start-ups
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Business Administration
Eric Morgan Eric Morgan's Wells Fargo Securities Experience August 2012 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities March 2005 - August 2012
Susquehanna 2002 - 2005
Banc of America Securities 1997 - 2002
Montgomery Securities 1994 - 1997
Skills
Equities, Electronic Trading, Equity Trading, Derivatives Trading, Prime Brokerage, Options, Trading Systems, Hedge Funds, Trading, Series 7, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Financial Markets, Fixed Income
Education
California State University-Sacramento 1988 — 1992
BS, Business
Wells Fargo Securities August 2012 - Present
Merlin Securities March 2005 - August 2012
Susquehanna 2002 - 2005
Banc of America Securities 1997 - 2002
Montgomery Securities 1994 - 1997
Skills
Equities, Electronic Trading, Equity Trading, Derivatives Trading, Prime Brokerage, Options, Trading Systems, Hedge Funds, Trading, Series 7, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Financial Markets, Fixed Income
Education
California State University-Sacramento 1988 — 1992
BS, Business
Joseph Campbell, PMP, CSPO Joseph Campbell, PMP, CSPO's Wells Fargo Securities Experience September 2011 - April 2013
Job VP, Product Manager Wholesale Technology Sales Tools Team at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Securities September 2011 - April 2013
Wells Fargo Securities November 2007 - September 2011
California Administrative Office of the Courts September 2006 - October 2007
CitiStreet November 2004 - June 2006
Granite Wealth Management June 2002 - November 2004
Scudder Investments March 2001 - June 2002
Skills
PMP, Agile Project Management, Scrum, Business Process..., UML, Microsoft Dynamics CRM, Salesforce.com, Calypso, SharePoint, Capital Markets, Derivatives, Wealth Management, Business Analysis, Asset Management, Sales Process, MS Project, Visio, Government Procurement, Investment Banking, Product Marketing, Mobile Solutions, CSPO, CRM, Business Process, Strategy
Education
Bridgewater State University 2002 — 2004
M.S., Management (with a focus in Organizational Development and Project Management)
Florida Southern College 1996 — 2000
B.A., Journalism
HHS
Wells Fargo April 2013 - Present
Wells Fargo Securities September 2011 - April 2013
Wells Fargo Securities November 2007 - September 2011
California Administrative Office of the Courts September 2006 - October 2007
CitiStreet November 2004 - June 2006
Granite Wealth Management June 2002 - November 2004
Scudder Investments March 2001 - June 2002
Skills
PMP, Agile Project Management, Scrum, Business Process..., UML, Microsoft Dynamics CRM, Salesforce.com, Calypso, SharePoint, Capital Markets, Derivatives, Wealth Management, Business Analysis, Asset Management, Sales Process, MS Project, Visio, Government Procurement, Investment Banking, Product Marketing, Mobile Solutions, CSPO, CRM, Business Process, Strategy
Education
Bridgewater State University 2002 — 2004
M.S., Management (with a focus in Organizational Development and Project Management)
Florida Southern College 1996 — 2000
B.A., Journalism
HHS
Joseph Warren Joseph Warren's Wells Fargo Securities Experience June 2014 - August 2014
Job Restructuring Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2015 - Present
Washington University in St. Louis Office of Residential Life August 2014 - May 2015
Washington University in St. Louis Olin School of Business January 2014 - May 2015
Wells Fargo Securities June 2014 - August 2014
EnergyCare September 2013 - December 2013
Prime Publishing LLC May 2013 - August 2013
Washington University in St. Louis School of Law September 2012 - May 2013
Washington University in St. Louis August 2012 - May 2013
Splashdown Waterpark May 2011 - August 2012
Skills
Google Adwords..., Microsoft Office, Microsoft Excel, VBA, InDesign, Photoshop, Social Media, Finance, Tennis, Community Outreach, Management, PowerPoint, Microsoft Word, Public Speaking, Event Planning
Education
Washington University in St. Louis 2012 — 2015
Bachelor of Arts (BA), Finance & Political Science, 3.7/4.0 GPA
Bradley University 2011 — 2012
Economics, 4.0/4.0 GPA
Alvarez & Marsal July 2015 - Present
Washington University in St. Louis Office of Residential Life August 2014 - May 2015
Washington University in St. Louis Olin School of Business January 2014 - May 2015
Wells Fargo Securities June 2014 - August 2014
EnergyCare September 2013 - December 2013
Prime Publishing LLC May 2013 - August 2013
Washington University in St. Louis School of Law September 2012 - May 2013
Washington University in St. Louis August 2012 - May 2013
Splashdown Waterpark May 2011 - August 2012
Skills
Google Adwords..., Microsoft Office, Microsoft Excel, VBA, InDesign, Photoshop, Social Media, Finance, Tennis, Community Outreach, Management, PowerPoint, Microsoft Word, Public Speaking, Event Planning
Education
Washington University in St. Louis 2012 — 2015
Bachelor of Arts (BA), Finance & Political Science, 3.7/4.0 GPA
Bradley University 2011 — 2012
Economics, 4.0/4.0 GPA
Scott Graff Scott Graff's Wells Fargo Securities Experience May 2015 - Present
Job Investment Banking Summer Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Trade Supply Group September 2012 - July 2014
McCabe Heidrich & Wong July 2011 - September 2012
ViaSource Funding Group, LLC June 2010 - August 2010
Telcordia Technologies June 2009 - August 2009
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Investments, Accounting, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2014 — 2016
MBA Candidate
Bucknell University 2007 — 2011
Bachelor of Science in Business Administration, Accounting Major, Economics Minor
Wells Fargo Securities May 2015 - Present
Trade Supply Group September 2012 - July 2014
McCabe Heidrich & Wong July 2011 - September 2012
ViaSource Funding Group, LLC June 2010 - August 2010
Telcordia Technologies June 2009 - August 2009
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Investments, Accounting, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2014 — 2016
MBA Candidate
Bucknell University 2007 — 2011
Bachelor of Science in Business Administration, Accounting Major, Economics Minor
Tianli (Tina) Chen Tianli (Tina) Chen's Wells Fargo Securities Experience July 2015 - Present
Job Public Finance Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities February 2011 - June 2015
Case Western Reserve University August 2010 - December 2010
Case Western Reserve University August 2008 - December 2010
Wells Fargo May 2010 - August 2010
Skills
Statistics, Economics, Research, Data Analysis, Financial Analysis, Bloomberg, Microsoft Excel, Finance, PowerPoint, Stata, Microsoft Office, Quantitative Analytics, Analysis, Capital Markets, Investment Banking
Education
Case Western Reserve University 2007 — 2011
B.A., Economics, Statistics
Illinois Math and Science Academy 2004 — 2007
Naperville Central High School 2003 — 2004
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities February 2011 - June 2015
Case Western Reserve University August 2010 - December 2010
Case Western Reserve University August 2008 - December 2010
Wells Fargo May 2010 - August 2010
Skills
Statistics, Economics, Research, Data Analysis, Financial Analysis, Bloomberg, Microsoft Excel, Finance, PowerPoint, Stata, Microsoft Office, Quantitative Analytics, Analysis, Capital Markets, Investment Banking
Education
Case Western Reserve University 2007 — 2011
B.A., Economics, Statistics
Illinois Math and Science Academy 2004 — 2007
Naperville Central High School 2003 — 2004
Nathan Bayles Nathan Bayles's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Citi January 2014 - July 2014
Beneficial Financial Group September 2013 - December 2013
Wells Fargo May 2013 - August 2013
EZ Levveler January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Spanish, Teamwork, Leadership, Teaching, Outlook, Business Strategy, Analysis, Finance, Team Leadership, Financial Modeling, Data Analysis, Financial Analysis
Education
Brigham Young University 2009 — 2015
Bachelor of Science (BS), Finance, General
Wells Fargo Securities June 2015 - Present
Citi January 2014 - July 2014
Beneficial Financial Group September 2013 - December 2013
Wells Fargo May 2013 - August 2013
EZ Levveler January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Spanish, Teamwork, Leadership, Teaching, Outlook, Business Strategy, Analysis, Finance, Team Leadership, Financial Modeling, Data Analysis, Financial Analysis
Education
Brigham Young University 2009 — 2015
Bachelor of Science (BS), Finance, General
Rich Bowman Rich Bowman's Wells Fargo Securities Experience June 2012 - August 2012
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Russell-Newman, Inc. October 2008 - August 2011
Deloitte & Touche September 2005 - October 2008
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Brigham Young University 1998 — 2005
Master of Accounting
J.P. Morgan July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Russell-Newman, Inc. October 2008 - August 2011
Deloitte & Touche September 2005 - October 2008
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Brigham Young University 1998 — 2005
Master of Accounting
Jim Worden, CFA's Wells Fargo Securities Experience January 2000 - December 2000
Job Director of Research at Hanson McClain Advisors
Industry Investment Management
Experience
Hanson McClain Advisors June 2012 - Present
Securities America, Inc. Member FINRA/SIPC November 2008 - May 2012
Iron Point Capital Management (formerly Brecek & Young Advisors, Inc.) July 2003 - May 2012
Brecek & Young Advisors December 2001 - July 2003
Sierra Capital Investors 2001 - 2001
Wells Fargo Securities January 2000 - December 2000
Prudential Securities March 1999 - December 1999
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Equities, Mutual Funds, Investment Management, Strategic Financial..., Wealth Management, Trading, Financial Advisory, Securities, Hedge Funds, Options, Risk Management, Asset Management, Series 7, Quantitative Analysis, Valuation, Financial Modeling, Finance, Retirement Planning, Financial Markets, Asset Managment, Series 63, Investment Advisory, Due Diligence, FINRA, Bonds, Financial Services, Fund Of Funds, Capital Markets, Series 65, Hedging, Financial Analysis, Bloomberg, Investment Strategies, Wealth Management..., Equity Research, ETFs, Fixed Income, Chartered Financial..., Management
Education
Brigham Young University - Hawaii 1995 — 1998
Bachelor of Science (B.S.), International Business Management
El Dorado High School 1989 — 1992
High School
Hanson McClain Advisors June 2012 - Present
Securities America, Inc. Member FINRA/SIPC November 2008 - May 2012
Iron Point Capital Management (formerly Brecek & Young Advisors, Inc.) July 2003 - May 2012
Brecek & Young Advisors December 2001 - July 2003
Sierra Capital Investors 2001 - 2001
Wells Fargo Securities January 2000 - December 2000
Prudential Securities March 1999 - December 1999
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Equities, Mutual Funds, Investment Management, Strategic Financial..., Wealth Management, Trading, Financial Advisory, Securities, Hedge Funds, Options, Risk Management, Asset Management, Series 7, Quantitative Analysis, Valuation, Financial Modeling, Finance, Retirement Planning, Financial Markets, Asset Managment, Series 63, Investment Advisory, Due Diligence, FINRA, Bonds, Financial Services, Fund Of Funds, Capital Markets, Series 65, Hedging, Financial Analysis, Bloomberg, Investment Strategies, Wealth Management..., Equity Research, ETFs, Fixed Income, Chartered Financial..., Management
Education
Brigham Young University - Hawaii 1995 — 1998
Bachelor of Science (B.S.), International Business Management
El Dorado High School 1989 — 1992
High School
John Stachyra John Stachyra's Wells Fargo Securities Experience May 2015 - Present
Job Application Engineer / Technology Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Barclays 2013 - 2015
BNY Mellon 2006 - 2013
Echo Trade LLC and Self-Funded 2005 - 2006
Morgan Stanley 2004 - 2005
Goldman Sachs 1996 - 2004
Lloyds Bank 1995 - 1996
Guggenheim Museum 1993 - 1995
The Center for Alternative Sentencing and Employment Services (CASES) 1990 - 1993
Ethical Culture Fieldston School 1989 - 1990
Skills
Derivatives, Quantitative Finance, Proprietary Trading, Java, C#, .NET
Education
Brown University 1987 — 1989
Sc.M., Mathematics
The Johns Hopkins University 1983 — 1987
B.A., Mathematics
Wells Fargo Securities May 2015 - Present
Barclays 2013 - 2015
BNY Mellon 2006 - 2013
Echo Trade LLC and Self-Funded 2005 - 2006
Morgan Stanley 2004 - 2005
Goldman Sachs 1996 - 2004
Lloyds Bank 1995 - 1996
Guggenheim Museum 1993 - 1995
The Center for Alternative Sentencing and Employment Services (CASES) 1990 - 1993
Ethical Culture Fieldston School 1989 - 1990
Skills
Derivatives, Quantitative Finance, Proprietary Trading, Java, C#, .NET
Education
Brown University 1987 — 1989
Sc.M., Mathematics
The Johns Hopkins University 1983 — 1987
B.A., Mathematics
Hans Tallis, CFA Hans Tallis, CFA's Wells Fargo Securities Experience February 2012 - Present
Job Managing Director, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2012 - Present
Columbia University - Business School December 2009 - Present
Bank of America Merrill Lynch April 2007 - December 2011
Goldman Sachs October 2005 - April 2007
KBC Financial Products May 2004 - October 2005
ExpLore Reasoning Systems 1995 - 2004
MITRE 1990 - 1995
Carnegie Mellon University 1983 - 1990
Skills
Quantitative Finance, Technology Integration, Program Management, Investment Banking, Monte Carlo Simulation, Stochastic Calculus, Corporate Finance, Risk Management, Time Series Analysis, Quantitative Modeling, Derivatives, Stochastic Processes, VAR, Financial Modeling, Strategy, Equities, Investments, Trading, Mergers & Acquisitions, Analysis, Alternative Investments, Capital Markets, Finance, Hedge Funds, Fixed Income, Hedging, Financial Risk, Bloomberg, Credit, Portfolio Management, Valuation, Commodity, Securities
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, MBA
Carnegie Mellon University 1983 — 1990
MS, Computer Science
University of Virginia 1979 — 1983
BS, Applied Mathematics and Computer Science
Wells Fargo Securities February 2012 - Present
Columbia University - Business School December 2009 - Present
Bank of America Merrill Lynch April 2007 - December 2011
Goldman Sachs October 2005 - April 2007
KBC Financial Products May 2004 - October 2005
ExpLore Reasoning Systems 1995 - 2004
MITRE 1990 - 1995
Carnegie Mellon University 1983 - 1990
Skills
Quantitative Finance, Technology Integration, Program Management, Investment Banking, Monte Carlo Simulation, Stochastic Calculus, Corporate Finance, Risk Management, Time Series Analysis, Quantitative Modeling, Derivatives, Stochastic Processes, VAR, Financial Modeling, Strategy, Equities, Investments, Trading, Mergers & Acquisitions, Analysis, Alternative Investments, Capital Markets, Finance, Hedge Funds, Fixed Income, Hedging, Financial Risk, Bloomberg, Credit, Portfolio Management, Valuation, Commodity, Securities
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, MBA
Carnegie Mellon University 1983 — 1990
MS, Computer Science
University of Virginia 1979 — 1983
BS, Applied Mathematics and Computer Science
Justin Evans Justin Evans's Wells Fargo Securities Experience June 2013 - October 2014
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Greener Equity September 2012 - June 2013
Strategic Asset Services July 2010 - June 2012
Midland Loan Services May 2011 - July 2011
Skills
Spanish, Business Planning, Sales Management, Business Development, Equity Valuation, Valuation, Team Building, Corporate Finance, CMBS
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Business Management, Emphasis in Finance
University of California, Los Angeles 2007 — 2007
Tesoro High School 2003 — 2007
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Greener Equity September 2012 - June 2013
Strategic Asset Services July 2010 - June 2012
Midland Loan Services May 2011 - July 2011
Skills
Spanish, Business Planning, Sales Management, Business Development, Equity Valuation, Valuation, Team Building, Corporate Finance, CMBS
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Business Management, Emphasis in Finance
University of California, Los Angeles 2007 — 2007
Tesoro High School 2003 — 2007
Sammy Forrest Sammy Forrest's Wells Fargo Securities Experience September 2011 - June 2013
Job Manager, Investment Division at Irvine Company
Industry Financial Services
Experience
Irvine Company October 2013 - Present
Wells Fargo Securities September 2011 - June 2013
Wells Fargo Securities January 2010 - September 2011
Freddie Mac 2009 - February 2010
Education
Brigham Young University 2003 — 2009
Irvine Company October 2013 - Present
Wells Fargo Securities September 2011 - June 2013
Wells Fargo Securities January 2010 - September 2011
Freddie Mac 2009 - February 2010
Education
Brigham Young University 2003 — 2009
Sun Choi's Wells Fargo Securities Experience January 2012 - December 2013
Job Senior Associate Payments Strategy
Industry Investment Banking
Experience
SVB Financial Group July 2015 - Present
SVB Financial Group January 2014 - Present
Wells Fargo Securities January 2012 - December 2013
StepStone Group August 2011 - December 2011
Quantum Reservoir Impact (QRI) June 2011 - August 2011
Chrysler April 2011 - June 2011
Cogent Partners January 2011 - April 2011
Beneficial Financial Group August 2010 - December 2010
Pinnacle Security April 2008 - August 2010
Canada Toronto East Mission December 2005 - December 2007
Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg
Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean
Punahou School 2001 — 2005
SVB Financial Group July 2015 - Present
SVB Financial Group January 2014 - Present
Wells Fargo Securities January 2012 - December 2013
StepStone Group August 2011 - December 2011
Quantum Reservoir Impact (QRI) June 2011 - August 2011
Chrysler April 2011 - June 2011
Cogent Partners January 2011 - April 2011
Beneficial Financial Group August 2010 - December 2010
Pinnacle Security April 2008 - August 2010
Canada Toronto East Mission December 2005 - December 2007
Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg
Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean
Punahou School 2001 — 2005
Camille Blanco's Wells Fargo Securities Experience June 2011 - June 2014
Job Global Core Merchant Products Group MBA Intern at Visa
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2011 - June 2014
Missionary Training Center October 2010 - April 2011
PricewaterhouseCoopers LLP June 2010 - July 2010
PricewaterhouseCoopers LLP June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Business Valuation, Equity Research, Private Equity, Valuation, Credit, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Microsoft Excel, PowerPoint, Marketing Strategy
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Entrepreneurship
Brigham Young University 2006 — 2011
Bachelor of Science, Accounting
Brigham Young University - Hawaii 2005 — 2006
Bachelor of Science, General Studies
Wells Fargo Securities June 2011 - June 2014
Missionary Training Center October 2010 - April 2011
PricewaterhouseCoopers LLP June 2010 - July 2010
PricewaterhouseCoopers LLP June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Business Valuation, Equity Research, Private Equity, Valuation, Credit, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Microsoft Excel, PowerPoint, Marketing Strategy
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Entrepreneurship
Brigham Young University 2006 — 2011
Bachelor of Science, Accounting
Brigham Young University - Hawaii 2005 — 2006
Bachelor of Science, General Studies
Allie Hawthorn Allie Hawthorn's Wells Fargo Securities Experience December 2012 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities December 2012 - Present
Morgan Stanley September 2009 - November 2012
UBS Investment Bank March 2004 - August 2009
Skills
Derivatives, Middle Office, Options, Back Office, Operational Risk, Exchange Traded..., GMI, Clear Vision, Futures, Series 99, EGUS, Clearing, Financial Markets
Education
California State University-San Marcos - College of Business Administration 1997 — 2001
BS, Business Administration
Wells Fargo Securities December 2012 - Present
Morgan Stanley September 2009 - November 2012
UBS Investment Bank March 2004 - August 2009
Skills
Derivatives, Middle Office, Options, Back Office, Operational Risk, Exchange Traded..., GMI, Clear Vision, Futures, Series 99, EGUS, Clearing, Financial Markets
Education
California State University-San Marcos - College of Business Administration 1997 — 2001
BS, Business Administration
Anupama Josyula's Wells Fargo Securities Experience July 2014 - July 2015
Job Graduate Student at Carnegie Mellon University INI
Industry Higher Education
Experience
Wells Fargo Securities July 2014 - July 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Java, SQL, Access, JavaScript, Teamwork
Education
Carnegie Mellon University 2015 — 2017
Master’s Degree, Information Technology
College of Engineering, Guindy 2010 — 2014
Engineer's Degree, Computer Science
Wells Fargo Securities July 2014 - July 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Java, SQL, Access, JavaScript, Teamwork
Education
Carnegie Mellon University 2015 — 2017
Master’s Degree, Information Technology
College of Engineering, Guindy 2010 — 2014
Engineer's Degree, Computer Science
Darin Brinley Darin Brinley's Wells Fargo Securities Experience March 2015 - Present
Job Capital Markets Analyst Middle Office at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Vanguard July 2014 - March 2015
Thrive June 2013 - December 2013
Missionary Training Center July 2012 - July 2013
Denver Asian Chamber of Commerce January 2013 - May 2013
Business Strategy Club January 2013 - April 2013
Ecofirst Pest Control April 2011 - September 2011
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Public Speaking, Microsoft Office, Market Research, Japanese, Teaching, Leadership, Marketing, English, Microsoft Word, Customer Service, PowerPoint, Management, Team Leadership, Microsoft Excel, Editing, Data Analysis, Research
Education
Brigham Young University 2008 — 2014
Wells Fargo Securities March 2015 - Present
Vanguard July 2014 - March 2015
Thrive June 2013 - December 2013
Missionary Training Center July 2012 - July 2013
Denver Asian Chamber of Commerce January 2013 - May 2013
Business Strategy Club January 2013 - April 2013
Ecofirst Pest Control April 2011 - September 2011
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Public Speaking, Microsoft Office, Market Research, Japanese, Teaching, Leadership, Marketing, English, Microsoft Word, Customer Service, PowerPoint, Management, Team Leadership, Microsoft Excel, Editing, Data Analysis, Research
Education
Brigham Young University 2008 — 2014
Chelsea Bruno Chelsea Bruno's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Habitat for Humanity September 2010 - June 2014
Barclays May 2013 - September 2013
Financial Women's Association June 2013 - August 2013
U.S. Senator Olympia Snowe August 2012 - December 2012
Preble Street June 2012 - August 2012
The Fresh Air Fund June 2011 - August 2011
Skills
Organizational..., Grant Writing, Editing, Board of Directors, Microsoft Office, Microsoft Word, Typing, Bilingual, Public Speaking, Client Relations Skills, Financial Modeling, Community Outreach, Program Management
Education
Bowdoin College 2010 — 2014
Brunswick High School
NESCAC
Wells Fargo Securities June 2014 - Present
Habitat for Humanity September 2010 - June 2014
Barclays May 2013 - September 2013
Financial Women's Association June 2013 - August 2013
U.S. Senator Olympia Snowe August 2012 - December 2012
Preble Street June 2012 - August 2012
The Fresh Air Fund June 2011 - August 2011
Skills
Organizational..., Grant Writing, Editing, Board of Directors, Microsoft Office, Microsoft Word, Typing, Bilingual, Public Speaking, Client Relations Skills, Financial Modeling, Community Outreach, Program Management
Education
Bowdoin College 2010 — 2014
Brunswick High School
NESCAC
Stephen Dini Stephen Dini's Wells Fargo Securities Experience 1994 - 1995
Job Director of Parent Relations at University of San Francisco
Industry Education Management
Experience
University of San Francisco December 2013 - Present
University of San Francisco June 2013 - Present
Archbishop Riordan High School June 2011 - June 2013
Notre Dame de Namur University October 2009 - June 2011
The Dunn School October 2008 - September 2009
UC Berkeley August 2006 - October 2008
University of California, Berkeley August 2003 - May 2008
Charles Schwab 1997 - 2000
FranklinTempleton 1995 - 1997
Wells Fargo Securities 1994 - 1995
Skills
Social Media, Volunteer Management, Editing, Fundraising, Stewardship, Alumni Relations, Program Development, Retaining Customers, Non-profits, Research, Staff Development, Event Management, Volunteer Training, Public Speaking, Nonprofits, Leadership Development, Coaching, Organizational..., Strategic Planning, Philanthropy, Leadership
Education
California State University-Chico 1992 — 1994
Bachelor of Arts (BA)
Colorado State University 1989 — 1992
Dunn School
University of San Francisco December 2013 - Present
University of San Francisco June 2013 - Present
Archbishop Riordan High School June 2011 - June 2013
Notre Dame de Namur University October 2009 - June 2011
The Dunn School October 2008 - September 2009
UC Berkeley August 2006 - October 2008
University of California, Berkeley August 2003 - May 2008
Charles Schwab 1997 - 2000
FranklinTempleton 1995 - 1997
Wells Fargo Securities 1994 - 1995
Skills
Social Media, Volunteer Management, Editing, Fundraising, Stewardship, Alumni Relations, Program Development, Retaining Customers, Non-profits, Research, Staff Development, Event Management, Volunteer Training, Public Speaking, Nonprofits, Leadership Development, Coaching, Organizational..., Strategic Planning, Philanthropy, Leadership
Education
California State University-Chico 1992 — 1994
Bachelor of Arts (BA)
Colorado State University 1989 — 1992
Dunn School
Renee Greene Renee Greene's Wells Fargo Securities Experience October 2009 - Present
Job Middle Office Analyst, Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2009 - Present
Wells Fargo August 2006 - September 2009
Skills
Credit, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Loans, Credit Risk, Commercial Lending, Small Business Lending, Financial Analysis, Financial Modeling, Mortgage Lending, Underwriting, Access, Treasury Services, Microsoft Excel, Microsoft Office, Consumer Lending, Research, Organizational..., Customer Service, Accounting, Financial Reporting, Forecasting, Leaership, Project Management, Strategic Planning, Investment Banking, Organizational..., Organizational..., Business Strategy, Business Process...
Education
Montreat College 2011 — 2013
MBA, Business Administration and Management, General
Campbell University 1998 — 2002
BA, Government
Wells Fargo Securities October 2009 - Present
Wells Fargo August 2006 - September 2009
Skills
Credit, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Loans, Credit Risk, Commercial Lending, Small Business Lending, Financial Analysis, Financial Modeling, Mortgage Lending, Underwriting, Access, Treasury Services, Microsoft Excel, Microsoft Office, Consumer Lending, Research, Organizational..., Customer Service, Accounting, Financial Reporting, Forecasting, Leaership, Project Management, Strategic Planning, Investment Banking, Organizational..., Organizational..., Business Strategy, Business Process...
Education
Montreat College 2011 — 2013
MBA, Business Administration and Management, General
Campbell University 1998 — 2002
BA, Government
Juan Carlos Olivarez's Wells Fargo Securities Experience January 2014 - Present
Job
Industry Oil & Energy
Experience
Wells Fargo Securities January 2014 - Present
GE Energy Financial Services January 2011 - January 2014
Merrill Lynch & Co. September 2008 - October 2010
Merrill Lynch & Co. June 2007 - August 2007
Salomon Smith Barney July 2002 - January 2005
Skills
Investment Banking, Financial Modeling, Equities, Private Equity, Securities, Valuation, Portfolio Management, Venture Capital, Energy, Debt, Renewable Energy, Oil & Gas Exploration, Upstream, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Structuring
Education
Brown University
BA, Economics
The Tuck School of Business at Dartmouth
MBA, General Management
Wells Fargo Securities January 2014 - Present
GE Energy Financial Services January 2011 - January 2014
Merrill Lynch & Co. September 2008 - October 2010
Merrill Lynch & Co. June 2007 - August 2007
Salomon Smith Barney July 2002 - January 2005
Skills
Investment Banking, Financial Modeling, Equities, Private Equity, Securities, Valuation, Portfolio Management, Venture Capital, Energy, Debt, Renewable Energy, Oil & Gas Exploration, Upstream, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Structuring
Education
Brown University
BA, Economics
The Tuck School of Business at Dartmouth
MBA, General Management
Ryan Stokes Ryan Stokes's Wells Fargo Securities Experience February 2011 - July 2012
Job Leucadia National Corporation
Industry Venture Capital & Private Equity
Experience
Leucadia National Corporation July 2012 - Present
Wells Fargo Securities February 2011 - July 2012
Walmart January 2009 - February 2011
Skills
Financial Modeling, Mergers, Valuation, Strategy, Finance, Capital Markets, Derivatives, Analysis, Portfolio Management, Banking, Management, Due Diligence, Corporate Finance, Private Equity
Education
Brigham Young University 2004 — 2008
BS, Finance
Leucadia National Corporation July 2012 - Present
Wells Fargo Securities February 2011 - July 2012
Walmart January 2009 - February 2011
Skills
Financial Modeling, Mergers, Valuation, Strategy, Finance, Capital Markets, Derivatives, Analysis, Portfolio Management, Banking, Management, Due Diligence, Corporate Finance, Private Equity
Education
Brigham Young University 2004 — 2008
BS, Finance
Brian Respeliers Brian Respeliers's Wells Fargo Securities Experience September 2011 - April 2015
Job Investment Associate at Legal and General Investment Management America
Industry Investment Management
Experience
Legal & General Investment Management America August 2015 - Present
Wells Fargo Securities September 2011 - April 2015
Wells Fargo October 2010 - September 2011
ING November 2008 - October 2010
ING July 2008 - November 2008
ING November 2007 - July 2008
Skills
Investments, Sales, New Business Development, Marketing, Fixed Income, Microsoft Office, Credit, Securities, Financial Services, Selling, Bloomberg
Education
Drake University 2008 — 2010
MBA, Finance
Central College 2003 — 2007
BA
St. Albert 1999 — 2003
Legal & General Investment Management America August 2015 - Present
Wells Fargo Securities September 2011 - April 2015
Wells Fargo October 2010 - September 2011
ING November 2008 - October 2010
ING July 2008 - November 2008
ING November 2007 - July 2008
Skills
Investments, Sales, New Business Development, Marketing, Fixed Income, Microsoft Office, Credit, Securities, Financial Services, Selling, Bloomberg
Education
Drake University 2008 — 2010
MBA, Finance
Central College 2003 — 2007
BA
St. Albert 1999 — 2003
Clayton Andersen Clayton Andersen's Wells Fargo Securities Experience July 2011 - Present
Job President, Elevation Solar
Industry Renewables & Environment
Experience
Elevation Solar June 2015 - Present
Wells Fargo Securities July 2011 - Present
Citigroup June 2010 - August 2010
Sage Capital, LLC May 2007 - September 2009
Deloitte & Touche, LLP August 2006 - May 2007
Skills
Accounting, Cash Flow, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Forecasting, Internal Controls, Investments, Mergers, Strategy, Venture Capital, Valuation, Analysis, Private Equity
Education
Brigham Young University 2009 — 2011
MBA, Finance and Strategy
Brigham Young University 2003 — 2006
Bachelor, Accounting
Elevation Solar June 2015 - Present
Wells Fargo Securities July 2011 - Present
Citigroup June 2010 - August 2010
Sage Capital, LLC May 2007 - September 2009
Deloitte & Touche, LLP August 2006 - May 2007
Skills
Accounting, Cash Flow, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Forecasting, Internal Controls, Investments, Mergers, Strategy, Venture Capital, Valuation, Analysis, Private Equity
Education
Brigham Young University 2009 — 2011
MBA, Finance and Strategy
Brigham Young University 2003 — 2006
Bachelor, Accounting
Emily Shafer's Wells Fargo Securities Experience June 2015 - Present
Job Financial Crimes Specialist 2 at Wells Fargo Securities
Industry Security and Investigations
Experience
Wells Fargo Securities June 2015 - Present
Target September 2014 - August 2015
Home Instead Senior Care March 2014 - June 2015
Lutheran Services in Iowa November 2013 - March 2014
Iowa State University Police Department November 2011 - November 2013
Iowa State University January 2010 - November 2012
Skills
Critical Thinking, Community Outreach, PowerPoint, Public Speaking, Data Analysis, Microsoft Office, Microsoft Word, Research, Time Management, SPSS, Microsoft Excel, Data Entry, Enforcement, Teamwork, Leadership, Teaching, Outlook, Facebook, Training, First Aid, Cpr Certified, MANDT, Mandatory Reporter, Crisis Intervention, Crisis Management, Documentation Practices, Group Therapy, Elder Care, Public Transport, Companion Care, Senior Care, AED, Fingerprinting, Account Reconciliation, Telecommunications, Asset Protection, Case Management, ERT, Investigation, Customer Service, Social Media, Social Networking
Education
Capella University 2015 — 2016
Master of Science (M.S.) in Clinical Psychology, Forensic Psychology
Iowa State University 2009 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Studies (Criminology and Criminal Justice), and Psychology
Des Moines Area Community College 2008 — 2009
Criminal Justice and Corrections
Wells Fargo Securities June 2015 - Present
Target September 2014 - August 2015
Home Instead Senior Care March 2014 - June 2015
Lutheran Services in Iowa November 2013 - March 2014
Iowa State University Police Department November 2011 - November 2013
Iowa State University January 2010 - November 2012
Skills
Critical Thinking, Community Outreach, PowerPoint, Public Speaking, Data Analysis, Microsoft Office, Microsoft Word, Research, Time Management, SPSS, Microsoft Excel, Data Entry, Enforcement, Teamwork, Leadership, Teaching, Outlook, Facebook, Training, First Aid, Cpr Certified, MANDT, Mandatory Reporter, Crisis Intervention, Crisis Management, Documentation Practices, Group Therapy, Elder Care, Public Transport, Companion Care, Senior Care, AED, Fingerprinting, Account Reconciliation, Telecommunications, Asset Protection, Case Management, ERT, Investigation, Customer Service, Social Media, Social Networking
Education
Capella University 2015 — 2016
Master of Science (M.S.) in Clinical Psychology, Forensic Psychology
Iowa State University 2009 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Studies (Criminology and Criminal Justice), and Psychology
Des Moines Area Community College 2008 — 2009
Criminal Justice and Corrections
Troy Black Troy Black's Wells Fargo Securities Experience July 2015 - Present
Job Managing Director at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities July 2015 - Present
Barclays Capital September 2010 - July 2015
BP February 2002 - August 2010
Enron 2000 - 2002
Skills
Risk Management, Energy, Management, Financial Modeling, Commodity Markets, Energy Industry, Commodity, Petroleum, Trading, Business Strategy
Education
Thunderbird School of Global Management 1997 — 1998
MBA, International Business
Brigham Young University
Bachelor of Arts (B.A.), Spanish and Business
Wells Fargo Securities July 2015 - Present
Barclays Capital September 2010 - July 2015
BP February 2002 - August 2010
Enron 2000 - 2002
Skills
Risk Management, Energy, Management, Financial Modeling, Commodity Markets, Energy Industry, Commodity, Petroleum, Trading, Business Strategy
Education
Thunderbird School of Global Management 1997 — 1998
MBA, International Business
Brigham Young University
Bachelor of Arts (B.A.), Spanish and Business
Vlad Lukashevsky Vlad Lukashevsky's Wells Fargo Securities Experience June 2012 - August 2014
Job Early and Growth Stage Investor
Industry Venture Capital & Private Equity
Experience
Tenfore Holdings 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Wells Fargo Securities June 2011 - July 2011
Bank of America-Merrill Lynch June 2010 - August 2010
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Economics and Finance
Brandeis University 2007 — 2011
BA, Economics
RSM Erasmus Universiteit / Rotterdam School of Management
Foreign Exchange, Finance
Tenfore Holdings 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Wells Fargo Securities June 2011 - July 2011
Bank of America-Merrill Lynch June 2010 - August 2010
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Economics and Finance
Brandeis University 2007 — 2011
BA, Economics
RSM Erasmus Universiteit / Rotterdam School of Management
Foreign Exchange, Finance
Brett Candland Brett Candland's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
University of Utah - Employment August 2015 - Present
University of Utah - Employment August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Bloomberg LP September 2013 - April 2014
Beneficial Financial Group September 2013 - April 2014
Union Bank May 2013 - August 2013
Royal Bank of Scotland January 2013 - May 2013
NorthStar Alarm Services May 2012 - August 2012
Pinnacle Security May 2011 - August 2011
Skills
Modern Standard Arabic, Fixed Income, Economics, Financial Modeling, MBS, SOP 03-3, Microsoft Excel, Bloomberg, Spanish, Sales, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance
Education
Brigham Young University
Bachelor of Arts (BA), History, Emphasis: Middle East, Minor: Business Management
University of Utah - David Eccles School of Business
Master of Science (MS), Finance, 3.89/4.00
University of Utah - Employment August 2015 - Present
University of Utah - Employment August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Bloomberg LP September 2013 - April 2014
Beneficial Financial Group September 2013 - April 2014
Union Bank May 2013 - August 2013
Royal Bank of Scotland January 2013 - May 2013
NorthStar Alarm Services May 2012 - August 2012
Pinnacle Security May 2011 - August 2011
Skills
Modern Standard Arabic, Fixed Income, Economics, Financial Modeling, MBS, SOP 03-3, Microsoft Excel, Bloomberg, Spanish, Sales, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance
Education
Brigham Young University
Bachelor of Arts (BA), History, Emphasis: Middle East, Minor: Business Management
University of Utah - David Eccles School of Business
Master of Science (MS), Finance, 3.89/4.00
Robert R. Stephens Robert R. Stephens's Wells Fargo Securities Experience June 2015 - Present
Job Paralegal at Wells Fargo Securities
Industry Political Organization
Experience
Wells Fargo Securities June 2015 - Present
Robert Half Legal November 2014 - June 2015
Bank of America January 2011 - October 2014
California Credit Union July 2008 - August 2010
Skills
Paralegals, Document Management, Legal Research, Remediation, Banking, Customer Service, Outlook, Loans, Management, Microsoft Office, Leadership, Training, Project Management, Microsoft Excel, Accounting, Accounts Payable, Team Building, Microsoft Word, PowerPoint, Marketing, Team Leadership, Public Speaking
Education
Kaplan University 2013 — 2014
Post Baccalaureate Certificate, Legal Assistant/Paralegal
California State University-Northridge 2005 — 2011
BA, Political Science
Wells Fargo Securities June 2015 - Present
Robert Half Legal November 2014 - June 2015
Bank of America January 2011 - October 2014
California Credit Union July 2008 - August 2010
Skills
Paralegals, Document Management, Legal Research, Remediation, Banking, Customer Service, Outlook, Loans, Management, Microsoft Office, Leadership, Training, Project Management, Microsoft Excel, Accounting, Accounts Payable, Team Building, Microsoft Word, PowerPoint, Marketing, Team Leadership, Public Speaking
Education
Kaplan University 2013 — 2014
Post Baccalaureate Certificate, Legal Assistant/Paralegal
California State University-Northridge 2005 — 2011
BA, Political Science
Diana Vance Diana Vance's Wells Fargo Securities Experience June 2014 - Present
Job Business Management Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Lloyds Banking Group July 2012 - November 2012
Beneficial Financial September 2011 - December 2011
NewsBank May 2011 - December 2011
Beneficial Financial Group September 2009 - December 2011
Skills
Bloomberg, Morningstar, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Microsoft Word, VBA, Derivatives, Portfolio Management, Equities, Trading, Fixed Income
Education
Brigham Young University 2009 — 2013
BS, Business Management: Finance
Weddington High School 2005 — 2009
High School Degree
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Lloyds Banking Group July 2012 - November 2012
Beneficial Financial September 2011 - December 2011
NewsBank May 2011 - December 2011
Beneficial Financial Group September 2009 - December 2011
Skills
Bloomberg, Morningstar, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Microsoft Word, VBA, Derivatives, Portfolio Management, Equities, Trading, Fixed Income
Education
Brigham Young University 2009 — 2013
BS, Business Management: Finance
Weddington High School 2005 — 2009
High School Degree
Damian Wolfgram's Wells Fargo Securities Experience March 2013 - Present
Job Financial Analyst & Design MBA Candidate
Industry Design
Experience
Wells Fargo Securities March 2013 - Present
California College of the Arts August 2014 - Present
The Wolfgram March 2013 - Present
Skills
Investments, Fixed Income, Marketing, Financial Analysis, Banking, Securities, Public Speaking, Strategic Planning, Design Strategy, Capital Markets, Portfolio Management, Product Management, Business Development, Event Planning, Investment Strategies, Bloomberg, Customer Service, Relationship Management, Start-ups, Content Strategy, Microsoft Excel
Education
California College of the Arts 2014 — 2016
DMBA, Masters of Business in Design Strategy, GPA 4.0
Willamette University 2002 — 2006
Bachelor of Arts, Rhetoric and Media Studies, Economics, and English, GPA 3.28
Umatilla High School 1998 — 2002
GPA 3.92
Wells Fargo Securities March 2013 - Present
California College of the Arts August 2014 - Present
The Wolfgram March 2013 - Present
Skills
Investments, Fixed Income, Marketing, Financial Analysis, Banking, Securities, Public Speaking, Strategic Planning, Design Strategy, Capital Markets, Portfolio Management, Product Management, Business Development, Event Planning, Investment Strategies, Bloomberg, Customer Service, Relationship Management, Start-ups, Content Strategy, Microsoft Excel
Education
California College of the Arts 2014 — 2016
DMBA, Masters of Business in Design Strategy, GPA 4.0
Willamette University 2002 — 2006
Bachelor of Arts, Rhetoric and Media Studies, Economics, and English, GPA 3.28
Umatilla High School 1998 — 2002
GPA 3.92
Lauren Purtell Lauren Purtell's Wells Fargo Securities Experience April 2011 - January 2015
Job Interest Rate Derivatives Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
Wells Fargo Securities April 2011 - January 2015
Wells Fargo September 2009 - May 2011
Wells Fargo August 2008 - October 2009
Wells Fargo Advantage Funds May 2007 - May 2008
Skills
Investments, Bloomberg, Series 7, Finance, Series 63, Financial Analysis, Relationship Management, Credit, Credit Analysis, Series 79, Sales, Underwriting, Leadership
Education
Cardinal Stritch University 2004 — 2008
Bachelor of Arts in Accounting, Cum Laude
J.P. Morgan January 2015 - Present
Wells Fargo Securities April 2011 - January 2015
Wells Fargo September 2009 - May 2011
Wells Fargo August 2008 - October 2009
Wells Fargo Advantage Funds May 2007 - May 2008
Skills
Investments, Bloomberg, Series 7, Finance, Series 63, Financial Analysis, Relationship Management, Credit, Credit Analysis, Series 79, Sales, Underwriting, Leadership
Education
Cardinal Stritch University 2004 — 2008
Bachelor of Arts in Accounting, Cum Laude
Andreas Leptourgos's Wells Fargo Securities Experience February 2009 - July 2010
Job Director & Chairman of Dreven Holdings LLC, Internet Executive, currently CEO at BuyBackWorld
Industry Internet
Experience
BuyBackWorld.com September 2009 - Present
Wells Fargo Securities February 2009 - July 2010
Citibank July 2008 - February 2009
Skills
Financial Modeling, Start-ups, Entrepreneurship, Management, Leadership, Cross-functional Team..., Investments
Education
Boston University 2004 — 2008
B.S., Finance and Accounting
BuyBackWorld.com September 2009 - Present
Wells Fargo Securities February 2009 - July 2010
Citibank July 2008 - February 2009
Skills
Financial Modeling, Start-ups, Entrepreneurship, Management, Leadership, Cross-functional Team..., Investments
Education
Boston University 2004 — 2008
B.S., Finance and Accounting
Michele Anene's Wells Fargo Securities Experience 2008 - 2010
Job Lead Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton 2013 - Present
Booz Allen Hamilton 2010 - 2013
Wells Fargo Securities 2008 - 2010
Johnson & Johnson June 2008 - August 2008
GSA 2005 - 2006
GSA June 2003 - 2005
GSA 2001 - 2003
U.S. Department of State September 1999 - December 1999
Overseas Private Investment Corporation June 1999 - August 1999
Skills
Leadership, Finance, Financial Modeling, Financial Services, Valuation, Consulting, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Management Consulting, Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA)
Universidad Argentina de la Empresa
Certificate of Completion
Bowie State University
BS, Business Administration, Banking and Finance
Booz Allen Hamilton 2013 - Present
Booz Allen Hamilton 2010 - 2013
Wells Fargo Securities 2008 - 2010
Johnson & Johnson June 2008 - August 2008
GSA 2005 - 2006
GSA June 2003 - 2005
GSA 2001 - 2003
U.S. Department of State September 1999 - December 1999
Overseas Private Investment Corporation June 1999 - August 1999
Skills
Leadership, Finance, Financial Modeling, Financial Services, Valuation, Consulting, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Management Consulting, Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA)
Universidad Argentina de la Empresa
Certificate of Completion
Bowie State University
BS, Business Administration, Banking and Finance
Giselle Valdez's Wells Fargo Securities Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Skills
Fixed Income, Financial Modeling, Risk Management, Asset Managment, Investment Banking, Capital Markets, Equities, Bloomberg, Credit Analysis, Bonds, Investments, Financial Analysis, Alternative Investments, Valuation, Securities, Hedge Funds, Financial Services, Structured Finance, Private Equity, Banking, Series 7
Education
City University of New York-Herbert H. Lehman College 2009 — 2011
BBA, Business Administration, Finance, Political Science
Carnegie Mellon University 2001 — 2002
Architecture
Wells Fargo Securities July 2015 - Present
Skills
Fixed Income, Financial Modeling, Risk Management, Asset Managment, Investment Banking, Capital Markets, Equities, Bloomberg, Credit Analysis, Bonds, Investments, Financial Analysis, Alternative Investments, Valuation, Securities, Hedge Funds, Financial Services, Structured Finance, Private Equity, Banking, Series 7
Education
City University of New York-Herbert H. Lehman College 2009 — 2011
BBA, Business Administration, Finance, Political Science
Carnegie Mellon University 2001 — 2002
Architecture
Ashlee McCall's Wells Fargo Securities Experience June 2013 - Present
Job at
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Securities June 2013 - Present
Brown Brothers Harriman September 2014 - September 2015
HarborOne Credit Union June 2009 - August 2010
Crescent Credit Union June 2008 - June 2009
Skills
Accounting, Customer Service, Banking, Financial Reporting, Finance, Public Speaking, Leadership, Microsoft Excel, Financial Analysis
Education
Bridgewater State College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Wells Fargo September 2015 - Present
Wells Fargo Securities June 2013 - Present
Brown Brothers Harriman September 2014 - September 2015
HarborOne Credit Union June 2009 - August 2010
Crescent Credit Union June 2008 - June 2009
Skills
Accounting, Customer Service, Banking, Financial Reporting, Finance, Public Speaking, Leadership, Microsoft Excel, Financial Analysis
Education
Bridgewater State College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Jeremy Burgon Jeremy Burgon's Wells Fargo Securities Experience March 2015 - Present
Job Vice President Energy & Power
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
BYU Cougar Capital April 2010 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Venture Returns, Inc. April 2008 - August 2009
Zions Bank April 2007 - July 2009
3form December 2005 - April 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Venture Capital, Analysis, Business Analysis, Business Strategy, Capital Markets, Due Diligence, Finance, Financial Reporting, Investment Banking, Investments, Microsoft Excel, Sales, Strategic Planning, Valuation, Corporate Finance, Portfolio Management, Private Equity, Leadership, Strategy, Mergers & Acquisitions
Education
Brigham Young University 2009 — 2011
MBA, Finance
University of Utah - David Eccles School of Business 2003 — 2005
Bachelor of Science, Finance
BYU-Hawaii 2002 — 2002
Hillcrest
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
BYU Cougar Capital April 2010 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Venture Returns, Inc. April 2008 - August 2009
Zions Bank April 2007 - July 2009
3form December 2005 - April 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Venture Capital, Analysis, Business Analysis, Business Strategy, Capital Markets, Due Diligence, Finance, Financial Reporting, Investment Banking, Investments, Microsoft Excel, Sales, Strategic Planning, Valuation, Corporate Finance, Portfolio Management, Private Equity, Leadership, Strategy, Mergers & Acquisitions
Education
Brigham Young University 2009 — 2011
MBA, Finance
University of Utah - David Eccles School of Business 2003 — 2005
Bachelor of Science, Finance
BYU-Hawaii 2002 — 2002
Hillcrest
Yue-shun Ho's Wells Fargo Securities Experience 2003 - 2006
Job Product Management and Strategy
Industry Information Technology and Services
Experience
Freedom Financial Network 2013 - Present
YapStone 2012 - 2013
Live365 2009 - 2012
Adobe Systems 2008 - 2009
Thomvest Ventures 2006 - 2008
Wells Fargo Securities 2003 - 2006
Skills
Product Management, Payments, Competitive Analysis, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Key Performance..., Product Strategy
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Management
Cornell University
MEng, Electrical Engineering
Boston University
BS, Computer Engineering
Freedom Financial Network 2013 - Present
YapStone 2012 - 2013
Live365 2009 - 2012
Adobe Systems 2008 - 2009
Thomvest Ventures 2006 - 2008
Wells Fargo Securities 2003 - 2006
Skills
Product Management, Payments, Competitive Analysis, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Key Performance..., Product Strategy
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Management
Cornell University
MEng, Electrical Engineering
Boston University
BS, Computer Engineering
Bill Warmington's Wells Fargo Securities Experience July 2013 - Present
Job
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Ahmad Antar's Wells Fargo Securities Experience 2010 - Present
Job Vice President at Wells Fargo
Industry Investment Banking
Experience
Keller Graduate School of Management 2013 - Present
Wells Fargo Securities 2010 - Present
Wachovia Securities 2008 - 2010
Wachovia Securities 2006 - 2008
CBW Communications Engineers 2005 - 2006
CMEAC Inc. 2004 - 2005
Skills
Consulting, Derivatives, Business Analysis, Project Management, Risk Management, Openlink Endur, Calypso, Capital Markets, FX, Commodities, Process Improvement, Opics, Openlink, Commodity, FX Options, Trading, Financial Risk, Trading Systems, Fixed Income, SDLC, Software Project..., Investment Banking, Relationship Management, Quality Assurance, Financial Services, Vendor Management, Team Building, Project Portfolio..., Portfolio Management, Credit Derivatives, Enterprise Architecture, Credit Risk, PMO, Business Process, Analysis, Finance, Requirements Gathering, Banking, User Acceptance Testing, Business Requirements, Financial Modeling, Business Process..., Visio, Business Intelligence, Requirements Analysis, Integration, SharePoint, PMP, Resource Management, Governance
Education
Capella University
PhD, Organizational Management
University of North Carolina at Charlotte
MSEE, Electrical Engineering
University of North Carolina at Charlotte
BS, Computer Engineering
Harvard University
Graduate Work, Sustainability Management
Keller Graduate School of Management 2013 - Present
Wells Fargo Securities 2010 - Present
Wachovia Securities 2008 - 2010
Wachovia Securities 2006 - 2008
CBW Communications Engineers 2005 - 2006
CMEAC Inc. 2004 - 2005
Skills
Consulting, Derivatives, Business Analysis, Project Management, Risk Management, Openlink Endur, Calypso, Capital Markets, FX, Commodities, Process Improvement, Opics, Openlink, Commodity, FX Options, Trading, Financial Risk, Trading Systems, Fixed Income, SDLC, Software Project..., Investment Banking, Relationship Management, Quality Assurance, Financial Services, Vendor Management, Team Building, Project Portfolio..., Portfolio Management, Credit Derivatives, Enterprise Architecture, Credit Risk, PMO, Business Process, Analysis, Finance, Requirements Gathering, Banking, User Acceptance Testing, Business Requirements, Financial Modeling, Business Process..., Visio, Business Intelligence, Requirements Analysis, Integration, SharePoint, PMP, Resource Management, Governance
Education
Capella University
PhD, Organizational Management
University of North Carolina at Charlotte
MSEE, Electrical Engineering
University of North Carolina at Charlotte
BS, Computer Engineering
Harvard University
Graduate Work, Sustainability Management
Charles Nabhan's Wells Fargo Securities Experience March 2013 - Present
Job Equity Research Associate Analyst
Industry Banking
Experience
Wells Fargo Securities March 2013 - Present
Stifel Nicolaus March 2006 - March 2013
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Valuation
Education
Northeastern University 2002 — 2003
MS/MBA, Accounting
Boston College 1996 — 2000
D'Amore-McKim School of Business at Northeastern University
Wells Fargo Securities March 2013 - Present
Stifel Nicolaus March 2006 - March 2013
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Valuation
Education
Northeastern University 2002 — 2003
MS/MBA, Accounting
Boston College 1996 — 2000
D'Amore-McKim School of Business at Northeastern University
Scott McNutt's Wells Fargo Securities Experience August 2012 - Present
Job Vice President, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities September 2007 - August 2012
Bank of America 1998 - 2007
Education
California State University-Chico 1994 — 1997
Wells Fargo Securities August 2012 - Present
Merlin Securities September 2007 - August 2012
Bank of America 1998 - 2007
Education
California State University-Chico 1994 — 1997
Craig Bijou's Wells Fargo Securities Experience July 2011 - Present
Job Senior Analyst, Medical Devices Equity Research at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Wachovia July 2007 - July 2011
Ernst & Young 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
Boston College 1996 — 2000
BS, Finance, Accounting
Wells Fargo Securities July 2011 - Present
Wachovia July 2007 - July 2011
Ernst & Young 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
Boston College 1996 — 2000
BS, Finance, Accounting
Jason Metzger's Wells Fargo Securities Experience July 2008 - April 2011
Job Investment Services Professional
Industry Investment Management
Experience
Self March 2011 - Present
Wells Fargo Securities July 2008 - April 2011
Standard & Poor's December 2005 - July 2008
Wilshire Associates July 2000 - October 2005
Pathway Capital Management June 1999 - July 2000
Skills
Financial Analysis, Financial Modeling, Investment Management, Investment Technology, Operations Management, Performance Measurement, Portfolio Management, Product Management, Relationship Management, Risk Management, Private Equity, Mutual Funds, Sales, Equity Trading, Hedge Funds, Investment Strategies, Strategic Planning, Bloomberg, Volatility, Equity Derivatives, Equities, Options, Valuation, Derivatives, Securities, Fixed Income, Asset Management
Education
California State University-Long Beach 1995 — 2000
Bachelors, Finance
Self March 2011 - Present
Wells Fargo Securities July 2008 - April 2011
Standard & Poor's December 2005 - July 2008
Wilshire Associates July 2000 - October 2005
Pathway Capital Management June 1999 - July 2000
Skills
Financial Analysis, Financial Modeling, Investment Management, Investment Technology, Operations Management, Performance Measurement, Portfolio Management, Product Management, Relationship Management, Risk Management, Private Equity, Mutual Funds, Sales, Equity Trading, Hedge Funds, Investment Strategies, Strategic Planning, Bloomberg, Volatility, Equity Derivatives, Equities, Options, Valuation, Derivatives, Securities, Fixed Income, Asset Management
Education
California State University-Long Beach 1995 — 2000
Bachelors, Finance
Thomas Radomski's Wells Fargo Securities Experience February 2013 - Present
Job Capital Markets at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities February 2013 - Present
Bank of America February 2012 - Present
Citco Fund Services May 2011 - February 2012
Bank of America - Front Office Capital Markets March 2008 - May 2011
JP Morgan Chase March 2006 - March 2008
Bank of America 2008 - 2008
Citco Fund Services 2004 - 2006
Aig Trading Group 2000 - 2003
Education
Central Connecticut State University 1993 — 1997
Wells Fargo Securities February 2013 - Present
Bank of America February 2012 - Present
Citco Fund Services May 2011 - February 2012
Bank of America - Front Office Capital Markets March 2008 - May 2011
JP Morgan Chase March 2006 - March 2008
Bank of America 2008 - 2008
Citco Fund Services 2004 - 2006
Aig Trading Group 2000 - 2003
Education
Central Connecticut State University 1993 — 1997
Jane Thorn Leeson's Wells Fargo Securities Experience August 2004 - August 2005
Job Research Lead at L2: Business Intelligence for Digital
Industry Financial Services
Experience
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
Shay Brunson's Wells Fargo Securities Experience June 2013 - Present
Job Public Finance
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Contango Capital Advisors September 2008 - June 2009
Global Financial Advisors, Inc. January 2008 - April 2008
Brigham Young University January 2008 - April 2008
Skills
Bilingual-Spanish, Investments, Financial Modeling, Portfolio Management, Bloomberg, Analysis, Analytics, Asset Allocation, Asset Management, Building Relationships, Capital Markets, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Economics, Finance, Financial Advisory, Financial Analysis, Fixed Income, Hedging, Investment Banking, Investment Strategies, Leadership, Mergers, Mutual Funds, Options, Private Equity, Securities, Series 7, Valuation
Education
Brigham Young University 2002 — 2008
B.A., Economics
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Contango Capital Advisors September 2008 - June 2009
Global Financial Advisors, Inc. January 2008 - April 2008
Brigham Young University January 2008 - April 2008
Skills
Bilingual-Spanish, Investments, Financial Modeling, Portfolio Management, Bloomberg, Analysis, Analytics, Asset Allocation, Asset Management, Building Relationships, Capital Markets, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Economics, Finance, Financial Advisory, Financial Analysis, Fixed Income, Hedging, Investment Banking, Investment Strategies, Leadership, Mergers, Mutual Funds, Options, Private Equity, Securities, Series 7, Valuation
Education
Brigham Young University 2002 — 2008
B.A., Economics
Serdar Beyazyurek's Wells Fargo Securities Experience October 2014 - Present
Job Asset Backed Finance, Regulatory Capital
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
Ally Financial Inc. March 2012 - October 2014
Bank of America June 2009 - February 2012
Ernst and Young LLP April 2004 - June 2009
Keane, Inc 1999 - 2004
GE Polymerland 1998 - 1998
Skills
SOX, Risk, Banking, Risk Management, Compliance, Basel II, Credit Risk, Sarbanes-Oxley Act, Financial Risk, IFRS, Reference Data, Data Governance, Project Management, Credit Derivatives, Counterparty Risk, Software Development, Data Quality, Financial Services, Enterprise Risk..., IT Audit, Operational Risk..., Operational Risk, Governance, CISA, Market Risk, Business Process..., Capital Markets, Internal Controls, Sarbanes-Oxley, Business Analysis, Financial Analysis, Business Process, Investment Banking, Derivatives, PMO, Corporate Finance, IT Strategy, Risk Assessment, Process Improvement, Business Continuity, SDLC, Information Security..., Information Technology, Bloomberg, Business Process...
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
Master of Business Administration (MBA)
Bogazici University 1991 — 1996
Bachelor of Arts (BA)
Wells Fargo Securities October 2014 - Present
Ally Financial Inc. March 2012 - October 2014
Bank of America June 2009 - February 2012
Ernst and Young LLP April 2004 - June 2009
Keane, Inc 1999 - 2004
GE Polymerland 1998 - 1998
Skills
SOX, Risk, Banking, Risk Management, Compliance, Basel II, Credit Risk, Sarbanes-Oxley Act, Financial Risk, IFRS, Reference Data, Data Governance, Project Management, Credit Derivatives, Counterparty Risk, Software Development, Data Quality, Financial Services, Enterprise Risk..., IT Audit, Operational Risk..., Operational Risk, Governance, CISA, Market Risk, Business Process..., Capital Markets, Internal Controls, Sarbanes-Oxley, Business Analysis, Financial Analysis, Business Process, Investment Banking, Derivatives, PMO, Corporate Finance, IT Strategy, Risk Assessment, Process Improvement, Business Continuity, SDLC, Information Security..., Information Technology, Bloomberg, Business Process...
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
Master of Business Administration (MBA)
Bogazici University 1991 — 1996
Bachelor of Arts (BA)
Jared Knote, CFA's Wells Fargo Securities Experience March 2015 - Present
Job Vice President, Global Institutional Capital Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo April 2012 - Present
Wells Fargo Securities July 2011 - March 2012
Carnegie Mellon University June 2010 - August 2010
SecondMarket, Inc. January 2009 - July 2009
Oppenheimer Capital February 2007 - September 2008
AllianceBernstein 2006 - 2007
Consulting Services 2002 - 2005
Skills
Valuation, Financial Modeling, Equities, Statistics, Investments, Bloomberg, Investment Strategies, Hedge Funds, Investment Advisory, Portfolio Management, Alternative Investments, Consulting, Financial Analysis, Marketing, Derivatives, Asset Management, Asset Allocation, Trading, Fixed Income, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Investment Strategy (select program) – quantitative finance, financial engineering, and strategy
Dartmouth College 2000 — 2004
AB, Geography/Economics, Cum Laude
CFA Institute
CFA Institute, CFA
Garden City High School
Wells Fargo Securities March 2015 - Present
Wells Fargo April 2012 - Present
Wells Fargo Securities July 2011 - March 2012
Carnegie Mellon University June 2010 - August 2010
SecondMarket, Inc. January 2009 - July 2009
Oppenheimer Capital February 2007 - September 2008
AllianceBernstein 2006 - 2007
Consulting Services 2002 - 2005
Skills
Valuation, Financial Modeling, Equities, Statistics, Investments, Bloomberg, Investment Strategies, Hedge Funds, Investment Advisory, Portfolio Management, Alternative Investments, Consulting, Financial Analysis, Marketing, Derivatives, Asset Management, Asset Allocation, Trading, Fixed Income, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Investment Strategy (select program) – quantitative finance, financial engineering, and strategy
Dartmouth College 2000 — 2004
AB, Geography/Economics, Cum Laude
CFA Institute
CFA Institute, CFA
Garden City High School
Ozgur Dulger's Wells Fargo Securities Experience July 2015 - Present
Job Asset Backed Finance and Securitization Residential Mortgage at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities October 2011 - Present
Wells Fargo September 2009 - October 2011
EquiFirst Corporation- BARCLAYS May 2006 - May 2009
Carolinas Healthcare System May 2003 - May 2006
Skills
Risk Management, Financial Modeling, Financial Analysis, Banking, Credit Risk, Management, Credit, Financial Risk, Capital Markets, Fixed Income, Credit Analysis, Portfolio Management, Valuation, Derivatives, Investment Banking
Education
University of North Carolina at Charlotte 2006 — 2011
Master, Mathematical Finance
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
Master, Business Administration
Boğaziçi Üniversitesi / Bogazici University 1996 — 2000
Bachelor of Science, Civil Engineering
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities October 2011 - Present
Wells Fargo September 2009 - October 2011
EquiFirst Corporation- BARCLAYS May 2006 - May 2009
Carolinas Healthcare System May 2003 - May 2006
Skills
Risk Management, Financial Modeling, Financial Analysis, Banking, Credit Risk, Management, Credit, Financial Risk, Capital Markets, Fixed Income, Credit Analysis, Portfolio Management, Valuation, Derivatives, Investment Banking
Education
University of North Carolina at Charlotte 2006 — 2011
Master, Mathematical Finance
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
Master, Business Administration
Boğaziçi Üniversitesi / Bogazici University 1996 — 2000
Bachelor of Science, Civil Engineering
Linda J. Bean's Wells Fargo Securities Experience February 2015 - Present
Job Administrative Assistant, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Virtual Assistant October 2009 - Present
King Street Cats July 2010 - Present
Kinex Medical Company, LLC April 2015 - Present
Columbia Capital December 2005 - November 2014
Advantage 1st Mortgage November 2004 - December 2005
Lutheran Family Services May 2004 - August 2004
USAA November 2003 - May 2004
Body Dynamics Physical Therapy August 2002 - August 2003
The Fitness Company June 1993 - August 2002
Skills
Editing, Outlook, Public Speaking, Community Outreach, Fundraising, Research, Strategic Planning, Time Management, Event Planning, Nonprofits, PowerPoint, Healthcare, Customer Service, Training, Management, Grant Writing, Microsoft Office, Non-profits, Marketing, Leadership, Social Networking, Social Media, Event Management, Public Relations, Program Management, Program Development, Higher Education, Organizational..., Strategy, Teaching, Strategic Communications, Team Building, Philanthropy, Microsoft Word, Data Entry, Microsoft Excel, Budgets, Leadership Development, Social Media Marketing, Strategic Partnerships, Entrepreneurship, Team Leadership, Executive Calendar..., Awesomeness, Administrative...
Education
University of Virginia 1991 — 1993
MEd, Exercise Physiology
Cedarville University 1987 — 1991
BA, Sports Medicine
Wheaton Academy 1983 — 1987
Diploma
Wells Fargo Securities February 2015 - Present
Virtual Assistant October 2009 - Present
King Street Cats July 2010 - Present
Kinex Medical Company, LLC April 2015 - Present
Columbia Capital December 2005 - November 2014
Advantage 1st Mortgage November 2004 - December 2005
Lutheran Family Services May 2004 - August 2004
USAA November 2003 - May 2004
Body Dynamics Physical Therapy August 2002 - August 2003
The Fitness Company June 1993 - August 2002
Skills
Editing, Outlook, Public Speaking, Community Outreach, Fundraising, Research, Strategic Planning, Time Management, Event Planning, Nonprofits, PowerPoint, Healthcare, Customer Service, Training, Management, Grant Writing, Microsoft Office, Non-profits, Marketing, Leadership, Social Networking, Social Media, Event Management, Public Relations, Program Management, Program Development, Higher Education, Organizational..., Strategy, Teaching, Strategic Communications, Team Building, Philanthropy, Microsoft Word, Data Entry, Microsoft Excel, Budgets, Leadership Development, Social Media Marketing, Strategic Partnerships, Entrepreneurship, Team Leadership, Executive Calendar..., Awesomeness, Administrative...
Education
University of Virginia 1991 — 1993
MEd, Exercise Physiology
Cedarville University 1987 — 1991
BA, Sports Medicine
Wheaton Academy 1983 — 1987
Diploma
Tony Trevino's Wells Fargo Securities Experience September 2010 - August 2012
Job Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2014 - Present
Century Park Capital Partners July 2012 - August 2014
Wells Fargo Securities September 2010 - August 2012
McGladrey Capital Markets October 2009 - September 2010
McGladrey Capital Markets June 2009 - August 2009
Bainbridge Capital June 2008 - September 2008
Signature Resources Capital Managment June 2007 - September 2007
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Business Valuation, Financial Analysis, Due Diligence, Mergers, Investments, Venture Capital, Equities, LBO, Capital Markets, Capital IQ, DCF, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Woodbridge H.S.
The Riverside Company August 2014 - Present
Century Park Capital Partners July 2012 - August 2014
Wells Fargo Securities September 2010 - August 2012
McGladrey Capital Markets October 2009 - September 2010
McGladrey Capital Markets June 2009 - August 2009
Bainbridge Capital June 2008 - September 2008
Signature Resources Capital Managment June 2007 - September 2007
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Business Valuation, Financial Analysis, Due Diligence, Mergers, Investments, Venture Capital, Equities, LBO, Capital Markets, Capital IQ, DCF, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Woodbridge H.S.
James Monigan's Wells Fargo Securities Experience June 2014 - August 2014
Job Corporate Banking Associate at HSBC
Industry Financial Services
Experience
HSBC June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Global Exchange Group June 2011 - August 2013
Global Exchange Group June 2009 - June 2011
Global Exchange Group June 2008 - June 2009
Hobart and William Smith Colleges January 2008 - May 2008
Global Exchange Group June 2007 - August 2007
Skills
PLSQL, SQL, R, Matlab, Microsoft Excel, PL/SQL, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics and Quantitative Analysis
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, Mathematics
Central European University 2007 — 2007
Study Abroad, Political Science and Government
The Hun School
HSBC June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Global Exchange Group June 2011 - August 2013
Global Exchange Group June 2009 - June 2011
Global Exchange Group June 2008 - June 2009
Hobart and William Smith Colleges January 2008 - May 2008
Global Exchange Group June 2007 - August 2007
Skills
PLSQL, SQL, R, Matlab, Microsoft Excel, PL/SQL, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics and Quantitative Analysis
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, Mathematics
Central European University 2007 — 2007
Study Abroad, Political Science and Government
The Hun School
Chris DiMarco, CFA's Wells Fargo Securities Experience March 2014 - Present
Job NonAgency RMBS Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities May 2013 - February 2014
Autonomous Research LLP September 2012 - March 2013
Markit August 2007 - September 2012
Skills
Structured Products, Securitization, Structured Finance, Derivatives, Fixed Income, Interest Rate..., Credit Derivatives, Financial Modeling, Capital Markets, Bloomberg, Bonds, Hedge Funds
Education
Bucknell University 2003 — 2007
syracuse hong kong
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities May 2013 - February 2014
Autonomous Research LLP September 2012 - March 2013
Markit August 2007 - September 2012
Skills
Structured Products, Securitization, Structured Finance, Derivatives, Fixed Income, Interest Rate..., Credit Derivatives, Financial Modeling, Capital Markets, Bloomberg, Bonds, Hedge Funds
Education
Bucknell University 2003 — 2007
syracuse hong kong
Cindy Metts's Wells Fargo Securities Experience 1994 - September 1996
Job Operations Manager at Frank Financial Advisors
Industry Financial Services
Experience
Frank Financial Advisors February 2006 - Present
Charles Schwab October 1996 - December 2004
Wells Fargo Securities 1994 - September 1996
HomeFed - GreatWest Securities 1992 - 1994
Dean Witter 1988 - 1992
Education
California State University-Long Beach 1980 — 1982
Bachelor of Science, Dietetics
Frank Financial Advisors February 2006 - Present
Charles Schwab October 1996 - December 2004
Wells Fargo Securities 1994 - September 1996
HomeFed - GreatWest Securities 1992 - 1994
Dean Witter 1988 - 1992
Education
California State University-Long Beach 1980 — 1982
Bachelor of Science, Dietetics
Brian Tiemens's Wells Fargo Securities Experience October 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2014 - Present
Wells Fargo Securities May 2006 - October 2014
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Credit Analysis, Corporate Finance, Credit, Microsoft Excel, Fixed Income, Capital Markets, High Yield
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Dual major in Finance and Accounting, minor in Economics
Wells Fargo Securities October 2014 - Present
Wells Fargo Securities May 2006 - October 2014
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Credit Analysis, Corporate Finance, Credit, Microsoft Excel, Fixed Income, Capital Markets, High Yield
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Dual major in Finance and Accounting, minor in Economics
Brian Oosterman's Wells Fargo Securities Experience November 2011 - Present
Job Investment Banking Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2011 - Present
Bank of America Merrill Lynch June 2009 - October 2011
Lockheed Martin February 2008 - July 2008
Force Engineers, II Marine Expeditionary Force May 2005 - July 2007
Naval Facilities Engineering Command, Mediterranean July 2003 - May 2005
Naval Mobile Construction Batallion 133 June 2000 - December 2002
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Stanford University 2007 — 2008
MS, Construction and Engineering Management
Defense Language Institute 2003 — 2003
AA, Spanish
Carnegie Mellon University 1996 — 2000
BS, Electrical and Computer Engineering
Thomas Jefferson High School for Science and Technology 1992 — 1996
N/A
Wells Fargo Securities November 2011 - Present
Bank of America Merrill Lynch June 2009 - October 2011
Lockheed Martin February 2008 - July 2008
Force Engineers, II Marine Expeditionary Force May 2005 - July 2007
Naval Facilities Engineering Command, Mediterranean July 2003 - May 2005
Naval Mobile Construction Batallion 133 June 2000 - December 2002
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Stanford University 2007 — 2008
MS, Construction and Engineering Management
Defense Language Institute 2003 — 2003
AA, Spanish
Carnegie Mellon University 1996 — 2000
BS, Electrical and Computer Engineering
Thomas Jefferson High School for Science and Technology 1992 — 1996
N/A
Robert McAleer's Wells Fargo Securities Experience June 2009 - November 2010
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2011 - Present
Wells Fargo Securities June 2009 - November 2010
Skills
Valuation, Capital Markets, Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Equity Research, Series 7, Alternative Investments, Securities, Series 63, Private Equity, Trading Systems, Equity Trading
Education
Bucknell University 1990 — 1994
UBS Investment Bank January 2011 - Present
Wells Fargo Securities June 2009 - November 2010
Skills
Valuation, Capital Markets, Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Equity Research, Series 7, Alternative Investments, Securities, Series 63, Private Equity, Trading Systems, Equity Trading
Education
Bucknell University 1990 — 1994
Sameer Bakare's Wells Fargo Securities Experience November 2011 - Present
Job Capital Markets Lead Application Systems Engineer (Calypso SME), Asst. VP at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities November 2011 - Present
Waltech Inc May 2011 - November 2011
Federal Home Loan Bank of San Francisco September 2010 - September 2011
Waltech Inc July 2004 - May 2011
Wells Fargo Bank April 2008 - September 2010
Countrywide Securities Corporation July 2004 - March 2008
Cummins Inc. February 2003 - July 2004
KPIT Cummins September 2000 - July 2004
Sungrace Computers June 1999 - August 2000
Sutra Systems India Pvt. Ltd. June 1998 - June 1999
Skills
Business Analysis, Application Architecture, Agile Methodologies, Calypso, SQL, SDLC, Java, Microsoft SQL Server, XML, Derivatives, C#, SOA, Integration, Software Project..., Requirements Analysis, Java Enterprise Edition, Fixed Income, Software Development, CRM, Product Management, Product Development, Sybase, Market Data, Interest Rate..., Trading, Equities, Back Office, Oracle, Bloomberg, Bonds, Credit Derivatives, Swaps, Web Services, Middle Office, Risk Management, Commodity, Financial Risk, Scrum, Quantitative Analytics, Trading Systems, Financial Services, Requirements Gathering, Analysis, Capital Markets, Investment Banking, Market Risk
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA
California State University-Los Angeles 2006 — 2007
Certificate in Business Management
Pune Institute of Computer Technology 1994 — 1998
Bachelor of Engineering
Wells Fargo Securities November 2011 - Present
Waltech Inc May 2011 - November 2011
Federal Home Loan Bank of San Francisco September 2010 - September 2011
Waltech Inc July 2004 - May 2011
Wells Fargo Bank April 2008 - September 2010
Countrywide Securities Corporation July 2004 - March 2008
Cummins Inc. February 2003 - July 2004
KPIT Cummins September 2000 - July 2004
Sungrace Computers June 1999 - August 2000
Sutra Systems India Pvt. Ltd. June 1998 - June 1999
Skills
Business Analysis, Application Architecture, Agile Methodologies, Calypso, SQL, SDLC, Java, Microsoft SQL Server, XML, Derivatives, C#, SOA, Integration, Software Project..., Requirements Analysis, Java Enterprise Edition, Fixed Income, Software Development, CRM, Product Management, Product Development, Sybase, Market Data, Interest Rate..., Trading, Equities, Back Office, Oracle, Bloomberg, Bonds, Credit Derivatives, Swaps, Web Services, Middle Office, Risk Management, Commodity, Financial Risk, Scrum, Quantitative Analytics, Trading Systems, Financial Services, Requirements Gathering, Analysis, Capital Markets, Investment Banking, Market Risk
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA
California State University-Los Angeles 2006 — 2007
Certificate in Business Management
Pune Institute of Computer Technology 1994 — 1998
Bachelor of Engineering
Piero Siveroni's Wells Fargo Securities Experience May 2012 - Present
Job Director Institutional Fixed Income Sales and Trading Latam Markets at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Bank of America April 2005 - April 2008
Bank of America 2004 - 2008
Fleet Bank 2002 - 2004
Skills
Options, Derivatives, Fixed Income, Trading, Currency, FX Options, Bonds
Education
Hult International Business School 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2000 — 2002
Master of Business Administration (MBA), Business / Finance
Universidad de Lima
Bachelor of Science (BS), Industrial Engineering
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Bank of America April 2005 - April 2008
Bank of America 2004 - 2008
Fleet Bank 2002 - 2004
Skills
Options, Derivatives, Fixed Income, Trading, Currency, FX Options, Bonds
Education
Hult International Business School 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2000 — 2002
Master of Business Administration (MBA), Business / Finance
Universidad de Lima
Bachelor of Science (BS), Industrial Engineering
Michael Tobitsch's Wells Fargo Securities Experience May 2007 - April 2010
Job Mergers & Acquisitions / Corporate Development at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. May 2010 - Present
Wells Fargo Securities May 2007 - April 2010
Skills
Mergers & Acquisitions, Investments, New Business Development, Joint Ventures, Business Strategy, Valuation, Negotiation, Financial Statement..., Due Diligence
Education
Boston University Questrom School of Business 2003 — 2007
Finance & Accounting
Marsh & McLennan Companies, Inc. May 2010 - Present
Wells Fargo Securities May 2007 - April 2010
Skills
Mergers & Acquisitions, Investments, New Business Development, Joint Ventures, Business Strategy, Valuation, Negotiation, Financial Statement..., Due Diligence
Education
Boston University Questrom School of Business 2003 — 2007
Finance & Accounting
Pedro Dominguez's Wells Fargo Securities Experience May 2012 - August 2014
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Yi Yang's Wells Fargo Securities Experience May 2014 - August 2014
Job MBA, Ross School of Business
Industry Management Consulting
Experience
Sugha Vazhvu Healthcare January 2015 - April 2015
Wells Fargo Securities May 2014 - August 2014
Uwezo East Africa March 2014 - May 2014
Bridgewater Associates September 2011 - May 2013
Bridgewater Associates September 2009 - September 2011
Frick Capital March 2009 - May 2009
Private Startup September 2008 - December 2008
The Abernathy MacGregor Group June 2008 - August 2008
Resolve Technology January 2007 - April 2007
Skills
Competitive Analysis, CRM, Financial Analysis, Management, Marketing, Strategic Planning, Process Improvement, Analysis, Product Management, Sales, Strategy, Hedge Funds, Valuation, Training, Investments, Financial Modeling
Education
University of Michigan Business School 2013 — 2015
Master of Business Administration (MBA)
Boston University 2005 — 2009
Bachelor's, Finance and Marketing
Boston University Questrom School of Business 2005 — 2009
Bachelor's, Finance, Marketing
Sugha Vazhvu Healthcare January 2015 - April 2015
Wells Fargo Securities May 2014 - August 2014
Uwezo East Africa March 2014 - May 2014
Bridgewater Associates September 2011 - May 2013
Bridgewater Associates September 2009 - September 2011
Frick Capital March 2009 - May 2009
Private Startup September 2008 - December 2008
The Abernathy MacGregor Group June 2008 - August 2008
Resolve Technology January 2007 - April 2007
Skills
Competitive Analysis, CRM, Financial Analysis, Management, Marketing, Strategic Planning, Process Improvement, Analysis, Product Management, Sales, Strategy, Hedge Funds, Valuation, Training, Investments, Financial Modeling
Education
University of Michigan Business School 2013 — 2015
Master of Business Administration (MBA)
Boston University 2005 — 2009
Bachelor's, Finance and Marketing
Boston University Questrom School of Business 2005 — 2009
Bachelor's, Finance, Marketing
Trent Sisson's Wells Fargo Securities Experience June 2008 - August 2010
Job Strategy and Reporting, Sales Finance at PepsiCo
Industry Food & Beverages
Experience
PepsiCo July 2015 - Present
Kisi May 2015 - July 2015
PepsiCo June 2014 - August 2014
KRG Capital August 2010 - July 2013
Wells Fargo Securities June 2008 - August 2010
Skills
Private Equity, Valuation, Financial Modeling, Capital Markets, Investments, Investment Banking, Financial Structuring, Corporate Finance, Strategy, Due Diligence, Leveraged Finance, Financial Analysis, Portfolio Management, Fixed Income, Mergers, Strategic Financial..., Corporate Development, Mergers & Acquisitions, Credit Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Carnegie Mellon University 2004 — 2008
Bachelor of Science, Finance, GPA: 3.95
PepsiCo July 2015 - Present
Kisi May 2015 - July 2015
PepsiCo June 2014 - August 2014
KRG Capital August 2010 - July 2013
Wells Fargo Securities June 2008 - August 2010
Skills
Private Equity, Valuation, Financial Modeling, Capital Markets, Investments, Investment Banking, Financial Structuring, Corporate Finance, Strategy, Due Diligence, Leveraged Finance, Financial Analysis, Portfolio Management, Fixed Income, Mergers, Strategic Financial..., Corporate Development, Mergers & Acquisitions, Credit Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Carnegie Mellon University 2004 — 2008
Bachelor of Science, Finance, GPA: 3.95
Joe San Pietro's Wells Fargo Securities Experience April 2006 - May 2007
Job Social Data Analytics Strategist
Industry Marketing and Advertising
Experience
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Jason Trapp's Wells Fargo Securities Experience April 2007 - April 2009
Job Chief of Staff GEOINT ISR
Industry Defense & Space
Experience
BAE Systems October 2014 - Present
BAE Systems April 2012 - October 2014
BAE Systems April 2009 - April 2012
Wells Fargo Securities April 2007 - April 2009
Wells Fargo Securities May 2005 - April 2007
BAE Systems May 2003 - May 2005
Skills
Financial Analysis, Financial Modeling, Risk Management, Forecasting, Corporate Finance, Essbase, Strategic Financial..., Mergers, Valuation, Investments, Due Diligence, Process Improvement, Financial Reporting, Program Management, Earned Value Management, Cross-functional Team..., Management, Leadership, Analysis, Proposal Writing, Managerial Finance
Education
Indiana University - Kelley School of Business 2007 — 2009
MScF, Finance
California State University-San Marcos - College of Business Administration 2001 — 2003
BS Business Administration, Finance
Mt Carmel High School
BAE Systems October 2014 - Present
BAE Systems April 2012 - October 2014
BAE Systems April 2009 - April 2012
Wells Fargo Securities April 2007 - April 2009
Wells Fargo Securities May 2005 - April 2007
BAE Systems May 2003 - May 2005
Skills
Financial Analysis, Financial Modeling, Risk Management, Forecasting, Corporate Finance, Essbase, Strategic Financial..., Mergers, Valuation, Investments, Due Diligence, Process Improvement, Financial Reporting, Program Management, Earned Value Management, Cross-functional Team..., Management, Leadership, Analysis, Proposal Writing, Managerial Finance
Education
Indiana University - Kelley School of Business 2007 — 2009
MScF, Finance
California State University-San Marcos - College of Business Administration 2001 — 2003
BS Business Administration, Finance
Mt Carmel High School
Darren Esser's Wells Fargo Securities Experience 2005 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2005 - Present
Standard & Poor's 2001 - 2005
GE Capital Real Estate 2000 - 2001
Jones Day 2000 - 2000
Thacher Proffitt & Wood 1996 - 2000
Skills
Structured Finance, CMBS, CDO, Financial Structuring, Syndications, Structured Products, Capital Markets, ABS, Commercial Real Estate, Fixed Income, Debt, Derivatives, Investment Banking, Securitization, CRE CLOs, Sales and Trading, Repo, Mortgage Servicing..., Tax Liens
Education
Brooklyn Law School 1991 — 1994
JD
University of Maryland College Park 1987 — 1991
BA, Political Science
Forest Hills High School 1984 — 1987
Wells Fargo Securities 2005 - Present
Standard & Poor's 2001 - 2005
GE Capital Real Estate 2000 - 2001
Jones Day 2000 - 2000
Thacher Proffitt & Wood 1996 - 2000
Skills
Structured Finance, CMBS, CDO, Financial Structuring, Syndications, Structured Products, Capital Markets, ABS, Commercial Real Estate, Fixed Income, Debt, Derivatives, Investment Banking, Securitization, CRE CLOs, Sales and Trading, Repo, Mortgage Servicing..., Tax Liens
Education
Brooklyn Law School 1991 — 1994
JD
University of Maryland College Park 1987 — 1991
BA, Political Science
Forest Hills High School 1984 — 1987
Yezdan Badrakhan's Wells Fargo Securities Experience June 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Guggenheim Partners September 2009 - June 2015
Deutsche Bank June 2008 - September 2008
Skills
Fixed Income, Trading, Economics, Bloomberg, Risk Management, Financial Modeling, Structured Products, Fixed Asset Management, Portfolio Management, Alternative Investments, Capital Markets
Education
California Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Biology, Business Economics & Management
University College London, U. of London 2008 — 2008
Study Abroad, Biochemistry
Wells Fargo Securities June 2015 - Present
Guggenheim Partners September 2009 - June 2015
Deutsche Bank June 2008 - September 2008
Skills
Fixed Income, Trading, Economics, Bloomberg, Risk Management, Financial Modeling, Structured Products, Fixed Asset Management, Portfolio Management, Alternative Investments, Capital Markets
Education
California Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Biology, Business Economics & Management
University College London, U. of London 2008 — 2008
Study Abroad, Biochemistry
Doug Sleeper's Wells Fargo Securities Experience 1984 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 1984 - Present
Education
Boston College 1980 — 1984
BS, Finance
Wells Fargo Securities 1984 - Present
Education
Boston College 1980 — 1984
BS, Finance
Scott Lautz's Wells Fargo Securities Experience 2005 - July 2011
Job Director Investment Services at TIAACREF
Industry Capital Markets
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF July 2011 - Present
Wells Fargo Securities 2005 - July 2011
Citigroup August 2003 - May 2005
Skills
Series 7, Series 24, Series 63, Fixed Income, Investments, Capital Markets, Securities, Banking, Trading, Equities, Risk Management, Financial Services, Portfolio Management
Education
Central Connecticut State University 1989 — 1993
Bachelors of Science, Finance
TIAA-CREF September 2012 - Present
TIAA-CREF July 2011 - Present
Wells Fargo Securities 2005 - July 2011
Citigroup August 2003 - May 2005
Skills
Series 7, Series 24, Series 63, Fixed Income, Investments, Capital Markets, Securities, Banking, Trading, Equities, Risk Management, Financial Services, Portfolio Management
Education
Central Connecticut State University 1989 — 1993
Bachelors of Science, Finance
Karin McGuire's Wells Fargo Securities Experience July 2014 - Present
Job Senior Recruiting Consultant Wells Fargo Securities
Industry Staffing and Recruiting
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo August 2012 - June 2014
SunTrust Bank June 2010 - August 2012
Wachovia Bank June 2007 - September 2008
Wachovia, A Wells Fargo Company May 2003 - June 2007
Bank of America August 2002 - May 2003
Robert Half International July 1997 - August 2002
Skills
Direct Recruiting, Commercial Banking, Business Banking, Recruiting, Leadership, Strategic Sourcing, Banking, Talent Acquisition, Relationship Management, Talent Management, Sourcing, Applicant Tracking..., Project Management, Community Banking, Wholesale Banking, Onboarding, Full-life Cycle..., Strategic Consulting, Internet Recruiting, Strategy, Management, Training, Interviews, Human Resources
Education
Canisius College 1991 — 1994
BS, Accounting
State University of New York College at Buffalo 1986 — 1988
Accounting
Wells Fargo Securities July 2014 - Present
Wells Fargo August 2012 - June 2014
SunTrust Bank June 2010 - August 2012
Wachovia Bank June 2007 - September 2008
Wachovia, A Wells Fargo Company May 2003 - June 2007
Bank of America August 2002 - May 2003
Robert Half International July 1997 - August 2002
Skills
Direct Recruiting, Commercial Banking, Business Banking, Recruiting, Leadership, Strategic Sourcing, Banking, Talent Acquisition, Relationship Management, Talent Management, Sourcing, Applicant Tracking..., Project Management, Community Banking, Wholesale Banking, Onboarding, Full-life Cycle..., Strategic Consulting, Internet Recruiting, Strategy, Management, Training, Interviews, Human Resources
Education
Canisius College 1991 — 1994
BS, Accounting
State University of New York College at Buffalo 1986 — 1988
Accounting
Bryan Czop's Wells Fargo Securities Experience June 2011 - January 2015
Job Vice President, Wells Fargo Securities, LLC
Industry Real Estate
Experience
Wells Fargo Securities, LLC January 2015 - Present
Wells Fargo Securities June 2011 - January 2015
Wells Fargo Securities June 2008 - August 2011
Skills
Capital Markets, Real Estate Transactions, Contract Negotiation, Valuation, Real Estate Economics, Investment Properties, Property Management, Financial Analysis, Condos, Asset Management, Real Estate Financing, Investments, Real Estate, Loans, Loan Origination
Education
Bucknell University 2004 — 2008
BSBA, Business
Wells Fargo Securities, LLC January 2015 - Present
Wells Fargo Securities June 2011 - January 2015
Wells Fargo Securities June 2008 - August 2011
Skills
Capital Markets, Real Estate Transactions, Contract Negotiation, Valuation, Real Estate Economics, Investment Properties, Property Management, Financial Analysis, Condos, Asset Management, Real Estate Financing, Investments, Real Estate, Loans, Loan Origination
Education
Bucknell University 2004 — 2008
BSBA, Business
Jason Hafener's Wells Fargo Securities Experience 2003 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2003 - Present
Arthur Andersen January 1999 - June 2001
Education
Brigham Young University 1993 — 1998
BS, Accounting
Wells Fargo Securities 2003 - Present
Arthur Andersen January 1999 - June 2001
Education
Brigham Young University 1993 — 1998
BS, Accounting
Aviad Haimi-Cohen, CFA's Wells Fargo Securities Experience December 2012 - June 2014
Job Corporate Banking at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo Securities December 2012 - June 2014
Cambridge Associates March 2010 - November 2012
Pritchard Capital Partners June 2009 - February 2010
Fox Entertainment Group January 2009 - May 2009
RISD Museum June 2008 - August 2008
Skills
Financial Modeling, Investments, Hedge Funds, Due Diligence, Research, Microsoft Excel, Private Equity, Valuation, Portfolio Management, Asset Managment, PowerPoint, Financial Analysis, Risk Management, Economics, Credit Analysis, Alternative Investments, Management Consulting, Investment Banking
Education
Brown University 2005 — 2009
B.A., Religious Studies & Architectural Studies, magna cum laude
Wells Fargo May 2015 - Present
Wells Fargo Securities December 2012 - June 2014
Cambridge Associates March 2010 - November 2012
Pritchard Capital Partners June 2009 - February 2010
Fox Entertainment Group January 2009 - May 2009
RISD Museum June 2008 - August 2008
Skills
Financial Modeling, Investments, Hedge Funds, Due Diligence, Research, Microsoft Excel, Private Equity, Valuation, Portfolio Management, Asset Managment, PowerPoint, Financial Analysis, Risk Management, Economics, Credit Analysis, Alternative Investments, Management Consulting, Investment Banking
Education
Brown University 2005 — 2009
B.A., Religious Studies & Architectural Studies, magna cum laude
Ari Kavour's Wells Fargo Securities Experience May 2012 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2012 - Present
Morgan Stanley October 2009 - March 2012
Merrill Lynch April 2005 - May 2009
Goldman Sachs 1994 - 2005
Skills
Fixed Income, Capital Markets, Counterparty Risk, Investment Banking, Bonds, Interest Rate..., Equities, Hedge Funds, Derivatives, Structured Products, Bloomberg, MBS, Trading, Series 7, Credit Derivatives, Securities, Securitization, Alternative Investments, Swaps, Structured Finance, Options, ABS, CDS, High Yield, Equity Derivatives, CDO, CMBS, Financial Structuring, Middle Office, Hedging
Education
Stanford University 1993 — 1994
M. Sc., Engineering Economic Systems
Brown University 1989 — 1993
Sc. B. & B.A, Computer Science & Economics
Athens College 1981 — 1989
High School Diploma focused on Mathematics, High School/Secondary Diplomas and Certificates
Wells Fargo Securities May 2012 - Present
Morgan Stanley October 2009 - March 2012
Merrill Lynch April 2005 - May 2009
Goldman Sachs 1994 - 2005
Skills
Fixed Income, Capital Markets, Counterparty Risk, Investment Banking, Bonds, Interest Rate..., Equities, Hedge Funds, Derivatives, Structured Products, Bloomberg, MBS, Trading, Series 7, Credit Derivatives, Securities, Securitization, Alternative Investments, Swaps, Structured Finance, Options, ABS, CDS, High Yield, Equity Derivatives, CDO, CMBS, Financial Structuring, Middle Office, Hedging
Education
Stanford University 1993 — 1994
M. Sc., Engineering Economic Systems
Brown University 1989 — 1993
Sc. B. & B.A, Computer Science & Economics
Athens College 1981 — 1989
High School Diploma focused on Mathematics, High School/Secondary Diplomas and Certificates
Paula Kalandiak, CFA's Wells Fargo Securities Experience August 2000 - March 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2014 - Present
Wedbush Securities January 2010 - June 2014
ICR April 2008 - November 2008
First Albany Capital October 2006 - January 2008
Roth Capital Partners March 2004 - September 2006
Wells Fargo Securities August 2000 - March 2004
Skills
Finance, Investments, Equities, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Brown University 1986 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Advisors, LLC June 2014 - Present
Wedbush Securities January 2010 - June 2014
ICR April 2008 - November 2008
First Albany Capital October 2006 - January 2008
Roth Capital Partners March 2004 - September 2006
Wells Fargo Securities August 2000 - March 2004
Skills
Finance, Investments, Equities, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Brown University 1986 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Jonathan Michael Stevens's Wells Fargo Securities Experience June 2011 - August 2014
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Higher Education
Experience
Franklin Templeton Investments June 2015 - Present
Wells Fargo Securities June 2011 - August 2014
Brigham Young University April 2010 - April 2011
Brigham Young University September 2009 - April 2010
Skills
Financial Modeling, Legal Documents, Due Diligence, Bloomberg Terminal, DBC Finance, Capital Markets, Finance, Data Analysis, Economics, Valuation, Analysis, Leadership, Credit, Equity Research, Asset Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Accounting
Brigham Young University 2004 — 2011
B.S., Double Major in Economics and Mathematics, Cumulative GPA: 3.68/4.0
Franklin Templeton Investments June 2015 - Present
Wells Fargo Securities June 2011 - August 2014
Brigham Young University April 2010 - April 2011
Brigham Young University September 2009 - April 2010
Skills
Financial Modeling, Legal Documents, Due Diligence, Bloomberg Terminal, DBC Finance, Capital Markets, Finance, Data Analysis, Economics, Valuation, Analysis, Leadership, Credit, Equity Research, Asset Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Accounting
Brigham Young University 2004 — 2011
B.S., Double Major in Economics and Mathematics, Cumulative GPA: 3.68/4.0
James Barker's Wells Fargo Securities Experience July 2015 - Present
Job Associate
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2012 - June 2015
PricewaterhouseCoopers July 2011 - June 2012
Sustain Haiti January 2010 - July 2010
Education
Brigham Young University 2004 — 2010
B.S., Accounting
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2012 - June 2015
PricewaterhouseCoopers July 2011 - June 2012
Sustain Haiti January 2010 - July 2010
Education
Brigham Young University 2004 — 2010
B.S., Accounting
Rajkumar Arumugham's Wells Fargo Securities Experience April 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
UBS Investment Bank September 2007 - April 2015
Citigroup March 2006 - September 2007
Bank of America June 2003 - April 2006
Headstrong June 2003 - April 2006
Skills
Trading Systems, Fixed Income, Business Analysis, Derivatives, Investment Banking
Education
Carnegie Mellon University 2001 — 2003
MS, Computational Finance
Indian Institute of Management, Lucknow 1996 — 1998
PGDM, Finance
Indian Institute of Technology, Madras 1990 — 1994
B. Tech, Electronics & Communications
Wells Fargo Securities April 2015 - Present
UBS Investment Bank September 2007 - April 2015
Citigroup March 2006 - September 2007
Bank of America June 2003 - April 2006
Headstrong June 2003 - April 2006
Skills
Trading Systems, Fixed Income, Business Analysis, Derivatives, Investment Banking
Education
Carnegie Mellon University 2001 — 2003
MS, Computational Finance
Indian Institute of Management, Lucknow 1996 — 1998
PGDM, Finance
Indian Institute of Technology, Madras 1990 — 1994
B. Tech, Electronics & Communications
Tim Monnin's Wells Fargo Securities Experience January 1999 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 1999 - Present
Wells Fargo Securities 1999 - 2010
Education
Brown University 1982 — 1986
BA, History and Organizational Behavior & Management
Wells Fargo Securities January 1999 - Present
Wells Fargo Securities 1999 - 2010
Education
Brown University 1982 — 1986
BA, History and Organizational Behavior & Management
Jared Procuniar's Wells Fargo Securities Experience July 2013 - Present
Job Associate at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities January 2010 - July 2013
vSpring Capital May 2009 - December 2009
Education
Brigham Young University 2006 — 2009
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities January 2010 - July 2013
vSpring Capital May 2009 - December 2009
Education
Brigham Young University 2006 — 2009
Britt Chapman's Wells Fargo Securities Experience July 2011 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2011 - Present
Wells Fargo Securities June 2010 - August 2010
Morgan Stanley Investment Management September 2008 - August 2009
Deloitte June 2005 - August 2008
Skills
Financial Analysis, Investment Banking, Financial Modeling, Data Analysis, Analysis, Business Strategy, Valuation, Corporate Finance, Finance, Strategy
Education
Brigham Young University 2009 — 2011
Master of Business Administration, Finance
Brigham Young University 2000 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
Wells Fargo Securities July 2011 - Present
Wells Fargo Securities June 2010 - August 2010
Morgan Stanley Investment Management September 2008 - August 2009
Deloitte June 2005 - August 2008
Skills
Financial Analysis, Investment Banking, Financial Modeling, Data Analysis, Analysis, Business Strategy, Valuation, Corporate Finance, Finance, Strategy
Education
Brigham Young University 2009 — 2011
Master of Business Administration, Finance
Brigham Young University 2000 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
Don Koncsol's Wells Fargo Securities Experience May 2001 - September 2011
Job Selfemployed Entrepreneur at Home
Industry Medical Devices
Experience
Home June 2012 - Present
Wells Fargo Securities May 2001 - September 2011
Skills
Bank Operations, DTC, Settlements, Securities, Reconciliation, Settlement, Account Reconciliation, Bloomberg, Bonds
Education
Anoka Technical College 2009 — 2012
IT, Network Analyst
North Hennepin Community College 1997 — 2001
Accounting, Accounting
Brown College 1996 — 1997
Broadcasting, Radio and Television broadcasting, ad writing
Home June 2012 - Present
Wells Fargo Securities May 2001 - September 2011
Skills
Bank Operations, DTC, Settlements, Securities, Reconciliation, Settlement, Account Reconciliation, Bloomberg, Bonds
Education
Anoka Technical College 2009 — 2012
IT, Network Analyst
North Hennepin Community College 1997 — 2001
Accounting, Accounting
Brown College 1996 — 1997
Broadcasting, Radio and Television broadcasting, ad writing
Ray Obermeier's Wells Fargo Securities Experience 1994 - 1996
Job Compliance Specialist at Gateway One Lending & Finance
Industry Banking
Experience
Gateway One Lending & Finance 2013 - Present
washington mutual 2003 - 2007
WM Financial Services(Washington Mutual Investment Division) 1996 - 2003
Wells Fargo Securities 1994 - 1996
Wells Fargo Bank, Commercial Banking 1990 - 1994
Skills
Loans, Banking, Mortgage Lending, Credit, Risk Management, Mortgage Banking, AML, Securities, Financial Services, Investments, Mutual Funds, Asset Management, Series 63, Series 7, Financial Analysis, Real Estate, Process Improvement, Commercial Banking
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Finance, General
Gateway One Lending & Finance 2013 - Present
washington mutual 2003 - 2007
WM Financial Services(Washington Mutual Investment Division) 1996 - 2003
Wells Fargo Securities 1994 - 1996
Wells Fargo Bank, Commercial Banking 1990 - 1994
Skills
Loans, Banking, Mortgage Lending, Credit, Risk Management, Mortgage Banking, AML, Securities, Financial Services, Investments, Mutual Funds, Asset Management, Series 63, Series 7, Financial Analysis, Real Estate, Process Improvement, Commercial Banking
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Finance, General
Lara Castleton's Wells Fargo Securities Experience June 2012 - Present
Job Public Finance Investment Banking Associate
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Skills
Spanish, PowerPoint, Microsoft Word, Financial Modeling, Outlook, Bloomberg, Microsoft Excel, Research, Investment Banking, Finance, Microsoft Office, Bonds, Time Management, Fixed Income
Education
Boston College 2006 — 2010
B.A.
University of Granada
Wells Fargo Securities June 2012 - Present
Skills
Spanish, PowerPoint, Microsoft Word, Financial Modeling, Outlook, Bloomberg, Microsoft Excel, Research, Investment Banking, Finance, Microsoft Office, Bonds, Time Management, Fixed Income
Education
Boston College 2006 — 2010
B.A.
University of Granada
Andrew Jesionowski's Wells Fargo Securities Experience July 2013 - May 2015
Job Investment Banking Associate at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Wells Fargo Securities June 2012 - August 2012
Schneider Downs Corporate Finance July 2010 - July 2011
Schneider Downs Corporate Finance January 2007 - June 2010
Skills
Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Pittsburgh 2002 — 2006
BSBA, Finance and Accounting
Deutsche Bank Securities May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Wells Fargo Securities June 2012 - August 2012
Schneider Downs Corporate Finance July 2010 - July 2011
Schneider Downs Corporate Finance January 2007 - June 2010
Skills
Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Pittsburgh 2002 — 2006
BSBA, Finance and Accounting
Jerry Genser's Wells Fargo Securities Experience June 2011 - July 2011
Job Consulting Associate at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates July 2012 - Present
Charles River Associates July 2012 - Present
Getz Multimedia Lab August 2010 - May 2012
Brandeis Television September 2009 - May 2012
Wells Fargo Securities June 2011 - July 2011
Circumference Group January 2011 - January 2011
Skills
Financial Modeling, Stata, Economics, Investment Banking, Market Research, Research, SAS programming, LiveNote, Policy Analysis, Summation iBlaze, Python, pandas, Shiny, Ubuntu, Amazon EC2, CSS, HTML, Linux
Education
Brandeis University 2009 — 2012
Bachelor of Arts Magna Cum Laude, Economics
Charles River Associates July 2012 - Present
Charles River Associates July 2012 - Present
Getz Multimedia Lab August 2010 - May 2012
Brandeis Television September 2009 - May 2012
Wells Fargo Securities June 2011 - July 2011
Circumference Group January 2011 - January 2011
Skills
Financial Modeling, Stata, Economics, Investment Banking, Market Research, Research, SAS programming, LiveNote, Policy Analysis, Summation iBlaze, Python, pandas, Shiny, Ubuntu, Amazon EC2, CSS, HTML, Linux
Education
Brandeis University 2009 — 2012
Bachelor of Arts Magna Cum Laude, Economics
Adam Rudiger, CFA's Wells Fargo Securities Experience March 2011 - Present
Job Senior Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities April 2007 - February 2011
CIBC World Markets April 2000 - October 2005
FleetBoston Robertson Stephens, Inc. 1998 - 2000
Fidelity Investments, Inc. 1997 - 1998
Skills
Equities, Equity Research, Industry Analysis, Fundamental Research, Equity Valuation, Portfolio Management, Investments, Asset Management
Education
Bowdoin College 1993 — 1997
A.B., Economics, Environmental Studies, Cum Laude
Brunswick School 1988 — 1993
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities April 2007 - February 2011
CIBC World Markets April 2000 - October 2005
FleetBoston Robertson Stephens, Inc. 1998 - 2000
Fidelity Investments, Inc. 1997 - 1998
Skills
Equities, Equity Research, Industry Analysis, Fundamental Research, Equity Valuation, Portfolio Management, Investments, Asset Management
Education
Bowdoin College 1993 — 1997
A.B., Economics, Environmental Studies, Cum Laude
Brunswick School 1988 — 1993
Sergei Ageev's Wells Fargo Securities Experience November 2013 - September 2014
Job Sr. Audit Manager at HSBC
Industry
Experience
HSBC September 2014 - Present
Wells Fargo Securities November 2013 - September 2014
Deutsche Bank Securities September 2003 - November 2013
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Valuation, Financial Risk, Risk Management, Financial Modeling, Hedge Funds
Education
McGill University 1992 — 1997
Doctor of Philosophy (PhD), Physics
Carnegie Mellon University - Tepper School of Business
Carnegie Mellon University - Tepper School of Business
HSBC September 2014 - Present
Wells Fargo Securities November 2013 - September 2014
Deutsche Bank Securities September 2003 - November 2013
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Valuation, Financial Risk, Risk Management, Financial Modeling, Hedge Funds
Education
McGill University 1992 — 1997
Doctor of Philosophy (PhD), Physics
Carnegie Mellon University - Tepper School of Business
Carnegie Mellon University - Tepper School of Business
Patrick Mellea's Wells Fargo Securities Experience June 2014 - July 2015
Job Corporate Development at IPG
Industry Investment Banking
Experience
IPG July 2015 - Present
Wells Fargo Securities June 2014 - July 2015
Wells Fargo Securities November 2010 - June 2014
Spire Capital Partners May 2009 - October 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Private Equity, Finance, Financial Analysis, Capital Markets, Microsoft Excel
Education
Villanova University 2008 — 2009
Master’s Degree, Finance
Boston College 2004 — 2008
Bachelor’s Degree, Business Management with Concentration in Finance
Saint Peter's Preparatory School 2000 — 2004
High School
IPG July 2015 - Present
Wells Fargo Securities June 2014 - July 2015
Wells Fargo Securities November 2010 - June 2014
Spire Capital Partners May 2009 - October 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Private Equity, Finance, Financial Analysis, Capital Markets, Microsoft Excel
Education
Villanova University 2008 — 2009
Master’s Degree, Finance
Boston College 2004 — 2008
Bachelor’s Degree, Business Management with Concentration in Finance
Saint Peter's Preparatory School 2000 — 2004
High School
Daviion Williams's Wells Fargo Securities Experience June 2013 - December 2013
Job Audio Visual Technician at TRITECH Communications
Industry Information Technology and Services
Experience
TRITECH Communications November 2014 - Present
Wells Fargo Securities June 2013 - December 2013
JPMorgan Chase February 2013 - June 2013
NICE Systems March 2012 - April 2012
Bluewolf 2011 - 2012
Watchers International October 2011 - December 2011
SourceMedia February 2007 - April 2011
Sourcemedia February 2007 - April 2011
New York Law School November 2006 - January 2007
Wachovia Securities August 2006 - October 2006
Skills
Telecommunications, Troubleshooting, Software Implementation, Information Technology, Laptops, Active Directory, Cisco Technologies, DHCP, DNS, Data Center, Hardware, Help Desk Support, LAN-WAN, VPN, Project Management
Education
Borough of Manhattan Community College
CCNP
CUNY Bronx Community College
Swedish institute
TRITECH Communications November 2014 - Present
Wells Fargo Securities June 2013 - December 2013
JPMorgan Chase February 2013 - June 2013
NICE Systems March 2012 - April 2012
Bluewolf 2011 - 2012
Watchers International October 2011 - December 2011
SourceMedia February 2007 - April 2011
Sourcemedia February 2007 - April 2011
New York Law School November 2006 - January 2007
Wachovia Securities August 2006 - October 2006
Skills
Telecommunications, Troubleshooting, Software Implementation, Information Technology, Laptops, Active Directory, Cisco Technologies, DHCP, DNS, Data Center, Hardware, Help Desk Support, LAN-WAN, VPN, Project Management
Education
Borough of Manhattan Community College
CCNP
CUNY Bronx Community College
Swedish institute
Matthew Miller, CFA's Wells Fargo Securities Experience March 2013 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Credit Suisse 1996 - 2012
Andersen Consulting (now Accenture) August 1993 - January 1996
Skills
Financial Analysis, Financial Modeling, Financial Structuring, Data Analysis, Data Mining, Data Visualization, Creative Visualization, Portfolio Management, Programming, C++, Java, JavaScript, Adobe Creative Suite, R, Equity Derivatives, Alternative Energy, Python, PHP, Objective-C, C#, SQL
Education
Carnegie Mellon University 1989 — 1993
Bachelor of Science (B.S.), Information and Decision Systems
Wells Fargo Securities March 2013 - Present
Credit Suisse 1996 - 2012
Andersen Consulting (now Accenture) August 1993 - January 1996
Skills
Financial Analysis, Financial Modeling, Financial Structuring, Data Analysis, Data Mining, Data Visualization, Creative Visualization, Portfolio Management, Programming, C++, Java, JavaScript, Adobe Creative Suite, R, Equity Derivatives, Alternative Energy, Python, PHP, Objective-C, C#, SQL
Education
Carnegie Mellon University 1989 — 1993
Bachelor of Science (B.S.), Information and Decision Systems
Jennifer St John's Wells Fargo Securities Experience December 2000 - October 2003
Job QA at Wells Fargo
Industry Computer Software
Experience
Wells Fargo International Group June 2012 - Present
Wells Fargo International Group June 2007 - June 2012
Wells Fargo October 2003 - June 2007
Wells Fargo Securities December 2000 - October 2003
Burger King February 1996 - March 1997
Skills
Quality Center, Test Planning, SDLC, User Acceptance Testing, Requirements Analysis, Software Quality..., Test Cases, Regression Testing, Quality Assurance
Education
Capella University 2004 — 2006
Master of Science (MS), Management and Operations - Information Technology, 3.9
University of Maryland University College 1997 — 2000
Bachelor of Science (BS), Technology and Management
Wells Fargo International Group June 2012 - Present
Wells Fargo International Group June 2007 - June 2012
Wells Fargo October 2003 - June 2007
Wells Fargo Securities December 2000 - October 2003
Burger King February 1996 - March 1997
Skills
Quality Center, Test Planning, SDLC, User Acceptance Testing, Requirements Analysis, Software Quality..., Test Cases, Regression Testing, Quality Assurance
Education
Capella University 2004 — 2006
Master of Science (MS), Management and Operations - Information Technology, 3.9
University of Maryland University College 1997 — 2000
Bachelor of Science (BS), Technology and Management
Dilek Incoglu's Wells Fargo Securities Experience July 2004 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2004 - Present
Wachovia October 2002 - July 2004
Arthur Andersen & Co. August 1998 - August 2000
Skills
Risk Management, Fixed Income, Credi Underwriting, Corporate Credit, Structured Products, Financial Audits, Capital Markets, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Derivatives, Investment Banking, Credit, Credit Analysis
Education
University of North Carolina at Charlotte 2000 — 2002
Master's degree, Finance, General
Bogazici University
Wells Fargo Securities July 2004 - Present
Wachovia October 2002 - July 2004
Arthur Andersen & Co. August 1998 - August 2000
Skills
Risk Management, Fixed Income, Credi Underwriting, Corporate Credit, Structured Products, Financial Audits, Capital Markets, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Derivatives, Investment Banking, Credit, Credit Analysis
Education
University of North Carolina at Charlotte 2000 — 2002
Master's degree, Finance, General
Bogazici University
Edward Kreppein's Wells Fargo Securities Experience April 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2014 - Present
Piper Jaffray July 2012 - March 2014
United States Marine Corps 1993 - 1998
Skills
Investments
Education
Case Western Reserve University 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Northwestern University 1989 — 1993
Bachelor's Degree, History
Wells Fargo Securities April 2014 - Present
Piper Jaffray July 2012 - March 2014
United States Marine Corps 1993 - 1998
Skills
Investments
Education
Case Western Reserve University 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Northwestern University 1989 — 1993
Bachelor's Degree, History
John Levesque's Wells Fargo Securities Experience March 2013 - Present
Job Energy & Power Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities March 2008 - March 2013
Wachovia Securities March 2004 - March 2008
First Union Securities March 2000 - March 2004
First Union Securities April 1997 - March 2000
Sedgwick James September 1995 - March 1997
Education
Bowdoin College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities March 2008 - March 2013
Wachovia Securities March 2004 - March 2008
First Union Securities March 2000 - March 2004
First Union Securities April 1997 - March 2000
Sedgwick James September 1995 - March 1997
Education
Bowdoin College 1991 — 1995
Bachelor of Arts (B.A.), Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial