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
Joe Zuccaro Joe Zuccaro'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
Blaige & Company December 2013 - January 2015
Scottrade August 2012 - May 2013
Skills
Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Investments
Education
DePaul University
Bachelor of Science, Finance
Wells Fargo Securities June 2015 - Present
Blaige & Company December 2013 - January 2015
Scottrade August 2012 - May 2013
Skills
Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Investments
Education
DePaul University
Bachelor of Science, Finance
Wayne A. Seaton Wayne A. Seaton's Wells Fargo Securities Experience July 2009 - July 2014
Job
Industry Investment Management
Experience
ParkWest Advisors, LLC July 2014 - Present
Wells Fargo Securities July 2009 - July 2014
M. R. Beal & Company February 2005 - June 2009
Bear, Stearns & Co. Inc. January 1997 - February 2005
Skills
Management, Derivatives, Capital Markets, Investment Banking, Valuation, Fixed Income, Equities, Strategic Planning, Investments, Portfolio Management, Due Diligence, Financial Modeling, Financial Analysis, Bloomberg
Education
Columbia Business School
M.B.A., Finance and International Business
Harvard University
A.B., Sociology
ParkWest Advisors, LLC July 2014 - Present
Wells Fargo Securities July 2009 - July 2014
M. R. Beal & Company February 2005 - June 2009
Bear, Stearns & Co. Inc. January 1997 - February 2005
Skills
Management, Derivatives, Capital Markets, Investment Banking, Valuation, Fixed Income, Equities, Strategic Planning, Investments, Portfolio Management, Due Diligence, Financial Modeling, Financial Analysis, Bloomberg
Education
Columbia Business School
M.B.A., Finance and International Business
Harvard University
A.B., Sociology
Daniel Krasnow's Wells Fargo Securities Experience November 2013 - Present
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2013 - Present
Columbia Global Centers (CGC) September 2012 - December 2012
Office Of U.S. Senator Mark Kirk May 2012 - September 2012
The Stern Group August 2011 - December 2011
Skills
Microsoft Office, Capital IQ, FactSet, ThomsonOne, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Intranet Quorum, Leadership, Researcher, Relationship Builder, Communicator, Highly motivated goal...
Education
Cornell University 2009 — 2013
BA, Political Science, International Relations, and China Asia Pacific Studies
New Trier High School 2005 — 2009
Wells Fargo Securities November 2013 - Present
Columbia Global Centers (CGC) September 2012 - December 2012
Office Of U.S. Senator Mark Kirk May 2012 - September 2012
The Stern Group August 2011 - December 2011
Skills
Microsoft Office, Capital IQ, FactSet, ThomsonOne, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Intranet Quorum, Leadership, Researcher, Relationship Builder, Communicator, Highly motivated goal...
Education
Cornell University 2009 — 2013
BA, Political Science, International Relations, and China Asia Pacific Studies
New Trier High School 2005 — 2009
Benton Englehart Benton Englehart's Wells Fargo Securities Experience June 2014 - Present
Job Securities Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - June 2014
The Pollakov Financial Group, Inc. 2011 - 2012
La Jolla Officials Association 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Investments, Economics, Statistics, Quantitative Analytics, Equities, Market Research, Analysis, Finance, Forecasting, Financial Modeling, Marketing, Securities
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), International Studies of Political Science & Economics
Universidad Complutense de Madrid 2011 — 2011
Spanish Language and Literature
Diablo Valley College 2007 — 2009
Associate's degree
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - June 2014
The Pollakov Financial Group, Inc. 2011 - 2012
La Jolla Officials Association 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Investments, Economics, Statistics, Quantitative Analytics, Equities, Market Research, Analysis, Finance, Forecasting, Financial Modeling, Marketing, Securities
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), International Studies of Political Science & Economics
Universidad Complutense de Madrid 2011 — 2011
Spanish Language and Literature
Diablo Valley College 2007 — 2009
Associate's degree
Matt Kappadakunnel, CFA Matt Kappadakunnel, CFA's Wells Fargo Securities Experience June 2008 - August 2011
Job
Industry Investment Management
Experience
Western Alliance Bancorporation - Corporate Finance August 2013 - Present
Fordham University August 2011 - September 2013
Silicon Valley Bank November 2012 - August 2013
Wells Fargo Securities June 2008 - August 2011
McGladrey Capital Markets October 2005 - June 2008
Post Advisory Group August 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Alternative Investments, Bloomberg Terminal, Business Valuation, Economics, Finance, Fixed Income, Mergers & Acquisitions, Portfolio Management
Education
Fordham University 2011 — 2013
MA
Creighton University 1999 — 2003
Bachelor of Science in Business Administration, Finance and Philosophy
St. Pius X
Western Alliance Bancorporation - Corporate Finance August 2013 - Present
Fordham University August 2011 - September 2013
Silicon Valley Bank November 2012 - August 2013
Wells Fargo Securities June 2008 - August 2011
McGladrey Capital Markets October 2005 - June 2008
Post Advisory Group August 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Alternative Investments, Bloomberg Terminal, Business Valuation, Economics, Finance, Fixed Income, Mergers & Acquisitions, Portfolio Management
Education
Fordham University 2011 — 2013
MA
Creighton University 1999 — 2003
Bachelor of Science in Business Administration, Finance and Philosophy
St. Pius X
Michael Edgar's Wells Fargo Securities Experience January 2015 - Present
Job Investment Banking | Project Finance
Industry Investment Banking
Experience
Wells Fargo Securities January 2015 - Present
RBS Markets and International Banking December 2013 - December 2014
Teach For America June 2005 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Project Finance, Renewable Energy, Corporate Finance, Business Development, Finance, Analysis, Business Strategy, Entrepreneurship, Research, Energy, Capital Markets
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Science (M.S.), Finance
Columbia University - School of International and Public Affairs 2010 — 2013
Master of Public Administration (M.P.A.)
Cornell University
Bachelor of Science (B.S.)
Bayport BluePoint High School
Wells Fargo Securities January 2015 - Present
RBS Markets and International Banking December 2013 - December 2014
Teach For America June 2005 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Project Finance, Renewable Energy, Corporate Finance, Business Development, Finance, Analysis, Business Strategy, Entrepreneurship, Research, Energy, Capital Markets
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Science (M.S.), Finance
Columbia University - School of International and Public Affairs 2010 — 2013
Master of Public Administration (M.P.A.)
Cornell University
Bachelor of Science (B.S.)
Bayport BluePoint High School
Christie Lainez Christie Lainez's Wells Fargo Securities Experience June 2013 - August 2013
Job Leveraged Finance Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
UNC Kenan-Flagler August 2012 - May 2014
University of North Carolina at Chapel Hill September 2011 - May 2014
Wells Fargo Securities June 2013 - August 2013
Destino: La Universidad March 2011 - October 2012
January Partners June 2012 - August 2012
UNC's APPLES Service-Learning Program August 2011 - May 2012
Office of Undergraduate Admissions September 2011 - December 2011
Skills
Business Analytics, Quantitative, Corporate Finance, Corporate Communications, Marketing Strategy, Team Leadership, Foreign Languages, Organizational...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
BSBA, Business
University of North Carolina at Chapel Hill 2010 — 2014
The Chinese University of Hong Kong 2013 — 2013
Bachelor's degree, International Business
Copenhagen Business School 2012 — 2012
Bachelor's degree, International Business
Bank of America Merrill Lynch September 2014 - Present
UNC Kenan-Flagler August 2012 - May 2014
University of North Carolina at Chapel Hill September 2011 - May 2014
Wells Fargo Securities June 2013 - August 2013
Destino: La Universidad March 2011 - October 2012
January Partners June 2012 - August 2012
UNC's APPLES Service-Learning Program August 2011 - May 2012
Office of Undergraduate Admissions September 2011 - December 2011
Skills
Business Analytics, Quantitative, Corporate Finance, Corporate Communications, Marketing Strategy, Team Leadership, Foreign Languages, Organizational...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
BSBA, Business
University of North Carolina at Chapel Hill 2010 — 2014
The Chinese University of Hong Kong 2013 — 2013
Bachelor's degree, International Business
Copenhagen Business School 2012 — 2012
Bachelor's degree, International Business
Dustin Tillman Dustin Tillman's Wells Fargo Securities Experience May 2015 - Present
Job Distressed Trading Analyst at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities May 2015 - Present
Wells Fargo June 2011 - May 2015
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank July 2007 - September 2009
RBC Capital Markets June 2006 - August 2006
Dewey Ballantine LLP June 2005 - August 2005
Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Education
Columbia University in the City of New York 2001 — 2007
BA, Political Science
American High School
Wells Fargo Securities May 2015 - Present
Wells Fargo June 2011 - May 2015
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank July 2007 - September 2009
RBC Capital Markets June 2006 - August 2006
Dewey Ballantine LLP June 2005 - August 2005
Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Education
Columbia University in the City of New York 2001 — 2007
BA, Political Science
American High School
Michael Rawlings Michael Rawlings's Wells Fargo Securities Experience June 2014 - Present
Job Strategy Consultant at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Thomson Reuters June 2012 - May 2014
UBS January 2012 - April 2012
Superior Court of Pennsylvania May 2011 - August 2011
Skills
Salesforce.com..., Strategy, Business Analysis, Databases, Market Data, Financial Services, Relational Databases, Financial Markets, Distressed M&A, Product Support, Requirements Analysis, Requirements Gathering, Digital Strategy, Mobile Strategy, Agile Methodologies, Visio, Python, Java, Oracle Database, Salesforce.com
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Malvern Prep
Wells Fargo Securities June 2014 - Present
Thomson Reuters June 2012 - May 2014
UBS January 2012 - April 2012
Superior Court of Pennsylvania May 2011 - August 2011
Skills
Salesforce.com..., Strategy, Business Analysis, Databases, Market Data, Financial Services, Relational Databases, Financial Markets, Distressed M&A, Product Support, Requirements Analysis, Requirements Gathering, Digital Strategy, Mobile Strategy, Agile Methodologies, Visio, Python, Java, Oracle Database, Salesforce.com
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Malvern Prep
Wells Childress's Wells Fargo Securities Experience June 2014 - Present
Job Energy Mergers & Acquisitions Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Sheridan Production, LLC June 2012 - August 2012
Seismic Exchange, Inc. June 2010 - July 2010
IPR-GDF SUEZ North America January 2009 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Capital IQ, FactSet, Analysis, Finance, Financial Modeling, Sales
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Texas A&M University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors
The Kinkaid School
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Sheridan Production, LLC June 2012 - August 2012
Seismic Exchange, Inc. June 2010 - July 2010
IPR-GDF SUEZ North America January 2009 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Capital IQ, FactSet, Analysis, Finance, Financial Modeling, Sales
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Texas A&M University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors
The Kinkaid School
Karen W. Tan's Wells Fargo Securities Experience August 2013 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2013 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting and Finance
Wells Fargo Securities August 2013 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting and Finance
Qingyao Kong Qingyao Kong's Wells Fargo Securities Experience September 2014 - Present
Job Solar Contract Manager, Principal Investments at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Pacific Gas and Electric Company December 2012 - August 2014
GCL Solar Energy, Inc. July 2011 - December 2012
Georgia Institute of Technology January 2010 - December 2010
Skills
Financial Modeling, SAS, Renewable Energy, Forecasting
Education
Georgia Institute of Technology 2009 — 2011
MS, Economics
Dalian University of Technology 2004 — 2009
Bachelor's degree, International Economics
Wells Fargo Securities September 2014 - Present
Pacific Gas and Electric Company December 2012 - August 2014
GCL Solar Energy, Inc. July 2011 - December 2012
Georgia Institute of Technology January 2010 - December 2010
Skills
Financial Modeling, SAS, Renewable Energy, Forecasting
Education
Georgia Institute of Technology 2009 — 2011
MS, Economics
Dalian University of Technology 2004 — 2009
Bachelor's degree, International Economics
Xander Snyder's Wells Fargo Securities Experience August 2010 - October 2011
Job CFO & Cofounder, Persistent Efficiency
Industry Environmental Services
Experience
Persistent Efficiency May 2014 - Present
Independent September 2013 - Present
Guggenheim Securities October 2011 - June 2013
Wells Fargo Securities August 2010 - October 2011
Skills
Financial Analysis, Financial Modeling, LBO, M&A experience, M&A execution, M&A analysis, Real Estate Transactions, Real Estate Investor, Economics, Capital Markets, Venture Capital, Fundraising, Fundamental Analysis, Accretion/dilution, Financial Accounting, Social Media Consulting, Blogging, Economic Data Analysis, Presentation Design, Presentation Development, Valuation, Due Diligence, Equities, Investment Banking, Music Theory, Music History, Social Media, Economic Research
Education
Cornell University 2005 — 2009
BS, Economics, Music
Cornell University 2005 — 2009
Bachelor's degree, Economics
Crescenta Valley
Crescenta Valley
Persistent Efficiency May 2014 - Present
Independent September 2013 - Present
Guggenheim Securities October 2011 - June 2013
Wells Fargo Securities August 2010 - October 2011
Skills
Financial Analysis, Financial Modeling, LBO, M&A experience, M&A execution, M&A analysis, Real Estate Transactions, Real Estate Investor, Economics, Capital Markets, Venture Capital, Fundraising, Fundamental Analysis, Accretion/dilution, Financial Accounting, Social Media Consulting, Blogging, Economic Data Analysis, Presentation Design, Presentation Development, Valuation, Due Diligence, Equities, Investment Banking, Music Theory, Music History, Social Media, Economic Research
Education
Cornell University 2005 — 2009
BS, Economics, Music
Cornell University 2005 — 2009
Bachelor's degree, Economics
Crescenta Valley
Crescenta Valley
Connor Dougherty's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Welsh, Carson, Anderson & Stowe June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, SQL, Public Speaking, HTML, C++, English, Valuation
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics/Philosophy
Deerfield Academy 2006 — 2010
High School Diploma
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Welsh, Carson, Anderson & Stowe June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, SQL, Public Speaking, HTML, C++, English, Valuation
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics/Philosophy
Deerfield Academy 2006 — 2010
High School Diploma
Joseph Scott, MBA, Author's Wells Fargo Securities Experience April 2005 - January 2007
Job Portfolio AdvisorPIA: Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
George Philipose George Philipose's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst Energy & Power Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Rockefeller Center at Dartmouth September 2012 - June 2015
Paradigm Capital Mangement June 2014 - August 2014
Tucker Foundation at Dartmouth January 2012 - June 2014
CL King & Associates December 2013 - March 2014
Apple January 2013 - December 2013
Pride Technologies June 2012 - August 2012
Skills
Economics, Leadership, Portfolio Management, Stata, CRM, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor of Arts, Economics
Ridge High School 2008 — 2011
Wells Fargo Securities June 2015 - Present
Rockefeller Center at Dartmouth September 2012 - June 2015
Paradigm Capital Mangement June 2014 - August 2014
Tucker Foundation at Dartmouth January 2012 - June 2014
CL King & Associates December 2013 - March 2014
Apple January 2013 - December 2013
Pride Technologies June 2012 - August 2012
Skills
Economics, Leadership, Portfolio Management, Stata, CRM, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor of Arts, Economics
Ridge High School 2008 — 2011
Rishi Chheda Rishi Chheda's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Hermes Capital Advisors, LLC September 2013 - December 2013
Brittany Capital Group July 2013 - August 2013
Northwestern Mutual February 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Analysis, Microsoft Office, Research, Strategic Planning, Finance, Corporate Finance, Accounting, Banking, Investment Banking, Wealth Management, Bloomberg
Education
New York University, Stern School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Philosophy
Columbia University in the City of New York 2010 — 2011
Science Scholars Program, Psychology and Neuroscience
Franklin High School 2007 — 2011
High School Diploma
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Hermes Capital Advisors, LLC September 2013 - December 2013
Brittany Capital Group July 2013 - August 2013
Northwestern Mutual February 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Analysis, Microsoft Office, Research, Strategic Planning, Finance, Corporate Finance, Accounting, Banking, Investment Banking, Wealth Management, Bloomberg
Education
New York University, Stern School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Philosophy
Columbia University in the City of New York 2010 — 2011
Science Scholars Program, Psychology and Neuroscience
Franklin High School 2007 — 2011
High School Diploma
Lynette Nyabuto's Wells Fargo Securities Experience November 2012 - Present
Job Client Services Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors June 2006 - October 2012
Jomo Kenyatta University of Agriculture and Technology October 2000 - March 2005
African Centre for Technology Studies (ACTS) March 1997 - January 1999
Skills
Customer Satisfaction, Attention To Detail, Highly Adaptable, Self Starter, Analytical Abilities, Teamwork, Able To Multi-task, Self-directed, Independent, Cross-cultural, Due Diligence, Ms Office, Hyperion, Microsoft Office, Analysis, Risk Management, Analytical Skills, Mutual Funds, Process Improvement, Recruiting, Adaptation, Data Analysis, Human Resources, Hyperion Enterprise
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management
University of Pune 1993 — 1995
Master of Personnel Management, Human Resource Management and Accounting
Devi Ahilya Vishwavidyalaya 1990 — 1993
Bachelor of Commerce, Management and Accounting
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors June 2006 - October 2012
Jomo Kenyatta University of Agriculture and Technology October 2000 - March 2005
African Centre for Technology Studies (ACTS) March 1997 - January 1999
Skills
Customer Satisfaction, Attention To Detail, Highly Adaptable, Self Starter, Analytical Abilities, Teamwork, Able To Multi-task, Self-directed, Independent, Cross-cultural, Due Diligence, Ms Office, Hyperion, Microsoft Office, Analysis, Risk Management, Analytical Skills, Mutual Funds, Process Improvement, Recruiting, Adaptation, Data Analysis, Human Resources, Hyperion Enterprise
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management
University of Pune 1993 — 1995
Master of Personnel Management, Human Resource Management and Accounting
Devi Ahilya Vishwavidyalaya 1990 — 1993
Bachelor of Commerce, Management and Accounting
Glen Christopher Glen Christopher's Wells Fargo Securities Experience 2012 - February 2015
Job MS Excel Macros / VBA Expert
Industry Banking
Experience
Wells Fargo Securities 2012 - February 2015
Credit Suisse 2012 - 2012
glen.christopher.net ltd. 1996 - 2012
MCI Corporation 1993 - 1997
Digital Equipment Corporation 1983 - 1991
Education
Cornell University 1973 — 1978
Bachelor of Science
Wells Fargo Securities 2012 - February 2015
Credit Suisse 2012 - 2012
glen.christopher.net ltd. 1996 - 2012
MCI Corporation 1993 - 1997
Digital Equipment Corporation 1983 - 1991
Education
Cornell University 1973 — 1978
Bachelor of Science
Ryan Osborne, CFA Ryan Osborne, CFA's Wells Fargo Securities Experience May 2012 - Present
Job Director, Equity Products Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch January 2010 - February 2012
UBS Investment Bank September 2007 - December 2009
HBK Capital Management March 2003 - August 2007
Skills
Equity Derivatives, Hedge Funds, Trading Systems, Equities, Prime Brokerage, Derivatives, Trading, Series 7, Alternative Investments, Swaps, ETFs, Structured Products, Options, Securities Lending, Series 63, Emerging Markets, Collateral Management, Equity Trading, Convertible Bonds, Electronic Trading, Settlement, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Commodity, Middle Office, Valuation, Series 24, Asset Allocation, Structured Finance, Securities, Equity Research, Credit Derivatives, Fund Of Funds, Delta One, Market Risk, Bonds, Portfolio Management, Hedging, Proprietary Trading, Back Office, Investment Management, Interest Rate..., Mutual Funds, Equity Swaps, Fixed Income, CDS, FX Options, FINRA
Education
Cornell University
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch January 2010 - February 2012
UBS Investment Bank September 2007 - December 2009
HBK Capital Management March 2003 - August 2007
Skills
Equity Derivatives, Hedge Funds, Trading Systems, Equities, Prime Brokerage, Derivatives, Trading, Series 7, Alternative Investments, Swaps, ETFs, Structured Products, Options, Securities Lending, Series 63, Emerging Markets, Collateral Management, Equity Trading, Convertible Bonds, Electronic Trading, Settlement, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Commodity, Middle Office, Valuation, Series 24, Asset Allocation, Structured Finance, Securities, Equity Research, Credit Derivatives, Fund Of Funds, Delta One, Market Risk, Bonds, Portfolio Management, Hedging, Proprietary Trading, Back Office, Investment Management, Interest Rate..., Mutual Funds, Equity Swaps, Fixed Income, CDS, FX Options, FINRA
Education
Cornell University
Nikhil Jain Nikhil Jain's Wells Fargo Securities Experience January 2014 - March 2014
Job Sr. Analyst P&L Risk Reporting, Middle Office at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Wells Fargo Securities January 2014 - March 2014
UNC Charlotte August 2012 - December 2013
TIAA-CREF June 2013 - August 2013
CSC November 2011 - July 2012
CSC January 2010 - October 2011
Skills
SQL, VBA, DB2, PL/SQL, SAS, Financial Modeling, Microsoft Excel, Financial Analysis, Matlab, R, Data Analysis, Time Series Analysis, Asset Managment, Statistics, Business Analysis, Quantitative Finance, IMS DB/DC, C++ Language, Macro, Portfolio Management, Spreadsheets, Python, Fixed Income Analysis, Morningstar, Risk Management, Statistical Modeling, Bloomberg, Valuation, Data Modeling, MySQL, Credit Risk, Business Intelligence, Access, Data Mining, Big Data, Futures, Interest Rate Swaps, Forwards, NoSQL, Data Science, Entrepreneurship, Risk Mana, Derivatives, FX Options, valuat, Tableau, quantit
Education
University of North Carolina at Charlotte 2012 — 2013
Master's degree, Mathematical Finance, 3.7/4.0
Symbiosis institute of Management Studies 2011 — 2012
Post Gradute Diploma, Insurance Managment
Devi Ahilya Vishwavidyalaya 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, 77.47/100
Bank of America April 2014 - Present
Wells Fargo Securities January 2014 - March 2014
UNC Charlotte August 2012 - December 2013
TIAA-CREF June 2013 - August 2013
CSC November 2011 - July 2012
CSC January 2010 - October 2011
Skills
SQL, VBA, DB2, PL/SQL, SAS, Financial Modeling, Microsoft Excel, Financial Analysis, Matlab, R, Data Analysis, Time Series Analysis, Asset Managment, Statistics, Business Analysis, Quantitative Finance, IMS DB/DC, C++ Language, Macro, Portfolio Management, Spreadsheets, Python, Fixed Income Analysis, Morningstar, Risk Management, Statistical Modeling, Bloomberg, Valuation, Data Modeling, MySQL, Credit Risk, Business Intelligence, Access, Data Mining, Big Data, Futures, Interest Rate Swaps, Forwards, NoSQL, Data Science, Entrepreneurship, Risk Mana, Derivatives, FX Options, valuat, Tableau, quantit
Education
University of North Carolina at Charlotte 2012 — 2013
Master's degree, Mathematical Finance, 3.7/4.0
Symbiosis institute of Management Studies 2011 — 2012
Post Gradute Diploma, Insurance Managment
Devi Ahilya Vishwavidyalaya 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, 77.47/100
Vivian Luo Vivian Luo's Wells Fargo Securities Experience June 2012 - June 2014
Job Associate at J.W. Childs Associates, L.P.
Industry Venture Capital & Private Equity
Experience
J.W. Childs Associates, L.P. July 2014 - Present
Wells Fargo Securities June 2012 - June 2014
Wells Fargo Securities June 2011 - July 2011
Integrity Square June 2010 - August 2010
Vogue January 2010 - May 2010
Skills
Financial Modeling, Microsoft Excel, Capital IQ, PowerPoint, Economics, Data Analysis, Microsoft Word, Bloomberg, LBO, Bloomberg Terminal, Valuation, Investment Banking, Due Diligence, Research, Microsoft Office, Market Research, Industry Research, Analysis, Strategy, Finance, Corporate Finance, Mergers & Acquisitions
Education
Columbia University in the City of New York 2008 — 2012
B.A., Financial Economics, Psychology
Saint Francis High School 2004 — 2008
J.W. Childs Associates, L.P. July 2014 - Present
Wells Fargo Securities June 2012 - June 2014
Wells Fargo Securities June 2011 - July 2011
Integrity Square June 2010 - August 2010
Vogue January 2010 - May 2010
Skills
Financial Modeling, Microsoft Excel, Capital IQ, PowerPoint, Economics, Data Analysis, Microsoft Word, Bloomberg, LBO, Bloomberg Terminal, Valuation, Investment Banking, Due Diligence, Research, Microsoft Office, Market Research, Industry Research, Analysis, Strategy, Finance, Corporate Finance, Mergers & Acquisitions
Education
Columbia University in the City of New York 2008 — 2012
B.A., Financial Economics, Psychology
Saint Francis High School 2004 — 2008
Alex Wilhelm Alex Wilhelm's Wells Fargo Securities Experience February 2015 - Present
Job President and CoFounder at United Solar Initiative
Industry Renewables & Environment
Experience
Wells Fargo Securities February 2015 - Present
United Solar Initiative September 2013 - Present
Strata Solar, LLC 2010 - 2014
Paramount Solar May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Management, Event Planning, Social Media, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Copenhagen Business School 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Securities February 2015 - Present
United Solar Initiative September 2013 - Present
Strata Solar, LLC 2010 - 2014
Paramount Solar May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Management, Event Planning, Social Media, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Copenhagen Business School 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Taylor Yearwood Taylor Yearwood's Wells Fargo Securities Experience June 2013 - Present
Job Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2013 - Present
Education
Davidson College 2008 — 2012
Belmont Hill 2004 — 2008
Wells Fargo Securities June 2013 - Present
Education
Davidson College 2008 — 2012
Belmont Hill 2004 — 2008
John Roche John Roche's Wells Fargo Securities Experience June 2014 - Present
Job TMT Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
BlackRock May 2013 - August 2013
Retail Opportunity Investments Corp. June 2012 - August 2012
Accenture June 2011 - August 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics; Concentration in Applied Mathematics
Rye Country Day School
Wells Fargo Securities June 2014 - Present
BlackRock May 2013 - August 2013
Retail Opportunity Investments Corp. June 2012 - August 2012
Accenture June 2011 - August 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics; Concentration in Applied Mathematics
Rye Country Day School
Jay Rivera's Wells Fargo Securities Experience June 2014 - January 2015
Job Bank/Risk/Compliance Professional
Industry Financial Services
Experience
U.S. Bank February 2015 - Present
Wells Fargo Securities June 2014 - January 2015
Citi November 2009 - March 2014
Ford Motor Credit Company July 2007 - October 2009
Regions Financial Corporation April 2006 - July 2007
Skills
Risk Management, Operations Management, Sales Management, Microsoft Excel, Microsoft Word, Integrity, AML, Teamwork, Leadership, Credit, Banking, Credit Analysis, Credit Risk, Loans, Commercial Banking, Financial Services, Financial Risk, Underwriting, Management, Analysis, Training, Anti Money Laundering, Finance, Process Improvement
Education
Nova Southeastern University 2004 — 2007
Bachelors of Science, Business Management
Cumberland County College 1990 — 1992
Computer Information Systems
U.S. Bank February 2015 - Present
Wells Fargo Securities June 2014 - January 2015
Citi November 2009 - March 2014
Ford Motor Credit Company July 2007 - October 2009
Regions Financial Corporation April 2006 - July 2007
Skills
Risk Management, Operations Management, Sales Management, Microsoft Excel, Microsoft Word, Integrity, AML, Teamwork, Leadership, Credit, Banking, Credit Analysis, Credit Risk, Loans, Commercial Banking, Financial Services, Financial Risk, Underwriting, Management, Analysis, Training, Anti Money Laundering, Finance, Process Improvement
Education
Nova Southeastern University 2004 — 2007
Bachelors of Science, Business Management
Cumberland County College 1990 — 1992
Computer Information Systems
Elliott Campbell's Wells Fargo Securities Experience May 2011 - June 2013
Job MBA Candidate, Harvard Business School
Industry Consumer Goods
Experience
HarbourVest Partners June 2013 - July 2015
Wells Fargo Securities May 2011 - June 2013
Campbell Enterprises January 2007 - January 2010
Skills
Financial Analysis, Valuation Modeling, Due Diligence, Presentation Design, Transaction Experience, Legal Documents, Teamwork, Communication, Superior written &..., Quantitative Analytics, Data Analysis, Process Improvement, Stata, Teaching, Research, Financial Modeling, Economics, Bloomberg, Analysis, Private Equity, Investments, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Davidson College 2007 — 2011
Bachelor of Arts, Political Science
HarbourVest Partners June 2013 - July 2015
Wells Fargo Securities May 2011 - June 2013
Campbell Enterprises January 2007 - January 2010
Skills
Financial Analysis, Valuation Modeling, Due Diligence, Presentation Design, Transaction Experience, Legal Documents, Teamwork, Communication, Superior written &..., Quantitative Analytics, Data Analysis, Process Improvement, Stata, Teaching, Research, Financial Modeling, Economics, Bloomberg, Analysis, Private Equity, Investments, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Davidson College 2007 — 2011
Bachelor of Arts, Political Science
Sharif Gias's Wells Fargo Securities Experience February 2008 - July 2008
Job Analyst
Industry Investment Management
Experience
University of New Mexico August 2011 - May 2013
University of Wisconsin-Platteville August 2008 - August 2011
Wells Fargo Securities February 2008 - July 2008
Delaware State University June 2006 - December 2007
Orascom Telecom September 2005 - May 2006
Standard Chartered Bank November 2000 - August 2005
Skills
Higher Education, Financial Analysis, Teaching, Analysis, Research, Financial Reporting, Financial Modeling, Corporate Finance, Bank Reconciliation, DCF Valuation, Business Analysis, Business Valuation, Investment Banking, Policy Analysis, Healthcare, Econometrics, Economic Modeling, SPSS, Stata, Statistics, University Teaching, Data Analysis, Public Speaking, Matlab, PowerPoint, Economics, Student Development, Qualitative Research, Time Series Analysis, Finance, Risk Management, Managerial Finance, Forecasting, Accounting, Policy, Access, Strategic Financial..., Program Management, Budgets, Auditing, Microsoft Excel, Management, Financial Risk, Internal Controls, Account Reconciliation, Investments, SAP, Variance Analysis, Quantitative Analytics, Training
Education
The University of New Mexico 2011 — 2013
Master of Arts (M.A.), Economics
Delaware State University 2006 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
North South University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of New Mexico August 2011 - May 2013
University of Wisconsin-Platteville August 2008 - August 2011
Wells Fargo Securities February 2008 - July 2008
Delaware State University June 2006 - December 2007
Orascom Telecom September 2005 - May 2006
Standard Chartered Bank November 2000 - August 2005
Skills
Higher Education, Financial Analysis, Teaching, Analysis, Research, Financial Reporting, Financial Modeling, Corporate Finance, Bank Reconciliation, DCF Valuation, Business Analysis, Business Valuation, Investment Banking, Policy Analysis, Healthcare, Econometrics, Economic Modeling, SPSS, Stata, Statistics, University Teaching, Data Analysis, Public Speaking, Matlab, PowerPoint, Economics, Student Development, Qualitative Research, Time Series Analysis, Finance, Risk Management, Managerial Finance, Forecasting, Accounting, Policy, Access, Strategic Financial..., Program Management, Budgets, Auditing, Microsoft Excel, Management, Financial Risk, Internal Controls, Account Reconciliation, Investments, SAP, Variance Analysis, Quantitative Analytics, Training
Education
The University of New Mexico 2011 — 2013
Master of Arts (M.A.), Economics
Delaware State University 2006 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
North South University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ayumi Watanabe Ayumi Watanabe's Wells Fargo Securities Experience July 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Hospital & Health Care
Experience
Wells Fargo Securities July 2015 - Present
Foundation for Sustainable Development January 2015 - March 2015
Alpha Phi Omega National Service Fraternity January 2012 - December 2014
Chapel Hill Gymnastics May 2013 - November 2014
Wells Fargo Securities May 2014 - August 2014
PopUp May 2013 - August 2013
UNC Health Care May 2013 - August 2013
Bangs October 2012 - May 2013
Law Office of Matthew C. Suczynski October 2012 - May 2013
Asian Students Association Executive Board Member August 2011 - May 2013
Skills
Leadership, Spanish, International..., Administrative Work, Organization, Time-efficient, Start-ups, Creative Strategy, Problem Solving, Manageability, Analyzation, Drive Results, Legal Assistance, Project Management, PowerPoint, Microsoft Excel, Public Speaking
Education
UNC Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), International Business
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Business Administration (B.B.A.)
The Chinese University of Hong Kong 2014 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Copenhagen Business School 2013 — 2013
Bachelor of Business Administration (BBA), International Business
Wells Fargo Securities July 2015 - Present
Foundation for Sustainable Development January 2015 - March 2015
Alpha Phi Omega National Service Fraternity January 2012 - December 2014
Chapel Hill Gymnastics May 2013 - November 2014
Wells Fargo Securities May 2014 - August 2014
PopUp May 2013 - August 2013
UNC Health Care May 2013 - August 2013
Bangs October 2012 - May 2013
Law Office of Matthew C. Suczynski October 2012 - May 2013
Asian Students Association Executive Board Member August 2011 - May 2013
Skills
Leadership, Spanish, International..., Administrative Work, Organization, Time-efficient, Start-ups, Creative Strategy, Problem Solving, Manageability, Analyzation, Drive Results, Legal Assistance, Project Management, PowerPoint, Microsoft Excel, Public Speaking
Education
UNC Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), International Business
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Business Administration (B.B.A.)
The Chinese University of Hong Kong 2014 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Copenhagen Business School 2013 — 2013
Bachelor of Business Administration (BBA), International Business
Joe Britt Joe Britt's Wells Fargo Securities Experience December 2008 - February 2013
Job Senior Vice President at FTN Financial
Industry Investment Banking
Experience
FTN Financial February 2013 - Present
Wells Fargo Securities December 2008 - February 2013
Wachovia Securities October 2007 - December 2008
A.G. Edwards September 1997 - October 2007
Skills
Public Finance, Investment Banking, Municipal Bonds, Bonds, Capital Markets, Bond Markets, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Financial Advisory, Series 7, Series 63, Mergers & Acquisitions
Education
Cornell University 1993 — 1997
BA, Economics
St. Louis University High School 1989 — 1993
FTN Financial February 2013 - Present
Wells Fargo Securities December 2008 - February 2013
Wachovia Securities October 2007 - December 2008
A.G. Edwards September 1997 - October 2007
Skills
Public Finance, Investment Banking, Municipal Bonds, Bonds, Capital Markets, Bond Markets, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Financial Advisory, Series 7, Series 63, Mergers & Acquisitions
Education
Cornell University 1993 — 1997
BA, Economics
St. Louis University High School 1989 — 1993
Abhishek (Abhi) Kedia Abhishek (Abhi) Kedia's Wells Fargo Securities Experience February 2014 - Present
Job Vice President, TMT Investment Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities June 2012 - February 2014
Jefferies & Company February 2011 - May 2012
Wells Fargo Securities, Technology, Media & Telecom, Investment Banking July 2010 - February 2011
Wells Fargo Securities 2007 - 2010
Smith Barney July 2006 - May 2007
Merrill Lynch January 2006 - May 2006
Klingler & Associates September 2005 - December 2005
Skills
Investment Banking, Sales, Team Management, Valuation, Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Equities, Financial Modeling, Finance, Investments, Business Valuation, LBO, Capital Markets, Private Equity
Education
Goldey Beacom College 2008 — 2011
Masters in Management
Dickinson College 2003 — 2007
Bachelor of Arts, International Business & Management
St. James 1989 — 2003
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities June 2012 - February 2014
Jefferies & Company February 2011 - May 2012
Wells Fargo Securities, Technology, Media & Telecom, Investment Banking July 2010 - February 2011
Wells Fargo Securities 2007 - 2010
Smith Barney July 2006 - May 2007
Merrill Lynch January 2006 - May 2006
Klingler & Associates September 2005 - December 2005
Skills
Investment Banking, Sales, Team Management, Valuation, Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Equities, Financial Modeling, Finance, Investments, Business Valuation, LBO, Capital Markets, Private Equity
Education
Goldey Beacom College 2008 — 2011
Masters in Management
Dickinson College 2003 — 2007
Bachelor of Arts, International Business & Management
St. James 1989 — 2003
Richard Cummings Richard Cummings's Wells Fargo Securities Experience September 2012 - May 2015
Job
Industry Financial Services
Experience
Citadel LLC May 2015 - Present
Wells Fargo Securities September 2012 - May 2015
Diamondback Capital June 2011 - June 2012
Deutsche Bank Securities July 2009 - June 2011
Deutsche Bank 2008 - 2008
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Citadel LLC May 2015 - Present
Wells Fargo Securities September 2012 - May 2015
Diamondback Capital June 2011 - June 2012
Deutsche Bank Securities July 2009 - June 2011
Deutsche Bank 2008 - 2008
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Toby Pegors Toby Pegors's Wells Fargo Securities Experience February 2014 - Present
Job Fixed Income Analyst at Western National Insurance
Industry Higher Education
Experience
Western National Insurance August 2014 - Present
Wells Fargo Securities February 2014 - Present
Columbia University September 2011 - November 2013
REI October 2009 - July 2011
City of Richfield October 2008 - October 2009
Ultimate Electronics August 1999 - May 2006
Education
Columbia University in the City of New York 2011 — 2013
Bachelor's Degree, Political Science and Economics, 3.72
Western National Insurance August 2014 - Present
Wells Fargo Securities February 2014 - Present
Columbia University September 2011 - November 2013
REI October 2009 - July 2011
City of Richfield October 2008 - October 2009
Ultimate Electronics August 1999 - May 2006
Education
Columbia University in the City of New York 2011 — 2013
Bachelor's Degree, Political Science and Economics, 3.72
Justin Matthews Justin Matthews's Wells Fargo Securities Experience December 2014 - Present
Job
Industry Investment Management
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2013 - December 2014
Nomura Securities April 2012 - February 2013
UBS Investment Bank June 2011 - April 2012
NYU Stern School of Business July 2009 - June 2011
UBS Investment Bank June 2010 - August 2010
Vista Research March 2006 - June 2009
Saks Fifth Avenue October 2004 - February 2006
Abercrombie & Fitch July 2000 - August 2003
Skills
Asset Management, Food & Beverage, Restaurants, Retail, Merchandising, Apparel & Softlines, Merchandise Planning, Apparel, Softlines, Asset Managment, Corporate Finance, Equity Research, Financial Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Finance, Bloomberg, Analysis, Private Equity, Investments, Alternative Investments, Financial Services, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Cornell University 1996 — 2000
BS
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2013 - December 2014
Nomura Securities April 2012 - February 2013
UBS Investment Bank June 2011 - April 2012
NYU Stern School of Business July 2009 - June 2011
UBS Investment Bank June 2010 - August 2010
Vista Research March 2006 - June 2009
Saks Fifth Avenue October 2004 - February 2006
Abercrombie & Fitch July 2000 - August 2003
Skills
Asset Management, Food & Beverage, Restaurants, Retail, Merchandising, Apparel & Softlines, Merchandise Planning, Apparel, Softlines, Asset Managment, Corporate Finance, Equity Research, Financial Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Finance, Bloomberg, Analysis, Private Equity, Investments, Alternative Investments, Financial Services, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Cornell University 1996 — 2000
BS
John Laughlin John Laughlin's Wells Fargo Securities Experience February 1999 - Present
Job Head of M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 1999 - Present
Banc of America Securities September 1995 - February 1999
J.P. Morgan June 1990 - September 1995
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Risk Management
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Davidson College 1981 — 1985
Bachelor's Degree, Economics
Wells Fargo Securities February 1999 - Present
Banc of America Securities September 1995 - February 1999
J.P. Morgan June 1990 - September 1995
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Risk Management
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Davidson College 1981 — 1985
Bachelor's Degree, Economics
Harris Tils's Wells Fargo Securities Experience June 2015 - Present
Job Sales & Trading Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Cornell Team & Leadership Center (CTLC) September 2013 - May 2014
Capital One June 2013 - May 2014
Merrill Lynch June 2010 - August 2010
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Cornell Team & Leadership Center (CTLC) September 2013 - May 2014
Capital One June 2013 - May 2014
Merrill Lynch June 2010 - August 2010
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Joshua Reh, MSAPM Joshua Reh, MSAPM's Wells Fargo Securities Experience 2014 - Present
Job Market Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - June 2014
Questar III BOCES October 2011 - August 2013
Robert Half Finance & Accounting December 2010 - May 2011
Farley Water Services June 2005 - October 2010
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Accounting, Budgets, Account Management, Cost Accounting, Equity Valuation, Managerial Finance, SQL Server Management..., Counterparty Risk, Interest Rate Risk..., Credit Risk, Risk Analysis, Equity Research Analysis
Education
Creighton University 2012 — 2014
Master of Science (MSAPM), Security Analysis & Portfolio Management
SUNY New Paltz 2006 — 2009
Bachelor of Science, Finance
Wells Fargo Securities 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - June 2014
Questar III BOCES October 2011 - August 2013
Robert Half Finance & Accounting December 2010 - May 2011
Farley Water Services June 2005 - October 2010
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Accounting, Budgets, Account Management, Cost Accounting, Equity Valuation, Managerial Finance, SQL Server Management..., Counterparty Risk, Interest Rate Risk..., Credit Risk, Risk Analysis, Equity Research Analysis
Education
Creighton University 2012 — 2014
Master of Science (MSAPM), Security Analysis & Portfolio Management
SUNY New Paltz 2006 — 2009
Bachelor of Science, Finance
Martel Campbell Martel Campbell's Wells Fargo Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Management Leadership for Tomorrow July 2013 - December 2014
Wells Fargo Securities June 2014 - August 2014
MetLife May 2013 - August 2013
Freedom School Partners May 2012 - July 2012
Skills
Leadership, Social Media, Time Management, Team Leadership, PowerPoint, Public Speaking, Outlook, Windows, Problem Solving, Event Planning, Leadership Development, Community Outreach, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Projection, Valuation, Data Analysis
Education
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Alumni
Management Leadership for Tomorrow July 2013 - December 2014
Wells Fargo Securities June 2014 - August 2014
MetLife May 2013 - August 2013
Freedom School Partners May 2012 - July 2012
Skills
Leadership, Social Media, Time Management, Team Leadership, PowerPoint, Public Speaking, Outlook, Windows, Problem Solving, Event Planning, Leadership Development, Community Outreach, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Projection, Valuation, Data Analysis
Education
Davidson College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Alumni
Brad Groves Brad Groves'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
Richmond College Student Government Association April 2014 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Solvay June 2013 - August 2013
Richmond College August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word
Education
University of Richmond 2011 — 2015
BSBA, Finance, Minor in Leadership Studies
Copenhagen Business School 2013 — 2013
Finance
Wells Fargo Securities June 2015 - Present
Richmond College Student Government Association April 2014 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Solvay June 2013 - August 2013
Richmond College August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word
Education
University of Richmond 2011 — 2015
BSBA, Finance, Minor in Leadership Studies
Copenhagen Business School 2013 — 2013
Finance
David Martinelli David Martinelli's Wells Fargo Securities Experience July 2014 - Present
Job Project Manager and PMO Consultant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
DMA Consulting Services January 2013 - Present
BNY Mellon September 2013 - June 2014
Nomura February 2013 - May 2013
Credit Suisse April 2000 - July 2012
TD Ameritrade November 1995 - March 2000
Skills
Project Management, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, PRINCE2, Six Sigma, Microsoft Excel, MS Excel Pivot Tables, MS PowerPoint, MS Project, Series 7, Series 9/10, Series 63, Business Objects, Quantitative Analytics, Some SQL programming..., Trading
Education
Cornell University 1991 — 1995
BS, Applied Economics and Finance
Wells Fargo Securities July 2014 - Present
DMA Consulting Services January 2013 - Present
BNY Mellon September 2013 - June 2014
Nomura February 2013 - May 2013
Credit Suisse April 2000 - July 2012
TD Ameritrade November 1995 - March 2000
Skills
Project Management, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, PRINCE2, Six Sigma, Microsoft Excel, MS Excel Pivot Tables, MS PowerPoint, MS Project, Series 7, Series 9/10, Series 63, Business Objects, Quantitative Analytics, Some SQL programming..., Trading
Education
Cornell University 1991 — 1995
BS, Applied Economics and Finance
Cathy Chen Cathy Chen's Wells Fargo Securities Experience June 2012 - August 2012
Job Senior Analyst, Corporate Strategy at Hudson's Bay Company
Industry Retail
Experience
Hudson's Bay Company May 2015 - Present
Centerview Partners July 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
Tuck School of Business at Dartmouth College May 2011 - June 2012
CL King & Associates September 2011 - December 2011
Implanex January 2011 - March 2011
Skills
Valuation, Data Analysis, Stata, Financial Modeling, Investment Banking, Research, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
B.A., Economics, Public Policy
Carmel High School 2005 — 2009
Hudson's Bay Company May 2015 - Present
Centerview Partners July 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
Tuck School of Business at Dartmouth College May 2011 - June 2012
CL King & Associates September 2011 - December 2011
Implanex January 2011 - March 2011
Skills
Valuation, Data Analysis, Stata, Financial Modeling, Investment Banking, Research, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
B.A., Economics, Public Policy
Carmel High School 2005 — 2009
Tyler Cain Tyler Cain's Wells Fargo Securities Experience June 2006 - July 2009
Job Analyst, Private Investment Fund
Industry Investment Management
Experience
Private Investment Fund May 2013 - Present
Pamlico Capital July 2009 - July 2011
Wells Fargo Securities June 2006 - July 2009
Skills
Financial Modeling, Due Diligence, Industry Research, Corporate Strategy..., Financial Analysis, Market Research, Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Virginia 2002 — 2006
BS, Commerce
Private Investment Fund May 2013 - Present
Pamlico Capital July 2009 - July 2011
Wells Fargo Securities June 2006 - July 2009
Skills
Financial Modeling, Due Diligence, Industry Research, Corporate Strategy..., Financial Analysis, Market Research, Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Virginia 2002 — 2006
BS, Commerce
Seth Allen Seth Allen's Wells Fargo Securities Experience July 2011 - Present
Job Tech, Media & Telecom Investment Banking
Industry Financial Services
Experience
Wells Fargo Securities July 2011 - Present
Gilder Gagnon Howe June 2010 - December 2010
REN Management 2007 - 2009
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
The George Washington University 1999 — 2003
Wells Fargo Securities July 2011 - Present
Gilder Gagnon Howe June 2010 - December 2010
REN Management 2007 - 2009
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
The George Washington University 1999 — 2003
Brendan Krueger Brendan Krueger's Wells Fargo Securities Experience 2007 - October 2010
Job Finance Manager
Industry Oil & Energy
Experience
Antero Resources March 2014 - Present
Robert W. Baird & Co. January 2014 - March 2014
Robert W. Baird & Co. August 2010 - December 2013
Wells Fargo Securities 2007 - October 2010
Wachovia Securities July 2007 - July 2009
Ritchie Capital Management May 2006 - August 2006
Buffalo Bills July 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Portfolio Management, Asset Management, Equity Research, Fixed Income, Derivatives, Finance, Venture Capital, M&A experience, Hedge Funds, Business Valuation
Education
University of Notre Dame 2004 — 2007
Bachelors, Finance
DePauw University 2003 — 2004
Antero Resources March 2014 - Present
Robert W. Baird & Co. January 2014 - March 2014
Robert W. Baird & Co. August 2010 - December 2013
Wells Fargo Securities 2007 - October 2010
Wachovia Securities July 2007 - July 2009
Ritchie Capital Management May 2006 - August 2006
Buffalo Bills July 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Portfolio Management, Asset Management, Equity Research, Fixed Income, Derivatives, Finance, Venture Capital, M&A experience, Hedge Funds, Business Valuation
Education
University of Notre Dame 2004 — 2007
Bachelors, Finance
DePauw University 2003 — 2004
Wilson Chai Wilson Chai's Wells Fargo Securities Experience June 1999 - March 2002
Job AVP; Senior Mortgage Loan Officer at Bank of America Home Loans NMLS ID: 448019
Industry Financial Services
Experience
Bank of America Home Loans April 2011 - Present
Wells Fargo Bank September 2010 - April 2011
Bank of America Home Loans March 2004 - October 2010
APAX LLC March 2002 - March 2004
Wells Fargo Securities June 1999 - March 2002
L.H. Friend, Weinress, Frankson & Presson, Inc. June 1994 - June 1999
Arthur Andersen LLP June 1990 - June 1994
Skills
Mergers & Acquisitions, Loans, Mortgage Lending, Investments, Finance, Corporate Finance, Investment Properties, Investment Banking, Structured Finance, FHA, Mortgage Banking, Refinance, Joint Ventures, REO, Residential Homes, Real Estate, Commercial Lending, Financial Analysis, Residential Mortgages, Investors, Loan Origination, Short Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MS, MBA, Accounting
The University of Chicago 1986 — 1990
BA, Economics
Bank of America Home Loans April 2011 - Present
Wells Fargo Bank September 2010 - April 2011
Bank of America Home Loans March 2004 - October 2010
APAX LLC March 2002 - March 2004
Wells Fargo Securities June 1999 - March 2002
L.H. Friend, Weinress, Frankson & Presson, Inc. June 1994 - June 1999
Arthur Andersen LLP June 1990 - June 1994
Skills
Mergers & Acquisitions, Loans, Mortgage Lending, Investments, Finance, Corporate Finance, Investment Properties, Investment Banking, Structured Finance, FHA, Mortgage Banking, Refinance, Joint Ventures, REO, Residential Homes, Real Estate, Commercial Lending, Financial Analysis, Residential Mortgages, Investors, Loan Origination, Short Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MS, MBA, Accounting
The University of Chicago 1986 — 1990
BA, Economics
Jake Thompson Jake Thompson's Wells Fargo Securities Experience June 2012 - June 2015
Job Associate at Carousel Capital
Industry Investment Banking
Experience
Carousel Capital August 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Skills
Analysis, Economics, Leadership, Management, Microsoft Excel, Spanish, Strategy, Valuation
Education
Davidson College 2008 — 2012
Bachelor of Arts, Spanish, Minor in Economics
Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
Colegio de Estudios Hispánicos 2010 — 2010
Facultad de Ciencias y Económicas 2010 — 2010
The Haverford School 2004 — 2008
Carousel Capital August 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Skills
Analysis, Economics, Leadership, Management, Microsoft Excel, Spanish, Strategy, Valuation
Education
Davidson College 2008 — 2012
Bachelor of Arts, Spanish, Minor in Economics
Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
Colegio de Estudios Hispánicos 2010 — 2010
Facultad de Ciencias y Económicas 2010 — 2010
The Haverford School 2004 — 2008
Jeannie Powers Jeannie Powers's Wells Fargo Securities Experience October 2014 - Present
Job VP Petroleum Engineering at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities October 2014 - Present
Chevron January 2014 - September 2014
Chevron December 2011 - January 2014
Chevron January 2010 - December 2011
Chevron September 2007 - December 2009
Skills
Reservoir Management, Petroleum Engineering, Reserves, Natural Gas, Production Engineering, Reservoir Engineering, Project Management, Completion, Reservoir Simulation, Workover, Energy Industry, Gas, Decision Analysis, Mentoring, Upstream, Petroleum, Aquisitions and..., Business Development
Education
Texas Tech University 2014 — 2016
Master of Business Administration (MBA), MBA
Delft University of Technology 2007 — 2007
Petroleum Engineering
The University of Texas at Austin 2003 — 2007
Bachelor of Science, Petroleum Engineering
Wells Fargo Securities October 2014 - Present
Chevron January 2014 - September 2014
Chevron December 2011 - January 2014
Chevron January 2010 - December 2011
Chevron September 2007 - December 2009
Skills
Reservoir Management, Petroleum Engineering, Reserves, Natural Gas, Production Engineering, Reservoir Engineering, Project Management, Completion, Reservoir Simulation, Workover, Energy Industry, Gas, Decision Analysis, Mentoring, Upstream, Petroleum, Aquisitions and..., Business Development
Education
Texas Tech University 2014 — 2016
Master of Business Administration (MBA), MBA
Delft University of Technology 2007 — 2007
Petroleum Engineering
The University of Texas at Austin 2003 — 2007
Bachelor of Science, Petroleum Engineering
Ross Rosenstein's Wells Fargo Securities Experience 2007 - 2008
Job JD/MBA Candidate University of Virginia
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - August 2015
Financial Industry Regulatory Authority (FINRA) 2014 - 2014
Clarksons Platou 2010 - 2012
Clarksons Platou 2008 - 2010
Wells Fargo Securities 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Business Development, Due Diligence, Emerging Markets, Financial Analysis, Equity Research, Capital Markets, Investments, Bloomberg, Strategy, Business Strategy, Analysis, Finance, Mergers & Acquisitions, Portfolio Management, Data Analysis, Management Consulting, Management, Equities
Education
University of Virginia School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Virginia - Darden Graduate School of Business Administration 2012 — 2016
Business Administration and Management, General
Davidson College 2003 — 2007
B.A., Economics with Spanish Minor
The Lawrenceville School 2000 — 2003
Diploma
The Lexington School 1988 — 2000
Houlihan Lokey June 2015 - August 2015
Financial Industry Regulatory Authority (FINRA) 2014 - 2014
Clarksons Platou 2010 - 2012
Clarksons Platou 2008 - 2010
Wells Fargo Securities 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Business Development, Due Diligence, Emerging Markets, Financial Analysis, Equity Research, Capital Markets, Investments, Bloomberg, Strategy, Business Strategy, Analysis, Finance, Mergers & Acquisitions, Portfolio Management, Data Analysis, Management Consulting, Management, Equities
Education
University of Virginia School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Virginia - Darden Graduate School of Business Administration 2012 — 2016
Business Administration and Management, General
Davidson College 2003 — 2007
B.A., Economics with Spanish Minor
The Lawrenceville School 2000 — 2003
Diploma
The Lexington School 1988 — 2000
Jake Michaels Jake Michaels's Wells Fargo Securities Experience June 2015 - Present
Job
Industry Real Estate
Experience
Wells Fargo Securities June 2015 - Present
Sustone Hotel Investors May 2014 - August 2014
Groupo Ferran Real Estate January 2014 - April 2014
High Peaks Hospitality June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Budgets, Strategic Planning, Research, Hospitality Management, Data Analysis, Leadership, Public Speaking, Commercial Real Estate, Microsoft Word, English, PowerPoint, Outlook, Windows, Hospitality, Hotels
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration, Real Estate Minor
Wells Fargo Securities June 2015 - Present
Sustone Hotel Investors May 2014 - August 2014
Groupo Ferran Real Estate January 2014 - April 2014
High Peaks Hospitality June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Budgets, Strategic Planning, Research, Hospitality Management, Data Analysis, Leadership, Public Speaking, Commercial Real Estate, Microsoft Word, English, PowerPoint, Outlook, Windows, Hospitality, Hotels
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration, Real Estate Minor
Matthew E. Pearson Matthew E. Pearson's Wells Fargo Securities Experience March 2015 - Present
Job Director, Higher Education and NonProfit Financing, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wheelock College May 2015 - Present
Reading Portfolio, LLC May 2013 - February 2015
Morgan Stanley August 1996 - April 2013
NYC Mayor's Office of Management and Budget August 1990 - August 1993
NYC Board of Education September 1985 - June 1988
Skills
Budgets, Nonprofits, Investment Banking, Securities, Fixed Income, Derivatives, Series 7, Capital Markets, Finance, Investments, Bonds, Financial Modeling
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MPA, Public Administration
Georgetown University 1977 — 1983
BA, History
Wells Fargo Securities March 2015 - Present
Wheelock College May 2015 - Present
Reading Portfolio, LLC May 2013 - February 2015
Morgan Stanley August 1996 - April 2013
NYC Mayor's Office of Management and Budget August 1990 - August 1993
NYC Board of Education September 1985 - June 1988
Skills
Budgets, Nonprofits, Investment Banking, Securities, Fixed Income, Derivatives, Series 7, Capital Markets, Finance, Investments, Bonds, Financial Modeling
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MPA, Public Administration
Georgetown University 1977 — 1983
BA, History
Joel Theodros's Wells Fargo Securities Experience May 2013 - August 2013
Job Building and scaling Dropbox across the Europe, Middle East, and Africa regions
Industry Internet
Experience
Dropbox June 2014 - August 2015
Cherokee Investment Partners September 2013 - September 2013
Wells Fargo Securities May 2013 - August 2013
DirecTV December 2011 - May 2012
Boeing 2007 - 2011
AT&T January 2007 - December 2007
Boeing 2004 - 2006
Education
Duke University 2012 — 2014
Master of Business Administration (MBA)
London School of Economics and Political Science 2013 — 2013
Copenhagen Business School 2014 — 2014
Tsinghua University
School of Economics and Management
University of Southern California 2002 — 2005
B.S, Business Administration
Dropbox June 2014 - August 2015
Cherokee Investment Partners September 2013 - September 2013
Wells Fargo Securities May 2013 - August 2013
DirecTV December 2011 - May 2012
Boeing 2007 - 2011
AT&T January 2007 - December 2007
Boeing 2004 - 2006
Education
Duke University 2012 — 2014
Master of Business Administration (MBA)
London School of Economics and Political Science 2013 — 2013
Copenhagen Business School 2014 — 2014
Tsinghua University
School of Economics and Management
University of Southern California 2002 — 2005
B.S, Business Administration
Monica Stone Monica Stone's Wells Fargo Securities Experience May 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Goldman Sachs June 2013 - August 2013
Delaware Investments June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Derivatives, Fixed Income
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Episcopal Academy 2006 — 2010
High School
Wells Fargo Securities May 2014 - Present
Goldman Sachs June 2013 - August 2013
Delaware Investments June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Derivatives, Fixed Income
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Episcopal Academy 2006 — 2010
High School
Conner Farrell Conner Farrell's Wells Fargo Securities Experience June 2014 - Present
Job Public Finance Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Applied Investment Management August 2013 - May 2014
Wells Fargo Securities June 2013 - August 2013
Skills
Bloomberg, Bloomberg Terminal, Corporate Finance, Financial Modeling
Education
UNC Kenan-Flagler Business School 2011 — 2014
Bachelor of Science in Business Administration, Investments
Copenhagen Business School
Wells Fargo Securities June 2014 - Present
Applied Investment Management August 2013 - May 2014
Wells Fargo Securities June 2013 - August 2013
Skills
Bloomberg, Bloomberg Terminal, Corporate Finance, Financial Modeling
Education
UNC Kenan-Flagler Business School 2011 — 2014
Bachelor of Science in Business Administration, Investments
Copenhagen Business School
Galina Parastaeva Galina Parastaeva's Wells Fargo Securities Experience October 2013 - Present
Job Derivatives Negotiator at Wells Fargo Securities
Industry Legal Services
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities March 2008 - October 2013
First Collateral Services October 2004 - March 2008
Skills
Risk Management, Due Diligence, Corporate Law, Microsoft Excel, Mortgage Lending, Loans, Legal Documents, Banking, Legal Research, Westlaw, Time Management, Analysis, Financial Services
Education
Concord Law School - Kaplan University 2009 — 2013
JD
Kaplan University 2006 — 2008
Bachelor, Legal Studies
Merritt College 2002 — 2004
Associate, Paralegal Studies
Merritt College 2002 — 2003
Certificate, Paralegal Studies
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities March 2008 - October 2013
First Collateral Services October 2004 - March 2008
Skills
Risk Management, Due Diligence, Corporate Law, Microsoft Excel, Mortgage Lending, Loans, Legal Documents, Banking, Legal Research, Westlaw, Time Management, Analysis, Financial Services
Education
Concord Law School - Kaplan University 2009 — 2013
JD
Kaplan University 2006 — 2008
Bachelor, Legal Studies
Merritt College 2002 — 2004
Associate, Paralegal Studies
Merritt College 2002 — 2003
Certificate, Paralegal Studies
Sudhir Kerodian, FRM Sudhir Kerodian, FRM's Wells Fargo Securities Experience October 2006 - Present
Job Vice President at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Securities October 2006 - Present
Cognizant Technology Solutions October 2003 - November 2004
CMC Ltd November 1999 - October 2003
Skills
Strategy, Portfolio Management, Market Risk, Financial Modeling, Valuation, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Capital Markets, Risk Management, Financial Analysis, Business Analysis, Management
Education
FRM- GARP 2010 — 2011
FRM, Risk Management
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
University of North Carolina at Charlotte 2007 — 2008
MS, Financial Mathematics
University of Mumbai 1995 — 1999
BE, Instrumentation
Wells Fargo Securities October 2006 - Present
Cognizant Technology Solutions October 2003 - November 2004
CMC Ltd November 1999 - October 2003
Skills
Strategy, Portfolio Management, Market Risk, Financial Modeling, Valuation, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Capital Markets, Risk Management, Financial Analysis, Business Analysis, Management
Education
FRM- GARP 2010 — 2011
FRM, Risk Management
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
University of North Carolina at Charlotte 2007 — 2008
MS, Financial Mathematics
University of Mumbai 1995 — 1999
BE, Instrumentation
Nate Servis Nate Servis's Wells Fargo Securities Experience July 2012 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Robert W. Baird & Co. July 2009 - August 2010
Robert W. Baird & Co. January 2008 - March 2008
Skills
Corporate Finance, Investment Banking, Valuation, Financial Modeling, Capital Markets, LBO, Bloomberg, Due Diligence, Economics, Financial Analysis
Education
Dartmouth College 2005 — 2009
B.A., Economics
The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
University School of Milwaukee 2001 — 2005
High School
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities August 2010 - July 2012
Robert W. Baird & Co. July 2009 - August 2010
Robert W. Baird & Co. January 2008 - March 2008
Skills
Corporate Finance, Investment Banking, Valuation, Financial Modeling, Capital Markets, LBO, Bloomberg, Due Diligence, Economics, Financial Analysis
Education
Dartmouth College 2005 — 2009
B.A., Economics
The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
University School of Milwaukee 2001 — 2005
High School
Jon Merriman Jon Merriman's Wells Fargo Securities Experience June 1996 - September 2000
Job CEO, Merriman Holdings ~ Thought leaders in small cap advisory and investment banking
Industry Investment Banking
Experience
Merriman Holdings, Inc. February 2002 - Present
Points International Ltd (Points.com) 2006 - 2007
RateXchange Corporation October 2000 - February 2002
Wells Fargo Securities June 1996 - September 2000
merrill lynch capital markets 1982 - 1986
Skills
Investment Banking, Entrepreneurship, Asset Managment, Finance, Public Companies, Venture Capital, Private Equity, Start-ups, Mergers, Investments, Due Diligence, Business Strategy, Hedge Funds, Corporate Development, Private Placements, Series 7, Mergers & Acquisitions, Strategy, Securities, IPO, Asset Management, Capital, Equities, Financial Services, Alternative Investments, Management Consulting, Corporate Finance, Capital Markets, Valuation, Leadership, Options, Restructuring, Trading, Derivatives, Management, Strategic Partnerships, Emerging Markets, Financial Modeling, Business Development, Equity Research, Executive Management, M&A experience, Portfolio Management, Investor Relations, Financial Advisory, Mutual Funds, Funding, Equity Trading, Business Valuation, Investment Management
Education
Dartmouth College 1978 — 1982
BA, psychology
Merriman Holdings, Inc. February 2002 - Present
Points International Ltd (Points.com) 2006 - 2007
RateXchange Corporation October 2000 - February 2002
Wells Fargo Securities June 1996 - September 2000
merrill lynch capital markets 1982 - 1986
Skills
Investment Banking, Entrepreneurship, Asset Managment, Finance, Public Companies, Venture Capital, Private Equity, Start-ups, Mergers, Investments, Due Diligence, Business Strategy, Hedge Funds, Corporate Development, Private Placements, Series 7, Mergers & Acquisitions, Strategy, Securities, IPO, Asset Management, Capital, Equities, Financial Services, Alternative Investments, Management Consulting, Corporate Finance, Capital Markets, Valuation, Leadership, Options, Restructuring, Trading, Derivatives, Management, Strategic Partnerships, Emerging Markets, Financial Modeling, Business Development, Equity Research, Executive Management, M&A experience, Portfolio Management, Investor Relations, Financial Advisory, Mutual Funds, Funding, Equity Trading, Business Valuation, Investment Management
Education
Dartmouth College 1978 — 1982
BA, psychology
Andy Camposeo Andy Camposeo's Wells Fargo Securities Experience July 2013 - Present
Job Investment Banking Associate (M&A Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Income Research & Management July 2008 - July 2011
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Williams College 2004 — 2008
2008, Economics, History
Deerfield Academy 2003 — 2004
2004
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Income Research & Management July 2008 - July 2011
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Williams College 2004 — 2008
2008, Economics, History
Deerfield Academy 2003 — 2004
2004
Charles (Chip) Wittmann, CFA Charles (Chip) Wittmann, CFA's Wells Fargo Securities Experience 1995 - 2001
Job Portfolio Manager / Analyst at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management, LLC July 2014 - Present
Thompson, Siegel & Walmsley 2004 - June 2014
Shockoe Capital, LLC 2001 - 2004
Wells Fargo Securities 1995 - 2001
Bank of America 1988 - 1993
Skills
Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Equities, Capital Raising, Alpha Generation, Client Presentation, Product Development, Team Leadership, Turnaround Experience, Competitive Analysis, Mutual Funds
Education
Duke University, The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Davidson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Phillips Andover 1982 — 1984
Sterling Capital Management, LLC July 2014 - Present
Thompson, Siegel & Walmsley 2004 - June 2014
Shockoe Capital, LLC 2001 - 2004
Wells Fargo Securities 1995 - 2001
Bank of America 1988 - 1993
Skills
Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Equities, Capital Raising, Alpha Generation, Client Presentation, Product Development, Team Leadership, Turnaround Experience, Competitive Analysis, Mutual Funds
Education
Duke University, The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Davidson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Phillips Andover 1982 — 1984
Sugun Kapoor's Wells Fargo Securities Experience January 2008 - August 2015
Job
Industry Banking
Experience
Capco August 2015 - Present
Wells Fargo Securities January 2008 - August 2015
Citigroup Inc September 2002 - January 2008
Lehman Brothers October 1998 - September 2002
Swiss Bank Corp April 1998 - October 1998
Bankers Trust July 1993 - April 1998
Skills
Equities, Equity Derivatives, Securities, Middle Office, Derivatives, Financial Risk, Market Risk, Capital Markets, Investments
Education
Pace University 1991 — 1993
MBA
Delhi University 1986 — 1989
B Com-Honors
MNSS Rai 1984 — 1986
High School
St Xaviers, Nashik
Capco August 2015 - Present
Wells Fargo Securities January 2008 - August 2015
Citigroup Inc September 2002 - January 2008
Lehman Brothers October 1998 - September 2002
Swiss Bank Corp April 1998 - October 1998
Bankers Trust July 1993 - April 1998
Skills
Equities, Equity Derivatives, Securities, Middle Office, Derivatives, Financial Risk, Market Risk, Capital Markets, Investments
Education
Pace University 1991 — 1993
MBA
Delhi University 1986 — 1989
B Com-Honors
MNSS Rai 1984 — 1986
High School
St Xaviers, Nashik
Asher Safvi's Wells Fargo Securities Experience July 2012 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Celerant Consulting March 2006 - March 2010
Accenture September 2004 - March 2006
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Cornell University 2000 — 2004
BS
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Celerant Consulting March 2006 - March 2010
Accenture September 2004 - March 2006
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Cornell University 2000 — 2004
BS
Jonathan Landsberg, CFA's Wells Fargo Securities Experience November 2014 - Present
Job VP, Fixed Income Research at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities November 2014 - Present
Bank of America Merrill Lynch October 2009 - October 2014
Bank of America Merrill Lynch June 2008 - October 2009
Merrill Lynch June 2006 - June 2008
Merrill Lynch May 2006 - August 2006
Citigroup January 2005 - March 2005
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Engineering Sciences and Economics, GPA: 3.81/4.00
Kingswood-Oxford School 1998 — 2002
High School
Wells Fargo Securities November 2014 - Present
Bank of America Merrill Lynch October 2009 - October 2014
Bank of America Merrill Lynch June 2008 - October 2009
Merrill Lynch June 2006 - June 2008
Merrill Lynch May 2006 - August 2006
Citigroup January 2005 - March 2005
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Engineering Sciences and Economics, GPA: 3.81/4.00
Kingswood-Oxford School 1998 — 2002
High School
Matthew Mueller's Wells Fargo Securities Experience July 2014 - Present
Job Sales & Trading Associate at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities July 2014 - Present
MJM Capital 2013 - Present
Cardea Management, LLC March 2011 - Present
United States Air Force May 2006 - September 2014
MAP Jordan June 2012 - June 2014
NATO Training Mission Afghanistan May 2011 - November 2011
Multi-National Force-Iraq March 2009 - April 2010
The Center for Supply Chain Research, Penn State University June 2005 - May 2006
Skills
Financial Analysis, Financial Modeling, Defense, Portfolio Management, Risk Management, Air Force, Budgets, Logistics, Military, Analysis, Macroeconomics, Equities, Equity Derivatives, Central Banks, Predictive Analytics, Quantitative, Financial Control, Budgeting, Real Estate Financing, Decisiveness, Security Clearance, DoD, Policy, Government Contracting, Military Operations, National Security, Operational Planning, Training, Security, Army, Project Planning, Team Leadership, Intelligence, Government, Management, Afghanistan, Military Experience, Intelligence Analysis, Command, Crisis Management, Organizational..., Counterterrorism, Top Secret, Earned Value Management, Homeland Security, Python, Programming, Computer Programming, Federal Government, Navy
Education
Columbia University in the City of New York 2013 — 2014
Certificate, Financial Engineering
University of Toronto 2013 — 2013
Certificate, Computer Programming (Python Based)
Air University, Maxwell Air Force Base, Alabama 2011 — 2012
Squadron Officer School
University of Colorado at Denver 2007 — 2008
MSc, Finance, Quantitative Emphasis
Penn State University 2002 — 2006
BS/BA Double Major, Supply Chain & Information Systems, Economics
The University of Manchester 2005 — 2005
Exchange Programme, Economics
Dallastown Area High School 1998 — 2002
Columbia University in the City of New York 2001 — 2001
Journalism
Wells Fargo Securities July 2014 - Present
MJM Capital 2013 - Present
Cardea Management, LLC March 2011 - Present
United States Air Force May 2006 - September 2014
MAP Jordan June 2012 - June 2014
NATO Training Mission Afghanistan May 2011 - November 2011
Multi-National Force-Iraq March 2009 - April 2010
The Center for Supply Chain Research, Penn State University June 2005 - May 2006
Skills
Financial Analysis, Financial Modeling, Defense, Portfolio Management, Risk Management, Air Force, Budgets, Logistics, Military, Analysis, Macroeconomics, Equities, Equity Derivatives, Central Banks, Predictive Analytics, Quantitative, Financial Control, Budgeting, Real Estate Financing, Decisiveness, Security Clearance, DoD, Policy, Government Contracting, Military Operations, National Security, Operational Planning, Training, Security, Army, Project Planning, Team Leadership, Intelligence, Government, Management, Afghanistan, Military Experience, Intelligence Analysis, Command, Crisis Management, Organizational..., Counterterrorism, Top Secret, Earned Value Management, Homeland Security, Python, Programming, Computer Programming, Federal Government, Navy
Education
Columbia University in the City of New York 2013 — 2014
Certificate, Financial Engineering
University of Toronto 2013 — 2013
Certificate, Computer Programming (Python Based)
Air University, Maxwell Air Force Base, Alabama 2011 — 2012
Squadron Officer School
University of Colorado at Denver 2007 — 2008
MSc, Finance, Quantitative Emphasis
Penn State University 2002 — 2006
BS/BA Double Major, Supply Chain & Information Systems, Economics
The University of Manchester 2005 — 2005
Exchange Programme, Economics
Dallastown Area High School 1998 — 2002
Columbia University in the City of New York 2001 — 2001
Journalism
Pierre Sutton's Wells Fargo Securities Experience July 2010 - July 2015
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Wells Fargo Securities July 2010 - July 2015
Family Dollar Stores, Inc. November 2007 - July 2010
EDS June 1995 - October 2007
Skills
Business Analysis, Data Analysis, Business Requirements, SDLC, User Acceptance Testing, Systems Analysis, Requirements Analysis, SQL, GE Cimplicity, Retek, Appworx, Fixed Income Technology, ECN, Sybase SQL Anywhere, Autosys
Education
Davenport University 1998 — 2002
Database Systems and Programming, BS
Wells Fargo Securities July 2010 - July 2015
Family Dollar Stores, Inc. November 2007 - July 2010
EDS June 1995 - October 2007
Skills
Business Analysis, Data Analysis, Business Requirements, SDLC, User Acceptance Testing, Systems Analysis, Requirements Analysis, SQL, GE Cimplicity, Retek, Appworx, Fixed Income Technology, ECN, Sybase SQL Anywhere, Autosys
Education
Davenport University 1998 — 2002
Database Systems and Programming, BS
Jim Laird's Wells Fargo Securities Experience March 2012 - January 2014
Job Director at Wells Fargo Prime Services
Industry Investment Management
Experience
You Greet February 2012 - Present
Wells Fargo Securities March 2012 - January 2014
Carmel Asset Management April 2011 - March 2012
Sio Capital Management May 2006 - March 2011
Skills
Marketing, Hedge Funds, Asset Managment, Trading, Equities, Alternative Investments, Investments, Options, Due Diligence, Business Development, Prime Brokerage, Fund Of Funds, Risk Management, Operations, Operations Management, Information Technology, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Investment Management
Education
DePauw University 1986 — 1990
B.A.
New Canaan High School 1982 — 1986
You Greet February 2012 - Present
Wells Fargo Securities March 2012 - January 2014
Carmel Asset Management April 2011 - March 2012
Sio Capital Management May 2006 - March 2011
Skills
Marketing, Hedge Funds, Asset Managment, Trading, Equities, Alternative Investments, Investments, Options, Due Diligence, Business Development, Prime Brokerage, Fund Of Funds, Risk Management, Operations, Operations Management, Information Technology, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Investment Management
Education
DePauw University 1986 — 1990
B.A.
New Canaan High School 1982 — 1986
Ryan Stapleton's Wells Fargo Securities Experience September 2014 - Present
Job Middle Office Operations Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo Prime Services, LLC August 2012 - August 2014
Merlin Securities January 2010 - August 2012
Merlin Securities October 2005 - December 2009
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Series 7, Asset Management, Equities, Outlook, Selling, Settlement, International..., International Trade, Domestic Settlements
Education
Diablo Valley College
Wells Fargo Securities September 2014 - Present
Wells Fargo Prime Services, LLC August 2012 - August 2014
Merlin Securities January 2010 - August 2012
Merlin Securities October 2005 - December 2009
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Series 7, Asset Management, Equities, Outlook, Selling, Settlement, International..., International Trade, Domestic Settlements
Education
Diablo Valley College
David Kraybill's Wells Fargo Securities Experience January 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2009 - Present
Education
Davidson College 1990 — 1994
Wells Fargo Securities January 2009 - Present
Education
Davidson College 1990 — 1994
Amine Laourine's Wells Fargo Securities Experience March 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities June 2012 - March 2015
Cornell University August 2007 - May 2012
Skills
Information Theory, Statistical Signal..., Probability Theory, Stochastic Calculus, Stochastic Processes, Signal Processing
Education
Cornell University 2007 — 2012
PhD, Electrical and Computer Engineering
Université du Québec - Institut national de la recherche scientifique 2006 — 2007
M.S., Telecommunications
Ecole Polytechnique de Tunisie 2002 — 2005
Diplôme d'ingénieur
Institut Préparatoire Aux Etudes d'Ingénieurs de Tunis 2000 — 2002
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities June 2012 - March 2015
Cornell University August 2007 - May 2012
Skills
Information Theory, Statistical Signal..., Probability Theory, Stochastic Calculus, Stochastic Processes, Signal Processing
Education
Cornell University 2007 — 2012
PhD, Electrical and Computer Engineering
Université du Québec - Institut national de la recherche scientifique 2006 — 2007
M.S., Telecommunications
Ecole Polytechnique de Tunisie 2002 — 2005
Diplôme d'ingénieur
Institut Préparatoire Aux Etudes d'Ingénieurs de Tunis 2000 — 2002
Garrett Jenkins, CFA's Wells Fargo Securities Experience 2009 - August 2010
Job AVP at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman August 2010 - Present
Wells Fargo Securities 2009 - August 2010
BlackHawk Alpha October 2007 - July 2009
MOUNTAIN KHAKIS LLC December 2006 - February 2008
Charlotte Knights October 2005 - September 2006
Skills
Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Risk Management, Bloomberg
Education
Davidson College 2002 — 2006
Bachelor of Arts, English; Mathematics
Wayland High School 1998 — 2002
Brown Brothers Harriman August 2010 - Present
Wells Fargo Securities 2009 - August 2010
BlackHawk Alpha October 2007 - July 2009
MOUNTAIN KHAKIS LLC December 2006 - February 2008
Charlotte Knights October 2005 - September 2006
Skills
Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Risk Management, Bloomberg
Education
Davidson College 2002 — 2006
Bachelor of Arts, English; Mathematics
Wayland High School 1998 — 2002
Sejal Penkar's Wells Fargo Securities Experience July 2012 - Present
Job VP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Duke University July 2010 - May 2012
Wells Fargo Securities June 2011 - August 2011
Markit February 2008 - May 2010
Merrill Lynch July 2007 - January 2008
Teach for America 2005 - 2007
Skills
Entrepreneurship, Financial Modeling, Analysis, Fixed Income
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance
Pace University 2005 — 2007
MST, Middle School Science
Cornell University 2001 — 2005
BA, Biology and Society
Wells Fargo Securities July 2012 - Present
Duke University July 2010 - May 2012
Wells Fargo Securities June 2011 - August 2011
Markit February 2008 - May 2010
Merrill Lynch July 2007 - January 2008
Teach for America 2005 - 2007
Skills
Entrepreneurship, Financial Modeling, Analysis, Fixed Income
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance
Pace University 2005 — 2007
MST, Middle School Science
Cornell University 2001 — 2005
BA, Biology and Society
Dodson Worthington's Wells Fargo Securities Experience July 2012 - June 2014
Job Associate, Private Equity and Mezzanine Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
VO2 Partners, LLC January 2012 - September 2012
Columbia Business School September 2010 - May 2012
Square 1 Bank 2009 - 2010
UBS Investment Bank 2006 - 2008
Skills
Financial Modeling, Valuation, Investments, Bloomberg, Investment Banking, Capital Markets, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Equities, Hedge Funds, Due Diligence, Venture Capital, Equity Valuation
Education
Columbia University in the City of New York 2002 — 2006
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (BA), History
TIAA-CREF July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
VO2 Partners, LLC January 2012 - September 2012
Columbia Business School September 2010 - May 2012
Square 1 Bank 2009 - 2010
UBS Investment Bank 2006 - 2008
Skills
Financial Modeling, Valuation, Investments, Bloomberg, Investment Banking, Capital Markets, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Equities, Hedge Funds, Due Diligence, Venture Capital, Equity Valuation
Education
Columbia University in the City of New York 2002 — 2006
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (BA), History
Siddharth Alexander's Wells Fargo Securities Experience July 2008 - February 2013
Job Managing Director, Principal Investments at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo Securities July 2008 - February 2013
Bear, Stearns & Co. Inc. August 2004 - June 2008
Skills
Fixed Income, Financial Modeling, Derivatives, Equities, Hedge Funds, Interest Rate..., Options, Quantitative Finance, Credit Derivatives, Investment Banking, Investments, Bloomberg, Valuation, Trading, Portfolio Management, Capital Markets, Trading Systems, Equity Derivatives, Structured Products, Alternative Investments
Education
Cornell University
Doctor of Philosophy (Ph.D.), Applied Math, Computational Finance
Cornell University
Master's Degree, Applied Math, Computer Science
Rishi Valley School
Wells Fargo Securities July 2008 - February 2013
Bear, Stearns & Co. Inc. August 2004 - June 2008
Skills
Fixed Income, Financial Modeling, Derivatives, Equities, Hedge Funds, Interest Rate..., Options, Quantitative Finance, Credit Derivatives, Investment Banking, Investments, Bloomberg, Valuation, Trading, Portfolio Management, Capital Markets, Trading Systems, Equity Derivatives, Structured Products, Alternative Investments
Education
Cornell University
Doctor of Philosophy (Ph.D.), Applied Math, Computational Finance
Cornell University
Master's Degree, Applied Math, Computer Science
Rishi Valley School
Elyse Greenspan, CFA's Wells Fargo Securities Experience January 2013 - Present
Job Equity Research Analyst at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities, LLC August 2002 - January 2013
Skills
Insurance, Investments, Equities, Financial Modeling, Financial Analysis, Equity Research, Valuation, Capital Markets, Hedge Funds, Series 7, Property & Casualty..., Fixed Income, Bloomberg, Portfolio Management, Investment Banking
Education
Cornell University 1998 — 2002
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities, LLC August 2002 - January 2013
Skills
Insurance, Investments, Equities, Financial Modeling, Financial Analysis, Equity Research, Valuation, Capital Markets, Hedge Funds, Series 7, Property & Casualty..., Fixed Income, Bloomberg, Portfolio Management, Investment Banking
Education
Cornell University 1998 — 2002
Mark Nyqvist Hjarding's Wells Fargo Securities Experience November 2012 - May 2013
Job Vice President; Programmer Prof MKTS at Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
Bank of America June 2013 - July 2014
Wells Fargo Securities November 2012 - May 2013
Danske Bank January 2010 - October 2012
DIBS A/S July 2000 - December 2009
Ingram Micro A/S July 1998 - August 1999
Skills
System Administration, Security, Network Security, Database Admin, Software Development, Web Services, Network Administration, Linux, Apache, Enterprise Architecture, Mainframe, Software Design, SOA, Object Oriented Design, Software Engineering, C, C++, Java, Perl, Python, COBOL, PL/1, SQL, EGL, Scrum, Tomcat, JBoss Application Server, Agile Methodologies
Education
Danmarks Tekniske Universitet 1999 — 2009
Master of Science (M.Sc.), Engineering
Rungsted Gymnasium 1995 — 1998
Bank of America July 2014 - Present
Bank of America June 2013 - July 2014
Wells Fargo Securities November 2012 - May 2013
Danske Bank January 2010 - October 2012
DIBS A/S July 2000 - December 2009
Ingram Micro A/S July 1998 - August 1999
Skills
System Administration, Security, Network Security, Database Admin, Software Development, Web Services, Network Administration, Linux, Apache, Enterprise Architecture, Mainframe, Software Design, SOA, Object Oriented Design, Software Engineering, C, C++, Java, Perl, Python, COBOL, PL/1, SQL, EGL, Scrum, Tomcat, JBoss Application Server, Agile Methodologies
Education
Danmarks Tekniske Universitet 1999 — 2009
Master of Science (M.Sc.), Engineering
Rungsted Gymnasium 1995 — 1998
David (DJ) Johnson's Wells Fargo Securities Experience June 2010 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2010 - Present
UBS Investment Bank May 2009 - April 2010
UBS Investment Bank December 2003 - April 2009
ABN AMRO January 2003 - November 2003
ABN AMRO June 1995 - November 2003
McGladrey & Pullen January 1993 - May 1995
Skills
Series 7, Equities, Hedge Funds, Fixed Income, Investments, Prime Brokerage, Trading, Capital Markets
Education
Montclair State University 1990 — 1993
Bachelors, Business Administration
County College of Morris 1987 — 1990
Associates, Business Administration
Wells Fargo Securities June 2010 - Present
UBS Investment Bank May 2009 - April 2010
UBS Investment Bank December 2003 - April 2009
ABN AMRO January 2003 - November 2003
ABN AMRO June 1995 - November 2003
McGladrey & Pullen January 1993 - May 1995
Skills
Series 7, Equities, Hedge Funds, Fixed Income, Investments, Prime Brokerage, Trading, Capital Markets
Education
Montclair State University 1990 — 1993
Bachelors, Business Administration
County College of Morris 1987 — 1990
Associates, Business Administration
Jennifer Imler's Wells Fargo Securities Experience September 2014 - Present
Job WFS Funding, Capital and Liquidity
Industry Banking
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2013 - Present
U.S. Treasury October 2010 - January 2013
Custom Hedging Solutions, LLC February 2008 - October 2010
Wachovia Bank June 2000 - October 2007
Education
Davidson College 1996 — 2000
B.A., Economics
Santa Fe High School 1992 — 1996
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2013 - Present
U.S. Treasury October 2010 - January 2013
Custom Hedging Solutions, LLC February 2008 - October 2010
Wachovia Bank June 2000 - October 2007
Education
Davidson College 1996 — 2000
B.A., Economics
Santa Fe High School 1992 — 1996
Elizabeth Wedelstaedt's Wells Fargo Securities Experience 2005 - 2005
Job Senior Vice President, Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Lyndsay Wegman's Wells Fargo Securities Experience March 2010 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2010 - Present
CapRok Capital June 2008 - March 2009
Mizuho Securities USA Inc. January 2008 - September 2008
J.P. Morgan March 2007 - January 2008
Merrill Lynch March 2006 - March 2007
Bank of America June 2004 - March 2006
Bank of America March 2002 - June 2004
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.)
Wells Fargo Securities March 2010 - Present
CapRok Capital June 2008 - March 2009
Mizuho Securities USA Inc. January 2008 - September 2008
J.P. Morgan March 2007 - January 2008
Merrill Lynch March 2006 - March 2007
Bank of America June 2004 - March 2006
Bank of America March 2002 - June 2004
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.)
Samuel Kim's Wells Fargo Securities Experience 2013 - Present
Job Investment Banking Associate (Industrials Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2012 - 2013
Honeywell June 2011 - August 2011
Citi Venture Capital International 2011 - 2011
US Army May 2007 - August 2010
Skills
Financial Modeling, Valuation, LBO, Mergers, DoD Top Secret Clearance, Security Clearance, Information Technology, Military Experience, Leadership, Technology, Certified Information..., Corporate Finance, Mergers & Acquisitions, Analysis, Business Strategy
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2000 — 2004
Economics, Systems Engineering
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2012 - 2013
Honeywell June 2011 - August 2011
Citi Venture Capital International 2011 - 2011
US Army May 2007 - August 2010
Skills
Financial Modeling, Valuation, LBO, Mergers, DoD Top Secret Clearance, Security Clearance, Information Technology, Military Experience, Leadership, Technology, Certified Information..., Corporate Finance, Mergers & Acquisitions, Analysis, Business Strategy
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2000 — 2004
Economics, Systems Engineering
Daniel Deely's Wells Fargo Securities Experience April 2014 - Present
Job Business Management | Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Wells Fargo Securities August 2012 - May 2013
Wells Fargo Securities May 2009 - August 2012
Wachovia Capital Markets August 2003 - May 2009
Bank of America Securities September 2000 - August 2003
Xerox May 1995 - August 1996
Skills
Securities Lending, Repurchase Agreements, Collateral Management, Funding, Operational Risk..., Cash Management, Liquidity Management, Derivatives Clearing, Margin Analysis, Commodity Risk..., Business Analysis, General Collateral..., Fixed Income Products, Project Finance, Profit & Loss Management, Securitization, Counterparty Risk, Project Planning, SOX Reporting, Internal Audit, Futures, Options, Interest Rate..., Asset Allocation, Dodd-Frank Legislation, Clearing, Fixed Income, Derivatives, Equity Derivatives, Trading, Risk Management, Market Risk, Commodity, Operational Risk, Financial Markets, Finance, Structured Finance, Banking, Securities, Loans, Dodd-Frank, Bloomberg, Bonds, Middle Office, Swaps, Credit Derivatives
Education
DePaul University
Providence College
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Wells Fargo Securities August 2012 - May 2013
Wells Fargo Securities May 2009 - August 2012
Wachovia Capital Markets August 2003 - May 2009
Bank of America Securities September 2000 - August 2003
Xerox May 1995 - August 1996
Skills
Securities Lending, Repurchase Agreements, Collateral Management, Funding, Operational Risk..., Cash Management, Liquidity Management, Derivatives Clearing, Margin Analysis, Commodity Risk..., Business Analysis, General Collateral..., Fixed Income Products, Project Finance, Profit & Loss Management, Securitization, Counterparty Risk, Project Planning, SOX Reporting, Internal Audit, Futures, Options, Interest Rate..., Asset Allocation, Dodd-Frank Legislation, Clearing, Fixed Income, Derivatives, Equity Derivatives, Trading, Risk Management, Market Risk, Commodity, Operational Risk, Financial Markets, Finance, Structured Finance, Banking, Securities, Loans, Dodd-Frank, Bloomberg, Bonds, Middle Office, Swaps, Credit Derivatives
Education
DePaul University
Providence College
Shelly Major's Wells Fargo Securities Experience 2008 - Present
Job Wedding Coordinator at Lake of the Isles Lutheran Church
Industry Financial Services
Experience
Wells Fargo Securities 2008 - Present
Wells Fargo 2007 - Present
Lake of the Isles Lutheran Church December 2005 - Present
Wells Fargo Institutional Brokerage & Sales February 2005 - 2008
Wells Fargo Institutional Brokerage & Sales 2003 - 2005
Education
Dakota State University 1998 — 2001
Wells Fargo Securities 2008 - Present
Wells Fargo 2007 - Present
Lake of the Isles Lutheran Church December 2005 - Present
Wells Fargo Institutional Brokerage & Sales February 2005 - 2008
Wells Fargo Institutional Brokerage & Sales 2003 - 2005
Education
Dakota State University 1998 — 2001
Annalise Lasater's Wells Fargo Securities Experience July 2001 - September 2009
Job Fixed Income Sales
Industry Financial Services
Experience
Wells Fargo Securities, LLC October 2009 - March 2014
Wells Fargo Securities July 2001 - September 2009
Wells Fargo Securities May 1999 - June 2001
Army National Guard January 1993 - January 2001
Skills
Investment Banking, Series 7, Valuation, Bloomberg, Capital Markets, Fixed Income, Series 63, Municipal Bonds, Equity Research, Financial Analysis, Bonds, Mutual Funds, Leadership, Banking, Asset Management
Education
Cornell College 1994 — 1998
Bachelor of Arts (B.A.), International Business/ Spanish
Wells Fargo Securities, LLC October 2009 - March 2014
Wells Fargo Securities July 2001 - September 2009
Wells Fargo Securities May 1999 - June 2001
Army National Guard January 1993 - January 2001
Skills
Investment Banking, Series 7, Valuation, Bloomberg, Capital Markets, Fixed Income, Series 63, Municipal Bonds, Equity Research, Financial Analysis, Bonds, Mutual Funds, Leadership, Banking, Asset Management
Education
Cornell College 1994 — 1998
Bachelor of Arts (B.A.), International Business/ Spanish
Christian Ginez's Wells Fargo Securities Experience June 2010 - June 2013
Job Manager, Finance at Intrepid Aviation
Industry Investment Banking
Experience
Intrepid Aviation September 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Raymond James Financial Inc. June 2009 - August 2009
Vista Research, A Standard and Poor's Company March 2008 - June 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Due Diligence, Corporate Finance, Financial Analysis, Equity Research, Bloomberg, Economics, LBO, Investments, Mergers & Acquisitions, Microsoft Excel, Data Analysis, Analysis, Strategy, Microsoft Office
Education
Dartmouth College 2006 — 2010
A.B., Economics, Government
Intrepid Aviation September 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Raymond James Financial Inc. June 2009 - August 2009
Vista Research, A Standard and Poor's Company March 2008 - June 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Due Diligence, Corporate Finance, Financial Analysis, Equity Research, Bloomberg, Economics, LBO, Investments, Mergers & Acquisitions, Microsoft Excel, Data Analysis, Analysis, Strategy, Microsoft Office
Education
Dartmouth College 2006 — 2010
A.B., Economics, Government
Benita Dutton's Wells Fargo Securities Experience September 2013 - Present
Job Capital Markets Middle Office Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities September 2013 - Present
Wachovia March 1998 - September 2013
Skills
SDLC, SQL, Data Analysis, COBOL, Business Analysis, Microsoft SQL Server, Visio, Oracle, Capital Markets, Access, Unix, Microsoft Excel
Education
DeVry University-Illinois 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer Information Science with Database Management Concentration, A
Dobbins 1989 — 1991
Computer Information Science
Dobbins 1989 — 1991
Computer Information Science
TM P
Wells Fargo Securities September 2013 - Present
Wachovia March 1998 - September 2013
Skills
SDLC, SQL, Data Analysis, COBOL, Business Analysis, Microsoft SQL Server, Visio, Oracle, Capital Markets, Access, Unix, Microsoft Excel
Education
DeVry University-Illinois 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer Information Science with Database Management Concentration, A
Dobbins 1989 — 1991
Computer Information Science
Dobbins 1989 — 1991
Computer Information Science
TM P
Steve Aaron's Wells Fargo Securities Experience August 1993 - Present
Job Managing Director, Chief Compliance Officer at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 1993 - Present
JP Morgan February 2001 - June 2003
Hambrecht & Quist LLC August 1993 - June 2003
NASD 1987 - 1993
Education
Concord Law School - Kaplan University 2005 — 2010
JD, Law
University of San Francisco 1987 — 1989
MBA, Business
University of Oregon 1980 — 1984
Wells Fargo Securities August 1993 - Present
JP Morgan February 2001 - June 2003
Hambrecht & Quist LLC August 1993 - June 2003
NASD 1987 - 1993
Education
Concord Law School - Kaplan University 2005 — 2010
JD, Law
University of San Francisco 1987 — 1989
MBA, Business
University of Oregon 1980 — 1984
Jeffrey Stammen, CFA's Wells Fargo Securities Experience September 2006 - April 2009
Job Managing Director at Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management April 2009 - Present
Wells Fargo Securities September 2006 - April 2009
Citigroup April 2004 - September 2006
UBS Investment Bank July 2003 - April 2004
Cornell University August 2001 - May 2003
CIBC World Markets October 1999 - August 2001
Salomon Smith Barney March 1998 - October 1999
Smith Barney March 1996 - March 1998
Northeastern University January 1993 - March 1996
Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science, Business Finance
Babson Capital Management April 2009 - Present
Wells Fargo Securities September 2006 - April 2009
Citigroup April 2004 - September 2006
UBS Investment Bank July 2003 - April 2004
Cornell University August 2001 - May 2003
CIBC World Markets October 1999 - August 2001
Salomon Smith Barney March 1998 - October 1999
Smith Barney March 1996 - March 1998
Northeastern University January 1993 - March 1996
Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science, Business Finance
Brad Boland's Wells Fargo Securities Experience October 2010 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
Wells Fargo Securities October 2010 - Present
Bank of America Merrill Lynch July 2005 - September 2010
Banc of America Securities June 2002 - July 2005
Bank of America February 2000 - March 2002
Skills
Structured Products, Banking, Finance, Financial Structuring, Loan Origination, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Equities, Bloomberg, Valuation, Financial Modeling, Series 7, Securities, Securitization, Corporate Finance, Bonds, Private Equity, Risk Management
Education
Davidson College 1995 — 1999
BA, Economics
David Natale's Wells Fargo Securities Experience November 2009 - Present
Job Director Equity Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2009 - Present
Wachovia Securities January 2006 - November 2009
Morgan Staley Dean Witter June 1999 - December 2005
Morgan Stanley 1992 - 1999
Dean Witter 1991 - 1992
The Chi 1979 - 1981
Skills
Wealth Management, Equity Capital Markets, Series 63, Equities, Alternative Investments, Investments, Series 7, Financial Services, Asset Management, Securities, Retirement Planning, Investment Banking, FINRA, Hedge Funds, Portfolio Management, Fixed Income, Series 24, Mutual Funds, Investment Advisory, Syndicate, Estate Planning, Asset Allocation, Equity Research, Trading, ETFs, Investment Strategies, Investment Management, Bloomberg, Uniform Combined State..., Financial Advisory, Bonds, Capital Markets
Education
Cornell University 1977 — 1981
Cardinal O'Hara
Wells Fargo Securities November 2009 - Present
Wachovia Securities January 2006 - November 2009
Morgan Staley Dean Witter June 1999 - December 2005
Morgan Stanley 1992 - 1999
Dean Witter 1991 - 1992
The Chi 1979 - 1981
Skills
Wealth Management, Equity Capital Markets, Series 63, Equities, Alternative Investments, Investments, Series 7, Financial Services, Asset Management, Securities, Retirement Planning, Investment Banking, FINRA, Hedge Funds, Portfolio Management, Fixed Income, Series 24, Mutual Funds, Investment Advisory, Syndicate, Estate Planning, Asset Allocation, Equity Research, Trading, ETFs, Investment Strategies, Investment Management, Bloomberg, Uniform Combined State..., Financial Advisory, Bonds, Capital Markets
Education
Cornell University 1977 — 1981
Cardinal O'Hara
Jerry Serowik's Wells Fargo Securities Experience November 2009 - Present
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2009 - Present
Dahlman Rose & Co. June 2008 - October 2009
Bear, Stearns & Co., Inc. July 2003 - June 2008
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics
Wells Fargo Securities November 2009 - Present
Dahlman Rose & Co. June 2008 - October 2009
Bear, Stearns & Co., Inc. July 2003 - June 2008
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics
John Laughlin's Wells Fargo Securities Experience February 1999 - Present
Job Head of M&A at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 1999 - Present
Wachovia Securities, LLC 1999 - 2009
J.P. Morgan & Co. 1990 - 1995
Education
Harvard Business School 1988 — 1990
MBA, Business
Davidson College 1981 — 1985
BA, Economics
Wells Fargo Securities February 1999 - Present
Wachovia Securities, LLC 1999 - 2009
J.P. Morgan & Co. 1990 - 1995
Education
Harvard Business School 1988 — 1990
MBA, Business
Davidson College 1981 — 1985
BA, Economics
Robert P. Ryan, CFA's Wells Fargo Securities Experience September 2014 - Present
Job Sellside equity research analyst
Industry Investment Management
Experience
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Alexander Kleyman's Wells Fargo Securities Experience October 2014 - Present
Job Senior Quantitative Specialist at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
CME Group March 2011 - October 2014
New York Life Investment Managment August 2006 - December 2010
GMAC Commercial Mortgage August 2003 - July 2005
Wheels, Inc. January 1994 - August 2003
Skills
Equities, Management, Portfolio Management, Valuation, Investments, Microsoft Office, VBA, Financial Risk
Education
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1996 — 1998
Master of Science (MS), Software Engineering
University of Illinois at Chicago 1990 — 1992
Bachelor of Science (B.S.), Mathematics and Computer Science
Wells Fargo Securities October 2014 - Present
CME Group March 2011 - October 2014
New York Life Investment Managment August 2006 - December 2010
GMAC Commercial Mortgage August 2003 - July 2005
Wheels, Inc. January 1994 - August 2003
Skills
Equities, Management, Portfolio Management, Valuation, Investments, Microsoft Office, VBA, Financial Risk
Education
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1996 — 1998
Master of Science (MS), Software Engineering
University of Illinois at Chicago 1990 — 1992
Bachelor of Science (B.S.), Mathematics and Computer Science
Adam York's Wells Fargo Securities Experience March 2009 - May 2010
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting October 2012 - Present
BIA Digital Partners May 2011 - August 2011
Wells Fargo Securities March 2009 - May 2010
Wachovia June 2006 - March 2009
Wachovia May 2005 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Management Consulting
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Providence Day School 1989 — 2002
Deloitte Consulting October 2012 - Present
BIA Digital Partners May 2011 - August 2011
Wells Fargo Securities March 2009 - May 2010
Wachovia June 2006 - March 2009
Wachovia May 2005 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Management Consulting
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Providence Day School 1989 — 2002
Richard Snowdon's Wells Fargo Securities Experience August 2012 - Present
Job Business Analyst Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
TIAA-CREF October 2011 - June 2012
TIAA-CREF October 2010 - October 2011
TIAA-CREF 2006 - 2010
TIAA-CREF 2004 - 2006
Lucent Technologies February 2001 - July 2004
RSA Security 1998 - 2000
Skills
Information Security..., Risk Management, Security, IT Audit, Vulnerability Management, CISSP, Process Improvement, Business Process..., ITIL, Network Security, PMP, Governance
Education
New York Institute of Technology 2006 — 2008
MBA, Leadership
Daniel Webster College 1998 — 2000
BS, Management and Information Technology
Westford
Wells Fargo Securities August 2012 - Present
TIAA-CREF October 2011 - June 2012
TIAA-CREF October 2010 - October 2011
TIAA-CREF 2006 - 2010
TIAA-CREF 2004 - 2006
Lucent Technologies February 2001 - July 2004
RSA Security 1998 - 2000
Skills
Information Security..., Risk Management, Security, IT Audit, Vulnerability Management, CISSP, Process Improvement, Business Process..., ITIL, Network Security, PMP, Governance
Education
New York Institute of Technology 2006 — 2008
MBA, Leadership
Daniel Webster College 1998 — 2000
BS, Management and Information Technology
Westford
Bill Bundy's Wells Fargo Securities Experience June 2007 - Present
Job Managing Director, Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2007 - Present
JPMorgan 1991 - 2007
Price Waterhouse 1988 - 1991
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Dartmouth College 1984 — 1988
AB, Geography
Wells Fargo Securities June 2007 - Present
JPMorgan 1991 - 2007
Price Waterhouse 1988 - 1991
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Dartmouth College 1984 — 1988
AB, Geography
Mya Evans's Wells Fargo Securities Experience September 2009 - Present
Job Operations Analyst Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Wachovia Securities July 2008 - September 2009
Wachovia Securities March 2007 - June 2008
Skills
Analysis, Auditing, Banking, Business Process..., Continuous Improvement, Databases, Event Planning, Financial Analysis, Leadership, Outlook, Policy, Process Improvement, Public Speaking, Security, Software Documentation, Testing, Training, Microsoft Office, Management, Documentation, Quality Assurance, Program Management, Business Analysis, Team Building
Education
Davenport University 2004 — 2005
MBA, Strategic Management
Wayne State University 1997 — 2003
BBA, Human Resources/Labor Relations
Wells Fargo Securities September 2009 - Present
Wachovia Securities July 2008 - September 2009
Wachovia Securities March 2007 - June 2008
Skills
Analysis, Auditing, Banking, Business Process..., Continuous Improvement, Databases, Event Planning, Financial Analysis, Leadership, Outlook, Policy, Process Improvement, Public Speaking, Security, Software Documentation, Testing, Training, Microsoft Office, Management, Documentation, Quality Assurance, Program Management, Business Analysis, Team Building
Education
Davenport University 2004 — 2005
MBA, Strategic Management
Wayne State University 1997 — 2003
BBA, Human Resources/Labor Relations
Greg Gruber's Wells Fargo Securities Experience June 2013 - Present
Job Director Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Barclays Bank PLC May 2004 - May 2013
Dresdner Kleinwort Wasserstein May 2001 - May 2004
Banc of America Securities July 1998 - May 2001
Salomon Smith Barney June 1996 - June 1998
Skills
Hedge Funds, Counterparty Risk, Credit Risk, Risk Management, Funding, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Structured Products, Investment Banking, Equity Derivatives, Structured Finance, Swaps, FX Options, Bloomberg, Securitization, Alternative Investments, Equities, Credit Analysis, Private Equity, Hedging, Credit, Prime Brokerage
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master of Arts (MA), Political Economy
Tufts University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Securities June 2013 - Present
Barclays Bank PLC May 2004 - May 2013
Dresdner Kleinwort Wasserstein May 2001 - May 2004
Banc of America Securities July 1998 - May 2001
Salomon Smith Barney June 1996 - June 1998
Skills
Hedge Funds, Counterparty Risk, Credit Risk, Risk Management, Funding, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Structured Products, Investment Banking, Equity Derivatives, Structured Finance, Swaps, FX Options, Bloomberg, Securitization, Alternative Investments, Equities, Credit Analysis, Private Equity, Hedging, Credit, Prime Brokerage
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master of Arts (MA), Political Economy
Tufts University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Barry Greenblatt's Wells Fargo Securities Experience June 2012 - Present
Job Managing Director, Head of Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2012 - Present
Bank of America July 2009 - March 2012
Bank of America October 2008 - July 2009
Bank of America July 2007 - October 2008
Bank of America June 2005 - July 2007
Bank of America April 1994 - June 2005
The First National Bank of Chicago August 1989 - April 1994
Allstate September 1985 - August 1987
Skills
Capital Markets Risk..., Model Risk Management, Counterparty Risk, Liquidity Risk, Structured Products, Interest Rate..., Credit Derivatives, Interest Rate Risk..., Structured Notes, Liquidity Risk..., Risk Management, Capital Markets, Credit Risk, Market Risk, Credit Analysis, Banking, Fixed Income, Derivatives, FX Options, Financial Risk, Credit
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Marketing
Cornell University 1981 — 1985
BS, Applied Economics and Business Management
Wells Fargo Securities June 2012 - Present
Bank of America July 2009 - March 2012
Bank of America October 2008 - July 2009
Bank of America July 2007 - October 2008
Bank of America June 2005 - July 2007
Bank of America April 1994 - June 2005
The First National Bank of Chicago August 1989 - April 1994
Allstate September 1985 - August 1987
Skills
Capital Markets Risk..., Model Risk Management, Counterparty Risk, Liquidity Risk, Structured Products, Interest Rate..., Credit Derivatives, Interest Rate Risk..., Structured Notes, Liquidity Risk..., Risk Management, Capital Markets, Credit Risk, Market Risk, Credit Analysis, Banking, Fixed Income, Derivatives, FX Options, Financial Risk, Credit
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Marketing
Cornell University 1981 — 1985
BS, Applied Economics and Business Management
Evan Waschitz's Wells Fargo Securities Experience March 2014 - April 2014
Job Vice President Corporate Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Securities March 2014 - April 2014
Wells Fargo Securities July 2010 - February 2014
FDIC May 2009 - May 2010
Ralph Lauren January 2008 - July 2008
Steve & Barry's January 2006 - December 2007
Skills
Valuation, Financial Modeling, Due Diligence, Performance Benchmarking, Scenario Analysis, Credit Analysis, Cash Flow Forecasting, Financial Statement..., Capital Structure, Bloomberg, Capital Markets, Investment Banking
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Wells Fargo April 2014 - Present
Wells Fargo Securities March 2014 - April 2014
Wells Fargo Securities July 2010 - February 2014
FDIC May 2009 - May 2010
Ralph Lauren January 2008 - July 2008
Steve & Barry's January 2006 - December 2007
Skills
Valuation, Financial Modeling, Due Diligence, Performance Benchmarking, Scenario Analysis, Credit Analysis, Cash Flow Forecasting, Financial Statement..., Capital Structure, Bloomberg, Capital Markets, Investment Banking
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Chris H. Bartlett's Wells Fargo Securities Experience May 2005 - August 2012
Job Partner at Brown Advisory
Industry Financial Services
Experience
Brown Advisory October 2012 - Present
Wells Fargo Securities May 2005 - August 2012
Wells Fargo Securities June 1999 - August 2012
Alex Brown & Sons November 1987 - June 1999
Kidder Peabody April 1985 - November 1987
Bunge December 1983 - March 1985
Skills
Securities, Equity Trading, Investment Banking, Equities, FINRA, Investments
Education
Denison University 1979 — 1983
BA, History
The Pingry School 1973 — 1979
Brown Advisory October 2012 - Present
Wells Fargo Securities May 2005 - August 2012
Wells Fargo Securities June 1999 - August 2012
Alex Brown & Sons November 1987 - June 1999
Kidder Peabody April 1985 - November 1987
Bunge December 1983 - March 1985
Skills
Securities, Equity Trading, Investment Banking, Equities, FINRA, Investments
Education
Denison University 1979 — 1983
BA, History
The Pingry School 1973 — 1979
Shawn Cross's Wells Fargo Securities Experience December 2010 - Present
Job Managing Director, Head of Biopharmaceutical Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2010 - Present
Skills
Investment Banking, Venture Capital, Private Equity, Investments, Valuation
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
UCLA
B.S.
Wells Fargo Securities December 2010 - Present
Skills
Investment Banking, Venture Capital, Private Equity, Investments, Valuation
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
UCLA
B.S.
Sarah Hartley's Wells Fargo Securities Experience March 2015 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities, LLC March 2012 - March 2015
Wachovia Securities, LLC June 2008 - March 2012
Wachovia Securities, LLC June 2005 - June 2008
Skills
Bloomberg, Capital IQ, High Yield, Investment Banking, Capital Markets, Series 7, Valuation, Financial Modeling
Education
Davidson College 2001 — 2005
BA, Economics
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities, LLC March 2012 - March 2015
Wachovia Securities, LLC June 2008 - March 2012
Wachovia Securities, LLC June 2005 - June 2008
Skills
Bloomberg, Capital IQ, High Yield, Investment Banking, Capital Markets, Series 7, Valuation, Financial Modeling
Education
Davidson College 2001 — 2005
BA, Economics
Lowell Jacobson, CFA's Wells Fargo Securities Experience July 2011 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2011 - Present
Oppenheimer & Co. June 2010 - August 2010
Merrill Lynch October 2007 - July 2009
Derivatives Consulting Group August 2007 - July 2009
CIBC World Markets April 2006 - August 2007
Ford Marrin Esposito Witmeyer & Gleser January 2005 - April 2006
Skills
Disaster Recovery, Financial Services, Fixed Income, Investment Banking, Financial Analysis, Market Analysis, Loans, Credit Derivatives, Leveraged Finance, Bonds, Financial Structuring, Credit, Derivatives, Finance, Capital Markets, Financial Modeling, Management, Portfolio Management, Trading, Due Diligence
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Fordham University 2002 — 2004
BS, Biology
Denison University 2000 — 2002
The Hackley School 1996 — 2000
High School Diploma
Wells Fargo Securities July 2011 - Present
Oppenheimer & Co. June 2010 - August 2010
Merrill Lynch October 2007 - July 2009
Derivatives Consulting Group August 2007 - July 2009
CIBC World Markets April 2006 - August 2007
Ford Marrin Esposito Witmeyer & Gleser January 2005 - April 2006
Skills
Disaster Recovery, Financial Services, Fixed Income, Investment Banking, Financial Analysis, Market Analysis, Loans, Credit Derivatives, Leveraged Finance, Bonds, Financial Structuring, Credit, Derivatives, Finance, Capital Markets, Financial Modeling, Management, Portfolio Management, Trading, Due Diligence
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Fordham University 2002 — 2004
BS, Biology
Denison University 2000 — 2002
The Hackley School 1996 — 2000
High School Diploma
Alex Gundry's Wells Fargo Securities Experience May 2009 - June 2011
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
SC Johnson June 2014 - August 2014
Weston Presidio August 2011 - July 2013
Wells Fargo Securities May 2009 - June 2011
Barrington Associates August 2008 - May 2009
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA Candidate at Kellogg School of Management
Connecticut College 2004 — 2008
BA, Economics
SC Johnson June 2014 - August 2014
Weston Presidio August 2011 - July 2013
Wells Fargo Securities May 2009 - June 2011
Barrington Associates August 2008 - May 2009
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA Candidate at Kellogg School of Management
Connecticut College 2004 — 2008
BA, Economics
Vishal Barot's Wells Fargo Securities Experience February 2014 - Present
Job Application System Engineer at Wells Fargo Securities(FX Technology)
Industry Computer Software
Experience
Wells Fargo Securities February 2014 - Present
PSCU Financial Services November 2007 - Present
EDS Group 2004 - 2007
Systems Plus Pvt. Ltd. 2001 - August 2003
Systems Plus Solutions 2001 - 2003
Skills
PL/SQL, Oracle, Web Services, Requirements Gathering, SQL, AJAX, Requirements Analysis, Struts, JavaScript, EJB, Databases, XML, Software Development, Java Enterprise Edition, Spring, Java, Agile Methodologies, Business Intelligence, SDLC, Hibernate, JBoss Application Server, SOA, Spring Framework
Education
Dharmsinh Desai Institute of Technology 1997 — 2000
MCA, Computers
Wells Fargo Securities February 2014 - Present
PSCU Financial Services November 2007 - Present
EDS Group 2004 - 2007
Systems Plus Pvt. Ltd. 2001 - August 2003
Systems Plus Solutions 2001 - 2003
Skills
PL/SQL, Oracle, Web Services, Requirements Gathering, SQL, AJAX, Requirements Analysis, Struts, JavaScript, EJB, Databases, XML, Software Development, Java Enterprise Edition, Spring, Java, Agile Methodologies, Business Intelligence, SDLC, Hibernate, JBoss Application Server, SOA, Spring Framework
Education
Dharmsinh Desai Institute of Technology 1997 — 2000
MCA, Computers
Jason Lind's Wells Fargo Securities Experience September 2004 - August 2005
Job Corporate Sales at NetSuite Covering the Software Vertical in San Francisco
Industry Computer Software
Experience
NetSuite January 2010 - Present
Eastdil Secured September 2005 - 2008
Wells Fargo Securities September 2004 - August 2005
ThinkEquity LLC January 2003 - July 2004
CIBC World Markets February 2001 - June 2002
Piper Jaffray March 1999 - February 2001
Skills
ERP/CRM, Direct Sales, SaaS, Enterprise Software, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Real Estate
Education
Cornell University
B.S., Business Administration
NetSuite January 2010 - Present
Eastdil Secured September 2005 - 2008
Wells Fargo Securities September 2004 - August 2005
ThinkEquity LLC January 2003 - July 2004
CIBC World Markets February 2001 - June 2002
Piper Jaffray March 1999 - February 2001
Skills
ERP/CRM, Direct Sales, SaaS, Enterprise Software, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Real Estate
Education
Cornell University
B.S., Business Administration
Chris Palmaro's Wells Fargo Securities Experience June 2007 - Present
Job Vice President, High Yield Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2007 - Present
Education
Cornell University
BS, Applied Economics and Management
Wells Fargo Securities June 2007 - Present
Education
Cornell University
BS, Applied Economics and Management
Nathalia Paulinelli's Wells Fargo Securities Experience June 2010 - April 2012
Job Associate Latin America at ORIX Americas
Industry Banking
Experience
ORIX USA Corporation April 2014 - Present
ORIX June 2012 - April 2014
Wells Fargo Securities June 2010 - April 2012
The Shaw Group May 2009 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg, Economics, Microsoft Excel, Capital Markets
Education
Davidson College 2006 — 2010
BS, Mathematics & Economics
American Heritage
ORIX USA Corporation April 2014 - Present
ORIX June 2012 - April 2014
Wells Fargo Securities June 2010 - April 2012
The Shaw Group May 2009 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg, Economics, Microsoft Excel, Capital Markets
Education
Davidson College 2006 — 2010
BS, Mathematics & Economics
American Heritage
Thomas Daniels, CFA's Wells Fargo Securities Experience January 2005 - August 2005
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2012 - Present
Stifel Nicolaus June 2010 - October 2012
Thomas Weisel Partners May 2009 - June 2010
Stanford Group Company November 2005 - March 2009
Wells Fargo Securities January 2005 - August 2005
Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling
Education
Dartmouth College 2001 — 2004
BA, History
Duxbury High School
Goldman Sachs October 2012 - Present
Stifel Nicolaus June 2010 - October 2012
Thomas Weisel Partners May 2009 - June 2010
Stanford Group Company November 2005 - March 2009
Wells Fargo Securities January 2005 - August 2005
Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling
Education
Dartmouth College 2001 — 2004
BA, History
Duxbury High School
Srujana Kandimalla's Wells Fargo Securities Experience June 2010 - August 2010
Job Manager at Strata Decision Technology
Industry Hospital & Health Care
Experience
Strata Decision Technology February 2011 - Present
Wells Fargo Securities June 2010 - August 2010
Skills
Management Consulting, Management, Financial Analysis, Strategic Planning, Integration, Data Analysis, SQL, Project Planning, Process Improvement, Project Management, Budgets, Business Analysis, Business Process..., Analysis, Business Intelligence, Analytics, Financial Modeling
Education
Cornell University 2009 — 2010
Aerospace Engineering
Embry Riddle Aeronautical University-Worldwide
Strata Decision Technology February 2011 - Present
Wells Fargo Securities June 2010 - August 2010
Skills
Management Consulting, Management, Financial Analysis, Strategic Planning, Integration, Data Analysis, SQL, Project Planning, Process Improvement, Project Management, Budgets, Business Analysis, Business Process..., Analysis, Business Intelligence, Analytics, Financial Modeling
Education
Cornell University 2009 — 2010
Aerospace Engineering
Embry Riddle Aeronautical University-Worldwide
Chris Palmaro's Wells Fargo Securities Experience June 2007 - Present
Job Director, High Yield Credit Trading at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2007 - Present
Education
Cornell University 2003 — 2007
Bachelor of Science (B.S.), Applied Economics and Management
Wells Fargo Securities June 2007 - Present
Education
Cornell University 2003 — 2007
Bachelor of Science (B.S.), Applied Economics and Management
Laura Swearingen's Wells Fargo Securities Experience June 2009 - June 2011
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
NaviMed Capital June 2014 - August 2014
HarbourVest Partners July 2011 - July 2013
Wells Fargo Securities June 2009 - June 2011
Skills
Investments, Private Equity, Growth Capital, Investment Banking, Buyouts, Valuation, Financial Modeling, Mergers & Acquisitions
Education
Wharton Business School 2013 — 2015
Master of Business Administration (M.B.A.), Majors in Finance and Healthcare Management
Davidson College 2005 — 2009
Bachelor of Arts (BA), Economics
NaviMed Capital June 2014 - August 2014
HarbourVest Partners July 2011 - July 2013
Wells Fargo Securities June 2009 - June 2011
Skills
Investments, Private Equity, Growth Capital, Investment Banking, Buyouts, Valuation, Financial Modeling, Mergers & Acquisitions
Education
Wharton Business School 2013 — 2015
Master of Business Administration (M.B.A.), Majors in Finance and Healthcare Management
Davidson College 2005 — 2009
Bachelor of Arts (BA), Economics
Tzu-Ling Kuo's Wells Fargo Securities Experience June 2012 - Present
Job Quantitative Associate at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities June 2012 - Present
Columbia University September 2004 - May 2011
Skills
Modeling, Monte Carlo Simulation, Stochastic Calculus, Numerical Analysis, Scientific Computing, Probability Theory, Statistics, Partial Differential..., Data Analysis, Programming, C++, Java, Unix, Linux, Fortran, Visual Basic, R, Mathematica, Mathematical Modeling
Education
Columbia University in the City of New York 2004 — 2011
Doctor of Philosophy (PhD), Physics
National Taiwan University 1999 — 2003
Bachelor of Science (BSc), Physics
Wells Fargo Securities June 2012 - Present
Columbia University September 2004 - May 2011
Skills
Modeling, Monte Carlo Simulation, Stochastic Calculus, Numerical Analysis, Scientific Computing, Probability Theory, Statistics, Partial Differential..., Data Analysis, Programming, C++, Java, Unix, Linux, Fortran, Visual Basic, R, Mathematica, Mathematical Modeling
Education
Columbia University in the City of New York 2004 — 2011
Doctor of Philosophy (PhD), Physics
National Taiwan University 1999 — 2003
Bachelor of Science (BSc), Physics
Brennan McCormick's Wells Fargo Securities Experience May 2012 - August 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2013 - Present
Wells Fargo Securities May 2012 - August 2012
ICTSD International Centre for Trade and Sustainable Development January 2012 - May 2012
Knight Capital Group 2011 - February 2012
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Analysis, Data Analysis, Bloomberg, Strategy, MS Office Suite, Bloomberg Terminal, Bloomberg Excel Add-in, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Management Consulting
Education
Davidson College 2009 — 2013
B.A., Political Science
Delbarton School 2005 — 2009
Bain & Company August 2013 - Present
Wells Fargo Securities May 2012 - August 2012
ICTSD International Centre for Trade and Sustainable Development January 2012 - May 2012
Knight Capital Group 2011 - February 2012
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Analysis, Data Analysis, Bloomberg, Strategy, MS Office Suite, Bloomberg Terminal, Bloomberg Excel Add-in, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Management Consulting
Education
Davidson College 2009 — 2013
B.A., Political Science
Delbarton School 2005 — 2009
Kristine Leary's Wells Fargo Securities Experience June 2012 - August 2012
Job MissionRelated Investing at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates March 2014 - Present
Kenan-Flagler Business School August 2012 - May 2013
Wells Fargo Securities June 2012 - August 2012
UNC Energy Management May 2011 - August 2011
Skills
Entrepreneurship, Microsoft Excel, PowerPoint, Strategy, Finance, Program Management, Due Diligence, Data Analysis, Research, Microsoft Office, Economics, Social Media, Financial Modeling, Market Research, Public Speaking, Financial Analysis, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Business Administration
Copenhagen Business School
International Business
National University of Singapore
The Chinese University of Hong Kong
International Business
Cambridge Associates March 2014 - Present
Kenan-Flagler Business School August 2012 - May 2013
Wells Fargo Securities June 2012 - August 2012
UNC Energy Management May 2011 - August 2011
Skills
Entrepreneurship, Microsoft Excel, PowerPoint, Strategy, Finance, Program Management, Due Diligence, Data Analysis, Research, Microsoft Office, Economics, Social Media, Financial Modeling, Market Research, Public Speaking, Financial Analysis, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Business Administration
Copenhagen Business School
International Business
National University of Singapore
The Chinese University of Hong Kong
International Business
Sahitya Yarlagadda's Wells Fargo Securities Experience June 2013 - Present
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Trading, Finance, Public Speaking, Research, Strategy, Securitization, Bloomberg, Financial Modeling, Economics, Valuation
Education
Duke University 2009 — 2013
B.S.E., Electrical and Computer Engineering, Finance
Oakridge International School
Columbia University in the City of New York
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Trading, Finance, Public Speaking, Research, Strategy, Securitization, Bloomberg, Financial Modeling, Economics, Valuation
Education
Duke University 2009 — 2013
B.S.E., Electrical and Computer Engineering, Finance
Oakridge International School
Columbia University in the City of New York
Kathryn Friberg's Wells Fargo Securities Experience 2006 - 2007
Job
Industry
Experience
Wells Fargo Securities 2006 - 2007
Education
Concordia College
Wells Fargo Securities 2006 - 2007
Education
Concordia College
Peter Roushdy's Wells Fargo Securities Experience June 2008 - June 2011
Job Principal at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies July 2011 - Present
Wells Fargo Securities June 2008 - June 2011
Education
Davidson College 2004 — 2008
BA, Economics
The Gladstone Companies July 2011 - Present
Wells Fargo Securities June 2008 - June 2011
Education
Davidson College 2004 — 2008
BA, Economics
Caitlin Deming's Wells Fargo Securities Experience September 2008 - July 2010
Job Associate Director, Multifamily Underwriting at Freddie Mac
Industry Financial Services
Experience
Freddie Mac August 2010 - Present
Wells Fargo Securities September 2008 - July 2010
Wells Fargo Bank July 2007 - August 2008
Skills
Underwriting, Credit Analysis, Credit Risk, Credit, Capital Markets, CMBS, Securitization, Mortgage Underwriting, Real Estate Economics
Education
DePaul University 2003 — 2007
Bachelor of Science, Real Estate Finance
Freddie Mac August 2010 - Present
Wells Fargo Securities September 2008 - July 2010
Wells Fargo Bank July 2007 - August 2008
Skills
Underwriting, Credit Analysis, Credit Risk, Credit, Capital Markets, CMBS, Securitization, Mortgage Underwriting, Real Estate Economics
Education
DePaul University 2003 — 2007
Bachelor of Science, Real Estate Finance
Dan Llamas's Wells Fargo Securities Experience June 2012 - March 2014
Job Core Engineering Support
Industry Information Technology and Services
Experience
Tower Research Capital May 2014 - Present
Wells Fargo Securities June 2012 - March 2014
Barclays Capital April 2011 - May 2012
RBC Capital Markets 2009 - 2011
Skills
Electronic Trading, Trading Systems, Program Trading, Equities, Market Data, Derivatives, Capital Markets, Fixed Income, Options, Trading, Equity Trading, Equity Derivatives, Bloomberg, SQL, Series 7, Java, Perl, Linux, High Frequency Trading
Education
Columbia University in the City of New York 2004 — 2008
BS, Electrical Engineering
Tower Research Capital May 2014 - Present
Wells Fargo Securities June 2012 - March 2014
Barclays Capital April 2011 - May 2012
RBC Capital Markets 2009 - 2011
Skills
Electronic Trading, Trading Systems, Program Trading, Equities, Market Data, Derivatives, Capital Markets, Fixed Income, Options, Trading, Equity Trading, Equity Derivatives, Bloomberg, SQL, Series 7, Java, Perl, Linux, High Frequency Trading
Education
Columbia University in the City of New York 2004 — 2008
BS, Electrical Engineering
Nico Papas's Wells Fargo Securities Experience June 2011 - July 2011
Job Account Executive at HubSpot
Industry Computer Software
Experience
HubSpot August 2015 - Present
New England Elite Athletic Consulting (NEEAC) June 2012 - Present
New England Elite Football Clinic May 2008 - Present
Yesware, Inc. May 2014 - July 2015
Putnam Investments June 2012 - May 2014
Wells Fargo Securities June 2011 - July 2011
Wingate Companies June 2010 - July 2010
Xenith June 2009 - July 2009
Skills
Marketing, Market Research, Leadership, Time Management, Microsoft Excel, Financial Analysis, Product Marketing, Fixed Income, CRM, Marketing Strategy, Research, PowerPoint, Salesforce.com, Finance, Social Media, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Sociology, 2012
Buckingham Browne & Nichols 2004 — 2008
HubSpot August 2015 - Present
New England Elite Athletic Consulting (NEEAC) June 2012 - Present
New England Elite Football Clinic May 2008 - Present
Yesware, Inc. May 2014 - July 2015
Putnam Investments June 2012 - May 2014
Wells Fargo Securities June 2011 - July 2011
Wingate Companies June 2010 - July 2010
Xenith June 2009 - July 2009
Skills
Marketing, Market Research, Leadership, Time Management, Microsoft Excel, Financial Analysis, Product Marketing, Fixed Income, CRM, Marketing Strategy, Research, PowerPoint, Salesforce.com, Finance, Social Media, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Sociology, 2012
Buckingham Browne & Nichols 2004 — 2008
Jp Niemann's Wells Fargo Securities Experience July 2003 - Present
Job Managing Director at Wells fargo
Industry Investment Management
Experience
Wells Fargo Securities July 2003 - Present
Education
Washington University in St. Louis 1998 — 2000
Master's Degree, Finance, General
DePauw University 1992 — 1996
Bachelor's Degree, Economics
Wells Fargo Securities July 2003 - Present
Education
Washington University in St. Louis 1998 — 2000
Master's Degree, Finance, General
DePauw University 1992 — 1996
Bachelor's Degree, Economics
Eric Serotta's Wells Fargo Securities Experience June 2010 - May 2012
Job Managing Director at Evercore ISI, Global Beverages
Industry Financial Services
Experience
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Chris LaTraille's Wells Fargo Securities Experience April 1999 - January 2000
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab March 2011 - June 2014
Charles Schwab November 2007 - February 2011
Charles Schwab July 2003 - November 2007
Charles Schwab July 2002 - July 2003
Charles Schwab January 2000 - July 2002
Wells Fargo Securities April 1999 - January 2000
SAFECO Investment Services, Inc. December 1997 - February 1999
Washington Mutual Bank June 1996 - November 1997
Skills
Investments, Leadership, Project Management, Risk Management, Customer Service, Series 7, Series 4, Series 24, Series 66, Series 9/10, Equities, FINRA, Securities, Compliance Testing, Surveillance
Education
Dakota State University
Bachelor of Business Administration
Charles Schwab June 2014 - Present
Charles Schwab March 2011 - June 2014
Charles Schwab November 2007 - February 2011
Charles Schwab July 2003 - November 2007
Charles Schwab July 2002 - July 2003
Charles Schwab January 2000 - July 2002
Wells Fargo Securities April 1999 - January 2000
SAFECO Investment Services, Inc. December 1997 - February 1999
Washington Mutual Bank June 1996 - November 1997
Skills
Investments, Leadership, Project Management, Risk Management, Customer Service, Series 7, Series 4, Series 24, Series 66, Series 9/10, Equities, FINRA, Securities, Compliance Testing, Surveillance
Education
Dakota State University
Bachelor of Business Administration
Brett Pittman's Wells Fargo Securities Experience September 1995 - January 1999
Job Regional Vice President at Voya Investment Management
Industry
Experience
ING U.S. Investment Management March 2001 - Present
Van Eck Global Market Vectors ETFs January 1999 - March 2001
Wells Fargo Securities September 1995 - January 1999
Fidelity Investments December 1993 - September 1995
Northwest Bank February 1988 - December 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Management, Wealth Management, Retirement Planning, Financial Services
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Finance, General
ING U.S. Investment Management March 2001 - Present
Van Eck Global Market Vectors ETFs January 1999 - March 2001
Wells Fargo Securities September 1995 - January 1999
Fidelity Investments December 1993 - September 1995
Northwest Bank February 1988 - December 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Management, Wealth Management, Retirement Planning, Financial Services
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Murphey's Wells Fargo Securities Experience July 2010 - January 2012
Job Head of Operations at Diavacs, Inc.
Industry Biotechnology
Experience
Diavacs, Inc. September 2014 - Present
Castle Biosciences, Inc. January 2014 - June 2015
Investor Growth Capital January 2012 - December 2013
Wells Fargo Securities July 2010 - January 2012
Skills
Financial Analysis, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2006 — 2010
Bachelor's degree, Economics
Diavacs, Inc. September 2014 - Present
Castle Biosciences, Inc. January 2014 - June 2015
Investor Growth Capital January 2012 - December 2013
Wells Fargo Securities July 2010 - January 2012
Skills
Financial Analysis, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2006 — 2010
Bachelor's degree, Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial