Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Securities Salaries. You can even request information on how much does Wells Fargo Securities pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Nathan Rogatz Nathan Rogatz's Wells Fargo Securities Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Eastdil Secured
Industry Financial Services
Experience
Eastdil Secured August 2015 - Present
Morgan Stanley January 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Emory University October 2012 - May 2015
Student Media Group May 2013 - August 2013
The Leukemia & Lymphoma Society June 2010 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Stata, PowerPoint, Advertising, Leadership, Data Analysis
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Emory University 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Charter School of Wilmington 2008 — 2012
Eastdil Secured August 2015 - Present
Morgan Stanley January 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Emory University October 2012 - May 2015
Student Media Group May 2013 - August 2013
The Leukemia & Lymphoma Society June 2010 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Stata, PowerPoint, Advertising, Leadership, Data Analysis
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Emory University 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Charter School of Wilmington 2008 — 2012
Hansel Rodriguez Hansel Rodriguez's Wells Fargo Securities Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
DeFaxo Partners LLC. August 2014 - Present
Wells Fargo Commercial Bank June 2015 - August 2015
Taft Development Group February 2015 - May 2015
Wells Fargo Commercial Bank June 2014 - August 2014
EdR Collegiate Housing November 2013 - June 2014
Barletta Bay November 2012 - April 2014
Education
East Carolina University 2012 — 2016
Bachelor of Applied Science (BASc), Finance, 3.74
North Brunswick Township High School 2008 — 2012
Wells Fargo Securities September 2015 - Present
DeFaxo Partners LLC. August 2014 - Present
Wells Fargo Commercial Bank June 2015 - August 2015
Taft Development Group February 2015 - May 2015
Wells Fargo Commercial Bank June 2014 - August 2014
EdR Collegiate Housing November 2013 - June 2014
Barletta Bay November 2012 - April 2014
Education
East Carolina University 2012 — 2016
Bachelor of Applied Science (BASc), Finance, 3.74
North Brunswick Township High School 2008 — 2012
Ford Perry Ford Perry's Wells Fargo Securities Experience May 1998 - Present
Job Managing Director at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities May 1998 - Present
Education
Duke University - The Fuqua School of Business 2002 — 2003
Master of Business Administration (M.B.A.)
Duke University 1992 — 1996
Bachelor's Degree, Economics
Wells Fargo Securities May 1998 - Present
Education
Duke University - The Fuqua School of Business 2002 — 2003
Master of Business Administration (M.B.A.)
Duke University 1992 — 1996
Bachelor's Degree, Economics
Patricia Hawkins Patricia Hawkins's Wells Fargo Securities Experience July 1997 - Present
Job Director, Fixed Income Sales, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 1997 - Present
Nomura Securities August 1994 - July 1997
Smith Barney July 1991 - August 1992
Morgan Stanley June 1990 - July 1991
Skills
Fixed Income, Sales, Fixed Income Portfolio..., Financial Services, Financial Markets, Series 7, Bloomberg, Asset Allocation, Securities, Capital Markets, Series 63, Series 65, Equities, Investment Management, Bonds
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Manhattanville College
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
International Business/Trade/Commerce
Wells Fargo Securities July 1997 - Present
Nomura Securities August 1994 - July 1997
Smith Barney July 1991 - August 1992
Morgan Stanley June 1990 - July 1991
Skills
Fixed Income, Sales, Fixed Income Portfolio..., Financial Services, Financial Markets, Series 7, Bloomberg, Asset Allocation, Securities, Capital Markets, Series 63, Series 65, Equities, Investment Management, Bonds
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Manhattanville College
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
International Business/Trade/Commerce
Rich Ashworth Rich Ashworth's Wells Fargo Securities Experience 2002 - 2012
Job VP, Private Client Advisor at CitizensTrust
Industry Financial Services
Experience
Citizens Business Bank 2013 - Present
Wells Fargo Securities 2002 - 2012
Wells Fargo Securities 1995 - 2002
Kidder, Peabody & Co. 1991 - 1995
First Interstate Capital Markets, Inc. 1982 - 1988
Skills
Business Development, Fixed Income, Capital Markets, Securities, Investments, Banking, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Trading, Asset Allocation, Relationship Management, Bloomberg, Credit, Mutual Funds, Series 7
Education
East Carolina University
Bachelor of Science (BS), Business Administration
Citizens Business Bank 2013 - Present
Wells Fargo Securities 2002 - 2012
Wells Fargo Securities 1995 - 2002
Kidder, Peabody & Co. 1991 - 1995
First Interstate Capital Markets, Inc. 1982 - 1988
Skills
Business Development, Fixed Income, Capital Markets, Securities, Investments, Banking, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Trading, Asset Allocation, Relationship Management, Bloomberg, Credit, Mutual Funds, Series 7
Education
East Carolina University
Bachelor of Science (BS), Business Administration
Alex Fields Alex Fields's Wells Fargo Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Emory Center for Alternative Investments September 2013 - May 2015
Goizueta Investment Management Group September 2012 - May 2015
Wells Fargo Securities June 2014 - August 2014
Federal Reserve Bank of Atlanta May 2013 - December 2013
Emory University Telefund September 2012 - December 2013
PryorMcCormick Investments July 2012 - August 2012
Skills
Business, Finance, Economics, Microsoft Excel, Java, Spanish, Computer Proficiency, Entrepreneurship, Leadership, Financial Analysis, Financial Modeling, Microsoft Word, Valuation
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics / Mathematics
Spain Park High School 2007 — 2011
Perella Weinberg Partners July 2015 - Present
Emory Center for Alternative Investments September 2013 - May 2015
Goizueta Investment Management Group September 2012 - May 2015
Wells Fargo Securities June 2014 - August 2014
Federal Reserve Bank of Atlanta May 2013 - December 2013
Emory University Telefund September 2012 - December 2013
PryorMcCormick Investments July 2012 - August 2012
Skills
Business, Finance, Economics, Microsoft Excel, Java, Spanish, Computer Proficiency, Entrepreneurship, Leadership, Financial Analysis, Financial Modeling, Microsoft Word, Valuation
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics / Mathematics
Spain Park High School 2007 — 2011
Christine McIntyre Christine McIntyre's Wells Fargo Securities Experience May 2009 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2009 - Present
Banc of America Securities March 2005 - March 2009
Skills
Fixed Income, Investment Banking, Finance, Structured Finance, Credit, Banking, Financial Structuring, Bonds, Analysis, Loans, Capital Markets, Bloomberg, Policy, Financial Modeling, Securities, Valuation, Credit Analysis, Portfolio Management, Series 7
Education
Duke University 2000 — 2004
BA, Psychology, English
Myers Park 1997 — 2000
Wells Fargo Securities May 2009 - Present
Banc of America Securities March 2005 - March 2009
Skills
Fixed Income, Investment Banking, Finance, Structured Finance, Credit, Banking, Financial Structuring, Bonds, Analysis, Loans, Capital Markets, Bloomberg, Policy, Financial Modeling, Securities, Valuation, Credit Analysis, Portfolio Management, Series 7
Education
Duke University 2000 — 2004
BA, Psychology, English
Myers Park 1997 — 2000
Nick Sarnoff's Wells Fargo Securities Experience June 2011 - October 2013
Job Finance, Strategy & Ops at TrueCar, Inc.
Industry Internet
Experience
TrueCar, Inc. April 2015 - Present
TrueCar, Inc. August 2014 - April 2015
TrueCar, Inc. October 2013 - August 2014
Wells Fargo Securities June 2011 - October 2013
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Capital Markets, Data Analysis, Financial Analysis, Due Diligence, Business Intelligence, Tableau, MicroStrategy, Analytics, Microsoft Excel, Anaplan
Education
Duke University 2006 — 2010
B.S.E., Biomedical Engineering, Economics, Certificate in Markets and Management
London School of Economics and Political Science 2008 — 2008
Corporate Finance
Beverly Hills High School 2002 — 2006
TrueCar, Inc. April 2015 - Present
TrueCar, Inc. August 2014 - April 2015
TrueCar, Inc. October 2013 - August 2014
Wells Fargo Securities June 2011 - October 2013
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Capital Markets, Data Analysis, Financial Analysis, Due Diligence, Business Intelligence, Tableau, MicroStrategy, Analytics, Microsoft Excel, Anaplan
Education
Duke University 2006 — 2010
B.S.E., Biomedical Engineering, Economics, Certificate in Markets and Management
London School of Economics and Political Science 2008 — 2008
Corporate Finance
Beverly Hills High School 2002 — 2006
Joshua Guggenheim's Wells Fargo Securities Experience May 2012 - August 2012
Job Private Equity Performance Improvement at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal June 2015 - Present
Deutsche Bank July 2013 - May 2015
Wells Fargo Securities May 2012 - August 2012
Pi Kappa Alpha - Beta Kappa 2011 - 2012
OneBridgehouse GmbH May 2011 - August 2011
AmCham Germany May 2010 - September 2010
Skills
Leadership, Presentations, Quantitative Finance, Banking, PowerPoint, Financial Analysis, Microsoft Excel, Investment Banking
Education
Emory University 2009 — 2013
2013, Economics, concentration in Financial Economics, GPA: 3.8
Alvarez & Marsal June 2015 - Present
Deutsche Bank July 2013 - May 2015
Wells Fargo Securities May 2012 - August 2012
Pi Kappa Alpha - Beta Kappa 2011 - 2012
OneBridgehouse GmbH May 2011 - August 2011
AmCham Germany May 2010 - September 2010
Skills
Leadership, Presentations, Quantitative Finance, Banking, PowerPoint, Financial Analysis, Microsoft Excel, Investment Banking
Education
Emory University 2009 — 2013
2013, Economics, concentration in Financial Economics, GPA: 3.8
Edward Chen's Wells Fargo Securities Experience May 2014 - August 2014
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture September 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Fuqua School of Business December 2012 - May 2013
Ivy Insiders May 2012 - September 2012
Hollister Co. May 2011 - August 2011
Chef Lee's July 2010 - August 2011
Skills
Customer Service, Microsoft Office, Data Analysis, Entrepreneurship, Marketing, Microsoft Excel, Market Research, Organizational..., Teaching, Market Planning, Strategic Planning, Microsoft Word, Time Management, Python, Leadership, Project Planning
Education
Duke University 2011 — 2015
B.S., Economics
Wayzata High School 2007 — 2011
High School Diploma
Accenture September 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Fuqua School of Business December 2012 - May 2013
Ivy Insiders May 2012 - September 2012
Hollister Co. May 2011 - August 2011
Chef Lee's July 2010 - August 2011
Skills
Customer Service, Microsoft Office, Data Analysis, Entrepreneurship, Marketing, Microsoft Excel, Market Research, Organizational..., Teaching, Market Planning, Strategic Planning, Microsoft Word, Time Management, Python, Leadership, Project Planning
Education
Duke University 2011 — 2015
B.S., Economics
Wayzata High School 2007 — 2011
High School Diploma
Diego Cobena Diego Cobena's Wells Fargo Securities Experience May 2013 - December 2014
Job Channel Marketing Analyst at Autodesk
Industry Computer Software
Experience
Autodesk December 2014 - Present
Wells Fargo Securities May 2013 - December 2014
UCSF November 2012 - May 2013
Bank of America December 2011 - November 2012
Eastern Washington University 2010 - 2011
Sigma Nu Fraternity, Inc. 2010 - 2011
Eastern Washington University 2008 - 2010
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Data Analysis, Problem Solving, Pivot Tables, Vlookup, Outlook, Microsoft Excel, Social Media Marketing, Quality Assurance, Accounting, Microsoft Word, Sales, Social Networking, Time Management, Facebook, Social Media
Education
Eastern Washington University 2007 — 2011
Business Administration, Finance, Economics
Autodesk December 2014 - Present
Wells Fargo Securities May 2013 - December 2014
UCSF November 2012 - May 2013
Bank of America December 2011 - November 2012
Eastern Washington University 2010 - 2011
Sigma Nu Fraternity, Inc. 2010 - 2011
Eastern Washington University 2008 - 2010
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Data Analysis, Problem Solving, Pivot Tables, Vlookup, Outlook, Microsoft Excel, Social Media Marketing, Quality Assurance, Accounting, Microsoft Word, Sales, Social Networking, Time Management, Facebook, Social Media
Education
Eastern Washington University 2007 — 2011
Business Administration, Finance, Economics
Kory Jeter Kory Jeter's Wells Fargo Securities Experience May 2013 - August 2013
Job Real Estate Analyst at Northwestern Mutual
Industry Commercial Real Estate
Experience
Urban Land Institute 2006 - Present
Northwestern Mutual February 2015 - Present
Crescent Communities, LLC May 2015 - August 2015
Wells Fargo Securities May 2013 - August 2013
Nichols Company, Inc February 2011 - February 2013
Sponsors for Educational Opportunity 2012 - 2012
Jeter Signature Properties, LLC April 2006 - February 2011
Skills
Real Estate, Investment Properties, Leases, Disposition, REO, Investors, Real Estate Economics, Real Estate Development, Brokerage, Residential Homes, Location Intelligence, Real Estate Transactions, Valuation, Sellers, Finance, Residential, Landlord, Property Management, Tenant Representation, Corporate Real Estate, Tenant, Land Acquisition, Commercial Real Estate, Financial Analysis, Financial Modeling, Capital Markets, Capital IQ, Bloomberg Terminal, Argus Modeling, Real Estate License, Real Estate Financing, Microsoft Excel, CCIM, Microsoft Word, PowerPoint, Dispositions
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelors, Finance/International Business/Urban Studies
East China Normal University 2013 — 2013
International Finance
Urban Land Institute 2006 - Present
Northwestern Mutual February 2015 - Present
Crescent Communities, LLC May 2015 - August 2015
Wells Fargo Securities May 2013 - August 2013
Nichols Company, Inc February 2011 - February 2013
Sponsors for Educational Opportunity 2012 - 2012
Jeter Signature Properties, LLC April 2006 - February 2011
Skills
Real Estate, Investment Properties, Leases, Disposition, REO, Investors, Real Estate Economics, Real Estate Development, Brokerage, Residential Homes, Location Intelligence, Real Estate Transactions, Valuation, Sellers, Finance, Residential, Landlord, Property Management, Tenant Representation, Corporate Real Estate, Tenant, Land Acquisition, Commercial Real Estate, Financial Analysis, Financial Modeling, Capital Markets, Capital IQ, Bloomberg Terminal, Argus Modeling, Real Estate License, Real Estate Financing, Microsoft Excel, CCIM, Microsoft Word, PowerPoint, Dispositions
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelors, Finance/International Business/Urban Studies
East China Normal University 2013 — 2013
International Finance
Stephanie Frank Stephanie Frank's Wells Fargo Securities Experience July 2015 - Present
Job Client Trade Analytics, Data Analytics Strategist at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities July 2015 - Present
Drexel University Dragon Fund September 2014 - December 2014
Aberdeen Asset Management June 2014 - August 2014
Goldman Sachs September 2013 - March 2014
BlackRock September 2012 - March 2013
BlackRock September 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Management, Leadership, Outlook, Windows, Microsoft Office, Finance, Analysis, Financial Analysis, Investments, Public Speaking, Portfolio Management, Equities
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Finance, 3.7/4.0
Hunterdon Central Regional High School
Wells Fargo Securities July 2015 - Present
Drexel University Dragon Fund September 2014 - December 2014
Aberdeen Asset Management June 2014 - August 2014
Goldman Sachs September 2013 - March 2014
BlackRock September 2012 - March 2013
BlackRock September 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Management, Leadership, Outlook, Windows, Microsoft Office, Finance, Analysis, Financial Analysis, Investments, Public Speaking, Portfolio Management, Equities
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Finance, 3.7/4.0
Hunterdon Central Regional High School
Ryan Tingey Ryan Tingey's Wells Fargo Securities Experience October 2011 - October 2014
Job Program Manager, CUSO Financial Services, L.P. at America First Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP November 2014 - Present
Wells Fargo Securities October 2011 - October 2014
Wells Fargo March 2010 - October 2011
Wells Fargo Investments March 2005 - March 2010
Wells Fargo February 2004 - June 2005
Wells Fargo August 2002 - February 2004
Fidelity Investments February 2000 - August 2002
Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development
Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
CUSO Financial Services, LP November 2014 - Present
Wells Fargo Securities October 2011 - October 2014
Wells Fargo March 2010 - October 2011
Wells Fargo Investments March 2005 - March 2010
Wells Fargo February 2004 - June 2005
Wells Fargo August 2002 - February 2004
Fidelity Investments February 2000 - August 2002
Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development
Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Mark Klasek Mark Klasek's Wells Fargo Securities Experience July 1981 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities July 1981 - Present
Skills
Fixed Income Investments, Portfolio Management, Investments, Fixed Income, Liquidity Management, Analysis, Risk Management, Financial Institutions, Banking, Securities, Investment Management, Bloomberg, Capital Markets, Asset Managment
Education
Doane College 1977 — 1981
Bachelors, Business
Wells Fargo Securities July 1981 - Present
Skills
Fixed Income Investments, Portfolio Management, Investments, Fixed Income, Liquidity Management, Analysis, Risk Management, Financial Institutions, Banking, Securities, Investment Management, Bloomberg, Capital Markets, Asset Managment
Education
Doane College 1977 — 1981
Bachelors, Business
Conor Frazier Conor Frazier's Wells Fargo Securities Experience December 2014 - Present
Job Securities Operations Service Specialist at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities December 2014 - Present
Field of Play Marketing June 2012 - August 2014
Team Scotti Insurance Brokerage June 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SPSS, Social Media, Social Networking, Public Relations, Fundraising, Public Speaking, Research, Social Media Marketing, Editing, Nonprofits, PowerPoint, Marketing, Event Management, Spanish, Market Research, Data Analysis
Education
Elon University 2010 — 2014
Bachelor of Arts (BA), Political Science, Economics Minor
Wells Fargo Securities December 2014 - Present
Field of Play Marketing June 2012 - August 2014
Team Scotti Insurance Brokerage June 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SPSS, Social Media, Social Networking, Public Relations, Fundraising, Public Speaking, Research, Social Media Marketing, Editing, Nonprofits, PowerPoint, Marketing, Event Management, Spanish, Market Research, Data Analysis
Education
Elon University 2010 — 2014
Bachelor of Arts (BA), Political Science, Economics Minor
Catherine Sun Catherine Sun's Wells Fargo Securities Experience November 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2014 - Present
Wells Fargo Bank June 2013 - October 2014
Wells Fargo Securities July 2011 - June 2013
Wells Fargo Securities April 2009 - June 2011
Wells Fargo Bank April 2008 - April 2009
Wells Fargo Bank June 2006 - April 2008
Trammell Crow Company May 2005 - August 2005
Emory University August 2003 - December 2004
The Richards Group May 2003 - August 2003
Skills
Capital Markets, Investment Banking, Banking, Credit Analysis, Financial Analysis, Financial Structuring, Leveraged Finance, Finance, Loans, Treasury Management, Financial Modeling, Underwriting, Commercial Banking, PowerPoint, Microsoft Office, High Yield, Loan Origination, Energy, Microsoft Excel, Microsoft Word, Syndications, Series 63, Strategy, Credit, Fixed Income, Commercial Lending, Oil/Gas, Excel, Word, Capital Markets..., Loan Structuring, Loan Documentation, Oil&Gas, Mentoring, Securities, Bonds, Financial Markets, Project Management, Global Strategy, Business Case...
Education
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration, Finance, Management and Psychology
Wells Fargo Securities November 2014 - Present
Wells Fargo Bank June 2013 - October 2014
Wells Fargo Securities July 2011 - June 2013
Wells Fargo Securities April 2009 - June 2011
Wells Fargo Bank April 2008 - April 2009
Wells Fargo Bank June 2006 - April 2008
Trammell Crow Company May 2005 - August 2005
Emory University August 2003 - December 2004
The Richards Group May 2003 - August 2003
Skills
Capital Markets, Investment Banking, Banking, Credit Analysis, Financial Analysis, Financial Structuring, Leveraged Finance, Finance, Loans, Treasury Management, Financial Modeling, Underwriting, Commercial Banking, PowerPoint, Microsoft Office, High Yield, Loan Origination, Energy, Microsoft Excel, Microsoft Word, Syndications, Series 63, Strategy, Credit, Fixed Income, Commercial Lending, Oil/Gas, Excel, Word, Capital Markets..., Loan Structuring, Loan Documentation, Oil&Gas, Mentoring, Securities, Bonds, Financial Markets, Project Management, Global Strategy, Business Case...
Education
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration, Finance, Management and Psychology
Tommy Chen's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Cvent July 2013 - August 2013
Social Entrepreneur Corps May 2013 - July 2013
Duke RLHS June 2012 - May 2013
Duke University Chemistry Department January 2012 - October 2012
University of Maryland School of Medicine May 2012 - July 2012
Skills
Economics, Statistics, Data Analysis, Public Speaking, Policy Analysis, Qualitative Research, Mandarin, Public Policy, Spanish, Matlab, Financial Modeling, Microsoft Word, Microsoft Excel
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics (Finance), Statistics minor
Wells Fargo Securities June 2014 - Present
Cvent July 2013 - August 2013
Social Entrepreneur Corps May 2013 - July 2013
Duke RLHS June 2012 - May 2013
Duke University Chemistry Department January 2012 - October 2012
University of Maryland School of Medicine May 2012 - July 2012
Skills
Economics, Statistics, Data Analysis, Public Speaking, Policy Analysis, Qualitative Research, Mandarin, Public Policy, Spanish, Matlab, Financial Modeling, Microsoft Word, Microsoft Excel
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics (Finance), Statistics minor
Michael Ordway Michael Ordway's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst, Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Goizueta Investors August 2013 - May 2014
Goizueta Investment Management Group September 2012 - May 2014
HSBC Securities June 2013 - August 2013
Goizueta Investors September 2012 - May 2013
Morgan Stanley May 2012 - August 2012
Finance Department, Goizueta Business School October 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Research, C/C++ STL, Java, Golf, Tennis, Backpacking, Economics, Financial Analysis, Data Analysis, Statistics, Investment Banking, Corporate Finance, Financial Modeling, Microsoft Office, Valuation
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Computer Science
Wells Fargo Securities June 2014 - Present
Goizueta Investors August 2013 - May 2014
Goizueta Investment Management Group September 2012 - May 2014
HSBC Securities June 2013 - August 2013
Goizueta Investors September 2012 - May 2013
Morgan Stanley May 2012 - August 2012
Finance Department, Goizueta Business School October 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Research, C/C++ STL, Java, Golf, Tennis, Backpacking, Economics, Financial Analysis, Data Analysis, Statistics, Investment Banking, Corporate Finance, Financial Modeling, Microsoft Office, Valuation
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Computer Science
Claudia Kronenfeld Claudia Kronenfeld's Wells Fargo Securities Experience June 2011 - June 2014
Job Associate at Catterton
Industry Venture Capital & Private Equity
Experience
Catterton July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Skills
Financial Analysis, Corporate Finance, Data Analysis, Credit Analysis, Financial Modeling, Valuation, Capital Markets, Investments, Mergers & Acquisitions, Due Diligence
Education
Duke University 2007 — 2011
Bachelor of Science (B.S.), Economics
Catterton July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Skills
Financial Analysis, Corporate Finance, Data Analysis, Credit Analysis, Financial Modeling, Valuation, Capital Markets, Investments, Mergers & Acquisitions, Due Diligence
Education
Duke University 2007 — 2011
Bachelor of Science (B.S.), Economics
Kenny Osakwe Kenny Osakwe's Wells Fargo Securities Experience June 2014 - August 2015
Job Investment Banking Analyst at CHILDS Advisory Partners
Industry Investment Banking
Experience
CHILDS Advisory Partners August 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Calypso, Data Analysis, Public Speaking, Securities, Portfolio Management, Equities, Financial Analysis, Investment Banking, Research, Structured Products
Education
Duke University 2008 — 2012
Bachelor of Arts (BA), Sociology
CHILDS Advisory Partners August 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Calypso, Data Analysis, Public Speaking, Securities, Portfolio Management, Equities, Financial Analysis, Investment Banking, Research, Structured Products
Education
Duke University 2008 — 2012
Bachelor of Arts (BA), Sociology
Heather Clevenger Heather Clevenger's Wells Fargo Securities Experience June 2009 - December 2014
Job Credit Risk Coordinator
Industry Banking
Experience
Wells Fargo Bank, NA January 2015 - Present
Wells Fargo Securities June 2009 - December 2014
Wells Fargo Securities February 2006 - June 2009
Bath and Body Works December 1997 - October 2005
Skills
Banking, Back Office, Fixed Income, Customer Service, Sales, Account Reconciliation, Process Improvement, Middle Office, Equities, Project Management, Derivatives, Financial Risk, Portfolio Management, Securities, Series 63, Options, Trading, Settlement, Trading Systems, Management
Education
East Carolina University 1996 — 1998
Master of Science
Wells Fargo Bank, NA January 2015 - Present
Wells Fargo Securities June 2009 - December 2014
Wells Fargo Securities February 2006 - June 2009
Bath and Body Works December 1997 - October 2005
Skills
Banking, Back Office, Fixed Income, Customer Service, Sales, Account Reconciliation, Process Improvement, Middle Office, Equities, Project Management, Derivatives, Financial Risk, Portfolio Management, Securities, Series 63, Options, Trading, Settlement, Trading Systems, Management
Education
East Carolina University 1996 — 1998
Master of Science
Erik Griffith Erik Griffith's Wells Fargo Securities Experience April 2015 - Present
Job Securities Operations Specialist 4
Industry Investment Banking
Experience
Wells Fargo Securities April 2015 - Present
Merrill Lynch March 2012 - April 2015
Fidelity Investments May 2011 - March 2012
JPMorgan Chase April 2010 - May 2011
Credit Suisse March 2007 - November 2009
Skills
DTC, Financial Software, Microsoft Office, Equities, Microsoft Excel, Financial Operations, Derivatives, Bloomberg, Trading, Fixed Income, Securities, Finance, Financial Services, Account Reconciliation, Investments, Mutual Funds, Series 63, Series 7, Training, Options, Middle Office, Settlement, Investment Banking, Financial Markets, Capital Markets, Corporate Actions, Back Office, Asset Allocation, FINRA, Bonds, ETFs, Equity Derivatives, Equity Trading
Education
East Carolina University - College of Business 2005 — 2006
B.S.B.A., Marketing
East Carolina University 1997 — 2001
Bachelor of Arts, Communications, Public Relations
Wells Fargo Securities April 2015 - Present
Merrill Lynch March 2012 - April 2015
Fidelity Investments May 2011 - March 2012
JPMorgan Chase April 2010 - May 2011
Credit Suisse March 2007 - November 2009
Skills
DTC, Financial Software, Microsoft Office, Equities, Microsoft Excel, Financial Operations, Derivatives, Bloomberg, Trading, Fixed Income, Securities, Finance, Financial Services, Account Reconciliation, Investments, Mutual Funds, Series 63, Series 7, Training, Options, Middle Office, Settlement, Investment Banking, Financial Markets, Capital Markets, Corporate Actions, Back Office, Asset Allocation, FINRA, Bonds, ETFs, Equity Derivatives, Equity Trading
Education
East Carolina University - College of Business 2005 — 2006
B.S.B.A., Marketing
East Carolina University 1997 — 2001
Bachelor of Arts, Communications, Public Relations
Claire Kudenholdt Claire Kudenholdt's Wells Fargo Securities Experience June 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Shellpoint Partners June 2012 - August 2012
Skills
Market Research, Valuation, Capital Markets, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Financial Modeling, Data Analysis, Research, Social Media, Public Speaking, Microsoft Word, Economics, Financial Analysis, Bloomberg, Analysis, Corporate Finance, Statistics, Teamwork
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics
St. George's School 2007 — 2010
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Shellpoint Partners June 2012 - August 2012
Skills
Market Research, Valuation, Capital Markets, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Financial Modeling, Data Analysis, Research, Social Media, Public Speaking, Microsoft Word, Economics, Financial Analysis, Bloomberg, Analysis, Corporate Finance, Statistics, Teamwork
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics
St. George's School 2007 — 2010
Rachel Hart Rachel Hart's Wells Fargo Securities Experience October 2014 - Present
Job Capital Markets Middle Office Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
Dominion Ceramic Tile, Inc. April 2013 - Present
HelloBCN Hostel September 2013 - November 2013
Supremesoft Corporation October 2012 - April 2013
Skills
Human Resources, Recruiting, Talent Acquisition, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Employee Relations, Screening Resumes, Staffing Services, Leadership, Management, College Recruiting, Training, Time Management, Microsoft Word, PowerPoint, Project Management
Education
East Carolina University - College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Financial Management Services
Wells Fargo Securities October 2014 - Present
Dominion Ceramic Tile, Inc. April 2013 - Present
HelloBCN Hostel September 2013 - November 2013
Supremesoft Corporation October 2012 - April 2013
Skills
Human Resources, Recruiting, Talent Acquisition, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Employee Relations, Screening Resumes, Staffing Services, Leadership, Management, College Recruiting, Training, Time Management, Microsoft Word, PowerPoint, Project Management
Education
East Carolina University - College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Financial Management Services
Asif Rahman'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
Wells Fargo Securities June 2014 - August 2014
Nasher Museum of Art January 2014 - May 2014
Lab of Dr. Dan Ariely September 2013 - January 2014
National Planning Corporation July 2012 - August 2012
Banana Republic July 2012 - August 2012
Skills
HTML, CSS, JavaScript
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics with a Finance Concentration; Minor in Art History
UCL 2013 — 2013
Finance
duPont Manual High School 2007 — 2011
Math, Science, Technology Magnet
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Nasher Museum of Art January 2014 - May 2014
Lab of Dr. Dan Ariely September 2013 - January 2014
National Planning Corporation July 2012 - August 2012
Banana Republic July 2012 - August 2012
Skills
HTML, CSS, JavaScript
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics with a Finance Concentration; Minor in Art History
UCL 2013 — 2013
Finance
duPont Manual High School 2007 — 2011
Math, Science, Technology Magnet
Jay Didier Jay Didier's Wells Fargo Securities Experience February 2015 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities January 2011 - February 2015
Wells Fargo Securities July 2009 - July 2011
Wachovia Securities April 2007 - July 2009
Merrill Lynch August 2005 - March 2007
Merrill Lynch September 2003 - August 2005
Skills
Due Diligence, Alternative Investments, Fixed Income, Leveraged Finance, High Yield, Investment Banking, Loan Origination, Valuation, Hedge Funds, Capital Markets, Financial Structuring, Business Strategy, LBO, Financial Modeling, Private Equity
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Duke University 1999 — 2001
MEM, Resource Economics and Policy
Washington and Lee University 1992 — 1996
BS, Natural Science and Math
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities January 2011 - February 2015
Wells Fargo Securities July 2009 - July 2011
Wachovia Securities April 2007 - July 2009
Merrill Lynch August 2005 - March 2007
Merrill Lynch September 2003 - August 2005
Skills
Due Diligence, Alternative Investments, Fixed Income, Leveraged Finance, High Yield, Investment Banking, Loan Origination, Valuation, Hedge Funds, Capital Markets, Financial Structuring, Business Strategy, LBO, Financial Modeling, Private Equity
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Duke University 1999 — 2001
MEM, Resource Economics and Policy
Washington and Lee University 1992 — 1996
BS, Natural Science and Math
Barry LaPierre Barry LaPierre's Wells Fargo Securities Experience June 2015 - Present
Job IT Operations Analyst
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2015 - Present
NYSE December 2012 - June 2015
FDM July 2012 - December 2012
Skills
SQL, Java, Oracle, Microsoft SQL Server, Spring, PL/SQL, Unix Shell Scripting, Linux, SDLC, JavaScript, UML, Maven, JSP, XML, Unix, Tortoise SVN, Python, JDBC, Eclipse, Agile Methodologies, Requirements Analysis, Business Intelligence, Business Analysis, Object Oriented Design, Visual Basic, IT Operations, Troubleshooting, HTML
Education
Dowling College 2007 — 2012
Bachelor of Science (B.S.), Mathematics and Computer Science
Wells Fargo Securities June 2015 - Present
NYSE December 2012 - June 2015
FDM July 2012 - December 2012
Skills
SQL, Java, Oracle, Microsoft SQL Server, Spring, PL/SQL, Unix Shell Scripting, Linux, SDLC, JavaScript, UML, Maven, JSP, XML, Unix, Tortoise SVN, Python, JDBC, Eclipse, Agile Methodologies, Requirements Analysis, Business Intelligence, Business Analysis, Object Oriented Design, Visual Basic, IT Operations, Troubleshooting, HTML
Education
Dowling College 2007 — 2012
Bachelor of Science (B.S.), Mathematics and Computer Science
Eric Luebchow Eric Luebchow's Wells Fargo Securities Experience July 2014 - Present
Job Equity Research Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
J.P. Morgan July 2008 - July 2012
Skills
Investment Management, Credit Analysis, Financial Modeling, Financial Accounting, Debt Restructuring, Investment Banking, Structured Finance, Bonds, Valuation, Fixed Income, Bloomberg, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Finance and Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
J.P. Morgan July 2008 - July 2012
Skills
Investment Management, Credit Analysis, Financial Modeling, Financial Accounting, Debt Restructuring, Investment Banking, Structured Finance, Bonds, Valuation, Fixed Income, Bloomberg, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Finance and Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Jessie Anderson's Wells Fargo Securities Experience June 2012 - August 2012
Job Specialist at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines July 2014 - July 2015
Delta Air Lines August 2013 - July 2014
Wells Fargo Securities June 2012 - August 2012
Duke Center on Globalization, Governance & Competitiveness January 2012 - May 2012
North Carolina League of Conservation Voters (NCLCV) May 2011 - August 2011
Renegade August 2010 - December 2010
Educate Together June 2010 - August 2010
Skills
Research, Report Writing, Social Networking, Leadership, Public Policy, Politics, Strategy, Market Research, PowerPoint, Statistics, Time Management, Microsoft Excel, Facebook, Marketing Research, Data Analysis, Social Media Marketing, Business Strategy, Problem Solving, Oral & Written..., Quantitative Analytics
Education
Duke University 2009 — 2013
Bachelor's degree, Public Policy, Markets and Management, GPA: 3.88/4.0 • GMAT: 710/800
Smithfield-Selma High School 2005 — 2009
High School Diploma, GPA: 4.0/4.0 • SAT: 1520/1600
Delta Air Lines July 2014 - July 2015
Delta Air Lines August 2013 - July 2014
Wells Fargo Securities June 2012 - August 2012
Duke Center on Globalization, Governance & Competitiveness January 2012 - May 2012
North Carolina League of Conservation Voters (NCLCV) May 2011 - August 2011
Renegade August 2010 - December 2010
Educate Together June 2010 - August 2010
Skills
Research, Report Writing, Social Networking, Leadership, Public Policy, Politics, Strategy, Market Research, PowerPoint, Statistics, Time Management, Microsoft Excel, Facebook, Marketing Research, Data Analysis, Social Media Marketing, Business Strategy, Problem Solving, Oral & Written..., Quantitative Analytics
Education
Duke University 2009 — 2013
Bachelor's degree, Public Policy, Markets and Management, GPA: 3.88/4.0 • GMAT: 710/800
Smithfield-Selma High School 2005 — 2009
High School Diploma, GPA: 4.0/4.0 • SAT: 1520/1600
Ashley Kaiser's Wells Fargo Securities Experience June 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Herbalife June 2011 - August 2011
Star2Star Communications June 2010 - August 2010
Skills
Microsoft Office, Excel, Leadership, Accounting, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Data Analysis, Time Management
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Pine View
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Herbalife June 2011 - August 2011
Star2Star Communications June 2010 - August 2010
Skills
Microsoft Office, Excel, Leadership, Accounting, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Data Analysis, Time Management
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Pine View
John Sakolosky John Sakolosky's Wells Fargo Securities Experience August 1997 - August 1997
Job Retirement Brokerage Services representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments September 2012 - June 2013
Fidelity Investments May 2011 - September 2012
Universal Engineering Services June 2007 - May 2009
Hurt and Proffitt March 2004 - March 2007
Belk September 2002 - March 2004
J.C. Penney June 2000 - September 2002
Virginia Garden Supply January 1995 - January 1999
Wells Fargo Securities August 1997 - August 1997
Skills
Customer Service, Sales, Leadership, Microsoft Office, Finance, Stock Market, Customer Experience
Education
Emory and Henry College 1996 — 2000
B.A., Geography, (area of concentration in) Environmental Studies
Fidelity Investments June 2013 - Present
Fidelity Investments September 2012 - June 2013
Fidelity Investments May 2011 - September 2012
Universal Engineering Services June 2007 - May 2009
Hurt and Proffitt March 2004 - March 2007
Belk September 2002 - March 2004
J.C. Penney June 2000 - September 2002
Virginia Garden Supply January 1995 - January 1999
Wells Fargo Securities August 1997 - August 1997
Skills
Customer Service, Sales, Leadership, Microsoft Office, Finance, Stock Market, Customer Experience
Education
Emory and Henry College 1996 — 2000
B.A., Geography, (area of concentration in) Environmental Studies
Calvin Cheng Calvin Cheng's Wells Fargo Securities Experience June 2013 - October 2014
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2012 - August 2012
Perry Capital August 2011 - December 2011
Stamos Capital Partners, L.P. June 2011 - August 2011
Permal Asset Management September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S., Finance, Economics
East China Normal University
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2012 - August 2012
Perry Capital August 2011 - December 2011
Stamos Capital Partners, L.P. June 2011 - August 2011
Permal Asset Management September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S., Finance, Economics
East China Normal University
Eric Cohn Eric Cohn's Wells Fargo Securities Experience June 2008 - July 2010
Job Vice President of Finance at iHeartMedia
Industry Online Media
Experience
iHeartMedia February 2015 - Present
iHeartMedia October 2013 - Present
iHeartMedia August 2010 - October 2013
Wells Fargo Securities June 2008 - July 2010
Coach June 2007 - August 2007
Skills
Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Mergers, Equities, Due Diligence, Financial Analysis, Valuation, Investments, Strategy, Asset Managment, Entrepreneurship, Mergers & Acquisitions, Analysis, Finance, Financial Reporting, Investment Banking, Business Development, Business Process...
Education
Emory University 2004 — 2008
BBA, Business
iHeartMedia February 2015 - Present
iHeartMedia October 2013 - Present
iHeartMedia August 2010 - October 2013
Wells Fargo Securities June 2008 - July 2010
Coach June 2007 - August 2007
Skills
Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Mergers, Equities, Due Diligence, Financial Analysis, Valuation, Investments, Strategy, Asset Managment, Entrepreneurship, Mergers & Acquisitions, Analysis, Finance, Financial Reporting, Investment Banking, Business Development, Business Process...
Education
Emory University 2004 — 2008
BBA, Business
Tolu Oleru Tolu Oleru's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate, Consumer, Health, and Gaming at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Fuqua School of Business August 2013 - Present
CSC 2012 - 2013
CSC 2011 - 2012
PwC 2010 - 2010
PwC 2007 - 2010
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2003 — 2007
Bachelor's degree, Accounting
Wells Fargo Securities August 2015 - Present
Fuqua School of Business August 2013 - Present
CSC 2012 - 2013
CSC 2011 - 2012
PwC 2010 - 2010
PwC 2007 - 2010
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2003 — 2007
Bachelor's degree, Accounting
Brian Baum Brian Baum's Wells Fargo Securities Experience September 2013 - June 2014
Job Investment Banking Analyst at Sawaya Segalas
Industry Investment Banking
Experience
Sawaya Segalas September 2015 - Present
Ramy Brook LLC February 2015 - August 2015
Wells Fargo Securities September 2013 - June 2014
Stifel Financial Corp. July 2012 - September 2013
Walnut Ridge Farms June 2008 - August 2008
Skills
Financial Advisory, Valuation
Education
Miami University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Elon University 2008 — 2009
The Pembroke Hill School
Sawaya Segalas September 2015 - Present
Ramy Brook LLC February 2015 - August 2015
Wells Fargo Securities September 2013 - June 2014
Stifel Financial Corp. July 2012 - September 2013
Walnut Ridge Farms June 2008 - August 2008
Skills
Financial Advisory, Valuation
Education
Miami University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Elon University 2008 — 2009
The Pembroke Hill School
David Burton David Burton's Wells Fargo Securities Experience July 2008 - July 2010
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2010 - Present
Wells Fargo Securities July 2008 - July 2010
The White House December 2006 - January 2007
Merrill Lynch June 2006 - August 2006
United States Senate June 2004 - August 2004
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Private Equity, Hedge Funds, Alternative Investments, Business Valuation, Series 63
Education
Columbia Business School 2012 — 2013
Emory University 2004 — 2008
Bachelors of Business Administration, Finance & Acccounting
Deutsche Bank August 2010 - Present
Wells Fargo Securities July 2008 - July 2010
The White House December 2006 - January 2007
Merrill Lynch June 2006 - August 2006
United States Senate June 2004 - August 2004
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Private Equity, Hedge Funds, Alternative Investments, Business Valuation, Series 63
Education
Columbia Business School 2012 — 2013
Emory University 2004 — 2008
Bachelors of Business Administration, Finance & Acccounting
Rodger Barlow Rodger Barlow's Wells Fargo Securities Experience July 2003 - December 2012
Job Retired at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2003 - Present
Retired July 2003 - December 2012
Wells Fargo Securities July 2003 - December 2012
Skills
Management, Sales, Team Building, Risk Management, Budgets, Finance, Investment Properties, Strategic Planning, Banking, Customer Service, Leadership
Education
Drexel University 1976 — 1979
Master of Laws (LLM), Financial Planning and Services
Drexel University
Wells Fargo December 2003 - Present
Retired July 2003 - December 2012
Wells Fargo Securities July 2003 - December 2012
Skills
Management, Sales, Team Building, Risk Management, Budgets, Finance, Investment Properties, Strategic Planning, Banking, Customer Service, Leadership
Education
Drexel University 1976 — 1979
Master of Laws (LLM), Financial Planning and Services
Drexel University
Ben Brostoff's Wells Fargo Securities Experience June 2012 - April 2014
Job Junior Software Engineer at WiserTogether, Inc.
Industry Computer Software
Experience
WiserTogether, Inc. November 2014 - Present
Dev Bootcamp August 2014 - August 2015
Wells Fargo Securities June 2012 - April 2014
Wells Fargo June 2011 - July 2011
Gorelick Brothers Capital June 2010 - August 2010
Skills
Financial Modeling, Finance, Valuation, Investment Banking, Ruby on Rails, Git, Algorithms, JavaScript, Capital Markets, RSpec, jQuery, Microsoft Word, Bloomberg
Education
Duke University 2008 — 2011
Economics
Dev Bootcamp 2014 — 2014
Belmont High School 2004 — 2008
WiserTogether, Inc. November 2014 - Present
Dev Bootcamp August 2014 - August 2015
Wells Fargo Securities June 2012 - April 2014
Wells Fargo June 2011 - July 2011
Gorelick Brothers Capital June 2010 - August 2010
Skills
Financial Modeling, Finance, Valuation, Investment Banking, Ruby on Rails, Git, Algorithms, JavaScript, Capital Markets, RSpec, jQuery, Microsoft Word, Bloomberg
Education
Duke University 2008 — 2011
Economics
Dev Bootcamp 2014 — 2014
Belmont High School 2004 — 2008
Tim Parrish Tim Parrish's Wells Fargo Securities Experience August 2014 - Present
Job Associate Mergers & Acquisitions at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2014 - Present
PNC March 2014 - August 2014
PNC August 2011 - March 2014
RBC Bank June 2009 - August 2011
RBC Bank June 2007 - May 2009
Skills
Credit Analysis, Financial Analysis, Accounting, Finance, Banking, Underwriting, Loan Origination, Commercial Banking, Risk Management, Loans, Credit, Commercial Lending
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Texas A&M University
Bachelor of Science (B.S.)
Wells Fargo Securities August 2014 - Present
PNC March 2014 - August 2014
PNC August 2011 - March 2014
RBC Bank June 2009 - August 2011
RBC Bank June 2007 - May 2009
Skills
Credit Analysis, Financial Analysis, Accounting, Finance, Banking, Underwriting, Loan Origination, Commercial Banking, Risk Management, Loans, Credit, Commercial Lending
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Texas A&M University
Bachelor of Science (B.S.)
Michael S. Caple II Michael S. Caple II's Wells Fargo Securities Experience August 2013 - February 2014
Job Finance MBA Intern at Advanced Animal Diagnostics
Industry Financial Services
Experience
Advanced Animal Diagnostics April 2015 - Present
CertiRx Corporation April 2015 - June 2015
LPL Financial December 2014 - April 2015
Wells Fargo Securities August 2013 - February 2014
North Carolina State Employees Credit Union December 2009 - June 2013
Skills
Financial Analysis, Analysis, Finance, Financial Modeling, Microsoft Excel, Financial Services, Portfolio Management, Management, Investments, Accounting, Credit, Risk Management, Asset Management, Financial Risk, Capital Markets, DCF Valuation, Mergers & Acquisitions
Education
Wake Forest University
Master of Business Administration (MBA), Finance
East Carolina University
Bachelor of Science (B.S.), Economics
East Carolina University
Bachelor of Science (B.S.), Health Services Administration
Advanced Animal Diagnostics April 2015 - Present
CertiRx Corporation April 2015 - June 2015
LPL Financial December 2014 - April 2015
Wells Fargo Securities August 2013 - February 2014
North Carolina State Employees Credit Union December 2009 - June 2013
Skills
Financial Analysis, Analysis, Finance, Financial Modeling, Microsoft Excel, Financial Services, Portfolio Management, Management, Investments, Accounting, Credit, Risk Management, Asset Management, Financial Risk, Capital Markets, DCF Valuation, Mergers & Acquisitions
Education
Wake Forest University
Master of Business Administration (MBA), Finance
East Carolina University
Bachelor of Science (B.S.), Economics
East Carolina University
Bachelor of Science (B.S.), Health Services Administration
Lindsay Lockwood - Van Syckle Lindsay Lockwood - Van Syckle's Wells Fargo Securities Experience April 2009 - Present
Job
Industry Banking
Experience
Wells Fargo Securities April 2009 - Present
Wells Fargo November 2008 - April 2009
Wells Fargo July 2006 - November 2008
IBM August 2004 - January 2006
Skills
Capital Markets, Financial Analysis, Financial Reporting, Credit, Acquisition Integration, Technology..., Business Analysis, Business Strategy, Business Planning, Business Management, Business Process, Process Improvement, Process Development, Business Process Design, Partnership Development, Investment Banking, People-oriented, Internal Communications, Process Management, Process Mapping, Process Optimization, Business Process..., Capital Markets..., Compliance Management, Database Administration, Database Management, Database Development, Business Integration, Corporate Finance, Financial Structuring, Management, Mergers & Acquisitions, Banking, Analysis, Financial Modeling, Investments, Finance, Portfolio Management
Education
Georgia Institute of Technology 2002 — 2004
BS, Industrial Engineering
Emory University 1999 — 2003
BA, Economics
Wells Fargo Securities April 2009 - Present
Wells Fargo November 2008 - April 2009
Wells Fargo July 2006 - November 2008
IBM August 2004 - January 2006
Skills
Capital Markets, Financial Analysis, Financial Reporting, Credit, Acquisition Integration, Technology..., Business Analysis, Business Strategy, Business Planning, Business Management, Business Process, Process Improvement, Process Development, Business Process Design, Partnership Development, Investment Banking, People-oriented, Internal Communications, Process Management, Process Mapping, Process Optimization, Business Process..., Capital Markets..., Compliance Management, Database Administration, Database Management, Database Development, Business Integration, Corporate Finance, Financial Structuring, Management, Mergers & Acquisitions, Banking, Analysis, Financial Modeling, Investments, Finance, Portfolio Management
Education
Georgia Institute of Technology 2002 — 2004
BS, Industrial Engineering
Emory University 1999 — 2003
BA, Economics
Nicole V Nicole V's Wells Fargo Securities Experience June 2013 - August 2013
Job Analyst at Google
Industry Computer Software
Experience
Wells Fargo Securities June 2013 - August 2013
LiquidText, Inc. September 2012 - December 2012
Brightidea June 2012 - August 2012
Chapman University June 2011 - August 2011
Education
Emory University - Goizueta Business School 2012 — 2014
BBA, Information Systems, Sustainability
Wells Fargo Securities June 2013 - August 2013
LiquidText, Inc. September 2012 - December 2012
Brightidea June 2012 - August 2012
Chapman University June 2011 - August 2011
Education
Emory University - Goizueta Business School 2012 — 2014
BBA, Information Systems, Sustainability
Alex Berghorst Alex Berghorst's Wells Fargo Securities Experience July 2014 - Present
Job Associate TMT Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Sterling Partners June 2013 - August 2013
ExxonMobil July 2009 - June 2012
Skills
New Business Development, Engineering, Sales, Business Strategy, Operations Analysis, Leadership, Energy, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Investment Research
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BSE, Mechanical Engineering
Wells Fargo Securities July 2014 - Present
Sterling Partners June 2013 - August 2013
ExxonMobil July 2009 - June 2012
Skills
New Business Development, Engineering, Sales, Business Strategy, Operations Analysis, Leadership, Energy, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Investment Research
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BSE, Mechanical Engineering
Mark Maxwell Walters Mark Maxwell Walters's Wells Fargo Securities Experience November 2014 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2014 - Present
Cleveland Clinic January 2012 - October 2014
CED August 2011 - December 2011
Rehrig Pacific Company November 2010 - February 2011
Skills
Inside Sales, Team Leadership, Teamwork, Financial Analysis, Data Analysis, Microsoft Office, Data Entry, Shipping/receiving, Billing, Corporate Finance, Project Coordination, Project Execution, Customer Relations, Excel, PowerPoint, Word, Customer Service, Problem Solving, Microsoft Excel, Finance, Sales, Microsoft Word
Education
University of Durham 2009 — 2011
Masters of Arts, Financial Management
Goucher College 2005 — 2009
Bachels of Arts, Business Management
Wells Fargo Securities November 2014 - Present
Cleveland Clinic January 2012 - October 2014
CED August 2011 - December 2011
Rehrig Pacific Company November 2010 - February 2011
Skills
Inside Sales, Team Leadership, Teamwork, Financial Analysis, Data Analysis, Microsoft Office, Data Entry, Shipping/receiving, Billing, Corporate Finance, Project Coordination, Project Execution, Customer Relations, Excel, PowerPoint, Word, Customer Service, Problem Solving, Microsoft Excel, Finance, Sales, Microsoft Word
Education
University of Durham 2009 — 2011
Masters of Arts, Financial Management
Goucher College 2005 — 2009
Bachels of Arts, Business Management
Brian Benton Brian Benton's Wells Fargo Securities Experience January 2014 - Present
Job Application Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo Securities January 2014 - Present
Skills
JavaScript, jQuery, MySQL, CSS, PHP, SQL, Linux, HTML 5, AngularJS
Education
State University of New York at New Paltz 2003 — 2006
BS
Digipen Institute of Technology 1998 — 1999
Purchase College, SUNY 1993 — 1996
BA
Wells Fargo Securities January 2014 - Present
Skills
JavaScript, jQuery, MySQL, CSS, PHP, SQL, Linux, HTML 5, AngularJS
Education
State University of New York at New Paltz 2003 — 2006
BS
Digipen Institute of Technology 1998 — 1999
Purchase College, SUNY 1993 — 1996
BA
Bryan P. Beall's Wells Fargo Securities Experience May 2015 - August 2015
Job MBA Candidate, UNC KenanFlagler Business School
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - August 2015
Byliner Inc. November 2013 - August 2014
Byliner Inc. April 2013 - November 2013
Proprietary Trader June 2012 - May 2013
CRH May 2010 - May 2012
CRH March 2009 - May 2010
CRH July 2007 - March 2009
Skills
Business Development, Selling Skills, Change Management, Contract Negotiation, Process Engineering, Pricing Analysis, Operations Research, Strategy, Pricing, Mergers, Procurement, ERP, Logistics, Financial Modeling, Forecasting, Microsoft Excel, PowerPoint, SQL, MySQL, Access, Axapta, Salesforce.com, Lawson HRIS, Acquisitions, Business Intelligence, Management Consulting, Strategic Consulting, Linear Programming, Six Sigma, Operations Management, Manufacturing Operations, Process Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Dual Concentration in Capital Markets & Investments and Corporate Finance
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Organization & Management
Wells Fargo Securities May 2015 - August 2015
Byliner Inc. November 2013 - August 2014
Byliner Inc. April 2013 - November 2013
Proprietary Trader June 2012 - May 2013
CRH May 2010 - May 2012
CRH March 2009 - May 2010
CRH July 2007 - March 2009
Skills
Business Development, Selling Skills, Change Management, Contract Negotiation, Process Engineering, Pricing Analysis, Operations Research, Strategy, Pricing, Mergers, Procurement, ERP, Logistics, Financial Modeling, Forecasting, Microsoft Excel, PowerPoint, SQL, MySQL, Access, Axapta, Salesforce.com, Lawson HRIS, Acquisitions, Business Intelligence, Management Consulting, Strategic Consulting, Linear Programming, Six Sigma, Operations Management, Manufacturing Operations, Process Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Dual Concentration in Capital Markets & Investments and Corporate Finance
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Organization & Management
Ethen Kang's Wells Fargo Securities Experience June 2013 - August 2013
Job Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Trout Capital September 2012 - November 2012
Republic of Korea Army September 2010 - June 2012
Education
Duke University 2007 — 2013
B.S. Economics, Finance Concentration; Mathematics Minor
Oregon Episcopal School 2004 — 2007
Bank of America Merrill Lynch July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Trout Capital September 2012 - November 2012
Republic of Korea Army September 2010 - June 2012
Education
Duke University 2007 — 2013
B.S. Economics, Finance Concentration; Mathematics Minor
Oregon Episcopal School 2004 — 2007
Christopher L. Ody Christopher L. Ody's Wells Fargo Securities Experience May 2010 - November 2011
Job AVP Regional Supervisory Officer at PNC
Industry Investment Management
Experience
PNC Investments LLC October 2014 - Present
AXA Advisors November 2013 - October 2014
Credit Suisse August 2012 - November 2013
Wells Fargo Securities May 2010 - November 2011
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelors of Science, Business Administration; Finance
East Carolina University - College of Business
MBA, Finance
PNC Investments LLC October 2014 - Present
AXA Advisors November 2013 - October 2014
Credit Suisse August 2012 - November 2013
Wells Fargo Securities May 2010 - November 2011
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelors of Science, Business Administration; Finance
East Carolina University - College of Business
MBA, Finance
Juan A. Martinez, P.E. Juan A. Martinez, P.E.'s Wells Fargo Securities Experience May 2015 - August 2015
Job MBA Candidate Duke University | Investment Banking Summer Associate Wells Fargo Securities
Industry Utilities
Experience
Duke University June 2014 - Present
Wells Fargo Securities May 2015 - August 2015
Florida Power & Light May 2013 - May 2014
Florida Power & Light August 2011 - April 2013
Florida Power & Light/NextEra Energy August 2008 - July 2011
Florida Power & Light May 2009 - July 2009
Florida Power & Light September 2008 - April 2009
JC Virella Crespo & Associates (Civil/Structural Engineers) May 2007 - May 2008
Skills
Spanish, Engineering, Project Management, Microsoft Office, Microsoft Excel, Project Planning, Nuclear, Leadership, Microsoft Word, Piping, Power Plants, Structural Engineering, Civil Engineering, Factory, Process Scheduler, Financial Analysis, Management, Energy
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance
University of Puerto Rico at Mayaguez 2002 — 2008
Bachelor of Science (B.S.), Civil Engineering
Colegio Espiritu Santo 2000 — 2002
Duke University June 2014 - Present
Wells Fargo Securities May 2015 - August 2015
Florida Power & Light May 2013 - May 2014
Florida Power & Light August 2011 - April 2013
Florida Power & Light/NextEra Energy August 2008 - July 2011
Florida Power & Light May 2009 - July 2009
Florida Power & Light September 2008 - April 2009
JC Virella Crespo & Associates (Civil/Structural Engineers) May 2007 - May 2008
Skills
Spanish, Engineering, Project Management, Microsoft Office, Microsoft Excel, Project Planning, Nuclear, Leadership, Microsoft Word, Piping, Power Plants, Structural Engineering, Civil Engineering, Factory, Process Scheduler, Financial Analysis, Management, Energy
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance
University of Puerto Rico at Mayaguez 2002 — 2008
Bachelor of Science (B.S.), Civil Engineering
Colegio Espiritu Santo 2000 — 2002
Brett Stier, CPA Brett Stier, CPA's Wells Fargo Securities Experience May 2014 - August 2014
Job Senior Associate, Private Investments at Thrivent Financial
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - August 2014
Changemaker Capital Partners January 2014 - May 2014
Carlson Rezidor Hotel Group August 2012 - July 2013
Carlson October 2010 - August 2012
ADC June 2010 - October 2010
Deloitte September 2009 - June 2010
Deloitte September 2008 - August 2009
Deloitte September 2007 - September 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, US GAAP, Financial Analysis, Financial Accounting, Accounting, Financial Modeling, Corporate Finance, Mentoring, Staff Development
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Minnesota - Carlson School of Management 2003 — 2007
B.S.B, Accounting, Finance, and Entrepreneurial Management
Wells Fargo Securities May 2014 - August 2014
Changemaker Capital Partners January 2014 - May 2014
Carlson Rezidor Hotel Group August 2012 - July 2013
Carlson October 2010 - August 2012
ADC June 2010 - October 2010
Deloitte September 2009 - June 2010
Deloitte September 2008 - August 2009
Deloitte September 2007 - September 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, US GAAP, Financial Analysis, Financial Accounting, Accounting, Financial Modeling, Corporate Finance, Mentoring, Staff Development
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Minnesota - Carlson School of Management 2003 — 2007
B.S.B, Accounting, Finance, and Entrepreneurial Management
Joshua Sallen Joshua Sallen's Wells Fargo Securities Experience June 2013 - June 2015
Job Associate at Pomona Capital
Industry Financial Services
Experience
Pomona Capital July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Sony Music Entertainment July 2011 - November 2011
JonesTrading May 2011 - July 2011
Universal Music Group May 2010 - August 2010
Eden Financial July 2008 - August 2008
Skills
Investment Banking, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Capital IQ, FactSet, Investments, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelors of Business Administration, Concentration in Finance
Emory University 2009 — 2013
University of Sydney
Study Abroad
Pomona Capital July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Sony Music Entertainment July 2011 - November 2011
JonesTrading May 2011 - July 2011
Universal Music Group May 2010 - August 2010
Eden Financial July 2008 - August 2008
Skills
Investment Banking, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Capital IQ, FactSet, Investments, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelors of Business Administration, Concentration in Finance
Emory University 2009 — 2013
University of Sydney
Study Abroad
Peggy Chen Peggy Chen's Wells Fargo Securities Experience June 2012 - Present
Job High Grade Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Skills
Bloomberg, Corporate Finance, Financial Modeling, Fixed Income, Private Equity, Valuation
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
Middleton High School 2004 — 2008
Wells Fargo Securities June 2012 - Present
Skills
Bloomberg, Corporate Finance, Financial Modeling, Fixed Income, Private Equity, Valuation
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
Middleton High School 2004 — 2008
Janine Wilcox's Wells Fargo Securities Experience July 2009 - April 2014
Job Assistant Treasurer, Debt, Real Estate & Capital Programs
Industry Higher Education
Experience
New York University September 2015 - Present
New York University April 2014 - August 2015
Wells Fargo Securities July 2009 - April 2014
Bank of America Merrill Lynch May 2007 - July 2009
Princeton Brand Econometrics February 2006 - May 2007
Constella Group January 2005 - January 2006
Education
Duke University 2003 — 2004
Statistics
University of Pittsburgh 1999 — 2003
Bachelor’s Degree, Statistics (B.S.) and Economics (B.S.)
Union Endicott High School 1995 — 1999
High School
New York University September 2015 - Present
New York University April 2014 - August 2015
Wells Fargo Securities July 2009 - April 2014
Bank of America Merrill Lynch May 2007 - July 2009
Princeton Brand Econometrics February 2006 - May 2007
Constella Group January 2005 - January 2006
Education
Duke University 2003 — 2004
Statistics
University of Pittsburgh 1999 — 2003
Bachelor’s Degree, Statistics (B.S.) and Economics (B.S.)
Union Endicott High School 1995 — 1999
High School
Jordan Fried Jordan Fried's Wells Fargo Securities Experience 2011 - 2013
Job Vice President, Investments at Sterling Organization
Industry Real Estate
Experience
Sterling Organization July 2013 - Present
Wells Fargo Securities 2011 - 2013
Wells Fargo Securities June 2010 - August 2010
FTI - Schonbraun McCann Group 2007 - 2009
CSC Consulting 2006 - 2007
Education
Emory University - Goizueta Business School 2009 — 2011
MBA
The George Washington University - School of Business 2002 — 2006
Sterling Organization July 2013 - Present
Wells Fargo Securities 2011 - 2013
Wells Fargo Securities June 2010 - August 2010
FTI - Schonbraun McCann Group 2007 - 2009
CSC Consulting 2006 - 2007
Education
Emory University - Goizueta Business School 2009 — 2011
MBA
The George Washington University - School of Business 2002 — 2006
(Robert) Burton Paulsen'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
Riomar Capital August 2014 - June 2015
Maxim Group May 2014 - August 2014
Kargo May 2013 - August 2013
Vineyard Vines August 2011 - July 2013
Dartmouth Hitchcock Medical Center June 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Sales, Research, Analysis, Financial Analysis, Leadership, Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Capital Markets, Finance, Corporate Finance
Education
Elon University 2011 — 2015
Bachelor's degree, Finance
Hanover High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Riomar Capital August 2014 - June 2015
Maxim Group May 2014 - August 2014
Kargo May 2013 - August 2013
Vineyard Vines August 2011 - July 2013
Dartmouth Hitchcock Medical Center June 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Sales, Research, Analysis, Financial Analysis, Leadership, Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Capital Markets, Finance, Corporate Finance
Education
Elon University 2011 — 2015
Bachelor's degree, Finance
Hanover High School 2007 — 2011
Robert Henning Robert Henning's Wells Fargo Securities Experience March 2004 - October 2004
Job Lead Oracle DBA 過労死
Industry Financial Services
Experience
IBM April 2014 - Present
Fannie Mae January 2013 - April 2014
New York Bagel Café & Deli December 2011 - December 2012
Fannie Mae May 2006 - December 2011
IBM October 2004 - February 2005
Wells Fargo Securities March 2004 - October 2004
Fannie Mae September 2003 - March 2004
ADVFN August 2002 - January 2003
Skills
Databases, Disaster Recovery, Oracle, Management, Competitive Analysis, Budgets, Team Building, Portfolio Management, Investments, Finance, Sybase, Business Analysis, Process Improvement, Customer Service, Business Planning, Management Consulting, Software Documentation, Financial Analysis, SDLC, Troubleshooting, Access, Project Management, Servers, Microsoft SQL Server, System Administration, Solaris, Vendor Management, Sales, Database Administration, SQL, Unix
Education
Drexel University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Finance/International Business
Hammonton High School 1996 — 2000
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
IBM April 2014 - Present
Fannie Mae January 2013 - April 2014
New York Bagel Café & Deli December 2011 - December 2012
Fannie Mae May 2006 - December 2011
IBM October 2004 - February 2005
Wells Fargo Securities March 2004 - October 2004
Fannie Mae September 2003 - March 2004
ADVFN August 2002 - January 2003
Skills
Databases, Disaster Recovery, Oracle, Management, Competitive Analysis, Budgets, Team Building, Portfolio Management, Investments, Finance, Sybase, Business Analysis, Process Improvement, Customer Service, Business Planning, Management Consulting, Software Documentation, Financial Analysis, SDLC, Troubleshooting, Access, Project Management, Servers, Microsoft SQL Server, System Administration, Solaris, Vendor Management, Sales, Database Administration, SQL, Unix
Education
Drexel University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Finance/International Business
Hammonton High School 1996 — 2000
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Chelsea Allison Chelsea Allison's Wells Fargo Securities Experience June 2010 - July 2011
Job Marketing Director at Sookasa
Industry Writing and Editing
Experience
Sookasa November 2014 - Present
The Recorder June 2013 - June 2014
Vogue 2011 - 2013
Wells Fargo Securities June 2010 - July 2011
The Chronicle May 2008 - May 2009
Skills
Journalism, Copy Editing, Social Media, Editing, Blogging, AP Style, Storytelling, Facebook, Creative Writing, Editorial, Research, Bloomberg Terminal, Writing, Publishing, Inbound Lead Generation, SEO, SEO Copywriting, Inbound Marketing, Content Marketing, Content Strategy, Marketing Communications, Marketing, Marketing Strategy
Education
Duke University 2006 — 2010
BA, English, Policy Journalism & Media Studies
Charlotte Catholic High School 2002 — 2006
Harvard University 2005 — 2005
Beginning Chinese; Biomedical Ethics
Sookasa November 2014 - Present
The Recorder June 2013 - June 2014
Vogue 2011 - 2013
Wells Fargo Securities June 2010 - July 2011
The Chronicle May 2008 - May 2009
Skills
Journalism, Copy Editing, Social Media, Editing, Blogging, AP Style, Storytelling, Facebook, Creative Writing, Editorial, Research, Bloomberg Terminal, Writing, Publishing, Inbound Lead Generation, SEO, SEO Copywriting, Inbound Marketing, Content Marketing, Content Strategy, Marketing Communications, Marketing, Marketing Strategy
Education
Duke University 2006 — 2010
BA, English, Policy Journalism & Media Studies
Charlotte Catholic High School 2002 — 2006
Harvard University 2005 — 2005
Beginning Chinese; Biomedical Ethics
Matt Sopher's Wells Fargo Securities Experience May 2014 - August 2014
Job The Fuqua School of Business
Industry Financial Services
Experience
Guardian Life June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Sopher Investment Management January 2012 - June 2013
AIG July 2007 - December 2011
UBS Wealth Management June 2005 - August 2005
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy and Social Entrepreneurship
Lehigh University
Bachelor of Science (BS), Finance
Holderness School 1999 — 2003
Guardian Life June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Sopher Investment Management January 2012 - June 2013
AIG July 2007 - December 2011
UBS Wealth Management June 2005 - August 2005
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy and Social Entrepreneurship
Lehigh University
Bachelor of Science (BS), Finance
Holderness School 1999 — 2003
Angela Yun's Wells Fargo Securities Experience April 2014 - July 2015
Job Associate at Alliance Consumer Growth
Industry Investment Banking
Experience
Alliance Consumer Growth, LLC August 2015 - Present
Wells Fargo Securities April 2014 - July 2015
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities June 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Corporate Finance, Private Equity, Equity Research, Fixed Income, Capital Markets, LBO, Bloomberg Terminal, Due Diligence
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
University College London, U. of London 2010 — 2011
Alliance Consumer Growth, LLC August 2015 - Present
Wells Fargo Securities April 2014 - July 2015
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities June 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Corporate Finance, Private Equity, Equity Research, Fixed Income, Capital Markets, LBO, Bloomberg Terminal, Due Diligence
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
University College London, U. of London 2010 — 2011
Dwayne Wyre Dwayne Wyre's Wells Fargo Securities Experience June 2010 - August 2010
Job Payer Marketing Manager at GSK
Industry Pharmaceuticals
Experience
Bayer June 2011 - June 2014
Wells Fargo Securities June 2010 - August 2010
Merck August 2006 - July 2009
Kimmel Cancer Center 2004 - 2006
Thomas Jefferson University 2003 - 2004
Temple University January 1998 - May 2003
Skills
Strategy, Management Consulting, Financial Modeling, Biotechnology, Strategic Planning, Marketing Strategy, Oncology, Pharmaceutical Sales, Product Launch, Commercialization, Market Access, Recruiting, Molecular Biology, Cross-functional Team..., Healthcare
Education
Duke University - The Fuqua School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Strategy, Finance, Health Sector Management
THOMAS JEFFERSON UNIVERSITY, Jefferson College of Graduate Studies 2003 — 2006
Master of Science, Pharmacology
TEMPLE UNIVERSITY, College of Science and Technology
Bachelor's Degree, Chemistry
Bayer June 2011 - June 2014
Wells Fargo Securities June 2010 - August 2010
Merck August 2006 - July 2009
Kimmel Cancer Center 2004 - 2006
Thomas Jefferson University 2003 - 2004
Temple University January 1998 - May 2003
Skills
Strategy, Management Consulting, Financial Modeling, Biotechnology, Strategic Planning, Marketing Strategy, Oncology, Pharmaceutical Sales, Product Launch, Commercialization, Market Access, Recruiting, Molecular Biology, Cross-functional Team..., Healthcare
Education
Duke University - The Fuqua School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Strategy, Finance, Health Sector Management
THOMAS JEFFERSON UNIVERSITY, Jefferson College of Graduate Studies 2003 — 2006
Master of Science, Pharmacology
TEMPLE UNIVERSITY, College of Science and Technology
Bachelor's Degree, Chemistry
Jeff Kearns Jeff Kearns's Wells Fargo Securities Experience October 1988 - Present
Job Retired, Director, Fixed Income, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 1988 - Present
Skills
Series 7, Series 63, Fixed Income, Capital Markets, Investments, Bloomberg, Portfolio Management
Education
East Carolina University 1976 — 1982
BSBA, Business Administration
Wells Fargo Securities October 1988 - Present
Skills
Series 7, Series 63, Fixed Income, Capital Markets, Investments, Bloomberg, Portfolio Management
Education
East Carolina University 1976 — 1982
BSBA, Business Administration
Daniel Szwabiuk Daniel Szwabiuk's Wells Fargo Securities Experience 2006 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Brian T. Davis Brian T. Davis's Wells Fargo Securities Experience 2010 - 2012
Job Equity Research Associate at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group July 2015 - Present
Merrill Lynch 2012 - 2015
Wells Fargo Securities 2010 - 2012
MKM Partners May 2008 - August 2008
Davis Capital Management 2004 - 2007
Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
SDA Bocconi 2009 — 2009
MBA, Finance
Vanderbilt University
BA, Psychology/Business Admin
Telsey Advisory Group July 2015 - Present
Merrill Lynch 2012 - 2015
Wells Fargo Securities 2010 - 2012
MKM Partners May 2008 - August 2008
Davis Capital Management 2004 - 2007
Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
SDA Bocconi 2009 — 2009
MBA, Finance
Vanderbilt University
BA, Psychology/Business Admin
Stephanie Papes's Wells Fargo Securities Experience 2012 - 2014
Job Healthcare Investing
Industry Venture Capital & Private Equity
Experience
Apple Tree Partners August 2014 - Present
Save a Child September 2012 - Present
Wells Fargo Securities 2012 - 2014
Duke University Medical Center November 2011 - May 2012
Duke University January 2011 - May 2011
Strategic Health Care January 2010 - June 2010
Skills
Microsoft Excel, Research, Data Analysis, PowerPoint, Stata, Private Equity, Strategy, LBO, Investment Banking, Economics, Finance, Healthcare, Financial Modeling, Financial Analysis, Venture Capital, Policy, Investments, Emerging Markets, Friendly Personality
Education
Duke University
Apple Tree Partners August 2014 - Present
Save a Child September 2012 - Present
Wells Fargo Securities 2012 - 2014
Duke University Medical Center November 2011 - May 2012
Duke University January 2011 - May 2011
Strategic Health Care January 2010 - June 2010
Skills
Microsoft Excel, Research, Data Analysis, PowerPoint, Stata, Private Equity, Strategy, LBO, Investment Banking, Economics, Finance, Healthcare, Financial Modeling, Financial Analysis, Venture Capital, Policy, Investments, Emerging Markets, Friendly Personality
Education
Duke University
Shane Strom Shane Strom's Wells Fargo Securities Experience August 2013 - Present
Job Capital Markets Middle Office Analyst
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
AXA Advisors August 2012 - May 2013
Chapel Hill Investment Advisors February 2011 - May 2012
Reed Finance Center (Elon University) September 2010 - May 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, Access, Morningstar, Thomson One, LexisNexis, Final Cut Pro, Microsoft Word, Microsoft Excel
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Wells Fargo Securities August 2013 - Present
AXA Advisors August 2012 - May 2013
Chapel Hill Investment Advisors February 2011 - May 2012
Reed Finance Center (Elon University) September 2010 - May 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, Access, Morningstar, Thomson One, LexisNexis, Final Cut Pro, Microsoft Word, Microsoft Excel
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Entrepreneurship
William Schaeffer William Schaeffer's Wells Fargo Securities Experience July 2013 - May 2015
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Wells Fargo Securities May 2012 - August 2012
Booz Allen Hamilton November 2008 - May 2011
Microwave Concepts November 2007 - November 2008
SRC March 2006 - November 2007
Education
Duke Fuqua School of Business 2011 — 2013
MBA
University of Virginia 2004 — 2006
M.S., Electrical Engineering
University of Michigan 2000 — 2004
B.S.E., Electrical Engineering
Saint Joseph High School 1996 — 2000
SunTrust Robinson Humphrey May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Wells Fargo Securities May 2012 - August 2012
Booz Allen Hamilton November 2008 - May 2011
Microwave Concepts November 2007 - November 2008
SRC March 2006 - November 2007
Education
Duke Fuqua School of Business 2011 — 2013
MBA
University of Virginia 2004 — 2006
M.S., Electrical Engineering
University of Michigan 2000 — 2004
B.S.E., Electrical Engineering
Saint Joseph High School 1996 — 2000
Charles Geer, PMP Charles Geer, PMP's Wells Fargo Securities Experience May 2011 - Present
Job Senior Project Manager at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2011 - Present
Bank of America April 2010 - May 2011
Commerzbank AG March 2009 - April 2010
Wachovia February 2008 - April 2009
Nomura Securities International April 1996 - October 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Project Management, Risk Management, Analysis, Vendor Management, Fixed Income, Leadership
Education
Durban Institute of Technology 1980 — 1982
bsc, Electronic data processing
Wells Fargo Securities May 2011 - Present
Bank of America April 2010 - May 2011
Commerzbank AG March 2009 - April 2010
Wachovia February 2008 - April 2009
Nomura Securities International April 1996 - October 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Project Management, Risk Management, Analysis, Vendor Management, Fixed Income, Leadership
Education
Durban Institute of Technology 1980 — 1982
bsc, Electronic data processing
Courtenay Buchan Courtenay Buchan's Wells Fargo Securities Experience January 2013 - Present
Job Managing Director, Head of Capital Markets Product Management at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Skills
Banking, Portfolio Management, Financial Services, Risk Management, Capital Markets, Leadership, Management, Strategy, Investment Banking, Relationship Management, Investments, Fixed Income, Business Development, Trading, Product Management, Mergers & Acquisitions, E-commerce, Executive Management, Equities, Hedge Funds, Financial Modeling, Online Marketing, Project Planning, Private Equity, Valuation, Asset Management, Recruiting, Securities, Awesomeness, Derivatives
Education
Duke University - The Fuqua School of Business
MBA
Southern Methodist University
BBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
ELP
Wells Fargo Securities January 2013 - Present
Skills
Banking, Portfolio Management, Financial Services, Risk Management, Capital Markets, Leadership, Management, Strategy, Investment Banking, Relationship Management, Investments, Fixed Income, Business Development, Trading, Product Management, Mergers & Acquisitions, E-commerce, Executive Management, Equities, Hedge Funds, Financial Modeling, Online Marketing, Project Planning, Private Equity, Valuation, Asset Management, Recruiting, Securities, Awesomeness, Derivatives
Education
Duke University - The Fuqua School of Business
MBA
Southern Methodist University
BBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
ELP
Henry Quartey-Papafio's Wells Fargo Securities Experience April 2014 - June 2014
Job Financial Analyst at The World Bank
Industry Financial Services
Experience
The World Bank January 2015 - Present
BDO USA, LLP August 2014 - January 2015
Wells Fargo Securities April 2014 - June 2014
Embry-Riddle Aeronautical University February 2012 - December 2013
Skills
Securities, Financial Analysis, Data Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Revenue Cycle Management, Mergers & Acquisitions, Financial Futures, Options, Hedging, Forwards, Microsoft Office, Project Management, Microsoft Project, Avionics, Microsoft Excel, Customer Service, Leadership, Piloting, Aeronautics, Flights, Management, Commercial Aviation, Private Piloting, Teamwork, Aerospace, Aviation, Aerodynamics, Aircraft, Risk Management, Analysis, Valuation, Forecasting, Finance, PowerPoint, Microsoft Word, Project Planning, Budgets, Public Speaking, Program Management, Research, Process Improvement, Airlines, Policy, Access, Team Leadership
Education
Embry-Riddle Aeronautical University 2011 — 2013
Master of Business Administration (MBA), Finance, Corporate
Embry-Riddle Aeronautical University 2007 — 2010
Bachelor of Applied Science (BASc), Aeronautics/Aviation/Aerospace Science and Technology, General
Embry-Riddle Aeronautical University
The World Bank January 2015 - Present
BDO USA, LLP August 2014 - January 2015
Wells Fargo Securities April 2014 - June 2014
Embry-Riddle Aeronautical University February 2012 - December 2013
Skills
Securities, Financial Analysis, Data Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Revenue Cycle Management, Mergers & Acquisitions, Financial Futures, Options, Hedging, Forwards, Microsoft Office, Project Management, Microsoft Project, Avionics, Microsoft Excel, Customer Service, Leadership, Piloting, Aeronautics, Flights, Management, Commercial Aviation, Private Piloting, Teamwork, Aerospace, Aviation, Aerodynamics, Aircraft, Risk Management, Analysis, Valuation, Forecasting, Finance, PowerPoint, Microsoft Word, Project Planning, Budgets, Public Speaking, Program Management, Research, Process Improvement, Airlines, Policy, Access, Team Leadership
Education
Embry-Riddle Aeronautical University 2011 — 2013
Master of Business Administration (MBA), Finance, Corporate
Embry-Riddle Aeronautical University 2007 — 2010
Bachelor of Applied Science (BASc), Aeronautics/Aviation/Aerospace Science and Technology, General
Embry-Riddle Aeronautical University
Brandon Gregor's Wells Fargo Securities Experience July 2013 - Present
Job Associate Energy & Power Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Deutsche Bank November 2007 - July 2011
Credit Suisse March 2006 - November 2007
Skills
Equities, Prime Brokerage, Data Analysis, Finance, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Derivatives, Financial Analysis, Quantitative Analytics, Private Equity, Equity Research, Equity Valuation
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Energy & Environment
North Carolina State University - College of Management 2001 — 2005
BS, Business Management - Finance, French
Wells Fargo Securities July 2013 - Present
Deutsche Bank November 2007 - July 2011
Credit Suisse March 2006 - November 2007
Skills
Equities, Prime Brokerage, Data Analysis, Finance, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Derivatives, Financial Analysis, Quantitative Analytics, Private Equity, Equity Research, Equity Valuation
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Energy & Environment
North Carolina State University - College of Management 2001 — 2005
BS, Business Management - Finance, French
Luis Carranza Luis Carranza's Wells Fargo Securities Experience June 2011 - June 2013
Job M&A Investment Banking Associate at Barclays
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank July 2013 - July 2014
Wells Fargo Securities June 2011 - June 2013
Skills
Bloomberg, Capital Markets, Derivatives, Finance, Financial Modeling, Fixed Income, C++, Capital IQ, Maple, Microsoft Excel, Matlab, Stata, Visual Basic, Series 63, Series 7, Due Diligence, Mergers & Acquisitions
Education
Duke University
MA, Economics
University of Florida
BA, BS, MSF, Economics, Quantitative Sciences, Finance
Palm Harbor University High School
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank July 2013 - July 2014
Wells Fargo Securities June 2011 - June 2013
Skills
Bloomberg, Capital Markets, Derivatives, Finance, Financial Modeling, Fixed Income, C++, Capital IQ, Maple, Microsoft Excel, Matlab, Stata, Visual Basic, Series 63, Series 7, Due Diligence, Mergers & Acquisitions
Education
Duke University
MA, Economics
University of Florida
BA, BS, MSF, Economics, Quantitative Sciences, Finance
Palm Harbor University High School
William Jacobsen, CAIA William Jacobsen, CAIA's Wells Fargo Securities Experience November 2005 - March 2009
Job Business Development Manager at MicroVest Capital Management, LLC
Industry Investment Management
Experience
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
Joe Mastrosante Joe Mastrosante's Wells Fargo Securities Experience October 2011 - Present
Job Associate, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2011 - Present
Barnes & Noble College Booksellers 2010 - May 2011
Social Security Administration June 2010 - August 2010
Skills
Microsoft Office, SAS, Bloomberg Terminal, Portfolio Management, Fixed Income
Education
Elon University 2008 — 2011
B.A. in Economics, Business Administration, Biology
Wells Fargo Securities October 2011 - Present
Barnes & Noble College Booksellers 2010 - May 2011
Social Security Administration June 2010 - August 2010
Skills
Microsoft Office, SAS, Bloomberg Terminal, Portfolio Management, Fixed Income
Education
Elon University 2008 — 2011
B.A. in Economics, Business Administration, Biology
Simon Blank Simon Blank's Wells Fargo Securities Experience September 2012 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2012 - Present
Sagent Advisors April 2009 - September 2012
Wachovia Securities June 2007 - March 2009
Skills
Due Diligence, Mergers & Acquisitions, Financial Analysis, Data Analysis, Capital IQ, Strategy, Business Strategy, Fixed Income
Education
Duke University 2003 — 2007
BS / BA, Economics / Public Policy
Wells Fargo Securities September 2012 - Present
Sagent Advisors April 2009 - September 2012
Wachovia Securities June 2007 - March 2009
Skills
Due Diligence, Mergers & Acquisitions, Financial Analysis, Data Analysis, Capital IQ, Strategy, Business Strategy, Fixed Income
Education
Duke University 2003 — 2007
BS / BA, Economics / Public Policy
Ronald Hou's Wells Fargo Securities Experience May 2014 - Present
Job Equity Research Associate at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities May 2014 - Present
Credit Suisse May 2013 - May 2014
Fitch Ratings January 2012 - May 2013
Spirit AeroSystems September 2010 - January 2012
Skills
Hyperion, Financial Analysis, Financial Planning, Financial Modeling, Bloomberg, Cost Management, Business Analysis, Business Strategy, Excel, PowerPoint, Credit Analysis, Financial Forecasting, Microsoft Excel, Strategic Financial..., Valuation, Mergers & Acquisitions, Access, Finance
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts
Wells Fargo Securities May 2014 - Present
Credit Suisse May 2013 - May 2014
Fitch Ratings January 2012 - May 2013
Spirit AeroSystems September 2010 - January 2012
Skills
Hyperion, Financial Analysis, Financial Planning, Financial Modeling, Bloomberg, Cost Management, Business Analysis, Business Strategy, Excel, PowerPoint, Credit Analysis, Financial Forecasting, Microsoft Excel, Strategic Financial..., Valuation, Mergers & Acquisitions, Access, Finance
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts
Joe Favata Joe Favata's Wells Fargo Securities Experience October 2012 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2012 - Present
Markit North America March 2010 - October 2012
Gain Capital/FOREX.com February 2008 - March 2010
Skills
Investments, Trading, Valuation, CDS, Securities, Financial Markets, Finance, Financial Services, Fixed Income, MBS, Derivatives
Education
Drew University 2003 — 2007
BA, Economics/Business Management
Christian Brothers Academy
High School
Wells Fargo Securities October 2012 - Present
Markit North America March 2010 - October 2012
Gain Capital/FOREX.com February 2008 - March 2010
Skills
Investments, Trading, Valuation, CDS, Securities, Financial Markets, Finance, Financial Services, Fixed Income, MBS, Derivatives
Education
Drew University 2003 — 2007
BA, Economics/Business Management
Christian Brothers Academy
High School
Connor Mckhann's Wells Fargo Securities Experience May 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Riordan, Lewis & Haden June 2013 - August 2013
California State Parks May 2010 - August 2013
Pacific Enterprise Bank May 2012 - August 2012
Skills
Microsoft Excel, Economics, Data Analysis, Financial Analysis, Market Research, Statistics, Private Equity, Finance, Research, Sales, Swimming, PowerPoint, Microsoft Office, Microsoft Word, Stata, Teamwork, Python, Econometrics, Mergers, Investment Banking, Financial Modeling, Analysis, Leadership, Investments
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics
Orange Lutheran High School 2007 — 2011
Wells Fargo Securities May 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Riordan, Lewis & Haden June 2013 - August 2013
California State Parks May 2010 - August 2013
Pacific Enterprise Bank May 2012 - August 2012
Skills
Microsoft Excel, Economics, Data Analysis, Financial Analysis, Market Research, Statistics, Private Equity, Finance, Research, Sales, Swimming, PowerPoint, Microsoft Office, Microsoft Word, Stata, Teamwork, Python, Econometrics, Mergers, Investment Banking, Financial Modeling, Analysis, Leadership, Investments
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics
Orange Lutheran High School 2007 — 2011
Rebecca Sansale Rebecca Sansale's Wells Fargo Securities Experience April 2015 - Present
Job Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Elon University May 2014 - Present
BNY Mellon May 2014 - Present
Elon University February 2014 - Present
Legacy Enterprises August 2009 - Present
FASTTAC August 2010 - August 2011
Skills
Marketing, Microsoft Office, Social Media Marketing, Strategic Planning, Economics, Email Marketing, Online Marketing, Business Development, Marketing Communications, Event Management, Market Research, Corporate Communications, Marketing Management, Direct Marketing, Event Planning, Advertising, Coordinating Events, Internal Communications, Stata, Big Data Analytics, Big Data
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Bachelor of Arts (BA), Economics and Spanish, Sophomore
Shady Side Academy 2008 — 2012
Wells Fargo Securities April 2015 - Present
Elon University May 2014 - Present
BNY Mellon May 2014 - Present
Elon University February 2014 - Present
Legacy Enterprises August 2009 - Present
FASTTAC August 2010 - August 2011
Skills
Marketing, Microsoft Office, Social Media Marketing, Strategic Planning, Economics, Email Marketing, Online Marketing, Business Development, Marketing Communications, Event Management, Market Research, Corporate Communications, Marketing Management, Direct Marketing, Event Planning, Advertising, Coordinating Events, Internal Communications, Stata, Big Data Analytics, Big Data
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Bachelor of Arts (BA), Economics and Spanish, Sophomore
Shady Side Academy 2008 — 2012
Cara Marcantonio's Wells Fargo Securities Experience 2010 - 2013
Job Sr. Investment Associate at Altius Associates
Industry Venture Capital & Private Equity
Experience
Altius Associates February 2015 - Present
McKesson September 2013 - December 2014
Wells Fargo Securities 2010 - 2013
GE Commercial Finance 2006 - 2008
GE Commercial Finance 2004 - 2006
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Leveraged Finance, Financial Structuring, Portfolio Management, Investments, Mergers & Acquisitions, Due Diligence, Investment Banking, Private Equity
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Texas A&M University - Mays Business School 1999 — 2003
BBA
Abilene High School 1995 — 1999
Altius Associates February 2015 - Present
McKesson September 2013 - December 2014
Wells Fargo Securities 2010 - 2013
GE Commercial Finance 2006 - 2008
GE Commercial Finance 2004 - 2006
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Leveraged Finance, Financial Structuring, Portfolio Management, Investments, Mergers & Acquisitions, Due Diligence, Investment Banking, Private Equity
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Texas A&M University - Mays Business School 1999 — 2003
BBA
Abilene High School 1995 — 1999
Chris Koebel's Wells Fargo Securities Experience January 2015 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities January 2006 - January 2015
Bank of America 2001 - 2005
Borders Group 1996 - 2001
Skills
Capital Markets, Investment Banking, Strategic Financial..., Strategy, Analytics, Business Process..., Finance, Financial Analysis
Education
Wake Forest University School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
Eastern Michigan University 1992 — 1996
BBA, Finance
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities January 2006 - January 2015
Bank of America 2001 - 2005
Borders Group 1996 - 2001
Skills
Capital Markets, Investment Banking, Strategic Financial..., Strategy, Analytics, Business Process..., Finance, Financial Analysis
Education
Wake Forest University School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
Eastern Michigan University 1992 — 1996
BBA, Finance
Christopher Ellan's Wells Fargo Securities Experience September 2014 - Present
Job Associate Investment Banking (TMT) at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
The Ellan Foundation January 2013 - Present
Fifth Third Bank March 2014 - September 2014
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities May 2009 - July 2012
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities 2008 - July 2008
Carter Real Estate August 2007 - January 2008
Morgan Stanley May 2007 - August 2007
Bank of America November 2006 - May 2007
Skills
Financial Modeling, Valuation, Capital Markets, Finance, Securities, Bonds, Financial Analysis, Bloomberg, Corporate Finance, Fixed Income, Business Analysis
Education
Emory University - Goizueta Business School 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Florida State University - College of Business 2006 — 2007
Finance / Applied Mathematics
Tallahassee Community College 2005 — 2006
Business, Mathematics
Wells Fargo Securities September 2014 - Present
The Ellan Foundation January 2013 - Present
Fifth Third Bank March 2014 - September 2014
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities May 2009 - July 2012
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities 2008 - July 2008
Carter Real Estate August 2007 - January 2008
Morgan Stanley May 2007 - August 2007
Bank of America November 2006 - May 2007
Skills
Financial Modeling, Valuation, Capital Markets, Finance, Securities, Bonds, Financial Analysis, Bloomberg, Corporate Finance, Fixed Income, Business Analysis
Education
Emory University - Goizueta Business School 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Florida State University - College of Business 2006 — 2007
Finance / Applied Mathematics
Tallahassee Community College 2005 — 2006
Business, Mathematics
John D. Cooper, CFA's Wells Fargo Securities Experience July 2010 - March 2012
Job Director, Financial Planning & Analysis at Novant Health
Industry Hospital & Health Care
Experience
Novant Health June 2013 - Present
Edgeview Partners April 2012 - June 2013
Wells Fargo Securities July 2010 - March 2012
Banc of America Investments July 2006 - July 2010
Triangle Securities LLC September 2000 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Investments, Equities, Financial Analysis, Portfolio Management, Mergers, LBO
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Episcopal High School 1991 — 1995
Novant Health June 2013 - Present
Edgeview Partners April 2012 - June 2013
Wells Fargo Securities July 2010 - March 2012
Banc of America Investments July 2006 - July 2010
Triangle Securities LLC September 2000 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Investments, Equities, Financial Analysis, Portfolio Management, Mergers, LBO
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
Episcopal High School 1991 — 1995
Bret Boyer's Wells Fargo Securities Experience October 2012 - Present
Job Applications Systems Engineer at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2012 - Present
LabVantage Solutions October 2011 - October 2012
Wells Fargo Bank May 2011 - October 2011
Sunovion Pharmaceuticals Inc. 2001 - April 2011
Skills
Business Analysis, Validation, 21 CFR Part 11, HTML, SDLC, Biotechnology, Requirements Analysis, LIMS, Data Management, Java, C++, SQL, Computer System..., PL/SQL
Education
East Carolina University 1989 — 1997
BS, Biochemistry
North Carolina School of Science and Mathematics 1987 — 1989
Wells Fargo Securities October 2012 - Present
LabVantage Solutions October 2011 - October 2012
Wells Fargo Bank May 2011 - October 2011
Sunovion Pharmaceuticals Inc. 2001 - April 2011
Skills
Business Analysis, Validation, 21 CFR Part 11, HTML, SDLC, Biotechnology, Requirements Analysis, LIMS, Data Management, Java, C++, SQL, Computer System..., PL/SQL
Education
East Carolina University 1989 — 1997
BS, Biochemistry
North Carolina School of Science and Mathematics 1987 — 1989
Christine Pearce Shultz's Wells Fargo Securities Experience 2005 - Present
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2005 - Present
Wachovia Securities 2002 - 2009
Wachovia 2002 - 2009
Education
Duke University 1994 — 1998
Middlesex School 1990 — 1994
HS
Wells Fargo Securities 2005 - Present
Wachovia Securities 2002 - 2009
Wachovia 2002 - 2009
Education
Duke University 1994 — 1998
Middlesex School 1990 — 1994
HS
Jaime Morris's Wells Fargo Securities Experience May 2006 - June 2010
Job Equity Research Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Corey Coward's Wells Fargo Securities Experience June 2010 - Present
Job Investment Banking: Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2010 - Present
Ginnie Mae October 2002 - June 2008
J.P. Morgan Securities 2000 - 2002
Deutsche Bank Securities September 1999 - 1999
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Morehouse College 1996 — 2000
BA, Finance
Gonzaga H.S.
Wells Fargo Securities June 2010 - Present
Ginnie Mae October 2002 - June 2008
J.P. Morgan Securities 2000 - 2002
Deutsche Bank Securities September 1999 - 1999
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Morehouse College 1996 — 2000
BA, Finance
Gonzaga H.S.
Shaurja Ray's Wells Fargo Securities Experience June 2009 - June 2010
Job Helius Holdings CoFounder, Entrepreneur, and Franchise Developer
Industry Venture Capital & Private Equity
Experience
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Jason Hartigan's Wells Fargo Securities Experience June 2009 - Present
Job Commodities trading production support lead
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2009 - Present
Wells Fargo Securities September 2007 - June 2009
Wells Fargo Securities October 2005 - September 2007
Wells Fargo Securities August 2000 - October 2005
Inacom Information Systems November 1996 - September 2000
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Information Technology
Wells Fargo Securities June 2009 - Present
Wells Fargo Securities September 2007 - June 2009
Wells Fargo Securities October 2005 - September 2007
Wells Fargo Securities August 2000 - October 2005
Inacom Information Systems November 1996 - September 2000
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Information Technology
Michael Cardani's Wells Fargo Securities Experience April 2014 - Present
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities April 2014 - Present
Ally Financial Inc. January 2012 - April 2014
Ally Financial Inc. November 2009 - January 2012
Banc of America Securities August 2007 - November 2009
BB&T Capital Markets June 2005 - September 2005
Skills
Capital Markets, Bloomberg, Fixed Income, Investment Banking, Credit Analysis, Financial Modeling, Derivatives, Valuation, Loan Origination, Bonds, Portfolio Management, Credit
Education
East Carolina University 2002 — 2006
Bacheler of Science, Finance
East Carolina University 2002 — 2006
Bachelor of Science, Finance, General
Wells Fargo Securities April 2014 - Present
Ally Financial Inc. January 2012 - April 2014
Ally Financial Inc. November 2009 - January 2012
Banc of America Securities August 2007 - November 2009
BB&T Capital Markets June 2005 - September 2005
Skills
Capital Markets, Bloomberg, Fixed Income, Investment Banking, Credit Analysis, Financial Modeling, Derivatives, Valuation, Loan Origination, Bonds, Portfolio Management, Credit
Education
East Carolina University 2002 — 2006
Bacheler of Science, Finance
East Carolina University 2002 — 2006
Bachelor of Science, Finance, General
Amit Khimji's Wells Fargo Securities Experience February 2009 - Present
Job Managing Director and Group Head REIT Loan Syndications
Industry Banking
Experience
Wells Fargo Securities February 2009 - Present
Skills
Financial Modeling, Credit Analysis, Loans, Credit, Mergers, Risk Management, Finance, Loan Origination, Real Estate Economics, Commercial Banking, Real Estate, Syndications
Education
Emory University 1995 — 1999
BBA, Finance & Economics
IST 1988 — 1995
Wells Fargo Securities February 2009 - Present
Skills
Financial Modeling, Credit Analysis, Loans, Credit, Mergers, Risk Management, Finance, Loan Origination, Real Estate Economics, Commercial Banking, Real Estate, Syndications
Education
Emory University 1995 — 1999
BBA, Finance & Economics
IST 1988 — 1995
Timothy LeRoux's Wells Fargo Securities Experience May 2011 - Present
Job Director, Securitized Product Sales & Trading at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities May 2011 - Present
CapRok Capital January 2009 - March 2011
UBS Investment Bank September 2006 - December 2008
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Products, Financial Structuring, Portfolio Management, Hedge Funds, Derivatives, Hedging, Management
Education
Duke University - The Fuqua School of Business 1994 — 1996
M.B.A., Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor’s Degree, Finance
Wells Fargo Securities May 2011 - Present
CapRok Capital January 2009 - March 2011
UBS Investment Bank September 2006 - December 2008
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Products, Financial Structuring, Portfolio Management, Hedge Funds, Derivatives, Hedging, Management
Education
Duke University - The Fuqua School of Business 1994 — 1996
M.B.A., Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor’s Degree, Finance
Jan Debeuckelaer's Wells Fargo Securities Experience January 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo December 2011 - January 2013
ING May 2011 - December 2011
Skills
Credit Risk, Financial Modeling, Credit, Banking, Valuation, Financial Analysis, Investment Banking, Bloomberg, Corporate Finance, Investments, Equities, Fixed Income, Finance, Due Diligence, Economics, Business Analysis
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration, Finance
Emory University 2008 — 2011
Bachelor of Business Administration, Finance
Wells Fargo Securities January 2013 - Present
Wells Fargo December 2011 - January 2013
ING May 2011 - December 2011
Skills
Credit Risk, Financial Modeling, Credit, Banking, Valuation, Financial Analysis, Investment Banking, Bloomberg, Corporate Finance, Investments, Equities, Fixed Income, Finance, Due Diligence, Economics, Business Analysis
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration, Finance
Emory University 2008 — 2011
Bachelor of Business Administration, Finance
Jeremy Blevins's Wells Fargo Securities Experience August 2000 - Present
Job Compliance Manager/Wells Fargo Securties
Industry Banking
Experience
Wells Fargo Securities August 2000 - Present
Education
East Tennessee State University 1989 — 1993
BS, Finance
Wells Fargo Securities August 2000 - Present
Education
East Tennessee State University 1989 — 1993
BS, Finance
Michael P. Conlan's Wells Fargo Securities Experience April 2001 - April 2012
Job Senior Business Analyst Wells Fargo Securities PMO at Mindseeker, Inc.
Industry Financial Services
Experience
Mindseeker, Inc. January 2015 - Present
MPC Financial November 2013 - December 2014
TIAA-CREF May 2012 - October 2013
Wells Fargo Securities April 2001 - April 2012
Compuware Corporation June 1997 - April 2001
AT&T Consumer Sales Division June 1996 - May 1997
BNY Mellon (formerly Mellon Bank Financial) January 1990 - August 1994
First Union National Bank (formerly Merchant's Bank NA) 1988 - 1990
Skills
Equities, Asset Management, Business Development, Fixed Income, Business Strategy, Business Analysis, Product Management, Investments, Analysis, Project Management, Banking, Securities, Requirements Analysis, Finance, Strategic Thinking, Valuation, PMO, SDLC, Management, Business Process, Risk Management, Requirements Gathering
Education
Smeal College of Business - The Pennsylvania State University 1994 — 1996
M.B.A., Finance
East Stroudsburg University of Pennsylvania 1985 — 1988
B.S., Economics
St. Joseph's College, Patchogue NY 1984 — 1985
Business
St. Anthony's High School 1981 — 1984
Mindseeker, Inc. January 2015 - Present
MPC Financial November 2013 - December 2014
TIAA-CREF May 2012 - October 2013
Wells Fargo Securities April 2001 - April 2012
Compuware Corporation June 1997 - April 2001
AT&T Consumer Sales Division June 1996 - May 1997
BNY Mellon (formerly Mellon Bank Financial) January 1990 - August 1994
First Union National Bank (formerly Merchant's Bank NA) 1988 - 1990
Skills
Equities, Asset Management, Business Development, Fixed Income, Business Strategy, Business Analysis, Product Management, Investments, Analysis, Project Management, Banking, Securities, Requirements Analysis, Finance, Strategic Thinking, Valuation, PMO, SDLC, Management, Business Process, Risk Management, Requirements Gathering
Education
Smeal College of Business - The Pennsylvania State University 1994 — 1996
M.B.A., Finance
East Stroudsburg University of Pennsylvania 1985 — 1988
B.S., Economics
St. Joseph's College, Patchogue NY 1984 — 1985
Business
St. Anthony's High School 1981 — 1984
Sharif Metwalli's Wells Fargo Securities Experience 2009 - August 2011
Job Director Media & Communications Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Securities 2009 - August 2011
Wachovia Capital Markets 2004 - 2009
Cooper & Lybrand 1994 - 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Capital Markets, Private Equity, Mergers, Start-ups, Corporate Development, Venture Capital, Leveraged Finance
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance & Marketing
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance & Accounting
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Securities 2009 - August 2011
Wachovia Capital Markets 2004 - 2009
Cooper & Lybrand 1994 - 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Capital Markets, Private Equity, Mergers, Start-ups, Corporate Development, Venture Capital, Leveraged Finance
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance & Marketing
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance & Accounting
Nicole Michienzi's Wells Fargo Securities Experience February 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities August 2009 - January 2014
Wachovia Securities February 2009 - July 2009
Wachovia Securities June 2006 - January 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Series 7, Financial Analysis, Investments, Bonds, Corporate Finance, Securities, Credit Analysis, Series 63
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Spanish
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities August 2009 - January 2014
Wachovia Securities February 2009 - July 2009
Wachovia Securities June 2006 - January 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Series 7, Financial Analysis, Investments, Bonds, Corporate Finance, Securities, Credit Analysis, Series 63
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Spanish
Weiren Ji, CFA's Wells Fargo Securities Experience May 2013 - Present
Job
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Securities May 2013 - Present
Bank of America February 2012 - May 2013
Bank of America March 2009 - February 2012
Bank of America November 2004 - January 2009
Skills
Investments, Fixed Income, Financial Modeling, Portfolio Management, Capital Markets, Valuation, Financial Analysis, Credit Risk, Derivatives, Equities, Bloomberg, Corporate Finance, Investment Banking, Risk Management, Credit, Emerging Markets, Private Equity
Education
Fuqua School of Business, Duke University 2010 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
M.S., Economics
University of North Carolina at Charlotte 2001 — 2003
M.S., Computer Science
Fudan University 1996 — 2000
B.S., Computer Science
Wells Fargo September 2014 - Present
Wells Fargo Securities May 2013 - Present
Bank of America February 2012 - May 2013
Bank of America March 2009 - February 2012
Bank of America November 2004 - January 2009
Skills
Investments, Fixed Income, Financial Modeling, Portfolio Management, Capital Markets, Valuation, Financial Analysis, Credit Risk, Derivatives, Equities, Bloomberg, Corporate Finance, Investment Banking, Risk Management, Credit, Emerging Markets, Private Equity
Education
Fuqua School of Business, Duke University 2010 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
M.S., Economics
University of North Carolina at Charlotte 2001 — 2003
M.S., Computer Science
Fudan University 1996 — 2000
B.S., Computer Science
Pamela Fong's Wells Fargo Securities Experience May 2008 - Present
Job Director, Wells Fargo Securities/Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Hamilton Davis's Wells Fargo Securities Experience 1999 - Present
Job Managing Director at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities 1999 - Present
Fuji Securities 1991 - 1993
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Series 24
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Finance
Washington and Lee University 1976 — 1980
BA, Economics/German
Wells Fargo Securities 1999 - Present
Fuji Securities 1991 - 1993
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Series 24
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Finance
Washington and Lee University 1976 — 1980
BA, Economics/German
Robert Rechkemmer's Wells Fargo Securities Experience 2011 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Wachovia 2003 - February 2011
Goldner Hawn Johnson & Morrison July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Northwestern University 1993 — 1997
BA, Economics; Mathematical Methods in the Social Sciences
Wells Fargo Securities 2011 - Present
Wachovia 2003 - February 2011
Goldner Hawn Johnson & Morrison July 1999 - June 2001
Merrill Lynch July 1997 - June 1999
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Northwestern University 1993 — 1997
BA, Economics; Mathematical Methods in the Social Sciences
David Hoyos's Wells Fargo Securities Experience April 2011 - August 2014
Job MBA Candidate, Class of 2016 at NYU Stern School of Business | Investment Banking Focused
Industry Investment Banking
Experience
NYU Stern School of Business August 2014 - Present
Wells Fargo Securities April 2011 - August 2014
Wells Fargo Bank / Wells Fargo Advisors March 2009 - April 2011
Deutsche Bank June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Skills
Series 7, 79, 63
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Global Business, and Real Estate
Drew University 2005 — 2008
BA, Economics, Spanish (Minor)
NYU Stern School of Business August 2014 - Present
Wells Fargo Securities April 2011 - August 2014
Wells Fargo Bank / Wells Fargo Advisors March 2009 - April 2011
Deutsche Bank June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Skills
Series 7, 79, 63
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Global Business, and Real Estate
Drew University 2005 — 2008
BA, Economics, Spanish (Minor)
Adam Bilali's Wells Fargo Securities Experience August 2011 - Present
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch June 2007 - July 2011
RBC Capital Markets June 2006 - September 2006
Education
Georgia Institute of Technology 2006 — 2009
M.S., Quantitative and Computational Finance
Emory University 2003 — 2006
B.A., Economics, Applied Mathematics
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch June 2007 - July 2011
RBC Capital Markets June 2006 - September 2006
Education
Georgia Institute of Technology 2006 — 2009
M.S., Quantitative and Computational Finance
Emory University 2003 — 2006
B.A., Economics, Applied Mathematics
Crystal Fisher's Wells Fargo Securities Experience November 2014 - Present
Job Middle Office Analyst III at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities November 2014 - Present
Barclays September 2013 - October 2014
Bank of America Merrill Lynch August 2007 - September 2013
Lehman Brothers July 2005 - July 2007
Credit Suisse First Boston June 2004 - August 2004
Skills
Dodd-Frank, NAESB, ISDA, CFTC, NYMEX, Energy Derivatives, Commodity Risk..., Endur, Options, Finance, Trading, Product Control, Derivatives, Bloomberg
Education
Dillard University 2001 — 2005
BA, Accounting
Wells Fargo Securities November 2014 - Present
Barclays September 2013 - October 2014
Bank of America Merrill Lynch August 2007 - September 2013
Lehman Brothers July 2005 - July 2007
Credit Suisse First Boston June 2004 - August 2004
Skills
Dodd-Frank, NAESB, ISDA, CFTC, NYMEX, Energy Derivatives, Commodity Risk..., Endur, Options, Finance, Trading, Product Control, Derivatives, Bloomberg
Education
Dillard University 2001 — 2005
BA, Accounting
Dion Barrett's Wells Fargo Securities Experience July 2011 - Present
Job SVP Credit Process Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation October 2014 - Present
Wells Fargo Securities July 2011 - Present
High Country Waste 2007 - 2012
The Pantry May 2009 - July 2011
Wachovia Securities, LLC 2005 - 2008
Waste Management NZ Ltd September 2001 - February 2003
Waste Management NZ Ltd January 1999 - September 2001
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Financial Analysis, Finance, Financial Modeling, Risk Management, Capital Markets, Strategic Planning
Education
Wake Forest University 2003 — 2005
MBA, Financial Analysis
Duke University 1991 — 1995
BA, Sociology
Regions Financial Corporation October 2014 - Present
Wells Fargo Securities July 2011 - Present
High Country Waste 2007 - 2012
The Pantry May 2009 - July 2011
Wachovia Securities, LLC 2005 - 2008
Waste Management NZ Ltd September 2001 - February 2003
Waste Management NZ Ltd January 1999 - September 2001
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Financial Analysis, Finance, Financial Modeling, Risk Management, Capital Markets, Strategic Planning
Education
Wake Forest University 2003 — 2005
MBA, Financial Analysis
Duke University 1991 — 1995
BA, Sociology
Randy Keatley's Wells Fargo Securities Experience 2009 - Present
Job Managing Director High Yield Capital Markets at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Securities 2004 - 2008
Wachovia Securities 1995 - 2004
JP Morgan 1991 - 1995
Dillon, Read & Co. 1990 - 1991
L.F. Rothschild & Co. 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration
Duke University 1979 — 1983
BA, Chemistry/Economics
Wells Fargo Securities 2009 - Present
Wachovia Securities 2004 - 2008
Wachovia Securities 1995 - 2004
JP Morgan 1991 - 1995
Dillon, Read & Co. 1990 - 1991
L.F. Rothschild & Co. 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration
Duke University 1979 — 1983
BA, Chemistry/Economics
Lucette Akplogan's Wells Fargo Securities Experience December 2014 - June 2015
Job Analytics Specialist at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities December 2014 - June 2015
Corporate Finance Advisors May 2014 - September 2014
ClearPath Capital Partners March 2014 - August 2014
Polaris Equity Management Inc. May 2009 - August 2009
The International Trade Centre UNCTAD/WTO April 2007 - April 2008
The South Centre January 2007 - March 2007
Skills
Analysis, Financial Analysis, Project Management, Economics, Business Development, Finance, Access, Marketing, Portfolio Management, French, Policy, Research, Investments, Event Planning, Proposal Writing, Databases, Trading, Financial Modeling, Bloomberg, Entrepreneurship, Business Strategy, Market Analysis, Due Diligence, Valuation, Market Research
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Finance, General
University of California, Berkeley 2008 — 2009
Certificate, International Business and Finance
University of Westminster 2005 — 2006
MA, Diplomatic Studies
Ecole supérieure de Gestion 2003 — 2005
BA, International Management
University of Paris I: Panthéon-Sorbonne 2001 — 2003
Associates, Business Management
Wells Fargo Securities December 2014 - June 2015
Corporate Finance Advisors May 2014 - September 2014
ClearPath Capital Partners March 2014 - August 2014
Polaris Equity Management Inc. May 2009 - August 2009
The International Trade Centre UNCTAD/WTO April 2007 - April 2008
The South Centre January 2007 - March 2007
Skills
Analysis, Financial Analysis, Project Management, Economics, Business Development, Finance, Access, Marketing, Portfolio Management, French, Policy, Research, Investments, Event Planning, Proposal Writing, Databases, Trading, Financial Modeling, Bloomberg, Entrepreneurship, Business Strategy, Market Analysis, Due Diligence, Valuation, Market Research
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Finance, General
University of California, Berkeley 2008 — 2009
Certificate, International Business and Finance
University of Westminster 2005 — 2006
MA, Diplomatic Studies
Ecole supérieure de Gestion 2003 — 2005
BA, International Management
University of Paris I: Panthéon-Sorbonne 2001 — 2003
Associates, Business Management
Jay Young's Wells Fargo Securities Experience August 2013 - Present
Job Business Manager/COO Investment Banking & Capital Markets (Middle Market Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2013 - Present
Wells Fargo Capital Finance August 2012 - August 2013
Wells Fargo May 2011 - August 2012
Wells Fargo Securities November 2009 - May 2011
Wells Fargo Bank July 2008 - November 2009
Honda of America Mfg., Inc. May 2007 - August 2007
Skills
Financial Analysis, Banking, Credit, Forecasting, Finance, Access, Analysis, Budgets, Management, Financial Modeling, Supply Chain, Accounts Payable, Customer Service, Training, Investments, Strategy, Leadership, Program Management, Business Strategy, Marketing, Loans, Sales, Project Management, Cash Management, Entrepreneurship, Risk Management, Capital Markets, Accounting, Microsoft Excel, Investment Banking, Mortgage Lending, Software Documentation, Human Resources, Corporate Finance, Insurance, Valuation, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Negotiation, Operations Management, Financial Reporting
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2008
Bachelor of Science, Business Administration
Wells Fargo Securities August 2013 - Present
Wells Fargo Capital Finance August 2012 - August 2013
Wells Fargo May 2011 - August 2012
Wells Fargo Securities November 2009 - May 2011
Wells Fargo Bank July 2008 - November 2009
Honda of America Mfg., Inc. May 2007 - August 2007
Skills
Financial Analysis, Banking, Credit, Forecasting, Finance, Access, Analysis, Budgets, Management, Financial Modeling, Supply Chain, Accounts Payable, Customer Service, Training, Investments, Strategy, Leadership, Program Management, Business Strategy, Marketing, Loans, Sales, Project Management, Cash Management, Entrepreneurship, Risk Management, Capital Markets, Accounting, Microsoft Excel, Investment Banking, Mortgage Lending, Software Documentation, Human Resources, Corporate Finance, Insurance, Valuation, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Negotiation, Operations Management, Financial Reporting
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2008
Bachelor of Science, Business Administration
Diek Minkhorst's Wells Fargo Securities Experience September 2015 - Present
Job Investment Banking (Corporate Finance) at Wells Fargo Securities
Industry Online Media
Experience
Wells Fargo Securities September 2015 - Present
Wells Fargo Securities January 2014 - September 2015
Womadz September 2011 - December 2013
Sagent Advisors 2010 - September 2011
Allen & Company June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Strategic Advisory, Valuation, Corporate Finance, M&A experience, Private Placements, Divestitures, Analysis, Due Diligence, Mergers, Financial Analysis, Excel, Restructuring, Entrepreneurship, Private Equity, Mergers & Acquisitions, Business Development, Start-ups, Venture Capital, Management Consulting, Executive Management, Corporate Development, Finance, Investments, Competitive Analysis, Business Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor's of Science, Business Administration; Finance, Mandarin
East China Normal University 2008 — 2008
The Westminster Schools 1997 — 2006
Wells Fargo Securities September 2015 - Present
Wells Fargo Securities January 2014 - September 2015
Womadz September 2011 - December 2013
Sagent Advisors 2010 - September 2011
Allen & Company June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Strategic Advisory, Valuation, Corporate Finance, M&A experience, Private Placements, Divestitures, Analysis, Due Diligence, Mergers, Financial Analysis, Excel, Restructuring, Entrepreneurship, Private Equity, Mergers & Acquisitions, Business Development, Start-ups, Venture Capital, Management Consulting, Executive Management, Corporate Development, Finance, Investments, Competitive Analysis, Business Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor's of Science, Business Administration; Finance, Mandarin
East China Normal University 2008 — 2008
The Westminster Schools 1997 — 2006
Michelle Oh's Wells Fargo Securities Experience October 2007 - August 2012
Job MBA Intern at Google Play | MBA Candidate at Chicago Booth
Industry Internet
Experience
University of Chicago Booth School of Business 2014 - Present
Google Play June 2015 - August 2015
InVenture November 2013 - May 2014
CleanBeeBaby, LLC September 2012 - July 2013
Wells Fargo Securities October 2007 - August 2012
Wells Fargo Securities (formerly Wachovia Securities) June 2006 - October 2007
US Embassy Paris May 2005 - August 2005
U.S. Department of Commerce July 2004 - September 2004
Skills
Strategy, Leadership, Business Development, Start-ups, Entrepreneurship, Project Management, Product Development, Analytics, Marketing, Financial Modeling, Risk Management, Derivatives, Commodity Markets, Market Making, Trading, Hedging, Options, Swaps, Electronic Trading, Trading Systems, Bloomberg, Commodity, Financial Analysis, Valuation, Analysis, Product Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Strategic Management, Marketing, Entrepreneurship
Duke University 2002 — 2006
B.A., Political Science & Economics, Minor in French
University of Chicago Booth School of Business 2014 - Present
Google Play June 2015 - August 2015
InVenture November 2013 - May 2014
CleanBeeBaby, LLC September 2012 - July 2013
Wells Fargo Securities October 2007 - August 2012
Wells Fargo Securities (formerly Wachovia Securities) June 2006 - October 2007
US Embassy Paris May 2005 - August 2005
U.S. Department of Commerce July 2004 - September 2004
Skills
Strategy, Leadership, Business Development, Start-ups, Entrepreneurship, Project Management, Product Development, Analytics, Marketing, Financial Modeling, Risk Management, Derivatives, Commodity Markets, Market Making, Trading, Hedging, Options, Swaps, Electronic Trading, Trading Systems, Bloomberg, Commodity, Financial Analysis, Valuation, Analysis, Product Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Strategic Management, Marketing, Entrepreneurship
Duke University 2002 — 2006
B.A., Political Science & Economics, Minor in French
Jessica Chang's Wells Fargo Securities Experience June 2013 - March 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Wells Fargo Securities June 2013 - March 2014
Wells Fargo Securities June 2012 - August 2012
Bank of America Merrill Lynch July 2011 - September 2011
Social Entrepreneur Corps, Guatemala May 2011 - July 2011
Skills
Entrepreneurship, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Office, Team Leadership, Economics, Professional Mentoring, Finance, Leveraged Finance, Financial Analysis, Investment Banking
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics with Finance Concentration
University College London, U. of London 2011 — 2011
J.P. Morgan April 2014 - Present
Wells Fargo Securities June 2013 - March 2014
Wells Fargo Securities June 2012 - August 2012
Bank of America Merrill Lynch July 2011 - September 2011
Social Entrepreneur Corps, Guatemala May 2011 - July 2011
Skills
Entrepreneurship, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Office, Team Leadership, Economics, Professional Mentoring, Finance, Leveraged Finance, Financial Analysis, Investment Banking
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics with Finance Concentration
University College London, U. of London 2011 — 2011
Paul Voorhees's Wells Fargo Securities Experience May 2013 - August 2013
Job Finance Analyst at General Motors
Industry Automotive
Experience
General Motors August 2014 - Present
Darden School of Business July 2012 - May 2014
Wells Fargo Securities May 2013 - August 2013
Federal Reserve Board June 2010 - July 2012
Microeconomic and Macroeconomic Principles August 2007 - June 2010
Natural Gas Supply Association June 2009 - August 2009
Students of Georgetown, Inc. February 2007 - February 2008
Skills
Microsoft Office, Economics, Macroeconomics, Excel, Data Analysis, Stata, Statistics, Mandarin, SAS, Quantitative Analytics, Research, Financial Modeling, Forecasting, Econometrics
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.)
The Johns Hopkins University 2010 — 2012
Master of Science (M.S.), Applied Economics
Georgetown University 2006 — 2010
BA, Economics, Math, Chinese, Magna Cum Laude
East China Normal University 2008 — 2008
Phillips Academy 2003 — 2006
General Motors August 2014 - Present
Darden School of Business July 2012 - May 2014
Wells Fargo Securities May 2013 - August 2013
Federal Reserve Board June 2010 - July 2012
Microeconomic and Macroeconomic Principles August 2007 - June 2010
Natural Gas Supply Association June 2009 - August 2009
Students of Georgetown, Inc. February 2007 - February 2008
Skills
Microsoft Office, Economics, Macroeconomics, Excel, Data Analysis, Stata, Statistics, Mandarin, SAS, Quantitative Analytics, Research, Financial Modeling, Forecasting, Econometrics
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.)
The Johns Hopkins University 2010 — 2012
Master of Science (M.S.), Applied Economics
Georgetown University 2006 — 2010
BA, Economics, Math, Chinese, Magna Cum Laude
East China Normal University 2008 — 2008
Phillips Academy 2003 — 2006
Jonathan Sukhia's Wells Fargo Securities Experience June 2012 - July 2014
Job Manager; Treasury / M&A
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2014 - Present
Wells Fargo Securities June 2012 - July 2014
MD Global Partners Investment Bank, LLC April 2011 - June 2011
McNally Financial Services September 2010 - March 2011
Liberty Mutual Insurance January 2010 - May 2010
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Microsoft Excel, PowerPoint, Economics, Data Analysis, Microsoft Office, Investments, Bloomberg, Strategic Financial..., Leadership
Education
Duke University 2011 — 2012
Masters, Management Studies
Florida State University 2007 — 2010
of; B.S, Business Administration; Finance and Accounting · Finance
Leon High School
Starwood Hotels & Resorts Worldwide, Inc. July 2014 - Present
Wells Fargo Securities June 2012 - July 2014
MD Global Partners Investment Bank, LLC April 2011 - June 2011
McNally Financial Services September 2010 - March 2011
Liberty Mutual Insurance January 2010 - May 2010
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Microsoft Excel, PowerPoint, Economics, Data Analysis, Microsoft Office, Investments, Bloomberg, Strategic Financial..., Leadership
Education
Duke University 2011 — 2012
Masters, Management Studies
Florida State University 2007 — 2010
of; B.S, Business Administration; Finance and Accounting · Finance
Leon High School
Benjamin Berman's Wells Fargo Securities Experience June 2013 - April 2014
Job Chief Operating Officer at Choice Collectibles Fine Art
Industry Fine Art
Experience
Choice Collectibles Fine Art April 2014 - Present
Wells Fargo Securities June 2013 - April 2014
Fresh Prints 2010 - 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Data Analysis, Entrepreneurship, Microsoft Excel, Social Media, Strategy
Education
Duke University 2009 — 2012
Bachelor's Degree, Political Science and Government
Washington University in St. Louis 2008 — 2009
Choice Collectibles Fine Art April 2014 - Present
Wells Fargo Securities June 2013 - April 2014
Fresh Prints 2010 - 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Data Analysis, Entrepreneurship, Microsoft Excel, Social Media, Strategy
Education
Duke University 2009 — 2012
Bachelor's Degree, Political Science and Government
Washington University in St. Louis 2008 — 2009
John Temple's Wells Fargo Securities Experience June 2012 - August 2012
Job Senior Associate at The Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group September 2013 - Present
Duke University September 2009 - May 2013
Wells Fargo Securities June 2012 - August 2012
Fuqua School of Business September 2010 - May 2012
Village Enterprise Fund May 2011 - July 2011
Brookwood Associates June 2009 - September 2010
Brown Brothers Harriman May 2010 - July 2010
Skills
Analysis, Statistics, Finance, Research, Microsoft Office, Stata, Economics, PowerPoint, Investment Banking, Qualitative Research, Management Consulting, Management, Marketing, Mergers & Acquisitions, Strategy
Education
Duke University 2009 — 2013
B.S., Economics, Psychology
The Lawrenceville School 2006 — 2009
The Parthenon Group September 2013 - Present
Duke University September 2009 - May 2013
Wells Fargo Securities June 2012 - August 2012
Fuqua School of Business September 2010 - May 2012
Village Enterprise Fund May 2011 - July 2011
Brookwood Associates June 2009 - September 2010
Brown Brothers Harriman May 2010 - July 2010
Skills
Analysis, Statistics, Finance, Research, Microsoft Office, Stata, Economics, PowerPoint, Investment Banking, Qualitative Research, Management Consulting, Management, Marketing, Mergers & Acquisitions, Strategy
Education
Duke University 2009 — 2013
B.S., Economics, Psychology
The Lawrenceville School 2006 — 2009
Mark Beroth's Wells Fargo Securities Experience February 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Capital Finance July 2013 - February 2015
World Care January 2010 - May 2010
Skills
Analysis, Management, Credit Analysis, Financial Analysis, PowerPoint, Business Analysis, Financial Modeling, Financial Accounting, Underwriting, Asset Based Lending, Asset Based Finance, Collateral Management
Education
Goizueta Business School, Emory University 2011 — 2013
BBA, Finance, Alumni
Emory University
Catalina Foothills High School 2005 — 2009
Wells Fargo Securities February 2015 - Present
Wells Fargo Capital Finance July 2013 - February 2015
World Care January 2010 - May 2010
Skills
Analysis, Management, Credit Analysis, Financial Analysis, PowerPoint, Business Analysis, Financial Modeling, Financial Accounting, Underwriting, Asset Based Lending, Asset Based Finance, Collateral Management
Education
Goizueta Business School, Emory University 2011 — 2013
BBA, Finance, Alumni
Emory University
Catalina Foothills High School 2005 — 2009
Pete Apuzzo's Wells Fargo Securities Experience 1998 - Present
Job Managing Director at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company February 1998 - Present
Wells Fargo Securities 1998 - Present
Skills
Investment Banking
Education
Drexel University - College of Business and Administration 1973 — 1975
mba, finance
Villanova University 1969 — 1973
bs, finance
Wachovia, A Wells Fargo Company February 1998 - Present
Wells Fargo Securities 1998 - Present
Skills
Investment Banking
Education
Drexel University - College of Business and Administration 1973 — 1975
mba, finance
Villanova University 1969 — 1973
bs, finance
Jason Lopyan's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science (BS), Accounting and Finance
Emory University 2010 — 2011
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science (BS), Accounting and Finance
Emory University 2010 — 2011
Michael Basil's Wells Fargo Securities Experience July 2010 - June 2012
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard February 2015 - Present
Lazard June 2012 - Present
Wells Fargo Securities July 2010 - June 2012
Deloitte May 2005 - June 2010
Monsanto January 2003 - May 2005
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (MBA), Dual Finance (Investments, Corporate)
Saint Louis University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems
Lazard February 2015 - Present
Lazard June 2012 - Present
Wells Fargo Securities July 2010 - June 2012
Deloitte May 2005 - June 2010
Monsanto January 2003 - May 2005
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (MBA), Dual Finance (Investments, Corporate)
Saint Louis University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems
Michael Bolte's Wells Fargo Securities Experience 2009 - 2012
Job Power and Utilities Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital 2012 - Present
Wells Fargo Securities 2009 - 2012
Wells Fargo Securities 2006 - 2009
Entergy 2004 - 2006
Entergy 2002 - 2004
Entergy 2000 - 2002
California Public Utilities Commission June 1999 - August 1999
NatWest Markets 1995 - 1998
Skills
Equity Research, Financial Analysis, Financial Modeling, Investor Relations, Strategic Financial..., Utilities, Power, Series 7, Series 63, Series 86, Series 87, Bloomberg, ThomsonOne, SNL, PowerPoint
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Duke University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Garden City High School
Surveyor Capital 2012 - Present
Wells Fargo Securities 2009 - 2012
Wells Fargo Securities 2006 - 2009
Entergy 2004 - 2006
Entergy 2002 - 2004
Entergy 2000 - 2002
California Public Utilities Commission June 1999 - August 1999
NatWest Markets 1995 - 1998
Skills
Equity Research, Financial Analysis, Financial Modeling, Investor Relations, Strategic Financial..., Utilities, Power, Series 7, Series 63, Series 86, Series 87, Bloomberg, ThomsonOne, SNL, PowerPoint
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Duke University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Garden City High School
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial