Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Gilda Lezama Gilda Lezama's Wells Fargo Securities Experience September 2004 - October 2006
Job Paraprofessional at Antioch Unified School District
Industry Law Practice
Experience
Antioch Unified School District August 2011 - Present
Oakland Police Department December 2013 - March 2014
YWCA Sacramento October 2009 - April 2011
Anderson Staffing February 2007 - April 2008
Louis Liberty and Associates November 2006 - January 2007
Wells Fargo Securities September 2004 - October 2006
California Attorney General's Office June 2001 - August 2004
Club Med 1989 - 1991
Skills
Legal Assistance, Legal Documents, Document Review, Digital Dictation, Trial Exhibits, Translation, Notary Public, Wordperfect
Education
Connection World And Asian Health Services 2009 — 2009
Training, Health Care Interpreting
Heald College 1998 — 2000
Associate's Degree, Legal Administrative Assistant/Secretary
College of San Mateo 1991 — 1994
Associate's degree, Sociology
Escuela Panamericana de Hoteleria 1984 — 1987
Associate of Arts (AA), Hotel, Motel, and Restaurant Management
Antioch Unified School District August 2011 - Present
Oakland Police Department December 2013 - March 2014
YWCA Sacramento October 2009 - April 2011
Anderson Staffing February 2007 - April 2008
Louis Liberty and Associates November 2006 - January 2007
Wells Fargo Securities September 2004 - October 2006
California Attorney General's Office June 2001 - August 2004
Club Med 1989 - 1991
Skills
Legal Assistance, Legal Documents, Document Review, Digital Dictation, Trial Exhibits, Translation, Notary Public, Wordperfect
Education
Connection World And Asian Health Services 2009 — 2009
Training, Health Care Interpreting
Heald College 1998 — 2000
Associate's Degree, Legal Administrative Assistant/Secretary
College of San Mateo 1991 — 1994
Associate's degree, Sociology
Escuela Panamericana de Hoteleria 1984 — 1987
Associate of Arts (AA), Hotel, Motel, and Restaurant Management
Joseph Mazzoli, CFA Joseph Mazzoli, CFA's Wells Fargo Securities Experience April 2015 - Present
Job Associate Analyst, Equity Research at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities June 2012 - April 2015
Blackbaud April 2010 - June 2012
UBS January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Revenue Recognition, Cost Models, Reporting & Analysis, Valuation, Leveraged Finance, Investment Banking
Education
College of Charleston 2006 — 2009
Bachelor of Science, Business Administration - Finance
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities June 2012 - April 2015
Blackbaud April 2010 - June 2012
UBS January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Revenue Recognition, Cost Models, Reporting & Analysis, Valuation, Leveraged Finance, Investment Banking
Education
College of Charleston 2006 — 2009
Bachelor of Science, Business Administration - Finance
Adam Salamon Adam Salamon's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Associate Consumer, Healthcare and Gaming Group at Wells Fargo Securities
Industry Higher Education
Experience
Wells Fargo Securities June 2015 - August 2015
Eagle Investment Systems August 2010 - June 2014
State Street Corporation October 2008 - August 2010
Comcast May 2008 - September 2008
Camp Manitou June 2002 - August 2004
Skills
Securities, Valuation, Portfolio Management, Mutual Funds, Financial Modeling, Bloomberg, Equities, Account Reconciliation, FX Options, Investments, Fixed Income, Financial Analysis, Hedge Funds, Asset Management, Capital Markets, Private Equity, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, International Studies with minors in Science, Technology & Society /Anthropology
Universidad de Salamanca 2004 — 2004
Beaver Country Day School 2001 — 2004
Lexington High School 2000 — 2001
Wells Fargo Securities June 2015 - August 2015
Eagle Investment Systems August 2010 - June 2014
State Street Corporation October 2008 - August 2010
Comcast May 2008 - September 2008
Camp Manitou June 2002 - August 2004
Skills
Securities, Valuation, Portfolio Management, Mutual Funds, Financial Modeling, Bloomberg, Equities, Account Reconciliation, FX Options, Investments, Fixed Income, Financial Analysis, Hedge Funds, Asset Management, Capital Markets, Private Equity, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, International Studies with minors in Science, Technology & Society /Anthropology
Universidad de Salamanca 2004 — 2004
Beaver Country Day School 2001 — 2004
Lexington High School 2000 — 2001
Nate Stanley Nate Stanley's Wells Fargo Securities Experience June 2014 - August 2014
Job M&A Summer Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - August 2015
Meritage Midstream Services October 2014 - December 2014
Wells Fargo Securities June 2014 - August 2014
Utah Olympic Park May 2013 - August 2013
Purdue University August 2012 - May 2013
Skills
Valuation, Investment Banking, Electrical Engineering, Microsoft Office, Semiconductors, Financial Analysis, C, Matlab, Digital Circuit Design, Circuit Analysis, FPGA, Engineering Design, Microcontrollers
Education
Colorado School of Mines 2013 — 2015
Bachelor of Science (BS), Electrical Engineering
Purdue University 2012 — 2013
Evercore June 2015 - August 2015
Meritage Midstream Services October 2014 - December 2014
Wells Fargo Securities June 2014 - August 2014
Utah Olympic Park May 2013 - August 2013
Purdue University August 2012 - May 2013
Skills
Valuation, Investment Banking, Electrical Engineering, Microsoft Office, Semiconductors, Financial Analysis, C, Matlab, Digital Circuit Design, Circuit Analysis, FPGA, Engineering Design, Microcontrollers
Education
Colorado School of Mines 2013 — 2015
Bachelor of Science (BS), Electrical Engineering
Purdue University 2012 — 2013
Justin Sautter Justin Sautter's Wells Fargo Securities Experience March 1999 - August 2005
Job Senior Partner/Wealth Advisor at Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management January 2015 - Present
Russell Capital Management November 2013 - Present
Volomite Wealth Management, LLC February 2009 - November 2013
Nollenberger Capital Partners 2005 - 2007
Wells Fargo Securities March 1999 - August 2005
PwC August 1997 - August 1998
Education
Colgate University 1992 — 1996
Bachelor of Arts (B.A.), Economics and International Relations
Deerfield Academy 1987 — 1991
IMCA 2010 — 2010
Certified Private Wealth Advisor, CPWA
Sayre School
Russell Capital Management January 2015 - Present
Russell Capital Management November 2013 - Present
Volomite Wealth Management, LLC February 2009 - November 2013
Nollenberger Capital Partners 2005 - 2007
Wells Fargo Securities March 1999 - August 2005
PwC August 1997 - August 1998
Education
Colgate University 1992 — 1996
Bachelor of Arts (B.A.), Economics and International Relations
Deerfield Academy 1987 — 1991
IMCA 2010 — 2010
Certified Private Wealth Advisor, CPWA
Sayre School
Glenn Milner Glenn Milner's Wells Fargo Securities Experience July 2014 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Lazard Middle Market June 2013 - August 2013
Baltimore City Public Schools 2010 - 2012
General Electric (GE) 2007 - 2009
Skills
Cross-functional Team..., Market Research, New Business Development, Matlab, Unigraphics, Teaching, Business Development, Venture Capital, Venture Financing, Venture Development, Private Equity, Business Strategy, Mechanical Engineering, Youth Leadership, Coaching, Investment Banking, Financial Modeling, Corporate Finance
Education
UNC Kenan-Flagler Business School 2012 — 2014
Clemson University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering
Wells Fargo Securities July 2014 - Present
Lazard Middle Market June 2013 - August 2013
Baltimore City Public Schools 2010 - 2012
General Electric (GE) 2007 - 2009
Skills
Cross-functional Team..., Market Research, New Business Development, Matlab, Unigraphics, Teaching, Business Development, Venture Capital, Venture Financing, Venture Development, Private Equity, Business Strategy, Mechanical Engineering, Youth Leadership, Coaching, Investment Banking, Financial Modeling, Corporate Finance
Education
UNC Kenan-Flagler Business School 2012 — 2014
Clemson University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering
Christopher Cosentino Christopher Cosentino's Wells Fargo Securities Experience March 1998 - August 1999
Job Phone Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Funds Distributor February 2005 - April 2012
Wells Fargo Investments April 2003 - February 2005
Wells Fargo Investments May 2002 - April 2003
Wells Fargo Investments August 1999 - July 2001
Wells Fargo Securities March 1998 - August 1999
Wells Fargo Securities March 1995 - March 1998
Wells Fargo April 1993 - March 1995
American Savings Bank June 1992 - April 1993
Pan Pacific Hotels Group August 1987 - May 1991
Skills
Windows, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Analysis, Securities, Financial Services, Risk Management, Finance
Education
City College of San Francisco
Associate of Science (AS), Hospitality Administration/Management
Westmoor High School
Wells Fargo Funds Distributor February 2005 - April 2012
Wells Fargo Investments April 2003 - February 2005
Wells Fargo Investments May 2002 - April 2003
Wells Fargo Investments August 1999 - July 2001
Wells Fargo Securities March 1998 - August 1999
Wells Fargo Securities March 1995 - March 1998
Wells Fargo April 1993 - March 1995
American Savings Bank June 1992 - April 1993
Pan Pacific Hotels Group August 1987 - May 1991
Skills
Windows, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Analysis, Securities, Financial Services, Risk Management, Finance
Education
City College of San Francisco
Associate of Science (AS), Hospitality Administration/Management
Westmoor High School
Ana Neacsu Ana Neacsu's Wells Fargo Securities Experience June 2015 - Present
Job Analytic Consultant
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
Skills
Statistics, Data Analysis, Probability Theory, Microsoft Excel, LaTeX, JMP, Research, PowerPoint, SPSS, Mathematics, Problem Solving, Microsoft Office, Microsoft Word, Chemistry, Human Physiology, Human Anatomy, Statistical Data..., Stochastic Processes, Statistical Modeling, Science, Qualitative Research, Time Management, Analysis
Education
City University of New York-Hunter College 2011 — 2014
Bachelor's Degree, Statistics, 3.6 overall GPA, 3.7 Major GPA
Nassau Community College 2007 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo Securities June 2015 - Present
Skills
Statistics, Data Analysis, Probability Theory, Microsoft Excel, LaTeX, JMP, Research, PowerPoint, SPSS, Mathematics, Problem Solving, Microsoft Office, Microsoft Word, Chemistry, Human Physiology, Human Anatomy, Statistical Data..., Stochastic Processes, Statistical Modeling, Science, Qualitative Research, Time Management, Analysis
Education
City University of New York-Hunter College 2011 — 2014
Bachelor's Degree, Statistics, 3.6 overall GPA, 3.7 Major GPA
Nassau Community College 2007 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Laura Addington Laura Addington's Wells Fargo Securities Experience September 2009 - September 2010
Job Business Analyst at Ingersoll Rand
Industry Facilities Services
Experience
Ingersoll Rand (Insight Global) March 2015 - Present
Wells Fargo (Apex Systems) April 2014 - March 2015
ISS Facility Services A/S July 2011 - January 2014
Wells Fargo Securities September 2009 - September 2010
Wachovia Bank March 2006 - September 2009
Uptown Christ Covenant Church November 2003 - January 2006
Colfax Corp May 2003 - July 2003
Maersk Inc. (Bridge Terminal Transport) February 2001 - April 2002
Maersk Logistics, Inc. November 1999 - February 2001
Maersk, Inc. (acquired Sea-Land Services, Inc.) January 1999 - November 1999
Skills
SharePoint, Budgets, Management, Process Improvement, Leadership, Troubleshooting, Visio, Strategy, Instructional Materials, Business Analysis, Team Building, Project Management, Operations Management, Vendor Management, Customer Service, Program Management, Training, Project Planning, Contract Negotiation
Education
Columbia International University 1995 — 1997
Master of Education
Duke Continuing Education Studies 2002 — 2002
College of Charleston 1983 — 1989
Bachelor of Arts
Ingersoll Rand (Insight Global) March 2015 - Present
Wells Fargo (Apex Systems) April 2014 - March 2015
ISS Facility Services A/S July 2011 - January 2014
Wells Fargo Securities September 2009 - September 2010
Wachovia Bank March 2006 - September 2009
Uptown Christ Covenant Church November 2003 - January 2006
Colfax Corp May 2003 - July 2003
Maersk Inc. (Bridge Terminal Transport) February 2001 - April 2002
Maersk Logistics, Inc. November 1999 - February 2001
Maersk, Inc. (acquired Sea-Land Services, Inc.) January 1999 - November 1999
Skills
SharePoint, Budgets, Management, Process Improvement, Leadership, Troubleshooting, Visio, Strategy, Instructional Materials, Business Analysis, Team Building, Project Management, Operations Management, Vendor Management, Customer Service, Program Management, Training, Project Planning, Contract Negotiation
Education
Columbia International University 1995 — 1997
Master of Education
Duke Continuing Education Studies 2002 — 2002
College of Charleston 1983 — 1989
Bachelor of Arts
Bill Marlow's Wells Fargo Securities Experience September 2014 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2014 - Present
Major Financial Services Firm January 2011 - September 2014
Major Financial Services Firm July 2010 - March 2011
Major Financial Services Firm November 2005 - June 2010
Wachovia Corporation July 1998 - October 2005
First Union Home Equity Bank January 1993 - June 1998
First Union National Bank January 1990 - December 1992
Skills
SDLC, Business Analysis, Banking, Business Requirements, Vendor Management, Process Improvement, Risk Management, Mortgage Lending, Visio, Requirements Analysis, Requirements Gathering, Project Management, SharePoint, Web Services, XML, Application Lifecycle..., RUP Methodologies, Object Oriented Design, Agile & Waterfall..., Credit Risk
Education
Columbia Southern University 2004 — 2006
Bachelor of Science (BS), Business Administration with concentration in Information Technology, 4.0
Rowan-Cabarrus Community College 1985 — 1987
Associate's degree, Business Computer Programming, 3.0
University of Maryland College Park 1984 — 1985
Course Work, Information Technology
Wells Fargo Securities September 2014 - Present
Major Financial Services Firm January 2011 - September 2014
Major Financial Services Firm July 2010 - March 2011
Major Financial Services Firm November 2005 - June 2010
Wachovia Corporation July 1998 - October 2005
First Union Home Equity Bank January 1993 - June 1998
First Union National Bank January 1990 - December 1992
Skills
SDLC, Business Analysis, Banking, Business Requirements, Vendor Management, Process Improvement, Risk Management, Mortgage Lending, Visio, Requirements Analysis, Requirements Gathering, Project Management, SharePoint, Web Services, XML, Application Lifecycle..., RUP Methodologies, Object Oriented Design, Agile & Waterfall..., Credit Risk
Education
Columbia Southern University 2004 — 2006
Bachelor of Science (BS), Business Administration with concentration in Information Technology, 4.0
Rowan-Cabarrus Community College 1985 — 1987
Associate's degree, Business Computer Programming, 3.0
University of Maryland College Park 1984 — 1985
Course Work, Information Technology
Diane Schumaker-Krieg's Wells Fargo Securities Experience 2004 - Present
Job Global Head of Research, Economics & Strategy
Industry Financial Services
Experience
Wells Fargo Securities 2004 - Present
Credit Suisse First Boston (CSFB) 1990 - 2004
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Wellesley College
Bachelor of Arts (BA), Summa Cum Laude
Wells Fargo Securities 2004 - Present
Credit Suisse First Boston (CSFB) 1990 - 2004
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Wellesley College
Bachelor of Arts (BA), Summa Cum Laude
Maryann Losier's Wells Fargo Securities Experience July 2014 - Present
Job Senior Administrative Assistant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
Bissell December 2009 - July 2014
Dana Rader Golf School April 2007 - December 2009
Skills
Outlook, Administrative Support, Microsoft Office, PowerPoint, Word, Excel, Typing, Transcription, Microsoft Word, Travel Planning, Microsoft Excel, Administrative..., Access, Human Resources, Office Management, Payroll, Travel Arrangements, Accounts Payable, Invoicing, Training, Customer Service, Microsoft Publisher, Spreadsheets, Process Scheduler, Marketing, Management, Calendars, Interviews, Project Planning
Education
Central Piedmont Community College 2008 — 2012
Business Administration
Wells Fargo Securities July 2014 - Present
Bissell December 2009 - July 2014
Dana Rader Golf School April 2007 - December 2009
Skills
Outlook, Administrative Support, Microsoft Office, PowerPoint, Word, Excel, Typing, Transcription, Microsoft Word, Travel Planning, Microsoft Excel, Administrative..., Access, Human Resources, Office Management, Payroll, Travel Arrangements, Accounts Payable, Invoicing, Training, Customer Service, Microsoft Publisher, Spreadsheets, Process Scheduler, Marketing, Management, Calendars, Interviews, Project Planning
Education
Central Piedmont Community College 2008 — 2012
Business Administration
Joseph Nardozzi Joseph Nardozzi's Wells Fargo Securities Experience July 2012 - June 2014
Job Investment Banking Associate Citi
Industry Banking
Experience
Citi July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
Citadel Investment Group June 2011 - August 2011
M&T Bank August 2006 - June 2010
Johnson & Johnson June 2005 - December 2005
Skills
Series 63, Series 79, Valuation, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Penn State University 2002 — 2006
BS, Finance
Unionville High School 1998 — 2002
Citi July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
Citadel Investment Group June 2011 - August 2011
M&T Bank August 2006 - June 2010
Johnson & Johnson June 2005 - December 2005
Skills
Series 63, Series 79, Valuation, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Penn State University 2002 — 2006
BS, Finance
Unionville High School 1998 — 2002
John Christian Farmer's Wells Fargo Securities Experience June 2015 - August 2015
Job Director of Finance at the Eve Carson Scholarship
Industry Banking
Experience
Eve Carson Scholarship Executive Committee August 2013 - Present
Wells Fargo Securities June 2015 - August 2015
Plexus Capital, LLC August 2014 - December 2014
DealCloud, Inc. May 2014 - August 2014
Office of Undergraduate Admissions at the University of North Carolina at Chapel Hill August 2013 - May 2014
Global Linking Solutions May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Powerpoint, Solidworks, CRM, Matlab, Networking, Grade 8 USSF Certified..., Integration, PowerPoint, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Clemson University 2012 — 2013
Bachelor of Science (BS), Mechanical Engineering Track
Charlotte Catholic High School 2008 — 2012
Eve Carson Scholarship Executive Committee August 2013 - Present
Wells Fargo Securities June 2015 - August 2015
Plexus Capital, LLC August 2014 - December 2014
DealCloud, Inc. May 2014 - August 2014
Office of Undergraduate Admissions at the University of North Carolina at Chapel Hill August 2013 - May 2014
Global Linking Solutions May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Powerpoint, Solidworks, CRM, Matlab, Networking, Grade 8 USSF Certified..., Integration, PowerPoint, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Clemson University 2012 — 2013
Bachelor of Science (BS), Mechanical Engineering Track
Charlotte Catholic High School 2008 — 2012
Amber White's Wells Fargo Securities Experience June 2015 - Present
Job Futures Commission Merchant Summer Analyst at Wells Fargo Securities
Industry Public Relations and Communications
Experience
Wells Fargo Securities June 2015 - Present
Under Armour July 2014 - Present
Queens University of Charlotte January 2015 - June 2015
Aeropostale May 2013 - July 2014
Charlotte Russe October 2011 - May 2014
Women In PR August 2011 - September 2012
Circa Public Relations August 2011 - December 2011
WCSC-TV Live 5 News May 2011 - December 2011
Georgia State University January 2010 - August 2010
Coastal Carolina University November 2008 - May 2009
Skills
Public Relations, Facebook, Press Releases, Editing, Sponsorship, Press Kits, Storytelling, Social Media, Media Relations, Event Planning, Cision, Blogging, Fashion Blogging, Retail, Visual Merchandising, Leadership, Copywriting, Microsoft Office, Entertainment, Social Media Marketing, Social Networking, Corporate Communications, Event Management
Education
Queens University of Charlotte 2014 — 2016
Master's Degree, Business Administration and Management, General
Georgia State University 2009 — 2010
Bachelor of Arts, Journalism
Coastal Carolina University 2005 — 2009
Bachelor of Arts, Communication
Wells Fargo Securities June 2015 - Present
Under Armour July 2014 - Present
Queens University of Charlotte January 2015 - June 2015
Aeropostale May 2013 - July 2014
Charlotte Russe October 2011 - May 2014
Women In PR August 2011 - September 2012
Circa Public Relations August 2011 - December 2011
WCSC-TV Live 5 News May 2011 - December 2011
Georgia State University January 2010 - August 2010
Coastal Carolina University November 2008 - May 2009
Skills
Public Relations, Facebook, Press Releases, Editing, Sponsorship, Press Kits, Storytelling, Social Media, Media Relations, Event Planning, Cision, Blogging, Fashion Blogging, Retail, Visual Merchandising, Leadership, Copywriting, Microsoft Office, Entertainment, Social Media Marketing, Social Networking, Corporate Communications, Event Management
Education
Queens University of Charlotte 2014 — 2016
Master's Degree, Business Administration and Management, General
Georgia State University 2009 — 2010
Bachelor of Arts, Journalism
Coastal Carolina University 2005 — 2009
Bachelor of Arts, Communication
Edward Leathers Edward Leathers's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Financial Economics Institute February 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Kabouter Management LLC July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Investor Relations, Equities, Research, Statistics, Social Media, Data Analysis, Investment Banking, Market Research, Management, Spanish
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (BA), Economics-Accounting and Government (dual major)
Wells Fargo Securities June 2015 - Present
Financial Economics Institute February 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Kabouter Management LLC July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Investor Relations, Equities, Research, Statistics, Social Media, Data Analysis, Investment Banking, Market Research, Management, Spanish
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (BA), Economics-Accounting and Government (dual major)
Chris Ullrich Chris Ullrich's Wells Fargo Securities Experience 2010 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2010 - Present
Wells Fargo Corporation 2009 - 2010
Wachovia Corporation 2006 - 2008
Wachovia Securities 2003 - 2006
Wachovia Securities 1998 - 2003
UBS Investment Bank August 1994 - July 1998
The Bank of New York/Irving Trust Company August 1984 - July 1994
Skills
Mergers & Acquisitions, Finance, Capital Markets, Restructuring, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
Hamilton College 1980 — 1984
BA, History, Economics
Wells Fargo Securities 2010 - Present
Wells Fargo Corporation 2009 - 2010
Wachovia Corporation 2006 - 2008
Wachovia Securities 2003 - 2006
Wachovia Securities 1998 - 2003
UBS Investment Bank August 1994 - July 1998
The Bank of New York/Irving Trust Company August 1984 - July 1994
Skills
Mergers & Acquisitions, Finance, Capital Markets, Restructuring, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
Hamilton College 1980 — 1984
BA, History, Economics
Jason Lippenberger Jason Lippenberger's Wells Fargo Securities Experience 2003 - 2003
Job Associate, Investment Banking at D.A. Davidson & Co. ~ Equity Capital Markets
Industry Financial Services
Experience
D.A. Davidson & Co. ~ Equity Capital Markets April 2011 - Present
University of Washington, Michael G. Foster School of Business September 2010 - June 2012
Summit Partners July 2006 - August 2009
Bear Stearns July 2004 - June 2006
Wells Fargo Securities 2003 - 2003
Skills
Business Development, Corporate Finance, M&A experience, Private Equity, Company Valuation, Outdoor Recreation, Behavioral Finance, Investment Banking
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
MBA, Strategy and Finance Concentrations
Claremont McKenna College 2000 — 2004
B.A., Economics and International Relations
D.A. Davidson & Co. ~ Equity Capital Markets April 2011 - Present
University of Washington, Michael G. Foster School of Business September 2010 - June 2012
Summit Partners July 2006 - August 2009
Bear Stearns July 2004 - June 2006
Wells Fargo Securities 2003 - 2003
Skills
Business Development, Corporate Finance, M&A experience, Private Equity, Company Valuation, Outdoor Recreation, Behavioral Finance, Investment Banking
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
MBA, Strategy and Finance Concentrations
Claremont McKenna College 2000 — 2004
B.A., Economics and International Relations
Charles Stoll, CPA Charles Stoll, CPA's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2013 - July 2015
PricewaterhouseCoopers October 2010 - July 2012
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., B.S., Finance, Accounting
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2013 - July 2015
PricewaterhouseCoopers October 2010 - July 2012
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., B.S., Finance, Accounting
Bradford Chatigny's Wells Fargo Securities Experience September 2005 - Present
Job Capital Markets Managing Counsel at Wells Fargo
Industry Real Estate
Experience
Wells Fargo May 2013 - Present
Wells Fargo Securities September 2005 - Present
Metrolina Regional Scholars Academy July 2009 - June 2014
Cadwalader, Wickersham & Taft September 2002 - September 2005
Kilpatrick Stockton January 2001 - September 2002
Davis Polk & Wardwell 1999 - 2001
Skills
Investments, Corporate Law, Hedge Funds, Investment Management, CDO, Real Estate Economics, Structured Finance, Real Estate Transactions, Joint Ventures, Due Diligence, Private Equity, Real Estate Development, Capital Markets, Real Estate, Real Estate Financing, Asset Managment, Valuation, Leases, Venture Capital, Commercial Real Estate, Asset Management, Financial Structuring, Finance, Financial Services, Portfolio Management, Acquisitions, Alternative Investments, Loans, Mergers & Acquisitions, Securities, Financial Modeling
Education
Columbia Law School 1997 — 1999
JD, Law
University of Michigan 1992 — 1996
BA, Economics
Wells Fargo May 2013 - Present
Wells Fargo Securities September 2005 - Present
Metrolina Regional Scholars Academy July 2009 - June 2014
Cadwalader, Wickersham & Taft September 2002 - September 2005
Kilpatrick Stockton January 2001 - September 2002
Davis Polk & Wardwell 1999 - 2001
Skills
Investments, Corporate Law, Hedge Funds, Investment Management, CDO, Real Estate Economics, Structured Finance, Real Estate Transactions, Joint Ventures, Due Diligence, Private Equity, Real Estate Development, Capital Markets, Real Estate, Real Estate Financing, Asset Managment, Valuation, Leases, Venture Capital, Commercial Real Estate, Asset Management, Financial Structuring, Finance, Financial Services, Portfolio Management, Acquisitions, Alternative Investments, Loans, Mergers & Acquisitions, Securities, Financial Modeling
Education
Columbia Law School 1997 — 1999
JD, Law
University of Michigan 1992 — 1996
BA, Economics
Bronson Carpenter's Wells Fargo Securities Experience May 2015 - August 2015
Job Sales & Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - August 2015
S&P Capital IQ June 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Teamwork, Public Speaking, Data Analysis, Economics, Leadership, Market Research
Education
Wharton School, University of Pennsylvania 2011 — 2016
Stockholm School of Economics 2014 — 2014
Economics
Columbia Business School 2013 — 2013
Pre-MBA Program
Wells Fargo Securities May 2015 - August 2015
S&P Capital IQ June 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Teamwork, Public Speaking, Data Analysis, Economics, Leadership, Market Research
Education
Wharton School, University of Pennsylvania 2011 — 2016
Stockholm School of Economics 2014 — 2014
Economics
Columbia Business School 2013 — 2013
Pre-MBA Program
Parker Paulin Parker Paulin's Wells Fargo Securities Experience January 2010 - Present
Job Associate Equity Research Semiconductors at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2010 - Present
Skills
Financial Modeling, Investments, Bloomberg, Valuation, Financial Analysis, Equities, Hedge Funds
Education
Tuck School of Business at Dartmouth College 2009 — 2009
Business Bridge Program
Colgate University 2006 — 2009
BA, Mathematical Econ. & French
University of Illinois at Urbana-Champaign 2005 — 2006
BA, Economics
Wells Fargo Securities January 2010 - Present
Skills
Financial Modeling, Investments, Bloomberg, Valuation, Financial Analysis, Equities, Hedge Funds
Education
Tuck School of Business at Dartmouth College 2009 — 2009
Business Bridge Program
Colgate University 2006 — 2009
BA, Mathematical Econ. & French
University of Illinois at Urbana-Champaign 2005 — 2006
BA, Economics
Deena Holmes Deena Holmes's Wells Fargo Securities Experience December 2013 - Present
Job Vice President at Glacier Promotions, Inc.
Industry Consumer Services
Experience
Glacier Promotions, Inc. March 2014 - Present
Wells Fargo Securities December 2013 - Present
Comcast August 2011 - December 2013
Kforce, Inc June 2010 - January 2011
Collectors Training Institute November 2007 - August 2009
Arrow Financial Services May 2006 - June 2007
Ernesto Borges & Associates August 2002 - February 2004
Greenberg & Associates October 2000 - August 2002
Nyhan, Pfister, Bambrick & Kinzie, P.C July 1998 - September 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PIMS, Best Case, Employee Benefits, Account Reconciliation, Outlook, Invoicing, General Ledger, Data Entry, Analysis, Lotus Notes, Management, Call Centers, Accounting
Education
Colorado Technical University-Online 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Colorado Technical University-Online 2008 — 2011
Associate of Science, Business Administration
Glacier Promotions, Inc. March 2014 - Present
Wells Fargo Securities December 2013 - Present
Comcast August 2011 - December 2013
Kforce, Inc June 2010 - January 2011
Collectors Training Institute November 2007 - August 2009
Arrow Financial Services May 2006 - June 2007
Ernesto Borges & Associates August 2002 - February 2004
Greenberg & Associates October 2000 - August 2002
Nyhan, Pfister, Bambrick & Kinzie, P.C July 1998 - September 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PIMS, Best Case, Employee Benefits, Account Reconciliation, Outlook, Invoicing, General Ledger, Data Entry, Analysis, Lotus Notes, Management, Call Centers, Accounting
Education
Colorado Technical University-Online 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Colorado Technical University-Online 2008 — 2011
Associate of Science, Business Administration
Marissa Mirabito Marissa Mirabito's Wells Fargo Securities Experience April 2015 - Present
Job Staffing Coordinator at Wells Fargo Securities
Industry Human Resources
Experience
Wells Fargo Securities April 2015 - Present
Senior Systems, Inc. August 2014 - February 2015
MyTrueBrand September 2013 - April 2014
Champlain College October 2010 - April 2014
Integrated Mind and Body May 2011 - August 2011
Southborough Medical Group October 2007 - August 2010
Skills
Facebook, Social Media, Tumblr, Social Networking, Social Media Marketing, Pinterest, PowerPoint, Microsoft Office, Blogging, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Creative Writing, Advertising, Event Planning, Public Speaking
Education
Champlain College 2010 — 2014
Bachelor's Degree, Marketing, 3.1
Champlain College 2010 — 2014
Marketing, B.S, Marketing
Wells Fargo Securities April 2015 - Present
Senior Systems, Inc. August 2014 - February 2015
MyTrueBrand September 2013 - April 2014
Champlain College October 2010 - April 2014
Integrated Mind and Body May 2011 - August 2011
Southborough Medical Group October 2007 - August 2010
Skills
Facebook, Social Media, Tumblr, Social Networking, Social Media Marketing, Pinterest, PowerPoint, Microsoft Office, Blogging, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Creative Writing, Advertising, Event Planning, Public Speaking
Education
Champlain College 2010 — 2014
Bachelor's Degree, Marketing, 3.1
Champlain College 2010 — 2014
Marketing, B.S, Marketing
Alexandra Sloves's Wells Fargo Securities Experience May 2013 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Silicon Valley Community Foundation May 2012 - August 2012
S3 Technical Solutions June 2011 - September 2011
Skills
Bloomberg Terminal, SPSS, Microsoft Office, Maptitude, ArcGIS, Maple
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (BA), Economics
Claremont McKenna College 2010 — 2014
Master's degree, Finance
Miramonte High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Silicon Valley Community Foundation May 2012 - August 2012
S3 Technical Solutions June 2011 - September 2011
Skills
Bloomberg Terminal, SPSS, Microsoft Office, Maptitude, ArcGIS, Maple
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (BA), Economics
Claremont McKenna College 2010 — 2014
Master's degree, Finance
Miramonte High School 2006 — 2010
Jay Birk's Wells Fargo Securities Experience January 2011 - Present
Job Vice President, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2011 - Present
Spurrier Capital Partners June 2009 - December 2010
Cohen & Steers October 2005 - November 2007
Fred Alger Management September 2003 - October 2005
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Colgate University 1999 — 2003
BA
Wells Fargo Securities January 2011 - Present
Spurrier Capital Partners June 2009 - December 2010
Cohen & Steers October 2005 - November 2007
Fred Alger Management September 2003 - October 2005
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Colgate University 1999 — 2003
BA
Charissa Ruffin Charissa Ruffin's Wells Fargo Securities Experience May 2015 - Present
Job Senior Administrative Assistant at Wells Fargo Securities Technology
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Wells Fargo Home Mortgage June 2009 - May 2015
Wachovia Bank June 2007 - June 2009
Wachovia Bank February 2006 - June 2007
Wachovia November 2005 - January 2006
Wachovia Learning & Development 2005 - 2006
Wachovia August 2005 - November 2005
Skills
Proficient in Microsoft..., Adobe Acrobat, Live Meeting, SharePoint, Outlook, Customer Service, Ten Key, Meeting Coordination, Typing Skills, Process Improvement, Access, Microsoft Excel, Management, Human Resources
Education
Central Piedmont Community College
Wells Fargo Securities May 2015 - Present
Wells Fargo Home Mortgage June 2009 - May 2015
Wachovia Bank June 2007 - June 2009
Wachovia Bank February 2006 - June 2007
Wachovia November 2005 - January 2006
Wachovia Learning & Development 2005 - 2006
Wachovia August 2005 - November 2005
Skills
Proficient in Microsoft..., Adobe Acrobat, Live Meeting, SharePoint, Outlook, Customer Service, Ten Key, Meeting Coordination, Typing Skills, Process Improvement, Access, Microsoft Excel, Management, Human Resources
Education
Central Piedmont Community College
Patrick McCurdy Patrick McCurdy'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 May 2009 - August 2012
Morgan Stanley July 2002 - October 2008
Skills
Alternative Investments, Fund Of Funds, Prime Brokerage, Series 7, Hedge Funds, Asset Management, Equities, Emerging Markets, Portfolio Management, Private Equity, Capital, Capital Markets
Education
Williams College 1998 — 2002
BA, Economics
Choate Rosemary Hall 1994 — 1998
1998
Wells Fargo Securities August 2012 - Present
Merlin Securities May 2009 - August 2012
Morgan Stanley July 2002 - October 2008
Skills
Alternative Investments, Fund Of Funds, Prime Brokerage, Series 7, Hedge Funds, Asset Management, Equities, Emerging Markets, Portfolio Management, Private Equity, Capital, Capital Markets
Education
Williams College 1998 — 2002
BA, Economics
Choate Rosemary Hall 1994 — 1998
1998
Jonathan E. Ladner Jonathan E. Ladner's Wells Fargo Securities Experience November 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Wells Fargo Bank July 2011 - October 2013
College of Charleston Cougar Microfinance Initiative August 2010 - August 2011
The Capital Solutions Group August 2010 - May 2011
RBS Global Banking & Markets June 2010 - August 2010
Skills
Economics, Japanese, Corporate Finance, Excel, PowerPoint, Word, Outlook, Valuation, Microsoft Office, Financial Modeling, Research, Data Analysis, Analysis, Problem Solving, International Business, Strategic Planning, Bloomberg, Microsoft Excel, Finance, Due Diligence, Banking, Credit, Credit Analysis
Education
College of Charleston 2007 — 2011
B.S, Economics
Temple University, Japan Campus 2009 — 2010
Japanese Language and Literature
Wells Fargo Securities November 2013 - Present
Wells Fargo Bank July 2011 - October 2013
College of Charleston Cougar Microfinance Initiative August 2010 - August 2011
The Capital Solutions Group August 2010 - May 2011
RBS Global Banking & Markets June 2010 - August 2010
Skills
Economics, Japanese, Corporate Finance, Excel, PowerPoint, Word, Outlook, Valuation, Microsoft Office, Financial Modeling, Research, Data Analysis, Analysis, Problem Solving, International Business, Strategic Planning, Bloomberg, Microsoft Excel, Finance, Due Diligence, Banking, Credit, Credit Analysis
Education
College of Charleston 2007 — 2011
B.S, Economics
Temple University, Japan Campus 2009 — 2010
Japanese Language and Literature
Erica Creed Erica Creed's Wells Fargo Securities Experience April 2015 - Present
Job Senior Sales Associate at Macquarie Bank
Industry Investment Banking
Experience
Wells Fargo Securities April 2015 - Present
Macquarie Group February 2013 - April 2015
Barclays Capital May 2012 - February 2013
Barclays Capital July 2010 - May 2012
Ridgefield Capital Asset Management, LLC November 2007 - May 2010
Phillips Van Heusen, Bass Division May 2006 - August 2006
Skills
Bloomberg, Openlink, Microsoft Excel, PowerPoint, Adobe, NYMEX, ICE
Education
College of Charleston 2003 — 2007
Bachelor of Arts (B.A.), Business/Corporate Communications
Wells Fargo Securities April 2015 - Present
Macquarie Group February 2013 - April 2015
Barclays Capital May 2012 - February 2013
Barclays Capital July 2010 - May 2012
Ridgefield Capital Asset Management, LLC November 2007 - May 2010
Phillips Van Heusen, Bass Division May 2006 - August 2006
Skills
Bloomberg, Openlink, Microsoft Excel, PowerPoint, Adobe, NYMEX, ICE
Education
College of Charleston 2003 — 2007
Bachelor of Arts (B.A.), Business/Corporate Communications
Eric Micek Eric Micek's Wells Fargo Securities Experience 2010 - 2013
Job Equity Analyst at Barrow, Hanley, Mewhinney & Strauss, LLC
Industry Financial Services
Experience
Barrow, Hanley, Mewhinney & Strauss, LLC 2013 - Present
Wells Fargo Securities 2010 - 2013
Parente Randolph 2007 - 2008
Barrier Advisors 2007 - 2007
RBC 2003 - 2007
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Value Investing Program
Southern Methodist University 2000 — 2004
B.S, Engineering and Mathematics
Barrow, Hanley, Mewhinney & Strauss, LLC 2013 - Present
Wells Fargo Securities 2010 - 2013
Parente Randolph 2007 - 2008
Barrier Advisors 2007 - 2007
RBC 2003 - 2007
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Value Investing Program
Southern Methodist University 2000 — 2004
B.S, Engineering and Mathematics
Albert Kirton's Wells Fargo Securities Experience December 2014 - Present
Job AssetBacked Finance; Mortgage Finance at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities April 2011 - Present
Clark Construction June 2008 - August 2009
Goldman Sachs July 2006 - April 2008
United States Marine Corps May 1998 - May 2006
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Program Management, Strategy, Commercial Banking, Cross-functional Team..., Management, Strategic Planning, Corporate Finance, Business Strategy, Restructuring, Private Equity, Due Diligence, Logistics
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
Central Michigan University 2000 — 2002
MS, Information Resource Mgmt
United States Naval Academy 1995 — 1998
BS, Political Science
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities April 2011 - Present
Clark Construction June 2008 - August 2009
Goldman Sachs July 2006 - April 2008
United States Marine Corps May 1998 - May 2006
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Program Management, Strategy, Commercial Banking, Cross-functional Team..., Management, Strategic Planning, Corporate Finance, Business Strategy, Restructuring, Private Equity, Due Diligence, Logistics
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
Central Michigan University 2000 — 2002
MS, Information Resource Mgmt
United States Naval Academy 1995 — 1998
BS, Political Science
Jeff Kuhlman Jeff Kuhlman's Wells Fargo Securities Experience June 1998 - January 2000
Job Managing Director | LJM Partners | LJM Funds Management | Liquid Alternatives | Mutual Funds | Hedge Funds
Industry Investment Management
Experience
LJM Funds Management December 2012 - Present
LJM Partners June 2011 - Present
Dickinson Financial Corporation March 2005 - May 2011
WestStar Bank August 2001 - February 2005
Merrill Lynch January 2000 - August 2001
Wells Fargo Securities June 1998 - January 2000
Merrill Lynch January 1993 - June 1996
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Liquid Alternatives, Volatility Strategies, Hedge Funds, Managed Futures, Portfolio Management, Asset Allocation, Strategic Financial..., Series 7, Business Development, Investment Banking, Investment Strategies, Commodity Pools, Separately Managed..., Sales Management, Series 3, Commercial Lending, Public Finance, Municipal Bonds, Real Estate Development, Real Estate Financing
Education
Colorado State University
BA, Economics
LJM Funds Management December 2012 - Present
LJM Partners June 2011 - Present
Dickinson Financial Corporation March 2005 - May 2011
WestStar Bank August 2001 - February 2005
Merrill Lynch January 2000 - August 2001
Wells Fargo Securities June 1998 - January 2000
Merrill Lynch January 1993 - June 1996
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Liquid Alternatives, Volatility Strategies, Hedge Funds, Managed Futures, Portfolio Management, Asset Allocation, Strategic Financial..., Series 7, Business Development, Investment Banking, Investment Strategies, Commodity Pools, Separately Managed..., Sales Management, Series 3, Commercial Lending, Public Finance, Municipal Bonds, Real Estate Development, Real Estate Financing
Education
Colorado State University
BA, Economics
Richard Hagood, MBA Richard Hagood, MBA's Wells Fargo Securities Experience March 2013 - Present
Job Risk Technology Officer Compliance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2013 - Present
Kiwanis Uptown November 2007 - Present
Bank of America September 2012 - March 2013
Bank of America May 2011 - September 2012
Bank of America September 2007 - May 2011
Kiwanis Uptown December 2007 - July 2009
Bank of America July 2005 - September 2007
Digital-DNS, Inc. August 2004 - July 2005
Clemson University January 2003 - May 2004
Oxford Industries May 2001 - December 2002
Skills
Regulatory Compliance, Capital Markets, Series 7, Release Management, Microsoft Exchange, Release Strategy, Implementation Planning, Windows Server, Troubleshooting, Servers, Active Directory, Unix, Data Center, IIS, Operational Risk..., System Administration, Risk Assessment, Software Deployment, Testing, DataPower, IBM Tivoli, Websphere, webMethods, DNS, DHCP, TCP/IP, VPN, Windows, Firewalls, Cisco Technologies, Software Development, Citrix, HTML, Hardware, Switches
Education
Wake Forest University School of Business 2008 — 2010
MS, MBA
Clemson University 1999 — 2004
BS, Computer Engineering
Wells Fargo Securities March 2013 - Present
Kiwanis Uptown November 2007 - Present
Bank of America September 2012 - March 2013
Bank of America May 2011 - September 2012
Bank of America September 2007 - May 2011
Kiwanis Uptown December 2007 - July 2009
Bank of America July 2005 - September 2007
Digital-DNS, Inc. August 2004 - July 2005
Clemson University January 2003 - May 2004
Oxford Industries May 2001 - December 2002
Skills
Regulatory Compliance, Capital Markets, Series 7, Release Management, Microsoft Exchange, Release Strategy, Implementation Planning, Windows Server, Troubleshooting, Servers, Active Directory, Unix, Data Center, IIS, Operational Risk..., System Administration, Risk Assessment, Software Deployment, Testing, DataPower, IBM Tivoli, Websphere, webMethods, DNS, DHCP, TCP/IP, VPN, Windows, Firewalls, Cisco Technologies, Software Development, Citrix, HTML, Hardware, Switches
Education
Wake Forest University School of Business 2008 — 2010
MS, MBA
Clemson University 1999 — 2004
BS, Computer Engineering
Monique Lopez's Wells Fargo Securities Experience March 2009 - May 2013
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Wells Fargo Securities March 2009 - May 2013
Wells Fargo Securities May 2007 - March 2009
New York State Division of Housing and Community Renewal June 2006 - May 2007
J.P. Morgan June 2006 - May 2007
Skills
Series 7, Series 63, Fixed Income, Financial Modeling, Capital Markets, Valuation, Bonds, Equities, Alternative Investments, Securities, Investment Banking, Financial Analysis, Banking, Hedge Funds, Mutual Funds, Finance, Bloomberg
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master's Degree, Master's in Public Administration (MPA)
College of Mount Saint Vincent 2002 — 2006
Bachelor's Degree, Finance
Wells Fargo May 2013 - Present
Wells Fargo Securities March 2009 - May 2013
Wells Fargo Securities May 2007 - March 2009
New York State Division of Housing and Community Renewal June 2006 - May 2007
J.P. Morgan June 2006 - May 2007
Skills
Series 7, Series 63, Fixed Income, Financial Modeling, Capital Markets, Valuation, Bonds, Equities, Alternative Investments, Securities, Investment Banking, Financial Analysis, Banking, Hedge Funds, Mutual Funds, Finance, Bloomberg
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master's Degree, Master's in Public Administration (MPA)
College of Mount Saint Vincent 2002 — 2006
Bachelor's Degree, Finance
Richard Vidal's Wells Fargo Securities Experience April 2014 - May 2015
Job
Industry Oil & Energy
Experience
KeyBanc Capital Markets October 2015 - Present
Wells Fargo Securities April 2014 - May 2015
ExxonMobil October 2013 - April 2014
ExxonMobil September 2012 - September 2013
ExxonMobil February 2011 - August 2012
Goldman Sachs May 2010 - August 2010
ExxonMobil May 2009 - August 2009
Marathon Oil Company May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
Financial Analysis, Strategic Planning, Market Research, Gas, Business Planning, Quantitative Analytics, DCF, Quantitative Analysis, Price Forecasting, Internal Consulting, Supply and Demand..., Discounted Cash Flow..., Profitability Analysis, Trading Strategies, Series 7, Series 63, Series 87, Natural Gas, Engineering, Management, Analysis, Petroleum, Energy Industry, Data Analysis
Education
Colorado School of Mines 2007 — 2010
BS, Economics & Business - Cum Laude
Colorado School of Mines 2006 — 2010
BS, Mechanical Engineering - Cum Laude
KeyBanc Capital Markets October 2015 - Present
Wells Fargo Securities April 2014 - May 2015
ExxonMobil October 2013 - April 2014
ExxonMobil September 2012 - September 2013
ExxonMobil February 2011 - August 2012
Goldman Sachs May 2010 - August 2010
ExxonMobil May 2009 - August 2009
Marathon Oil Company May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
Financial Analysis, Strategic Planning, Market Research, Gas, Business Planning, Quantitative Analytics, DCF, Quantitative Analysis, Price Forecasting, Internal Consulting, Supply and Demand..., Discounted Cash Flow..., Profitability Analysis, Trading Strategies, Series 7, Series 63, Series 87, Natural Gas, Engineering, Management, Analysis, Petroleum, Energy Industry, Data Analysis
Education
Colorado School of Mines 2007 — 2010
BS, Economics & Business - Cum Laude
Colorado School of Mines 2006 — 2010
BS, Mechanical Engineering - Cum Laude
Mairin Rooney Mairin Rooney's Wells Fargo Securities Experience March 2014 - April 2015
Job Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2015 - Present
Wells Fargo Securities March 2014 - April 2015
Wells Fargo Securities February 2011 - March 2014
Pharus Advisors, LLC August 2010 - December 2010
Public Health Foundation Enterprises June 2008 - September 2009
Department of Family & Community Medicine, University of Calfiornia, Davis January 1999 - May 2008
Pacific Northwest National Laboratory June 2001 - September 2001
Skills
Mergers, Valuation, Financial Modeling, Investment Banking, Biotechnology Industry, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Bloomberg, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Equities, Due Diligence, M&A experience, Fixed Income, Private Equity, Equity Research, Equity Valuation, Finance, Asset Management, Competitive Analysis, Economics, Alternative Investments, Restructuring, Private Placements, Start-ups, Financial Structuring, LBO, Investment Strategies, Business Valuation, DCF, Investor Relations, Derivatives, Project Finance, IPO
Education
Columbia University - Columbia Business School
MBA
University of California, Berkeley, Haas School of Business
MBA
University of California, Davis
BS, Biochemical Engineering
Morgan Stanley April 2015 - Present
Wells Fargo Securities March 2014 - April 2015
Wells Fargo Securities February 2011 - March 2014
Pharus Advisors, LLC August 2010 - December 2010
Public Health Foundation Enterprises June 2008 - September 2009
Department of Family & Community Medicine, University of Calfiornia, Davis January 1999 - May 2008
Pacific Northwest National Laboratory June 2001 - September 2001
Skills
Mergers, Valuation, Financial Modeling, Investment Banking, Biotechnology Industry, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Bloomberg, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Equities, Due Diligence, M&A experience, Fixed Income, Private Equity, Equity Research, Equity Valuation, Finance, Asset Management, Competitive Analysis, Economics, Alternative Investments, Restructuring, Private Placements, Start-ups, Financial Structuring, LBO, Investment Strategies, Business Valuation, DCF, Investor Relations, Derivatives, Project Finance, IPO
Education
Columbia University - Columbia Business School
MBA
University of California, Berkeley, Haas School of Business
MBA
University of California, Davis
BS, Biochemical Engineering
Roy Koppelmann (RKoppelmann@yahoo.com) Roy Koppelmann (RKoppelmann@yahoo.com)'s Wells Fargo Securities Experience June 2013 - Present
Job Data Strategy Manager at Wells Fargo Corporate Trust Services
Industry Investment Management
Experience
Wells Fargo - Corporate Trust Services December 2014 - Present
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities August 2011 - Present
Offering Business Opportunity in my on-going real estate efforts 2011 - 2014
IPM Services 2012 - 2013
Nuveen Investments February 2008 - August 2011
Deutsche Bank August 2007 - February 2008
Northern Trust January 2006 - August 2007
Fimat, Speer, Leads and Kellogg February 2003 - February 2006
Chicago Stock Exchange 1999 - 2002
Skills
Sybase, Fixed Income, Derivatives, Equities, Trading Systems, SDLC, Financial Services, Trading, Asset Management, Investment Banking, Portfolio Management, Investment Management, Business Analysis, Analysis, Investments, Microsoft SQL Server, Requirements Gathering, Securities, Equity Trading, Integration, Business Process, Risk Management, Hedge Funds
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
Law
Northwestern University
BS, Economics GPA 3.75 w/ Honors
DePaul University 1998 — 1999
Certificate, Computer Netwoks and Telecommunications
Wells Fargo - Corporate Trust Services December 2014 - Present
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities August 2011 - Present
Offering Business Opportunity in my on-going real estate efforts 2011 - 2014
IPM Services 2012 - 2013
Nuveen Investments February 2008 - August 2011
Deutsche Bank August 2007 - February 2008
Northern Trust January 2006 - August 2007
Fimat, Speer, Leads and Kellogg February 2003 - February 2006
Chicago Stock Exchange 1999 - 2002
Skills
Sybase, Fixed Income, Derivatives, Equities, Trading Systems, SDLC, Financial Services, Trading, Asset Management, Investment Banking, Portfolio Management, Investment Management, Business Analysis, Analysis, Investments, Microsoft SQL Server, Requirements Gathering, Securities, Equity Trading, Integration, Business Process, Risk Management, Hedge Funds
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2006 — 2009
Law
Northwestern University
BS, Economics GPA 3.75 w/ Honors
DePaul University 1998 — 1999
Certificate, Computer Netwoks and Telecommunications
Samuel Ross Samuel Ross's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
Claremont McKenna College 2004 — 2008
BA, Economics and Government
Wells Fargo Securities August 2015 - Present
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
Claremont McKenna College 2004 — 2008
BA, Economics and Government
John Baclawski John Baclawski's Wells Fargo Securities Experience June 2011 - 2013
Job Vice President at Eaton Partners
Industry Financial Services
Experience
Eaton Partners January 2015 - Present
HFF 2014 - 2014
Wells Fargo Securities June 2011 - 2013
Cantor Fitzgerald February 2010 - July 2011
Conde Nast June 2009 - October 2009
Vail Resorts December 2008 - April 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation, Equities, Series 7, Bloomberg, Private Equity, Investments, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Securities, Asset Management, Finance, Hedge Funds, Strategy, Fixed Income, Management, Trading, Mutual Funds, Alternative Investments, Corporate Finance, Portfolio Management
Education
Colgate University 2003 — 2007
BA, History, Economics
Lake Forest High School
Eaton Partners January 2015 - Present
HFF 2014 - 2014
Wells Fargo Securities June 2011 - 2013
Cantor Fitzgerald February 2010 - July 2011
Conde Nast June 2009 - October 2009
Vail Resorts December 2008 - April 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation, Equities, Series 7, Bloomberg, Private Equity, Investments, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Securities, Asset Management, Finance, Hedge Funds, Strategy, Fixed Income, Management, Trading, Mutual Funds, Alternative Investments, Corporate Finance, Portfolio Management
Education
Colgate University 2003 — 2007
BA, History, Economics
Lake Forest High School
Viken Douzdjian's Wells Fargo Securities Experience June 2013 - June 2015
Job Associate at Marlin Equity Partners
Industry Investment Banking
Experience
Marlin Equity Partners August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Financial Economics Institute May 2012 - May 2013
Claremont McKenna College Student Investment Fund September 2009 - May 2013
Wells Fargo Securities May 2012 - August 2012
Skills
Due Diligence, Financial Modeling, Bloomberg Terminal, Bloomberg, Capital IQ, Investment Banking, Private Equity, Equities, Corporate Finance, Venture Capital, Stata, Financial Analysis, Valuation, Economics, Research, Finance, Microsoft Excel, Capital Markets, Investments
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Financial Economics
Marlin Equity Partners August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Financial Economics Institute May 2012 - May 2013
Claremont McKenna College Student Investment Fund September 2009 - May 2013
Wells Fargo Securities May 2012 - August 2012
Skills
Due Diligence, Financial Modeling, Bloomberg Terminal, Bloomberg, Capital IQ, Investment Banking, Private Equity, Equities, Corporate Finance, Venture Capital, Stata, Financial Analysis, Valuation, Economics, Research, Finance, Microsoft Excel, Capital Markets, Investments
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Financial Economics
Brian Sarfo Brian Sarfo's Wells Fargo Securities Experience July 2013 - August 2013
Job Student at Columbia University in The City Of New York
Industry Government Administration
Experience
U.S. House of Representatives May 2015 - Present
Congressional Black Caucus Foundation May 2015 - Present
Columbia University in the City of New York May 2014 - Present
Columbia University in the City of New York January 2014 - Present
New York City Council May 2014 - May 2015
Columbia Business School September 2013 - May 2014
Wells Fargo Securities July 2013 - August 2013
Locus Analytics July 2012 - August 2012
St. Aloysius School June 2011 - August 2011
Skills
Research, Teaching, Public Speaking, PowerPoint, Social Media, Data Analysis, Community Outreach, Spanish, Microsoft Office, Microsoft Word, Tutoring, Editing, Microsoft Excel, Customer Service, English, Windows, Outlook, Capital IQ, Plumbing, Facebook, Event Planning, Community Organizing, Community Engagement, Writing, Social Networking, Leadership, Volunteer Management, Grant Writing, Management, Nonprofits
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (BA)
Choate Rosemary Hall 2009 — 2013
High School
U.S. House of Representatives May 2015 - Present
Congressional Black Caucus Foundation May 2015 - Present
Columbia University in the City of New York May 2014 - Present
Columbia University in the City of New York January 2014 - Present
New York City Council May 2014 - May 2015
Columbia Business School September 2013 - May 2014
Wells Fargo Securities July 2013 - August 2013
Locus Analytics July 2012 - August 2012
St. Aloysius School June 2011 - August 2011
Skills
Research, Teaching, Public Speaking, PowerPoint, Social Media, Data Analysis, Community Outreach, Spanish, Microsoft Office, Microsoft Word, Tutoring, Editing, Microsoft Excel, Customer Service, English, Windows, Outlook, Capital IQ, Plumbing, Facebook, Event Planning, Community Organizing, Community Engagement, Writing, Social Networking, Leadership, Volunteer Management, Grant Writing, Management, Nonprofits
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (BA)
Choate Rosemary Hall 2009 — 2013
High School
Case Taylor Case Taylor's Wells Fargo Securities Experience June 2014 - August 2014
Job Equity Research Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Guggenheim Partners February 2015 - May 2015
Modlin Center for the Arts at the University of Richmond August 2014 - May 2015
University of Richmond October 2012 - May 2015
Wells Fargo Securities June 2014 - August 2014
University of Richmond August 2012 - May 2014
Agecroft Partners May 2013 - September 2013
Ward & Taylor LLC June 2013 - August 2013
Ward & Taylor LLC May 2012 - August 2012
Skills
Finance, Oral & Written..., Microsoft Excel, Leadership, Time Management, Bloomberg Terminal, Data Analysis, Accounting, Microsoft Office, Mathematics, Marketing, Equity Research, Training, Work Ethic, SPSS, Management, Financial Analysis, Analysis, Cost Benefit, Cost analysis, Market Research, Industry Research, Research, Portfolio Management
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Concentrations in Finance and Accounting, Minor in Mathematics
Charles University in Prague 2012 — 2012
Guggenheim Partners June 2015 - Present
Guggenheim Partners February 2015 - May 2015
Modlin Center for the Arts at the University of Richmond August 2014 - May 2015
University of Richmond October 2012 - May 2015
Wells Fargo Securities June 2014 - August 2014
University of Richmond August 2012 - May 2014
Agecroft Partners May 2013 - September 2013
Ward & Taylor LLC June 2013 - August 2013
Ward & Taylor LLC May 2012 - August 2012
Skills
Finance, Oral & Written..., Microsoft Excel, Leadership, Time Management, Bloomberg Terminal, Data Analysis, Accounting, Microsoft Office, Mathematics, Marketing, Equity Research, Training, Work Ethic, SPSS, Management, Financial Analysis, Analysis, Cost Benefit, Cost analysis, Market Research, Industry Research, Research, Portfolio Management
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Concentrations in Finance and Accounting, Minor in Mathematics
Charles University in Prague 2012 — 2012
Charles W. Newcomb Charles W. Newcomb's Wells Fargo Securities Experience June 2012 - Present
Job Vice President at Wells Fargo Securities I Asset Backed Finance
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
WestLB AG November 2006 - June 2012
Skills
Mutual Funds, Investment Banking, Derivatives, Private Equity, Finance, Hedge Funds, Corporate Finance, Equities
Education
Colgate University 1998 — 2002
Wells Fargo Securities June 2012 - Present
WestLB AG November 2006 - June 2012
Skills
Mutual Funds, Investment Banking, Derivatives, Private Equity, Finance, Hedge Funds, Corporate Finance, Equities
Education
Colgate University 1998 — 2002
Melissa Dundon, CFE Melissa Dundon, CFE's Wells Fargo Securities Experience June 2015 - Present
Job Assistant Vice President Compliance Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Ascendo Resources December 2014 - June 2015
National Futures Association May 2012 - December 2014
Corporate Resolutions Inc December 2010 - April 2012
MF Global August 2007 - July 2010
NorthShore University HealthSystem October 2006 - August 2007
MF Global 2004 - 2005
Skills
Microsoft Excel, Series 3, Dodd-Frank, Microsoft Office, Word, Customer Service, Adobe Photoshop, Adobe Illustrator, SPSS, LexisNexis, Microsoft Word, FINRA, Due Diligence, Software Documentation, Photoshop, Derivatives, Illustrator, Research, Risk Management, Fraud, Analysis, Policy, Securities, Management, AML, Financial Risk, Risk Assessment, Financial Regulation, Access
Education
John Jay College of Criminal Justice 2010 — 2011
MA, Criminal Justice - Computer Applications in Criminal Justice
University of Minnesota-Twin Cities 2003 — 2006
BA, Psychology
New Trier High School
Wells Fargo Securities June 2015 - Present
Ascendo Resources December 2014 - June 2015
National Futures Association May 2012 - December 2014
Corporate Resolutions Inc December 2010 - April 2012
MF Global August 2007 - July 2010
NorthShore University HealthSystem October 2006 - August 2007
MF Global 2004 - 2005
Skills
Microsoft Excel, Series 3, Dodd-Frank, Microsoft Office, Word, Customer Service, Adobe Photoshop, Adobe Illustrator, SPSS, LexisNexis, Microsoft Word, FINRA, Due Diligence, Software Documentation, Photoshop, Derivatives, Illustrator, Research, Risk Management, Fraud, Analysis, Policy, Securities, Management, AML, Financial Risk, Risk Assessment, Financial Regulation, Access
Education
John Jay College of Criminal Justice 2010 — 2011
MA, Criminal Justice - Computer Applications in Criminal Justice
University of Minnesota-Twin Cities 2003 — 2006
BA, Psychology
New Trier High School
Ashley Larson's Wells Fargo Securities Experience May 2004 - March 2007
Job Senior Associate at ABS Capital Partners
Industry Venture Capital & Private Equity
Experience
ABS Capital Partners May 2014 - Present
Egis Capital Partners May 2011 - May 2014
Columbia Business School August 2009 - July 2011
Moelis & Company June 2010 - August 2010
Red Ventures March 2007 - July 2009
Wells Fargo Securities May 2004 - March 2007
McColl Garella Securities May 2003 - May 2004
Skills
Mergers & Acquisitions, Strategy, Valuation, Financial Modeling, Private Equity, Due Diligence, Business Strategy, Venture Capital, Mergers, Corporate Finance, Strategic Planning, Investments, Finance, New Business Development, Investment Banking, Business Planning, Financial Analysis, Corporate Development, Competitive Analysis, Deal Execution
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Entepreneurship
Wake Forest University 1999 — 2003
BS, Economics & English
Christ Church Episcopal
ABS Capital Partners May 2014 - Present
Egis Capital Partners May 2011 - May 2014
Columbia Business School August 2009 - July 2011
Moelis & Company June 2010 - August 2010
Red Ventures March 2007 - July 2009
Wells Fargo Securities May 2004 - March 2007
McColl Garella Securities May 2003 - May 2004
Skills
Mergers & Acquisitions, Strategy, Valuation, Financial Modeling, Private Equity, Due Diligence, Business Strategy, Venture Capital, Mergers, Corporate Finance, Strategic Planning, Investments, Finance, New Business Development, Investment Banking, Business Planning, Financial Analysis, Corporate Development, Competitive Analysis, Deal Execution
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Entepreneurship
Wake Forest University 1999 — 2003
BS, Economics & English
Christ Church Episcopal
Jennifer Fritzsche Jennifer Fritzsche's Wells Fargo Securities Experience 1995 - Present
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities 1995 - Present
Wells Fargo Securities 2001 - 2006
Wells Fargo Securities 1997 - 2001
Wells Fargo Securities 1995 - 1997
Wells Fargo Securities 1995 - 1995
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Investments, Capital Markets, Portfolio Management, Asset Management, Hedge Funds, Management, Thought Leadership, Strategic Vision, Business Acumen, Fiber Sector, Tower Sector, Investment Opinions, Telecommunications..., Wireless..., Stock Picking, Media Pundit, Equity Research, Institutional Sales, Telecommunication..., Opinion Leadership, Private Equity, Public Speaking, Series 7, Finance, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1995
MBA, Finance
College of the Holy Cross 1988 — 1992
Wells Fargo Securities 1995 - Present
Wells Fargo Securities 2001 - 2006
Wells Fargo Securities 1997 - 2001
Wells Fargo Securities 1995 - 1997
Wells Fargo Securities 1995 - 1995
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Investments, Capital Markets, Portfolio Management, Asset Management, Hedge Funds, Management, Thought Leadership, Strategic Vision, Business Acumen, Fiber Sector, Tower Sector, Investment Opinions, Telecommunications..., Wireless..., Stock Picking, Media Pundit, Equity Research, Institutional Sales, Telecommunication..., Opinion Leadership, Private Equity, Public Speaking, Series 7, Finance, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1995
MBA, Finance
College of the Holy Cross 1988 — 1992
Chris Sequeira's Wells Fargo Securities Experience May 2014 - August 2014
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Bank of America July 2011 - August 2013
Bank of America June 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
University of North Carolina at Charlotte 2004 — 2008
BS, Economics
BMO Capital Markets July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Bank of America July 2011 - August 2013
Bank of America June 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
University of North Carolina at Charlotte 2004 — 2008
BS, Economics
Yuefeng Han Yuefeng Han's Wells Fargo Securities Experience March 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities June 2012 - March 2015
Johns Hopkins University Carey Business School March 2011 - July 2012
Johns Hopkins University July 2009 - September 2010
Tulane University September 2006 - June 2009
MIT February 2006 - August 2006
Skills
Matlab, C++, Mathematical Modeling, Science, Monte Carlo Simulation, Numerical Analysis, Quantitative Analytics, Fluid Dynamics, VBA, Visual Basic, Derivatives, Time Series Analysis, Biomedical Engineering, Statistics, Image Processing, Simulations, Experimentation, R, Microsoft Excel, Data Analysis
Education
City University of New York City College 2003 — 2006
PhD, Biomedical Engineeing
East China University of Science and Technology 1997 — 2000
MS, Chemical Engineering
Zhengzhou University 1993 — 1997
BS, Chemical Engineering
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities June 2012 - March 2015
Johns Hopkins University Carey Business School March 2011 - July 2012
Johns Hopkins University July 2009 - September 2010
Tulane University September 2006 - June 2009
MIT February 2006 - August 2006
Skills
Matlab, C++, Mathematical Modeling, Science, Monte Carlo Simulation, Numerical Analysis, Quantitative Analytics, Fluid Dynamics, VBA, Visual Basic, Derivatives, Time Series Analysis, Biomedical Engineering, Statistics, Image Processing, Simulations, Experimentation, R, Microsoft Excel, Data Analysis
Education
City University of New York City College 2003 — 2006
PhD, Biomedical Engineeing
East China University of Science and Technology 1997 — 2000
MS, Chemical Engineering
Zhengzhou University 1993 — 1997
BS, Chemical Engineering
Dorothy Sullivan Dorothy Sullivan's Wells Fargo Securities Experience August 2013 - Present
Job Collateral Review Specialist
Industry Human Resources
Experience
Wells Fargo Securities August 2013 - Present
Bank of America 2001 - 2008
Bank of America 2001 - 2008
Skills
Customer Service, Account Reconciliation, Notary Public, Residential Mortgages, Microsoft Office, Mortgage Lending, Real Estate Transactions, Loan Closings, Document Review, Mobille Notary
Education
Central Piedmont Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Human Resources Management/Personnel Administration, General
Central Piedmont Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Business Administration
Queens University of Charlotte
Certificate, Meeting and Event Planning
The Art Institute of Charlotte
Certificate, Interior Design
Wells Fargo Securities August 2013 - Present
Bank of America 2001 - 2008
Bank of America 2001 - 2008
Skills
Customer Service, Account Reconciliation, Notary Public, Residential Mortgages, Microsoft Office, Mortgage Lending, Real Estate Transactions, Loan Closings, Document Review, Mobille Notary
Education
Central Piedmont Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Human Resources Management/Personnel Administration, General
Central Piedmont Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Business Administration
Queens University of Charlotte
Certificate, Meeting and Event Planning
The Art Institute of Charlotte
Certificate, Interior Design
Dan Yu's Wells Fargo Securities Experience 2010 - 2012
Job Associate at Sterling Investment Partners
Industry Venture Capital & Private Equity
Experience
Sterling Investment Partners 2013 - 2015
Corinthian Capital Group 2012 - 2013
Wells Fargo Securities 2010 - 2012
Agilis Equity Partners LLC June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets, LBO, Due Diligence, Capital IQ, Private Equity, Equities, Fixed Income, Investments, Credit Analysis, Business Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Wake Forest University 2006 — 2010
BS, Finance
Sterling Investment Partners 2013 - 2015
Corinthian Capital Group 2012 - 2013
Wells Fargo Securities 2010 - 2012
Agilis Equity Partners LLC June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets, LBO, Due Diligence, Capital IQ, Private Equity, Equities, Fixed Income, Investments, Credit Analysis, Business Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Wake Forest University 2006 — 2010
BS, Finance
Ben Maisel Ben Maisel's Wells Fargo Securities Experience April 2015 - Present
Job Director Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Morgan Stanley July 2002 - March 2015
Skills
Credit Risk, Hedge Funds, Counterparty Risk, Capital Markets, Derivatives
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Colgate University 1998 — 2002
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Wells Fargo Securities April 2015 - Present
Morgan Stanley July 2002 - March 2015
Skills
Credit Risk, Hedge Funds, Counterparty Risk, Capital Markets, Derivatives
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Colgate University 1998 — 2002
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Nathan Kawalerski Nathan Kawalerski's Wells Fargo Securities Experience June 2014 - Present
Job Operations Associate at Wells Fargo Securities
Industry Higher Education
Experience
Wells Fargo Securities June 2014 - Present
Rock Bottom Brewery and Restaurant April 2008 - April 2014
Delaware North Companies July 2012 - January 2013
Symcor January 2006 - November 2007
United States Marine Corps January 2004 - December 2005
Skills
Series 7, Data Analysis, Visio, Microsoft Office, Statistics, Economics, Microsoft Excel, Quantitative Analytics, Customer Service, Economic Analysis, SAS, Quantitative Analysis, Economic Modeling, Economic Research, PowerPoint, Word, Excel, Event Planning, Business Communications, Data Collection, Analysis, Time Management, Leadership, Microsoft Word
Education
UNCC 2008 — 2013
BS, Economics
Central Piedmont Community College 2006 — 2008
BA, Two year transfer degree
Wells Fargo Securities June 2014 - Present
Rock Bottom Brewery and Restaurant April 2008 - April 2014
Delaware North Companies July 2012 - January 2013
Symcor January 2006 - November 2007
United States Marine Corps January 2004 - December 2005
Skills
Series 7, Data Analysis, Visio, Microsoft Office, Statistics, Economics, Microsoft Excel, Quantitative Analytics, Customer Service, Economic Analysis, SAS, Quantitative Analysis, Economic Modeling, Economic Research, PowerPoint, Word, Excel, Event Planning, Business Communications, Data Collection, Analysis, Time Management, Leadership, Microsoft Word
Education
UNCC 2008 — 2013
BS, Economics
Central Piedmont Community College 2006 — 2008
BA, Two year transfer degree
Justine Brown Justine Brown's Wells Fargo Securities Experience 2015 - Present
Job Wells Fargo Securities
Industry Legal Services
Experience
Wells Fargo Securities 2015 - Present
Napoli Bern Ripka Shkolnik & Associates LLP / Avelino Nitkewicz LLP December 2012 - April 2015
STRAZZULLO LAW FIRM, P.C. February 2011 - November 2012
Skills
Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Courts, Commercial Litigation, Pleadings, Litigation Support, Document Review, Trials, Legal Advice, Legal Documents, Personal Injury, Family Law, Lexis, Document Drafting
Education
City University of New York-John Jay College of Criminal Justice 2004 — 2008
Bachelor's Degree
City University of New York-John Jay College of Criminal Justice 2004 — 2008
Bachelor's degree
Wells Fargo Securities 2015 - Present
Napoli Bern Ripka Shkolnik & Associates LLP / Avelino Nitkewicz LLP December 2012 - April 2015
STRAZZULLO LAW FIRM, P.C. February 2011 - November 2012
Skills
Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Courts, Commercial Litigation, Pleadings, Litigation Support, Document Review, Trials, Legal Advice, Legal Documents, Personal Injury, Family Law, Lexis, Document Drafting
Education
City University of New York-John Jay College of Criminal Justice 2004 — 2008
Bachelor's Degree
City University of New York-John Jay College of Criminal Justice 2004 — 2008
Bachelor's degree
Harrison Howey's Wells Fargo Securities Experience June 2013 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Pierpont Securities (Previously Cortivew Capital) January 2011 - June 2013
Cross Point Capital July 2009 - January 2011
Copeley Capital Management, Inc May 2008 - July 2008
Skills
Capital Markets, Debt, Investment Banking, Fixed Income, Securities, Banking, Private Equity, Bonds, Corporate Finance, Mergers, Trading, Securitization, Loans, Finance, Investments, Credit, Bloomberg, MBS, Structured Products, ABS, Mergers & Acquisitions, Mutual Funds
Education
Clemson University
B.S., Financial Management
Wells Fargo Securities June 2013 - Present
Pierpont Securities (Previously Cortivew Capital) January 2011 - June 2013
Cross Point Capital July 2009 - January 2011
Copeley Capital Management, Inc May 2008 - July 2008
Skills
Capital Markets, Debt, Investment Banking, Fixed Income, Securities, Banking, Private Equity, Bonds, Corporate Finance, Mergers, Trading, Securitization, Loans, Finance, Investments, Credit, Bloomberg, MBS, Structured Products, ABS, Mergers & Acquisitions, Mutual Funds
Education
Clemson University
B.S., Financial Management
April Powers's Wells Fargo Securities Experience March 2015 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo September 2008 - March 2015
Wachovia Bank May 2008 - September 2008
Wachovia, A Wells Fargo Company November 2007 - May 2008
Wachovia, A Wells Fargo Company August 2004 - November 2007
Central Fidelity Bank 1997 - 1999
Skills
Legal Research, Real Estate, Litigation, Operational Risk, Microsoft Office, Securities, Relationship Management, Credit, Loans, Mortgage Lending, Banking, Risk Management, Insurance, Financial Analysis, Credit Risk, Deposits, Underwriting, Microsoft Money, Commercial Banking, Lotus Notes, Notary Public, Operational Risk...
Education
Central Piedmont Community College 2010 — 2014
Paralegal Studies Diploma, Certified Paralegal
Strayer University 2005 — 2009
BA, Paralegal Studies/Business
Wells Fargo Securities March 2015 - Present
Wells Fargo September 2008 - March 2015
Wachovia Bank May 2008 - September 2008
Wachovia, A Wells Fargo Company November 2007 - May 2008
Wachovia, A Wells Fargo Company August 2004 - November 2007
Central Fidelity Bank 1997 - 1999
Skills
Legal Research, Real Estate, Litigation, Operational Risk, Microsoft Office, Securities, Relationship Management, Credit, Loans, Mortgage Lending, Banking, Risk Management, Insurance, Financial Analysis, Credit Risk, Deposits, Underwriting, Microsoft Money, Commercial Banking, Lotus Notes, Notary Public, Operational Risk...
Education
Central Piedmont Community College 2010 — 2014
Paralegal Studies Diploma, Certified Paralegal
Strayer University 2005 — 2009
BA, Paralegal Studies/Business
Daniel Eidson, CFA's Wells Fargo Securities Experience March 2010 - December 2010
Job Associate at Republic Financial Corporation
Industry Venture Capital & Private Equity
Experience
Republic Financial Corporation September 2011 - Present
Inspirato December 2010 - September 2011
Wells Fargo Securities March 2010 - December 2010
Education
Colorado State University 2007 — 2010
Business, Finance
Chartered Financial Analyst (CFA)
Republic Financial Corporation September 2011 - Present
Inspirato December 2010 - September 2011
Wells Fargo Securities March 2010 - December 2010
Education
Colorado State University 2007 — 2010
Business, Finance
Chartered Financial Analyst (CFA)
Dan Raab Dan Raab's Wells Fargo Securities Experience January 2015 - Present
Job Managing Director, Head of Commodity Index Products Marketing at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2015 - Present
ETF Securities (US) LLC November 2013 - January 2015
The Falconwood Corporation March 2013 - November 2013
UBS August 2011 - February 2013
Credit Suisse April 2009 - August 2011
AIG Financial Products July 2003 - April 2009
AIG Trading Group March 1992 - June 2003
Citibank Investment Bank 1990 - 1992
Mitsui Bank 1989 - 1990
CM&M/HSBC Marine Midland 1986 - 1989
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Hedge Funds, Commodity, Trading, Investments, Financial Structuring, Mutual Funds, ETFs, Alternative Investments, Asset Management, Finance, Foreign Exchange, Indexation, Portfolio Management, Structured Finance
Education
Columbia Business School 1984 — 1986
MBA, Finance
Columbia University in the City of New York 1981 — 1984
Bachelor's degree, History
Wells Fargo Securities January 2015 - Present
ETF Securities (US) LLC November 2013 - January 2015
The Falconwood Corporation March 2013 - November 2013
UBS August 2011 - February 2013
Credit Suisse April 2009 - August 2011
AIG Financial Products July 2003 - April 2009
AIG Trading Group March 1992 - June 2003
Citibank Investment Bank 1990 - 1992
Mitsui Bank 1989 - 1990
CM&M/HSBC Marine Midland 1986 - 1989
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Hedge Funds, Commodity, Trading, Investments, Financial Structuring, Mutual Funds, ETFs, Alternative Investments, Asset Management, Finance, Foreign Exchange, Indexation, Portfolio Management, Structured Finance
Education
Columbia Business School 1984 — 1986
MBA, Finance
Columbia University in the City of New York 1981 — 1984
Bachelor's degree, History
James Liao James Liao's Wells Fargo Securities Experience June 2015 - Present
Job Summer Associate at Wells Fargo Securities
Industry Management Consulting
Experience
Wells Fargo Securities June 2015 - Present
Spencer Capital October 2014 - Present
Sailo June 2014 - Present
Blonk February 2014 - May 2014
Intel Corporation June 2010 - April 2014
Toughmuck January 2012 - January 2013
United States Youth Volleyball League May 2012 - October 2012
Skills
Verilog, C, Perl, Simulations, C, Debugging, Linux, Java, Electrical Engineering, Software Engineering, ASIC, Shell Scripting, SoC, Unix, RTL design, SystemVerilog, Functional Verification, Computer Architecture, Programming, DFT, Circuit Design, Hardware Architecture, VHDL, ModelSim, Analog Circuit Design
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance and Consulting
University of California, Berkeley 2006 — 2010
Bachelor of Science (BS), Electrical engineering and computer science
Wells Fargo Securities June 2015 - Present
Spencer Capital October 2014 - Present
Sailo June 2014 - Present
Blonk February 2014 - May 2014
Intel Corporation June 2010 - April 2014
Toughmuck January 2012 - January 2013
United States Youth Volleyball League May 2012 - October 2012
Skills
Verilog, C, Perl, Simulations, C, Debugging, Linux, Java, Electrical Engineering, Software Engineering, ASIC, Shell Scripting, SoC, Unix, RTL design, SystemVerilog, Functional Verification, Computer Architecture, Programming, DFT, Circuit Design, Hardware Architecture, VHDL, ModelSim, Analog Circuit Design
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance and Consulting
University of California, Berkeley 2006 — 2010
Bachelor of Science (BS), Electrical engineering and computer science
Joe C. Boden, CFP® Joe C. Boden, CFP®'s Wells Fargo Securities Experience 1996 - 1998
Job Senior Financial Advisor at Conlon Dart Wealth Management
Industry Financial Services
Experience
Conlon Dart Wealth Management 2013 - Present
Fidelity Investments 1998 - 2012
Wells Fargo Securities 1996 - 1998
Bank of America 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory
Education
College for Financial Planning
Professional, Financial Planning
Western Washington University
B.A., Finance, Marketing
Conlon Dart Wealth Management 2013 - Present
Fidelity Investments 1998 - 2012
Wells Fargo Securities 1996 - 1998
Bank of America 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Investments, Finance, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Small Business, Asset Management, Financial Planning, Alternative Investments, Sales, Wealth Management, Estate Planning, Leadership, Investment Properties, New Business Development, Mortgage Lending, Real Estate, Certified Financial..., Portfolio Management, Investment Advisory
Education
College for Financial Planning
Professional, Financial Planning
Western Washington University
B.A., Finance, Marketing
Ian Shorkey Ian Shorkey's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2014 - Present
Scale Finance LLC April 2013 - April 2014
Ally Financial Inc. June 2013 - August 2013
COAST Apparel August 2011 - May 2013
Compass Group North America May 2012 - July 2012
Michael Waltrip Racing July 2011 - August 2011
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.)
Charlotte Latin School
Wells Fargo Securities June 2014 - Present
Scale Finance LLC April 2013 - April 2014
Ally Financial Inc. June 2013 - August 2013
COAST Apparel August 2011 - May 2013
Compass Group North America May 2012 - July 2012
Michael Waltrip Racing July 2011 - August 2011
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.)
Charlotte Latin School
Kurt Schram Kurt Schram's Wells Fargo Securities Experience April 2013 - Present
Job Clearing Sales and Execution , Futures Broker at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Southern Trust Securities May 2012 - April 2013
Financial Consortium International October 2008 - January 2011
Country Financial April 2008 - October 2008
MFGlobal March 1991 - June 2007
Skills
Trading Systems, Building Customer..., New Business Development, Sales Management, Customer Relations, CRM
Education
Central Michigan University 1986 — 1990
Wells Fargo Securities April 2013 - Present
Southern Trust Securities May 2012 - April 2013
Financial Consortium International October 2008 - January 2011
Country Financial April 2008 - October 2008
MFGlobal March 1991 - June 2007
Skills
Trading Systems, Building Customer..., New Business Development, Sales Management, Customer Relations, CRM
Education
Central Michigan University 1986 — 1990
Ron Hooey Ron Hooey's Wells Fargo Securities Experience November 2012 - July 2015
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
STANY December 2010 - Present
Wells Fargo Securities November 2012 - July 2015
Cowen and Company January 2011 - August 2012
BLMIS August 1996 - December 2008
Skills
Series 24, Series 7, Series 55, Series 63
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance, General
College of the Holy Cross 1989 — 1993
BA, Psychology, Economics, Accounting
Delbarton
BNY Mellon August 2015 - Present
STANY December 2010 - Present
Wells Fargo Securities November 2012 - July 2015
Cowen and Company January 2011 - August 2012
BLMIS August 1996 - December 2008
Skills
Series 24, Series 7, Series 55, Series 63
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance, General
College of the Holy Cross 1989 — 1993
BA, Psychology, Economics, Accounting
Delbarton
Kevin Graves Kevin Graves's Wells Fargo Securities Experience June 2014 - Present
Job AssetBacked Finance; Mortgage Finance at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities July 2012 - June 2014
United States Marine Corps Reserve August 2010 - August 2012
UBS Securities Co., Ltd June 2011 - August 2011
CAPTRUST January 2011 - May 2011
USMC May 2002 - August 2010
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Operational Planning, Investments, Risk Management, Business Strategy, Asset Managment, Cross-functional Team..., Strategic Planning, Corporate Financial..., Defense, Security Clearance, Valuation, Finance, Investment Banking, Leadership, Mergers, Due Diligence, Asset Management, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Financial Analysis, Investment Finance
Colgate University 1998 — 2002
BA, Economics
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities July 2012 - June 2014
United States Marine Corps Reserve August 2010 - August 2012
UBS Securities Co., Ltd June 2011 - August 2011
CAPTRUST January 2011 - May 2011
USMC May 2002 - August 2010
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Operational Planning, Investments, Risk Management, Business Strategy, Asset Managment, Cross-functional Team..., Strategic Planning, Corporate Financial..., Defense, Security Clearance, Valuation, Finance, Investment Banking, Leadership, Mergers, Due Diligence, Asset Management, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Financial Analysis, Investment Finance
Colgate University 1998 — 2002
BA, Economics
Carl Genberg Carl Genberg's Wells Fargo Securities Experience March 2007 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2007 - Present
Education
Claremont McKenna College 1986 — 1990
BA
Wells Fargo Securities March 2007 - Present
Education
Claremont McKenna College 1986 — 1990
BA
Sara Baker Norman Sara Baker Norman's Wells Fargo Securities Experience April 2013 - April 2014
Job Electronic Sales Consultant, Fidelity
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Wells Fargo Securities April 2013 - April 2014
Investment Technology Group (ITG) September 2008 - April 2013
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2005 - January 2006
Cantor Fitzgerald January 2004 - January 2005
UnumProvident January 2002 - January 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Series 7, Equity Research, Bloomberg, Series 63, Hedge Funds, Fixed Income, Options, Financial Markets, Capital Markets, Derivatives, FINRA, Securities, Alternative Investments, Market Data, Equity Derivatives, FX Options, ETFs, Trading Strategies, Series 24, Portfolio Management
Education
Colgate University 1998 — 2002
BA, Economics
Fidelity Investments May 2014 - Present
Wells Fargo Securities April 2013 - April 2014
Investment Technology Group (ITG) September 2008 - April 2013
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2005 - January 2006
Cantor Fitzgerald January 2004 - January 2005
UnumProvident January 2002 - January 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Series 7, Equity Research, Bloomberg, Series 63, Hedge Funds, Fixed Income, Options, Financial Markets, Capital Markets, Derivatives, FINRA, Securities, Alternative Investments, Market Data, Equity Derivatives, FX Options, ETFs, Trading Strategies, Series 24, Portfolio Management
Education
Colgate University 1998 — 2002
BA, Economics
Sherri B. Bridges Sherri B. Bridges's Wells Fargo Securities Experience February 2012 - December 2012
Job SVP; Program Manager at Bank of America
Industry Banking
Experience
Bank of America November 2013 - Present
Bank of America December 2012 - November 2013
Wells Fargo Securities February 2012 - December 2012
Merrill Lynch August 2010 - December 2011
Merrill Lynch September 1987 - December 2011
Global Quality & Productivity and Enterprise Transition September 2009 - August 2010
Bank of America Corporation February 2009 - September 2009
Global Quality & Productivity and Enterprise Transition July 2005 - February 2009
Global Product Solutions December 2004 - July 2005
Global Treasury Management September 2000 - December 2004
Skills
PMP Disciplined, Six Sigma Black Belt, Six Sigma LEAN, PMP, Change Management, Process Engineering, Process Improvement, Operations Management, Continuous Improvement, Business Management, Product Development, Lean Manufacturing, Team Leadership, Data Analysis, Business Process..., Problem Solving, Banking, Business Analysis, Financial Analysis, Supply Chain, Cross-functional Team..., FMEA, Quality Management, Budgeting, Product Management, Mergers, Analytics, Vendor Management, Quality Assurance, Forecasting, Mentoring, Coaching, Project Planning, Management Consulting, Management, Six Sigma, Budgets, Business Process, CRM, Leadership, Mergers, Program Management
Education
Montreat College 2001 — 2004
Bachelor of Science (B.S.), Busienss Administration, 3.63 / 4.00 GPA Cum Laude
Central Piedmont Community College 1990 — 1992
AIB - Secruities; Law & Banking, Trust Business & Securities Process
Bank of America November 2013 - Present
Bank of America December 2012 - November 2013
Wells Fargo Securities February 2012 - December 2012
Merrill Lynch August 2010 - December 2011
Merrill Lynch September 1987 - December 2011
Global Quality & Productivity and Enterprise Transition September 2009 - August 2010
Bank of America Corporation February 2009 - September 2009
Global Quality & Productivity and Enterprise Transition July 2005 - February 2009
Global Product Solutions December 2004 - July 2005
Global Treasury Management September 2000 - December 2004
Skills
PMP Disciplined, Six Sigma Black Belt, Six Sigma LEAN, PMP, Change Management, Process Engineering, Process Improvement, Operations Management, Continuous Improvement, Business Management, Product Development, Lean Manufacturing, Team Leadership, Data Analysis, Business Process..., Problem Solving, Banking, Business Analysis, Financial Analysis, Supply Chain, Cross-functional Team..., FMEA, Quality Management, Budgeting, Product Management, Mergers, Analytics, Vendor Management, Quality Assurance, Forecasting, Mentoring, Coaching, Project Planning, Management Consulting, Management, Six Sigma, Budgets, Business Process, CRM, Leadership, Mergers, Program Management
Education
Montreat College 2001 — 2004
Bachelor of Science (B.S.), Busienss Administration, 3.63 / 4.00 GPA Cum Laude
Central Piedmont Community College 1990 — 1992
AIB - Secruities; Law & Banking, Trust Business & Securities Process
Saumil Kapadia's Wells Fargo Securities Experience December 2013 - Present
Job Vice President, Equity Capital Markets Technology at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2013 - Present
Bank of America Merrill Lynch June 2010 - December 2013
Dealogic August 2004 - June 2010
Massand Associates Inc. July 2002 - August 2004
Pharmacia (Pfizer) May 2001 - August 2001
Skills
SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Tableau, CRM, Software Development, Vendor Management, Business Requirements, Equities, Quality Assurance, Requirements Gathering, PMO, Strategy, Analysis, Capital Markets, Agile Methodologies, Testing, Management, Project Management, Project Planning, User Acceptance Testing, Data Warehousing, Financial Services, Banking, Investment Banking, Software Project..., IT Strategy, Roadshows, System Design, Performance Reporting, Market Data, Visio
Education
Clarkson University 2001 — 2002
Masters, Information Technology
Deakin University 1997 — 2000
Bachelors, MIS/E-Commerce/Marketing
St. Mary's ISC 1985 — 1995
SAP
Wells Fargo Securities December 2013 - Present
Bank of America Merrill Lynch June 2010 - December 2013
Dealogic August 2004 - June 2010
Massand Associates Inc. July 2002 - August 2004
Pharmacia (Pfizer) May 2001 - August 2001
Skills
SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Tableau, CRM, Software Development, Vendor Management, Business Requirements, Equities, Quality Assurance, Requirements Gathering, PMO, Strategy, Analysis, Capital Markets, Agile Methodologies, Testing, Management, Project Management, Project Planning, User Acceptance Testing, Data Warehousing, Financial Services, Banking, Investment Banking, Software Project..., IT Strategy, Roadshows, System Design, Performance Reporting, Market Data, Visio
Education
Clarkson University 2001 — 2002
Masters, Information Technology
Deakin University 1997 — 2000
Bachelors, MIS/E-Commerce/Marketing
St. Mary's ISC 1985 — 1995
SAP
Ernest Lang, CFA's Wells Fargo Securities Experience January 2010 - Present
Job Director, Market Risk Oversight at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2010 - Present
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Derivatives, Trading, Financial Modeling, Portfolio Management, Bloomberg, Finance, Banking, Risk Management, Financial Analysis, Equities, Investment Banking, Valuation, Investments
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2012
Master of Science (M.S.)
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA
Tianjin Foreign Studies University 1996 — 2000
B.A.
Wells Fargo Securities January 2010 - Present
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Derivatives, Trading, Financial Modeling, Portfolio Management, Bloomberg, Finance, Banking, Risk Management, Financial Analysis, Equities, Investment Banking, Valuation, Investments
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2012
Master of Science (M.S.)
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA
Tianjin Foreign Studies University 1996 — 2000
B.A.
Girish Kaimal's Wells Fargo Securities Experience October 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
UBS Investment Bank April 2014 - September 2014
JPMorgan Chase April 2013 - March 2014
UBS Investment Bank February 2006 - April 2013
Northern Natural Gas August 2000 - February 2006
EDS December 1997 - August 2000
Siemens Public Telecommunication Networks Limited October 1994 - February 1997
Siemens Communication Software 1994 - 1997
Skills
Software Project..., Integration, SDLC, Design Patterns, Unix, Architecture, Enterprise Architecture, IT Strategy, Trading Systems, Agile Methodologies, Architectures, Business Analysis, Software Development, Risk Management, Derivatives, Fixed Income, Equities, SOA
Education
University of Chicago 2010 — 2013
MS, Financial Mathematics
Rice University 1998 — 2000
MS, Computer Science
Cochin University of Science and Technology 1990 — 1994
B. Tech, Electronics Engineering
Wells Fargo Securities October 2014 - Present
UBS Investment Bank April 2014 - September 2014
JPMorgan Chase April 2013 - March 2014
UBS Investment Bank February 2006 - April 2013
Northern Natural Gas August 2000 - February 2006
EDS December 1997 - August 2000
Siemens Public Telecommunication Networks Limited October 1994 - February 1997
Siemens Communication Software 1994 - 1997
Skills
Software Project..., Integration, SDLC, Design Patterns, Unix, Architecture, Enterprise Architecture, IT Strategy, Trading Systems, Agile Methodologies, Architectures, Business Analysis, Software Development, Risk Management, Derivatives, Fixed Income, Equities, SOA
Education
University of Chicago 2010 — 2013
MS, Financial Mathematics
Rice University 1998 — 2000
MS, Computer Science
Cochin University of Science and Technology 1990 — 1994
B. Tech, Electronics Engineering
Joshua Dolin's Wells Fargo Securities Experience July 2010 - February 2013
Job Business Development at Purple Cloud
Industry Research
Experience
Purple Cloud October 2013 - May 2014
Wells Fargo Securities July 2010 - February 2013
Majestic Research April 2005 - July 2010
Witham Auto Center September 2002 - August 2004
Skills
Market Research, Financial Modeling, Analytics, Project Management, Forecasting, Automotive, Multi-channel Retail, Investment Research, Equity Research, Import Export, Retail, Entrepreneurship, Product Development, Data Analysis, Competitive Analysis, Sales, Business Development, Management, Strategy
Education
Northwestern University 2013 — 2014
Master of Science (M.S.), Predictive Analytics
Tulane University 1998 — 2002
BSM, Economics, Finance
Choate Rosemary Hall 1994 — 1998
Graduated with Honors in Science
LFCDS
Purple Cloud October 2013 - May 2014
Wells Fargo Securities July 2010 - February 2013
Majestic Research April 2005 - July 2010
Witham Auto Center September 2002 - August 2004
Skills
Market Research, Financial Modeling, Analytics, Project Management, Forecasting, Automotive, Multi-channel Retail, Investment Research, Equity Research, Import Export, Retail, Entrepreneurship, Product Development, Data Analysis, Competitive Analysis, Sales, Business Development, Management, Strategy
Education
Northwestern University 2013 — 2014
Master of Science (M.S.), Predictive Analytics
Tulane University 1998 — 2002
BSM, Economics, Finance
Choate Rosemary Hall 1994 — 1998
Graduated with Honors in Science
LFCDS
James Ajello's Wells Fargo Securities Experience May 2005 - May 2012
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Wells Fargo Securities May 2005 - May 2012
Skills
Strategy, Emerging Markets, Business Strategy, Economics, Structured Finance, Bonds, Corporate Development, DCF, Data Analysis, Management Consulting, Credit Risk, Microsoft Excel, Market Research, Competitive Analysis, Project Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Wells Fargo Securities May 2005 - May 2012
Skills
Strategy, Emerging Markets, Business Strategy, Economics, Structured Finance, Bonds, Corporate Development, DCF, Data Analysis, Management Consulting, Credit Risk, Microsoft Excel, Market Research, Competitive Analysis, Project Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Joanna Mitchell's Wells Fargo Securities Experience August 2009 - August 2013
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo Securities August 2009 - August 2013
Wells Fargo Securities January 2006 - August 2009
Deloitte 2002 - 2005
Andersen 2000 - 2002
Skills
Financial Analysis, Financial Modeling, Consumer Products, Investment Banking, Capital Markets, Mergers & Acquisitions, Capital Structure, Valuation, Manage Client..., Business Development, Commercial Banking, Corporate Finance, Leveraged Finance, Strategy
Education
Wake Forest University - Babcock Graduate School of Management
MBA
Clemson University 1997 — 2000
BS, Accounting
Wells Fargo August 2013 - Present
Wells Fargo Securities August 2009 - August 2013
Wells Fargo Securities January 2006 - August 2009
Deloitte 2002 - 2005
Andersen 2000 - 2002
Skills
Financial Analysis, Financial Modeling, Consumer Products, Investment Banking, Capital Markets, Mergers & Acquisitions, Capital Structure, Valuation, Manage Client..., Business Development, Commercial Banking, Corporate Finance, Leveraged Finance, Strategy
Education
Wake Forest University - Babcock Graduate School of Management
MBA
Clemson University 1997 — 2000
BS, Accounting
Karan Vaswani's Wells Fargo Securities Experience 2012 - 2014
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2015 - Present
Wells Fargo Securities 2012 - 2014
National Veterinary Associates 2007 - 2010
Ernst & Young 2006 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investments, Healthcare, Investment Banking, Private Equity, Accounting, Corporate Finance, Leveraged Finance, Equities, Business Development, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
The Boston Consulting Group 2015 - Present
Wells Fargo Securities 2012 - 2014
National Veterinary Associates 2007 - 2010
Ernst & Young 2006 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investments, Healthcare, Investment Banking, Private Equity, Accounting, Corporate Finance, Leveraged Finance, Equities, Business Development, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
Pat McKenzie's Wells Fargo Securities Experience September 2005 - May 2010
Job Analytics Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2010 - Present
Wells Fargo Securities September 2005 - May 2010
Wells Fargo Home Mortgage 2003 - 2005
Wells Fargo Home Mortgage 1998 - 2003
Wells Fargo Home Mortgage 1994 - 1998
Wells Fargo Home Mortgage 1992 - 1994
Skills
Financial Analysis, Finance, Analytics, Forecasting, Data Analysis, Process Improvement, Budgets, Financial Modeling, Project Planning, Credit, Risk Management
Education
University of Minnesota-Twin Cities 1989 — 1991
BA, Economics
Century College 1987 — 1989
AA
Wells Fargo Bank June 2010 - Present
Wells Fargo Securities September 2005 - May 2010
Wells Fargo Home Mortgage 2003 - 2005
Wells Fargo Home Mortgage 1998 - 2003
Wells Fargo Home Mortgage 1994 - 1998
Wells Fargo Home Mortgage 1992 - 1994
Skills
Financial Analysis, Finance, Analytics, Forecasting, Data Analysis, Process Improvement, Budgets, Financial Modeling, Project Planning, Credit, Risk Management
Education
University of Minnesota-Twin Cities 1989 — 1991
BA, Economics
Century College 1987 — 1989
AA
Patricia Montgomery's Wells Fargo Securities Experience March 2011 - Present
Job Founder/W.O.V.E.N. & W.O.W Events
Industry Events Services
Experience
Wells Fargo Securities March 2011 - Present
City Building June 2006 - September 2010
AccesSF 2006 - March 2009
Skills
Contract Management, Customer Service, Process Scheduler, Fundraising
Education
Clark Atlanta University 1994 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo Securities March 2011 - Present
City Building June 2006 - September 2010
AccesSF 2006 - March 2009
Skills
Contract Management, Customer Service, Process Scheduler, Fundraising
Education
Clark Atlanta University 1994 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Daniel Jacobson's Wells Fargo Securities Experience July 2010 - June 2013
Job Vice President at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2015 - Present
Houlihan Lokey June 2013 - July 2015
Wells Fargo Securities July 2010 - June 2013
Wells Fargo Securities July 2007 - July 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital IQ, Mergers & Acquisitions, Capital Markets, Financial Analysis, Due Diligence, Private Equity, Investments, Bloomberg, Equities, Finance, Venture Capital, Leveraged Finance, Fixed Income, LBO, Corporate Development, M&A experience
Education
Claremont McKenna College 2003 — 2007
KPMG Corporate Finance LLC July 2015 - Present
Houlihan Lokey June 2013 - July 2015
Wells Fargo Securities July 2010 - June 2013
Wells Fargo Securities July 2007 - July 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital IQ, Mergers & Acquisitions, Capital Markets, Financial Analysis, Due Diligence, Private Equity, Investments, Bloomberg, Equities, Finance, Venture Capital, Leveraged Finance, Fixed Income, LBO, Corporate Development, M&A experience
Education
Claremont McKenna College 2003 — 2007
William Brian Edwards's Wells Fargo Securities Experience July 2012 - Present
Job Compliance Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch May 2009 - January 2013
Banc of America Investments June 2007 - November 2009
Banc of America Securities May 2004 - June 2007
Banc of America Securities March 1999 - May 2004
BNY Mellon August 1994 - March 1999
US Navy 1991 - 1994
Skills
Insurance, AML, Operational Risk, Banking, Financial Regulation, Bank Secrecy Act, USA PATRIOT Act, Securities, Financial Risk, OFAC, Series 7, Commercial Banking, Retail Banking, Fraud, Capital Markets, KYC, Compliance, Supervisory Experience, General Securities..., Series 24, Series 53, FINRA, Bloomberg, Investments, Back Office
Education
City University of New York-College of Staten Island
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch May 2009 - January 2013
Banc of America Investments June 2007 - November 2009
Banc of America Securities May 2004 - June 2007
Banc of America Securities March 1999 - May 2004
BNY Mellon August 1994 - March 1999
US Navy 1991 - 1994
Skills
Insurance, AML, Operational Risk, Banking, Financial Regulation, Bank Secrecy Act, USA PATRIOT Act, Securities, Financial Risk, OFAC, Series 7, Commercial Banking, Retail Banking, Fraud, Capital Markets, KYC, Compliance, Supervisory Experience, General Securities..., Series 24, Series 53, FINRA, Bloomberg, Investments, Back Office
Education
City University of New York-College of Staten Island
Jeremy Peffer's Wells Fargo Securities Experience January 2014 - Present
Job Compliance Consultant (Government & Institutional BankingCommercial) at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities November 2012 - January 2014
Wells Fargo Bank January 2010 - November 2012
Wells Fargo March 2005 - December 2009
Wells Fargo March 2002 - March 2005
Orion Resources March 2000 - February 2001
Eclectic System Architectures, Inc. May 1999 - January 2000
Skills
Project Management, Microsoft Office, Proposal Writing, Microsoft Excel, Team Management, PowerPoint, Banking, Analysis, Business Analysis, Budgets, Cash Management, Corporate Finance, Leadership, Marketing, Process Improvement, Program Management, Sales Management, Strategic Planning, Team Building, Team Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
MBA, Finance
Clarion University of Pennsylvania 1994 — 1998
B.A., Political Science
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities November 2012 - January 2014
Wells Fargo Bank January 2010 - November 2012
Wells Fargo March 2005 - December 2009
Wells Fargo March 2002 - March 2005
Orion Resources March 2000 - February 2001
Eclectic System Architectures, Inc. May 1999 - January 2000
Skills
Project Management, Microsoft Office, Proposal Writing, Microsoft Excel, Team Management, PowerPoint, Banking, Analysis, Business Analysis, Budgets, Cash Management, Corporate Finance, Leadership, Marketing, Process Improvement, Program Management, Sales Management, Strategic Planning, Team Building, Team Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
MBA, Finance
Clarion University of Pennsylvania 1994 — 1998
B.A., Political Science
Charles E. Long's Wells Fargo Securities Experience 2012 - Present
Job
Industry Financial Services
Experience
Wells Fargo Securities 2012 - Present
Skills
Fixed Income, Equity Research, Equities, Valuation, Bloomberg, Financial Modeling, Series 7, Investments, Portfolio Management, Series 63, Investment Banking
Education
Colgate University 2007 — 2011
BA, Political Science
Wells Fargo Securities 2012 - Present
Skills
Fixed Income, Equity Research, Equities, Valuation, Bloomberg, Financial Modeling, Series 7, Investments, Portfolio Management, Series 63, Investment Banking
Education
Colgate University 2007 — 2011
BA, Political Science
Chuck England's Wells Fargo Securities Experience March 2011 - Present
Job Software Engineer
Industry Computer Software
Experience
Wells Fargo Securities March 2011 - Present
Wachovia September 2007 - December 2009
US LEC September 2000 - January 2007
USLEC/Paetec 2000 - 2007
Progressive Software, Inc. (XPIENT Solutions) February 1993 - August 2000
Skills
C#, .NET, ASP.NET, C++, Visual Studio, JavaScript, Software Development, SQL, Microsoft SQL Server, Oracle, SharePoint, Agile Methodologies, SDLC, Java, Web Services, XML, SOA
Education
Central Piedmont Community College
North Carolina State University
Wells Fargo Securities March 2011 - Present
Wachovia September 2007 - December 2009
US LEC September 2000 - January 2007
USLEC/Paetec 2000 - 2007
Progressive Software, Inc. (XPIENT Solutions) February 1993 - August 2000
Skills
C#, .NET, ASP.NET, C++, Visual Studio, JavaScript, Software Development, SQL, Microsoft SQL Server, Oracle, SharePoint, Agile Methodologies, SDLC, Java, Web Services, XML, SOA
Education
Central Piedmont Community College
North Carolina State University
Arthur Staub's Wells Fargo Securities Experience 2008 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Ashish Achlerkar's Wells Fargo Securities Experience July 2012 - Present
Job Investment Banker (Mergers & Acquisitions) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
The University of Chicago - Booth School of Business September 2010 - July 2012
UBS Investment Bank July 2011 - August 2011
MCA Solutions March 2009 - August 2010
MCA Solutions August 2005 - February 2009
MCA Solutions Inc August 2004 - August 2005
Bajaj Auto Ltd 2000 - 2002
Skills
Product Management, Business Analysis, Business Strategy, Financial Modeling, Strategy, Cross-functional Team..., Product Development, Program Management, Business Intelligence, Project Management, Supply Chain Management, Business Development, Mergers & Acquisitions, Analytics, Strategic Planning, Management Consulting, CRM, Data Analysis, Valuation
Education
The University of Chicago- Booth School of Business 2010 — 2012
MBA, Economics, Finance and Entrepreneurship
University of Arkansas at Fayetteville 2002 — 2003
MS, Operations Research
College of Engineering Pune
Pravara Public School
Wells Fargo Securities July 2012 - Present
The University of Chicago - Booth School of Business September 2010 - July 2012
UBS Investment Bank July 2011 - August 2011
MCA Solutions March 2009 - August 2010
MCA Solutions August 2005 - February 2009
MCA Solutions Inc August 2004 - August 2005
Bajaj Auto Ltd 2000 - 2002
Skills
Product Management, Business Analysis, Business Strategy, Financial Modeling, Strategy, Cross-functional Team..., Product Development, Program Management, Business Intelligence, Project Management, Supply Chain Management, Business Development, Mergers & Acquisitions, Analytics, Strategic Planning, Management Consulting, CRM, Data Analysis, Valuation
Education
The University of Chicago- Booth School of Business 2010 — 2012
MBA, Economics, Finance and Entrepreneurship
University of Arkansas at Fayetteville 2002 — 2003
MS, Operations Research
College of Engineering Pune
Pravara Public School
Molly Aeck's Wells Fargo Securities Experience 2011 - 2011
Job Allotrope Partners
Industry Venture Capital & Private Equity
Experience
Allotrope Partners March 2014 - Present
Wells Fargo Securities 2011 - 2011
EcoSecurities January 2007 - March 2010
EcoSecurities February 2006 - July 2006
The Worldwatch Institute June 2004 - October 2004
The United States Senate September 2003 - December 2003
Skills
Renewable Energy, Climate Change, Sustainability, Management, Strategy, Project Management, Energy Policy, Research, Cleantech, Financial Modeling, Environmental Awareness, CDM
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Stanford University 2000 — 2004
BA, International Relations and Affairs
Fulbright Association
Fulbright Scholar
The Westminster Schools 1988 — 2000
High School
Allotrope Partners March 2014 - Present
Wells Fargo Securities 2011 - 2011
EcoSecurities January 2007 - March 2010
EcoSecurities February 2006 - July 2006
The Worldwatch Institute June 2004 - October 2004
The United States Senate September 2003 - December 2003
Skills
Renewable Energy, Climate Change, Sustainability, Management, Strategy, Project Management, Energy Policy, Research, Cleantech, Financial Modeling, Environmental Awareness, CDM
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Stanford University 2000 — 2004
BA, International Relations and Affairs
Fulbright Association
Fulbright Scholar
The Westminster Schools 1988 — 2000
High School
Praveen Tummallapalli's Wells Fargo Securities Experience March 2003 - Present
Job Director. Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2003 - Present
Wells Fargo Securities 2003 - Present
Lehman Brothers 1993 - 2003
Skills
Derivatives, Equities, Structured Products, Capital Markets, Fixed Income, Equity Derivatives, Options, Investments, Financial Services, Trading, Credit Derivatives, Bonds, Hedge Funds, Investment Strategies, Risk Management, Electronic Trading, Trading Systems, Securities, Series 7, Equity Trading, Financial Markets, Bloomberg, Alternative Investments, FX Options, Investment Banking, Market Data, Prime Brokerage, Swaps, ETFs, Portfolio Management, Asset Management
Education
City University of New York 1988 — 1991
CBIT, Osmania University, Hyderabad 1979 — 1983
B.E., Mechanical Engineering
Wells Fargo Securities March 2003 - Present
Wells Fargo Securities 2003 - Present
Lehman Brothers 1993 - 2003
Skills
Derivatives, Equities, Structured Products, Capital Markets, Fixed Income, Equity Derivatives, Options, Investments, Financial Services, Trading, Credit Derivatives, Bonds, Hedge Funds, Investment Strategies, Risk Management, Electronic Trading, Trading Systems, Securities, Series 7, Equity Trading, Financial Markets, Bloomberg, Alternative Investments, FX Options, Investment Banking, Market Data, Prime Brokerage, Swaps, ETFs, Portfolio Management, Asset Management
Education
City University of New York 1988 — 1991
CBIT, Osmania University, Hyderabad 1979 — 1983
B.E., Mechanical Engineering
Brooke McKay's Wells Fargo Securities Experience April 2012 - April 2014
Job VP at Bank of America
Industry Capital Markets
Experience
Bank of America 2014 - Present
Wells Fargo Securities April 2012 - April 2014
Bank of America July 2009 - November 2011
Bank of America May 2006 - July 2009
Bank of America August 2004 - May 2006
Bank of America September 2001 - August 2004
Skills
Banking, Bloomberg, Business Analysis, Change Management, Capital Markets, Derivatives, Fixed Income, Interest Rate..., Middle Office
Education
Clemson University
BA
Pfeiffer University
MBA
Bank of America 2014 - Present
Wells Fargo Securities April 2012 - April 2014
Bank of America July 2009 - November 2011
Bank of America May 2006 - July 2009
Bank of America August 2004 - May 2006
Bank of America September 2001 - August 2004
Skills
Banking, Bloomberg, Business Analysis, Change Management, Capital Markets, Derivatives, Fixed Income, Interest Rate..., Middle Office
Education
Clemson University
BA
Pfeiffer University
MBA
Stephen Gerson's Wells Fargo Securities Experience August 2011 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2011 - Present
Skills
Corporate Finance, Mergers & Acquisitions, Mergers, Private Equity, Capital Markets, Investment Banking, Capital Raising
Education
Columbia University - Columbia Business School 1995 — 1997
Indiana University Bloomington 1986 — 1990
BS
Wells Fargo Securities August 2011 - Present
Skills
Corporate Finance, Mergers & Acquisitions, Mergers, Private Equity, Capital Markets, Investment Banking, Capital Raising
Education
Columbia University - Columbia Business School 1995 — 1997
Indiana University Bloomington 1986 — 1990
BS
Manish Sarin's Wells Fargo Securities Experience 2003 - 2005
Job EVP, Corporate Planning & Development at Proofpoint
Industry Computer Software
Experience
Proofpoint 2012 - Present
Hewlett-Packard 2010 - 2012
Merrill Lynch 2005 - 2009
Wells Fargo Securities 2003 - 2005
JPMorgan H&Q 1999 - 2002
Price Waterhouse 1994 - 1997
Skills
Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Mergers, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Equities, M&A experience, Start-ups, Investments, Financial Analysis, Portfolio Management, Emerging Markets, Business Strategy, Product Management, SaaS
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, General
Chartered Association of Certified Accountants (ACCA) 1995 — 1997
Chartered Diploma in Accounting & Finance (CDipAF), Accounting and Finance
IIT, India 1990 — 1994
BTech, Computer Science
DPS
Proofpoint 2012 - Present
Hewlett-Packard 2010 - 2012
Merrill Lynch 2005 - 2009
Wells Fargo Securities 2003 - 2005
JPMorgan H&Q 1999 - 2002
Price Waterhouse 1994 - 1997
Skills
Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Mergers, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Equities, M&A experience, Start-ups, Investments, Financial Analysis, Portfolio Management, Emerging Markets, Business Strategy, Product Management, SaaS
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, General
Chartered Association of Certified Accountants (ACCA) 1995 — 1997
Chartered Diploma in Accounting & Finance (CDipAF), Accounting and Finance
IIT, India 1990 — 1994
BTech, Computer Science
DPS
Kristine Thomas's Wells Fargo Securities Experience June 2002 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2002 - Present
Education
Colgate University 1998 — 2002
Bachelors, Economics
Wells Fargo Securities June 2002 - Present
Education
Colgate University 1998 — 2002
Bachelors, Economics
Jeff Huth's Wells Fargo Securities Experience March 2003 - Present
Job Director, Wells Fargo Securities, Bank Loan Sales & Trading
Industry Capital Markets
Experience
Wells Fargo Securities March 2003 - Present
Cypress Tree Investment Management September 2000 - December 2002
Citizens Bank August 1993 - August 2000
Chemical Bank October 1988 - July 1993
Skills
Capital Markets, Portfolio Management, Credit Analysis, Credit, Valuation, Investment Banking, Fixed Income, Loans, Trading, Analysis
Education
College of the Holy Cross 1984 — 1988
BA, Economics
Saint Ignatius High School, Cleveland, OH 1980 — 1984
High School
Wells Fargo Securities March 2003 - Present
Cypress Tree Investment Management September 2000 - December 2002
Citizens Bank August 1993 - August 2000
Chemical Bank October 1988 - July 1993
Skills
Capital Markets, Portfolio Management, Credit Analysis, Credit, Valuation, Investment Banking, Fixed Income, Loans, Trading, Analysis
Education
College of the Holy Cross 1984 — 1988
BA, Economics
Saint Ignatius High School, Cleveland, OH 1980 — 1984
High School
Lakisha Sykes's Wells Fargo Securities Experience April 2001 - Present
Job Senior Administrative Assistant
Industry Banking
Experience
Wells Fargo Securities April 2001 - Present
First Union Capital Markets January 1998 - April 2001
Skills
Administrative..., Customer Service, Confidentiality, Spreadsheets, Outlook, Microsoft Excel, Administrative..., Leadership, Microsoft Office, Visio, PeopleSoft, Lotus Notes, Office Management, Data Entry, PowerPoint, Access, SharePoint, Event Planning, Microsoft Word, Accounts Payable, Expense Reports, Expense Management, Heavy Calendaring, Conference Coordination, Salesforce.com, Concur, PeopleSoft Financial, Onboarding, Performance Management, Performance Appraisal, Emotional Intelligence, Balanced Scorecard, Organizational Structure, Job Analysis, Job Design
Education
Strayer University 2015 — 2017
Master of Science (M.S.), Human Resource Development
Strayer University-North Carolina 2011 — 2013
Bachelor of Business Administration (BBA), Human Resources Management
Central Piedmont Community College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration, Human Resource Management
Central Piedmont Community College 2006 — 2008
Business Administration Certificate, Human Resources Generalist
Wells Fargo Securities April 2001 - Present
First Union Capital Markets January 1998 - April 2001
Skills
Administrative..., Customer Service, Confidentiality, Spreadsheets, Outlook, Microsoft Excel, Administrative..., Leadership, Microsoft Office, Visio, PeopleSoft, Lotus Notes, Office Management, Data Entry, PowerPoint, Access, SharePoint, Event Planning, Microsoft Word, Accounts Payable, Expense Reports, Expense Management, Heavy Calendaring, Conference Coordination, Salesforce.com, Concur, PeopleSoft Financial, Onboarding, Performance Management, Performance Appraisal, Emotional Intelligence, Balanced Scorecard, Organizational Structure, Job Analysis, Job Design
Education
Strayer University 2015 — 2017
Master of Science (M.S.), Human Resource Development
Strayer University-North Carolina 2011 — 2013
Bachelor of Business Administration (BBA), Human Resources Management
Central Piedmont Community College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration, Human Resource Management
Central Piedmont Community College 2006 — 2008
Business Administration Certificate, Human Resources Generalist
Brittany Fergus's Wells Fargo Securities Experience July 2007 - May 2015
Job Assistant Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2007 - May 2015
UBS January 2006 - June 2007
Skills
FINRA Series 7, FINRA Series 63, Series 7, Project Management, Fixed Income, Investments, Derivatives, Bloomberg, Asset Management, Banking, Wealth Management, Financial Services, Financial Modeling, Portfolio Management, Series 63, Equities, Securities, Capital Markets
Education
Cleveland State University 2011 — 2013
Master of Business Administration (M.B.A.)
Miami University 2000 — 2004
Bachelor of Science, Finance
Wells Fargo Securities July 2007 - May 2015
UBS January 2006 - June 2007
Skills
FINRA Series 7, FINRA Series 63, Series 7, Project Management, Fixed Income, Investments, Derivatives, Bloomberg, Asset Management, Banking, Wealth Management, Financial Services, Financial Modeling, Portfolio Management, Series 63, Equities, Securities, Capital Markets
Education
Cleveland State University 2011 — 2013
Master of Business Administration (M.B.A.)
Miami University 2000 — 2004
Bachelor of Science, Finance
J. Walker McQuage's Wells Fargo Securities Experience 1994 - Present
Job Managing Director Municipal Syndicate
Industry Banking
Experience
Carolinas Municipal Advisory Council 1995 - Present
Wells Fargo Securities 1994 - Present
Skills
Series 7, Fixed Income, Capital Markets, Series 63, Bloomberg, Bonds, Investment Banking, Securities, Financial Modeling, Financial Analysis
Education
Coastal Carolina University 1987 — 1991
BS, Finance
University of South Carolina - Coastal Carolina 1987 — 1991
BS, Finance
Carolinas Municipal Advisory Council 1995 - Present
Wells Fargo Securities 1994 - Present
Skills
Series 7, Fixed Income, Capital Markets, Series 63, Bloomberg, Bonds, Investment Banking, Securities, Financial Modeling, Financial Analysis
Education
Coastal Carolina University 1987 — 1991
BS, Finance
University of South Carolina - Coastal Carolina 1987 — 1991
BS, Finance
Brian Timberlake's Wells Fargo Securities Experience July 2012 - Present
Job Apps Systems Engineer at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2012 - Present
Allscripts November 2011 - July 2012
Hill-Rom September 2010 - November 2011
Measurement Incorporated February 2003 - September 2010
(Self-employed) July 2001 - September 2002
Larscom, Inc. February 2001 - June 2001
(Self-employed) September 2000 - February 2001
GeoFocus, Inc. April 1999 - September 2000
North Carolina State University June 1995 - March 1999
Skills
C#, .NET, XML, SQL, Visual Studio, VB.NET, Windows, Microsoft SQL Server, WCF
Education
North Carolina State University 1995 — 1997
M.S., Electrical Engineering
Clemson University 1991 — 1995
B.S., Electrical Engineering
Wells Fargo Securities July 2012 - Present
Allscripts November 2011 - July 2012
Hill-Rom September 2010 - November 2011
Measurement Incorporated February 2003 - September 2010
(Self-employed) July 2001 - September 2002
Larscom, Inc. February 2001 - June 2001
(Self-employed) September 2000 - February 2001
GeoFocus, Inc. April 1999 - September 2000
North Carolina State University June 1995 - March 1999
Skills
C#, .NET, XML, SQL, Visual Studio, VB.NET, Windows, Microsoft SQL Server, WCF
Education
North Carolina State University 1995 — 1997
M.S., Electrical Engineering
Clemson University 1991 — 1995
B.S., Electrical Engineering
Kevin Director's Wells Fargo Securities Experience November 2001 - June 2004
Job Managing Director, Institutional Sales at D.A.davidson
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2004 - Present
Wells Fargo Securities November 2001 - June 2004
Skills
Series 7
Education
Colorado College 1980 — 1984
bachelor of arts, business economics
bs in bus/econ
D.A. Davidson & Co. July 2004 - Present
Wells Fargo Securities November 2001 - June 2004
Skills
Series 7
Education
Colorado College 1980 — 1984
bachelor of arts, business economics
bs in bus/econ
Christopher Moriarty's Wells Fargo Securities Experience June 2012 - June 2015
Job Managing Director at Stifel, Nicilaus & Co.
Industry Capital Markets
Experience
Stifel, Nicilaus & Co. August 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Barclays Capital September 2008 - April 2012
Lehman Brothers July 2005 - September 2008
Standard & Poor's February 1995 - June 2005
United States Navy 1971 - 2001
Pearce Mayer & Greer 1988 - 1990
Skills
Certified Public..., Series 7, Real Estate Brokerage..., Bonds, Structured Finance, Fixed Income, Capital Markets, Securitization, Public Finance, Investment Banking, Financial Structuring, Asset Managment, Investor Relations, Financial Modeling, Credit Analysis, Securities, Valuation, Equities, Portfolio Management, Real Estate Economics, Investments, Structured Products, Alternative Investments, Private Equity, Asset Management, Hedge Funds, Finance
Education
Columbia Business School 1977 — 1979
Masters in Business Adminstration, Finance and Accounting
Columbia College (NY) 1967 — 1971
Bacheor of Arts, Political Science
Francis C Hammond High School
Francis C Hammond High School
Francis C Hammond High School
Stifel, Nicilaus & Co. August 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Barclays Capital September 2008 - April 2012
Lehman Brothers July 2005 - September 2008
Standard & Poor's February 1995 - June 2005
United States Navy 1971 - 2001
Pearce Mayer & Greer 1988 - 1990
Skills
Certified Public..., Series 7, Real Estate Brokerage..., Bonds, Structured Finance, Fixed Income, Capital Markets, Securitization, Public Finance, Investment Banking, Financial Structuring, Asset Managment, Investor Relations, Financial Modeling, Credit Analysis, Securities, Valuation, Equities, Portfolio Management, Real Estate Economics, Investments, Structured Products, Alternative Investments, Private Equity, Asset Management, Hedge Funds, Finance
Education
Columbia Business School 1977 — 1979
Masters in Business Adminstration, Finance and Accounting
Columbia College (NY) 1967 — 1971
Bacheor of Arts, Political Science
Francis C Hammond High School
Francis C Hammond High School
Francis C Hammond High School
Timothy Higgins's Wells Fargo Securities Experience July 2009 - July 2013
Job Vice President, Securities Division Talent Acquistion
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Vettery (Orange Street Group Merged Into Vettery) July 2013 - August 2015
Wells Fargo Securities July 2009 - July 2013
Banc of America Securities June 2007 - June 2009
Skills
Social Networking, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Hedge Funds, Equity Capital Markets, Valuation, Exceptional People..., Investment Banking, Equities, Fixed Income, Management, Financial Modeling, Talent Management, Series 7, Recruiting, Financial Analysis
Education
College of the Holy Cross 2003 — 2007
The Lawrenceville School 2002 — 2003
High School
Iona Preparatory School 1998 — 2002
High School
Goldman Sachs September 2015 - Present
Vettery (Orange Street Group Merged Into Vettery) July 2013 - August 2015
Wells Fargo Securities July 2009 - July 2013
Banc of America Securities June 2007 - June 2009
Skills
Social Networking, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Hedge Funds, Equity Capital Markets, Valuation, Exceptional People..., Investment Banking, Equities, Fixed Income, Management, Financial Modeling, Talent Management, Series 7, Recruiting, Financial Analysis
Education
College of the Holy Cross 2003 — 2007
The Lawrenceville School 2002 — 2003
High School
Iona Preparatory School 1998 — 2002
High School
Lettice Nesbit's Wells Fargo Securities Experience August 2009 - Present
Job Project Manager at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2009 - Present
JPMorgan Chase November 2004 - August 2008
DC Direct 2002 - 2003
Digitas 2001 - 2002
Skills
Business Process, Management, Six Sigma, SDLC, Vendor Management, Business Analysis, Risk Management, Banking, PMO, Project Management, Process Improvement, PMP, Financial Services, Leadership, Program Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
City University of New York-Brooklyn College
BS, Dance
Wells Fargo Securities August 2009 - Present
JPMorgan Chase November 2004 - August 2008
DC Direct 2002 - 2003
Digitas 2001 - 2002
Skills
Business Process, Management, Six Sigma, SDLC, Vendor Management, Business Analysis, Risk Management, Banking, PMO, Project Management, Process Improvement, PMP, Financial Services, Leadership, Program Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
City University of New York-Brooklyn College
BS, Dance
Aaron Lemke's Wells Fargo Securities Experience 2002 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Wells Fargo Securities 2002 - Present
Education
Clarkson University 1996 — 1998
MBA, Business
Saint Michael's College 1992 — 1996
BS, Accounting
Wells Fargo 2008 - Present
Wells Fargo Securities 2002 - Present
Education
Clarkson University 1996 — 1998
MBA, Business
Saint Michael's College 1992 — 1996
BS, Accounting
Adam Joseph's Wells Fargo Securities Experience September 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Soundview Credit Strategies March 2009 - November 2009
Bank of America April 2006 - January 2009
J.P. Morgan Securities Inc. 1992 - 2006
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Wesleyan University 1983 — 1987
BA, Economics
Wells Fargo Securities September 2009 - Present
Soundview Credit Strategies March 2009 - November 2009
Bank of America April 2006 - January 2009
J.P. Morgan Securities Inc. 1992 - 2006
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Wesleyan University 1983 — 1987
BA, Economics
Thomas Masterson's Wells Fargo Securities Experience August 2012 - Present
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
James Caputo's Wells Fargo Securities Experience December 2014 - Present
Job Database Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities December 2014 - Present
Barnhardt Mfg December 2000 - May 2014
Skills
Microsoft SQL Server, System Administration, Active Directory, Networking, Troubleshooting, Network Administration, Disaster Recovery, Windows 7, Cisco Technologies, Windows Server, SharePoint, Servers, Security, Microsoft Exchange, Customer Service, Business Analysis, Oracle, Integration, Project Management, Process Improvement, SQL, Software Documentation, Databases
Education
Central Piedmont Community College 2006 — 2013
Associate of Applied Science, Mechaincal Engineering Technology
Rochester Institute of Technology 1989 — 1991
Communcations & Technical Design
Monroe Community College 1987 — 1989
AAS, Communication
Wells Fargo Securities December 2014 - Present
Barnhardt Mfg December 2000 - May 2014
Skills
Microsoft SQL Server, System Administration, Active Directory, Networking, Troubleshooting, Network Administration, Disaster Recovery, Windows 7, Cisco Technologies, Windows Server, SharePoint, Servers, Security, Microsoft Exchange, Customer Service, Business Analysis, Oracle, Integration, Project Management, Process Improvement, SQL, Software Documentation, Databases
Education
Central Piedmont Community College 2006 — 2013
Associate of Applied Science, Mechaincal Engineering Technology
Rochester Institute of Technology 1989 — 1991
Communcations & Technical Design
Monroe Community College 1987 — 1989
AAS, Communication
Bora Sila's Wells Fargo Securities Experience September 2011 - Present
Job Managing Director, Head of Consumer & Retail M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
John Albright's Wells Fargo Securities Experience June 2002 - Present
Job Director at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities June 2002 - Present
Education
Colgate University 1998 — 2002
Bachelor of Arts, Economics
Wells Fargo Securities June 2002 - Present
Education
Colgate University 1998 — 2002
Bachelor of Arts, Economics
Danny Helms's Wells Fargo Securities Experience December 2013 - September 2014
Job Technical Consultant at Perficient
Industry Computer Software
Experience
Perficient September 2014 - Present
Wells Fargo Securities December 2013 - September 2014
Oldcastle February 2013 - December 2013
LEAD Technologies, Inc (LEADTOOLS) January 2011 - November 2012
Central Piedmont Community College January 2010 - June 2012
Applebee's March 2006 - November 2008
Vector Marketing June 2008 - August 2008
Genius Babies June 2006 - November 2006
Skills
Game Development, Programming, C#, C++, DirectShow, XNA, DirectX, WinRT, .NET, WPF, WCF, XML, XAML, IIS, VB.NET, Silverlight, jQuery, ASP.NET, HTML, T-SQL, Microsoft SQL Server, SDLC, Troubleshooting, Active Directory, Visual Studio, CSS, SQL, Software Development, JavaScript, Web Development, Databases, Microsoft Office, Photoshop, Windows, Visual Basic
Education
Central Piedmont Community College 2007 — 2009
Associates, Simulation and Game Design
Liberty University
Bachelor's Degree, Biblical and theological studies
Perficient September 2014 - Present
Wells Fargo Securities December 2013 - September 2014
Oldcastle February 2013 - December 2013
LEAD Technologies, Inc (LEADTOOLS) January 2011 - November 2012
Central Piedmont Community College January 2010 - June 2012
Applebee's March 2006 - November 2008
Vector Marketing June 2008 - August 2008
Genius Babies June 2006 - November 2006
Skills
Game Development, Programming, C#, C++, DirectShow, XNA, DirectX, WinRT, .NET, WPF, WCF, XML, XAML, IIS, VB.NET, Silverlight, jQuery, ASP.NET, HTML, T-SQL, Microsoft SQL Server, SDLC, Troubleshooting, Active Directory, Visual Studio, CSS, SQL, Software Development, JavaScript, Web Development, Databases, Microsoft Office, Photoshop, Windows, Visual Basic
Education
Central Piedmont Community College 2007 — 2009
Associates, Simulation and Game Design
Liberty University
Bachelor's Degree, Biblical and theological studies
Chandra Sekhar M.'s Wells Fargo Securities Experience April 2015 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities October 2014 - April 2015
Euclid Innovations Inc March 2010 - September 2014
Central Michigan University August 2007 - May 2009
Skills
WinForms, WPF, .NET, C#, C++, XML, SQL, T-SQL, PL/SQL, MVVM, Software Development
Education
Central Michigan University 2007 — 2009
Masters, Information Systems
VRSEC 2001 — 2005
Bachelor's degree, Computer Science
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities October 2014 - April 2015
Euclid Innovations Inc March 2010 - September 2014
Central Michigan University August 2007 - May 2009
Skills
WinForms, WPF, .NET, C#, C++, XML, SQL, T-SQL, PL/SQL, MVVM, Software Development
Education
Central Michigan University 2007 — 2009
Masters, Information Systems
VRSEC 2001 — 2005
Bachelor's degree, Computer Science
Chelsea Boeker's Wells Fargo Securities Experience November 2014 - Present
Job Capital Markets Middle Office Analyst
Industry Financial Services
Experience
Wells Fargo Securities November 2014 - Present
Carlisle & Gallagher Consulting Group June 2014 - October 2014
E.ON Energy Trading SE January 2012 - December 2013
Itron May 2010 - August 2010
Education
Clemson University 2007 — 2010
Bachelors of Science, Financial Management Minor in Accounting
Wells Fargo Securities November 2014 - Present
Carlisle & Gallagher Consulting Group June 2014 - October 2014
E.ON Energy Trading SE January 2012 - December 2013
Itron May 2010 - August 2010
Education
Clemson University 2007 — 2010
Bachelors of Science, Financial Management Minor in Accounting
Rob Petrucelli's Wells Fargo Securities Experience July 2004 - Present
Job Managing Director Equity Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2004 - Present
Fidelity Capital Markets June 1992 - June 2004
Boston Stock Exchange June 1991 - June 1992
Education
Colby College 1986 — 1990
BA, History
Malden Catholic
Wells Fargo Securities July 2004 - Present
Fidelity Capital Markets June 1992 - June 2004
Boston Stock Exchange June 1991 - June 1992
Education
Colby College 1986 — 1990
BA, History
Malden Catholic
Chris Hammett's Wells Fargo Securities Experience January 2014 - Present
Job Wholesale Credit & Market Risk
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Bank of America September 2010 - January 2014
Bank of America February 2010 - September 2010
Financial Dynamics August 2009 - January 2010
Day & Zimmermann March 2008 - August 2008
Skills
Fixed Income, Trading, Investments, Financial Services, Fixed Income Analysis, Bloomberg, Credit, Microsoft Office, Financial Risk, Operational Risk, Margin, Collateral Management, Bonds, Credit Risk, Market Risk, Financial Markets, Capital Markets
Education
Clemson University 2006 — 2009
B.S.
University of South Carolina - Darla Moore School of Business 2014 — 2016
Master of Business Administration (MBA)
Wells Fargo Securities January 2014 - Present
Bank of America September 2010 - January 2014
Bank of America February 2010 - September 2010
Financial Dynamics August 2009 - January 2010
Day & Zimmermann March 2008 - August 2008
Skills
Fixed Income, Trading, Investments, Financial Services, Fixed Income Analysis, Bloomberg, Credit, Microsoft Office, Financial Risk, Operational Risk, Margin, Collateral Management, Bonds, Credit Risk, Market Risk, Financial Markets, Capital Markets
Education
Clemson University 2006 — 2009
B.S.
University of South Carolina - Darla Moore School of Business 2014 — 2016
Master of Business Administration (MBA)
Barbara Meskill's Wells Fargo Securities Experience October 2014 - Present
Job sss at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2014 - Present
General Dynamics ATP 2008 - 2014
General Dynamics 2007 - 2008
Fairfax County Public Library Systems 2002 - 2005
Department of Defense Education Activity - Diamond Elementary School 1999 - 2001
Ft. Leavenworth Public School District - Eisenhower Elementary School 1997 - 1998
US Army 1984 - 1990
Skills
Internal Governance,..., Records Management, Delegation of Authority, Compliance training and..., Lean Six Sigma, Continuous Improvement, Six Sigma, Program Management, Process Improvement, Internal Audit, Military, Lean Manufacturing, Engineering Management, Management, Systems Engineering, Governance, Government Contracting, Aerospace, DoD, Budgets, Software Documentation, Project Management
Education
Charlotte School of Law 2011 — 2014
Juris Doctor (J.D.), Magna cum Laude
Emporia State University
Master of Library & Information Science (MLIS)
Fordham University
Army ROTC, Military Science and Operations
Manhattanville College
Bachelor of Arts (BA), Mathematics, Summa Cum Laude
Salem College
Mathematics, Lucy Haynes Chatham Scholar
Wells Fargo Securities October 2014 - Present
General Dynamics ATP 2008 - 2014
General Dynamics 2007 - 2008
Fairfax County Public Library Systems 2002 - 2005
Department of Defense Education Activity - Diamond Elementary School 1999 - 2001
Ft. Leavenworth Public School District - Eisenhower Elementary School 1997 - 1998
US Army 1984 - 1990
Skills
Internal Governance,..., Records Management, Delegation of Authority, Compliance training and..., Lean Six Sigma, Continuous Improvement, Six Sigma, Program Management, Process Improvement, Internal Audit, Military, Lean Manufacturing, Engineering Management, Management, Systems Engineering, Governance, Government Contracting, Aerospace, DoD, Budgets, Software Documentation, Project Management
Education
Charlotte School of Law 2011 — 2014
Juris Doctor (J.D.), Magna cum Laude
Emporia State University
Master of Library & Information Science (MLIS)
Fordham University
Army ROTC, Military Science and Operations
Manhattanville College
Bachelor of Arts (BA), Mathematics, Summa Cum Laude
Salem College
Mathematics, Lucy Haynes Chatham Scholar
William Coyle's Wells Fargo Securities Experience May 2011 - Present
Job Compliance Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
CME Group October 2002 - May 2010
Sullivan Hincks & Conway June 2002 - October 2002
Brown & Company September 1998 - May 2001
Skills
Series 7, Securities, Derivatives, Equities, Litigation, Legal Writing, Government, Customer Service, Commodity, Options, FINRA, Trading, Trading Systems, Financial Services, Equity Derivatives, Trading Strategies, Capital Markets
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2011
LLM, Financial Services Law
The John Marshall Law School 2001 — 2005
JD, Law
Saint Mary's College of California 1998 — 2000
BA, Management
Wells Fargo Securities May 2011 - Present
CME Group October 2002 - May 2010
Sullivan Hincks & Conway June 2002 - October 2002
Brown & Company September 1998 - May 2001
Skills
Series 7, Securities, Derivatives, Equities, Litigation, Legal Writing, Government, Customer Service, Commodity, Options, FINRA, Trading, Trading Systems, Financial Services, Equity Derivatives, Trading Strategies, Capital Markets
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2011
LLM, Financial Services Law
The John Marshall Law School 2001 — 2005
JD, Law
Saint Mary's College of California 1998 — 2000
BA, Management
Andrew Maffucci's Wells Fargo Securities Experience March 2014 - Present
Job Director Municipal Trading at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2014 - Present
Skills
Culinary Skills, Capital Markets, Financial Analysis, Fixed Income, Series 7
Education
College of Charleston 2002 — 2005
Undergraduate, Accounting
Wells Fargo Securities March 2014 - Present
Skills
Culinary Skills, Capital Markets, Financial Analysis, Fixed Income, Series 7
Education
College of Charleston 2002 — 2005
Undergraduate, Accounting
Dominique Trapp's Wells Fargo Securities Experience August 2014 - Present
Job Capital Market Middle Office Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities August 2014 - Present
Wells Fargo September 2011 - August 2014
By Myself Transport, LLC November 2013 - April 2014
Skills
•Strong knowledge of..., •Proficient in using...
Education
Coastal Carolina University 2009 — 2011
Bachelor of Science Business Administration, Finance
Virginia Union University 2007 — 2009
Finance
Wells Fargo Securities August 2014 - Present
Wells Fargo September 2011 - August 2014
By Myself Transport, LLC November 2013 - April 2014
Skills
•Strong knowledge of..., •Proficient in using...
Education
Coastal Carolina University 2009 — 2011
Bachelor of Science Business Administration, Finance
Virginia Union University 2007 — 2009
Finance
Royetta DePrycker's Wells Fargo Securities Experience January 2015 - Present
Job Administrative Assistant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2015 - Present
Wells Fargo Insurance Services March 2011 - January 2015
Wells Fargo Insurance Services July 2006 - March 2011
Ecolab June 1996 - July 2006
Skills
Microsoft Office, Process Improvement, Administrative..., Lotus Notes, Insurance, Property & Casualty..., Customer Service, Management, Team Building
Education
Clemson University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Securities January 2015 - Present
Wells Fargo Insurance Services March 2011 - January 2015
Wells Fargo Insurance Services July 2006 - March 2011
Ecolab June 1996 - July 2006
Skills
Microsoft Office, Process Improvement, Administrative..., Lotus Notes, Insurance, Property & Casualty..., Customer Service, Management, Team Building
Education
Clemson University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Caitlin Hodge's Wells Fargo Securities Experience June 2008 - September 2010
Job Office of the CEO at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard August 2014 - Present
Paradigm Talent Agency 2013 - 2013
Hewlett-Packard 2013 - 2013
National Ethnic Coalition of Organizations (NECO) October 2010 - June 2012
Wells Fargo Securities June 2008 - September 2010
Bear Stearns June 2007 - August 2007
Paradigm Talent Agency June 2006 - August 2006
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Columbia College (NY) 2004 — 2008
BA, Economics
Columbia University in the City of New York 2004 — 2008
BA, Economics
Universidad de Granada 2007 — 2007
Hewlett-Packard August 2014 - Present
Paradigm Talent Agency 2013 - 2013
Hewlett-Packard 2013 - 2013
National Ethnic Coalition of Organizations (NECO) October 2010 - June 2012
Wells Fargo Securities June 2008 - September 2010
Bear Stearns June 2007 - August 2007
Paradigm Talent Agency June 2006 - August 2006
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Columbia College (NY) 2004 — 2008
BA, Economics
Columbia University in the City of New York 2004 — 2008
BA, Economics
Universidad de Granada 2007 — 2007
Diana Yen's Wells Fargo Securities Experience 2012 - 2012
Job Corporate Development M&A at AT&T
Industry Financial Services
Experience
AT&T 2013 - Present
Wells Fargo Securities 2012 - 2012
Galway Capital 2011 - 2011
Citigroup 2008 - 2011
British Petroleum 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Analysis, Due Diligence, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Private Equity, Management Consulting, Venture Capital, Financial Analysis
Education
Columbia Business School
Rice University
AT&T 2013 - Present
Wells Fargo Securities 2012 - 2012
Galway Capital 2011 - 2011
Citigroup 2008 - 2011
British Petroleum 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Analysis, Due Diligence, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Private Equity, Management Consulting, Venture Capital, Financial Analysis
Education
Columbia Business School
Rice University
Frank Henson's Wells Fargo Securities Experience May 2010 - February 2014
Job CoFounder at Zero G Capital Management LLC
Industry Financial Services
Experience
Zero G Capital Management LLC February 2014 - Present
Wells Fargo Securities May 2010 - February 2014
Cohen & Company Financial Ltd September 2008 - May 2010
Bear Stearns 2005 - June 2008
Morgan Stanley 2001 - 2005
Morgan Stanley September 1995 - December 1998
Skills
Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, Equities, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Investment Banking, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Bachelor's Degree
Zero G Capital Management LLC February 2014 - Present
Wells Fargo Securities May 2010 - February 2014
Cohen & Company Financial Ltd September 2008 - May 2010
Bear Stearns 2005 - June 2008
Morgan Stanley 2001 - 2005
Morgan Stanley September 1995 - December 1998
Skills
Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, Equities, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Investment Banking, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Bachelor's Degree
Matthew Mackarevich's Wells Fargo Securities Experience March 2011 - September 2013
Job Officer at Wells Fargo
Industry Financial Services
Experience
Sutter Health October 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo Securities March 2011 - September 2013
JP Morgan August 2006 - March 2011
Skills
Interest Rate..., Derivatives, Structured Products, Risk Management, Investments, Commodity Risk..., Fixed Income, Prime Brokerage, Foreign Exchange Risk..., Presentations, FX Options, Bloomberg, Commodity Markets, Public Speaking, FX Derivatives, Microsoft Excel, Project Management, Speech Writing, News Writing, Creative Writing, FX Hedging, Reuters Eikon
Education
College of the Holy Cross
University of Oxford
Visiting Student
Sutter Health October 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo Securities March 2011 - September 2013
JP Morgan August 2006 - March 2011
Skills
Interest Rate..., Derivatives, Structured Products, Risk Management, Investments, Commodity Risk..., Fixed Income, Prime Brokerage, Foreign Exchange Risk..., Presentations, FX Options, Bloomberg, Commodity Markets, Public Speaking, FX Derivatives, Microsoft Excel, Project Management, Speech Writing, News Writing, Creative Writing, FX Hedging, Reuters Eikon
Education
College of the Holy Cross
University of Oxford
Visiting Student
Paul Capobianco's Wells Fargo Securities Experience June 2013 - July 2013
Job Operations Manager/Accounting & Finance at Triland USA Inc.
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - July 2013
Dennis Murray Consulting Inc. July 2011 - May 2012
Triland USA Inc. January 1995 - June 2011
Mase Westpac Inc January 1986 - December 1993
Skills
Commodity, Trading, Accounting, Options, Derivatives, Investment Banking, Account Reconciliation, Electronic Trading, Trading Systems, General Ledger, Financial Markets, Swaps, FX Options, Middle Office, Hedge Funds, Commodity Markets, Hedging, Banking
Education
City University of New York-Brooklyn College
Bachelor of Science Economics, Major in Accounting
Wells Fargo Securities June 2013 - July 2013
Dennis Murray Consulting Inc. July 2011 - May 2012
Triland USA Inc. January 1995 - June 2011
Mase Westpac Inc January 1986 - December 1993
Skills
Commodity, Trading, Accounting, Options, Derivatives, Investment Banking, Account Reconciliation, Electronic Trading, Trading Systems, General Ledger, Financial Markets, Swaps, FX Options, Middle Office, Hedge Funds, Commodity Markets, Hedging, Banking
Education
City University of New York-Brooklyn College
Bachelor of Science Economics, Major in Accounting
S Lane Genatowski's Wells Fargo Securities Experience June 2003 - October 2012
Job Dividend Income Advsors, LLC
Industry Investment Management
Experience
Dividend Income Advsors, LLC December 2012 - Present
Wells Fargo Securities June 2003 - October 2012
Banc of America Securities September 2000 - September 2002
J P Morgan April 1991 - September 2000
Kidder Peabody April 1981 - 1991
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management
Education
Fordham University School of Law 1973 — 1976
JD, Law
City University of New York-Hunter College 1969 — 1973
AB, Economics, Dean's List
Dividend Income Advsors, LLC December 2012 - Present
Wells Fargo Securities June 2003 - October 2012
Banc of America Securities September 2000 - September 2002
J P Morgan April 1991 - September 2000
Kidder Peabody April 1981 - 1991
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management
Education
Fordham University School of Law 1973 — 1976
JD, Law
City University of New York-Hunter College 1969 — 1973
AB, Economics, Dean's List
Elizabeth Cabot's Wells Fargo Securities Experience March 2015 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo July 2012 - Present
Asymmetrik Inc. http://www.asymmetrikinc.com January 2011 - July 2012
Citi February 2008 - June 2009
Citi July 2004 - February 2008
Citi July 2001 - July 2004
Skills
Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investments, Valuation, Investment Banking
Education
Columbia College (NY) 1997 — 2001
BA, Economics, East Asian Studies
Wells Fargo Securities March 2015 - Present
Wells Fargo July 2012 - Present
Asymmetrik Inc. http://www.asymmetrikinc.com January 2011 - July 2012
Citi February 2008 - June 2009
Citi July 2004 - February 2008
Citi July 2001 - July 2004
Skills
Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investments, Valuation, Investment Banking
Education
Columbia College (NY) 1997 — 2001
BA, Economics, East Asian Studies
James Montesano's Wells Fargo Securities Experience June 2011 - December 2013
Job AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo Securities June 2011 - December 2013
Gen Re June 2010 - August 2010
Skills
Series 7, Applied Mathematics, CVA, Credit Risk, Derivatives, SQL
Education
Hunter College 2009 — 2011
Master of Arts, Applied Mathematics and Statistics
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts, Economics
Wells Fargo December 2013 - Present
Wells Fargo Securities June 2011 - December 2013
Gen Re June 2010 - August 2010
Skills
Series 7, Applied Mathematics, CVA, Credit Risk, Derivatives, SQL
Education
Hunter College 2009 — 2011
Master of Arts, Applied Mathematics and Statistics
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts, Economics
Jeffrey Hauk's Wells Fargo Securities Experience March 2012 - Present
Job Director Business Management at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2012 - Present
Accenture June 2000 - March 2012
Skills
Management Consulting, Business Process..., Capital Markets, Program Management, Fixed Income, Electronic Trading
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Economics / English
Wells Fargo Securities March 2012 - Present
Accenture June 2000 - March 2012
Skills
Management Consulting, Business Process..., Capital Markets, Program Management, Fixed Income, Electronic Trading
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Economics / English
G. William Johnston IV, J.D.'s Wells Fargo Securities Experience December 2013 - Present
Job Vice President, Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Wells Fargo Securities December 2013 - Present
Financial Industry Regulatory Authority January 2006 - August 2010
Legg Mason Wood Walker April 2005 - December 2005
Legg Mason Wood Walker June 2003 - April 2005
Legg Mason Wood Walker January 1999 - June 2003
Skills
Securities, FINRA, Hedge Funds, Mutual Funds, Investments, Wealth Management, Investment Banking, Finance, AML, Series 7, Equities, Financial Risk, Litigation, Fixed Annuities, Process Improvement, Analysis, Training, Arbitration, Series 24, Broker-Dealer, Swap Dealer
Education
Charlotte School of Law 2010 — 2012
Doctor of Law (J.D.)
James Madison University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors June 2015 - Present
Wells Fargo Securities December 2013 - Present
Financial Industry Regulatory Authority January 2006 - August 2010
Legg Mason Wood Walker April 2005 - December 2005
Legg Mason Wood Walker June 2003 - April 2005
Legg Mason Wood Walker January 1999 - June 2003
Skills
Securities, FINRA, Hedge Funds, Mutual Funds, Investments, Wealth Management, Investment Banking, Finance, AML, Series 7, Equities, Financial Risk, Litigation, Fixed Annuities, Process Improvement, Analysis, Training, Arbitration, Series 24, Broker-Dealer, Swap Dealer
Education
Charlotte School of Law 2010 — 2012
Doctor of Law (J.D.)
James Madison University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Meredith Lynch, CFA's Wells Fargo Securities Experience August 2005 - April 2010
Job Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management April 2010 - Present
Wells Fargo Securities August 2005 - April 2010
Wachovia Capital Markets June 2003 - August 2005
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Babson Capital Management April 2010 - Present
Wells Fargo Securities August 2005 - April 2010
Wachovia Capital Markets June 2003 - August 2005
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Hank Donaldson's Wells Fargo Securities Experience April 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities April 2015 - Present
Ally Financial Inc. June 2014 - April 2015
Ally Financial June 2013 - August 2013
HD Property Preservation and Landscaping June 2011 - September 2012
Skills
PowerPoint, Finance, Microsoft Excel, Real Estate, Management, Economics, Leadership, Financial Analysis, Risk Management, Banking
Education
Clemson University 2012 — 2014
Financial Management, Corporate Finance, 4.0
Wells Fargo Securities April 2015 - Present
Ally Financial Inc. June 2014 - April 2015
Ally Financial June 2013 - August 2013
HD Property Preservation and Landscaping June 2011 - September 2012
Skills
PowerPoint, Finance, Microsoft Excel, Real Estate, Management, Economics, Leadership, Financial Analysis, Risk Management, Banking
Education
Clemson University 2012 — 2014
Financial Management, Corporate Finance, 4.0
Darlena Longstreet's Wells Fargo Securities Experience March 1984 - August 2011
Job dispatcher II at Austin Peay State University
Industry Higher Education
Experience
Austin Peay State University September 2011 - Present
Wells Fargo Securities March 1984 - August 2011
Skills
Public Speaking, Microsoft Word, Research, Emergency Management, Access
Education
liver moore california college los postisa 1999 — 2000
bs
Chicago State University
Austin Peay State University September 2011 - Present
Wells Fargo Securities March 1984 - August 2011
Skills
Public Speaking, Microsoft Word, Research, Emergency Management, Access
Education
liver moore california college los postisa 1999 — 2000
bs
Chicago State University
Anthony Liao's Wells Fargo Securities Experience March 2015 - Present
Job Software Developer at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Goldman Sachs July 2010 - May 2014
CodeStreet June 2008 - January 2010
Con Edison June 2005 - June 2006
Skills
Java, SQL, C++, Unix, Business Analysis, C
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Operations Research
Wells Fargo Securities March 2015 - Present
Goldman Sachs July 2010 - May 2014
CodeStreet June 2008 - January 2010
Con Edison June 2005 - June 2006
Skills
Java, SQL, C++, Unix, Business Analysis, C
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Operations Research
Charles DeVries's Wells Fargo Securities Experience August 2014 - Present
Job Financial Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Exeter Academy 2009 — 2010
Wells Fargo Securities August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Exeter Academy 2009 — 2010
John Forness's Wells Fargo Securities Experience November 2013 - Present
Job Compliance Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Wells Fargo Advisors August 2010 - November 2013
Skills
Series 7, Series 66, Series 24, Series 31, Series 9, Series 10, Dodd-Frank, Capital Markets, Risk Management, Investments, Financial Services, Financial Planning, Derivatives, Interest Rate..., Securities, Fixed Income, Equities, Trading, Finance, Options, Financial Risk, Management, Mergers & Acquisitions
Education
Queens University of Charlotte 1999 — 2002
Master of Business Administration (M.B.A.), Focus on Leadership
Clarkson University 1990 — 1994
Bachelor's degree, Fianance
Wells Fargo Securities November 2013 - Present
Wells Fargo Advisors August 2010 - November 2013
Skills
Series 7, Series 66, Series 24, Series 31, Series 9, Series 10, Dodd-Frank, Capital Markets, Risk Management, Investments, Financial Services, Financial Planning, Derivatives, Interest Rate..., Securities, Fixed Income, Equities, Trading, Finance, Options, Financial Risk, Management, Mergers & Acquisitions
Education
Queens University of Charlotte 1999 — 2002
Master of Business Administration (M.B.A.), Focus on Leadership
Clarkson University 1990 — 1994
Bachelor's degree, Fianance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial