Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Benjamin Getty Benjamin Getty's Wells Fargo Securities Experience June 2014 - August 2014
Job Strategy Analyst at Accenture
Industry Financial Services
Experience
FirstJob, Inc. June 2014 - January 2015
Georgia Tech Athletic Association August 2014 - December 2014
Wells Fargo Securities June 2014 - August 2014
Course Hero, Inc. February 2014 - May 2014
Siemens October 2013 - May 2014
FirstJob, Inc. August 2013 - May 2014
ING U.S. May 2013 - August 2013
AnswerNet June 2011 - July 2011
Georgia Institute of Technology April 2011 - May 2011
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Business Administration, 3.95
Universidad Politécnica de Valencia 2012 — 2012
Faculty of Business Adminstration and Management
George Walton Comprehensive High School 2008 — 2010
College Prep Diploma
Indian Hill High School 2006 — 2008
FirstJob, Inc. June 2014 - January 2015
Georgia Tech Athletic Association August 2014 - December 2014
Wells Fargo Securities June 2014 - August 2014
Course Hero, Inc. February 2014 - May 2014
Siemens October 2013 - May 2014
FirstJob, Inc. August 2013 - May 2014
ING U.S. May 2013 - August 2013
AnswerNet June 2011 - July 2011
Georgia Institute of Technology April 2011 - May 2011
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Business Administration, 3.95
Universidad Politécnica de Valencia 2012 — 2012
Faculty of Business Adminstration and Management
George Walton Comprehensive High School 2008 — 2010
College Prep Diploma
Indian Hill High School 2006 — 2008
Nicole Wachs Nicole Wachs's Wells Fargo Securities Experience June 2015 - Present
Job Project Management at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2015 - Present
Tyche Technologies, LLC January 2015 - Present
TradeKing October 2007 - December 2014
Delta Phi Epsilon Educational Foundation September 2009 - August 2011
Omega Derivatives September 2003 - September 2007
Goldman Sachs May 1999 - April 2003
Skills
Strategy, Leadership, Strategic Planning, Product Development, Portfolio Management, Program Management, Financial Services, Risk Management, Public Speaking, Trading, Equities, Options, Derivatives, Cross-functional Team..., Start-ups, Securities, Relationship Building, Stakeholder Management, Business Development, Digital Marketing, Content Strategy, Analysis, Entrepreneurship, E-commerce, Cross-cultural Teams, Investments, Fixed Income, Finance, Capital Markets, Communication, Financial Risk, Management, Business Strategy, Marketing, Consulting, Agile & Waterfall..., Project Management, User Experience
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
OneMBA 2012 — 2014
Master of Business Administration (M.B.A.)
International Trading Institute 2000 — 2000
New York Institute of Finance 1999 — 2000
Fairleigh Dickinson University
Bacherlor of Science (B.S.)
Wells Fargo Securities June 2015 - Present
Tyche Technologies, LLC January 2015 - Present
TradeKing October 2007 - December 2014
Delta Phi Epsilon Educational Foundation September 2009 - August 2011
Omega Derivatives September 2003 - September 2007
Goldman Sachs May 1999 - April 2003
Skills
Strategy, Leadership, Strategic Planning, Product Development, Portfolio Management, Program Management, Financial Services, Risk Management, Public Speaking, Trading, Equities, Options, Derivatives, Cross-functional Team..., Start-ups, Securities, Relationship Building, Stakeholder Management, Business Development, Digital Marketing, Content Strategy, Analysis, Entrepreneurship, E-commerce, Cross-cultural Teams, Investments, Fixed Income, Finance, Capital Markets, Communication, Financial Risk, Management, Business Strategy, Marketing, Consulting, Agile & Waterfall..., Project Management, User Experience
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
OneMBA 2012 — 2014
Master of Business Administration (M.B.A.)
International Trading Institute 2000 — 2000
New York Institute of Finance 1999 — 2000
Fairleigh Dickinson University
Bacherlor of Science (B.S.)
Natalie Nowak Natalie Nowak's Wells Fargo Securities Experience July 2013 - April 2015
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Wells Fargo Securities July 2013 - April 2015
Wells Fargo Securities June 2012 - August 2012
Deloitte August 2008 - July 2011
Skills
Financial Modeling, Valuation, PowerPoint, Microsoft Excel, Financial Analysis, Market Research, Private Equity, Finance, Investments, Mergers & Acquisitions, Hedge Funds, Analysis, Financial Services, Investment Banking, Venture Capital
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelor of Commerce, Accounting
Saint Ignatius College Prep 2000 — 2004
J.P. Morgan May 2015 - Present
Wells Fargo Securities July 2013 - April 2015
Wells Fargo Securities June 2012 - August 2012
Deloitte August 2008 - July 2011
Skills
Financial Modeling, Valuation, PowerPoint, Microsoft Excel, Financial Analysis, Market Research, Private Equity, Finance, Investments, Mergers & Acquisitions, Hedge Funds, Analysis, Financial Services, Investment Banking, Venture Capital
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelor of Commerce, Accounting
Saint Ignatius College Prep 2000 — 2004
Austin Tucker Austin Tucker's Wells Fargo Securities Experience September 2014 - Present
Job Analyst Asset Backed Finance at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2012 - August 2014
CSC 2008 - 2011
Skills
Financial Modeling, Financial Analysis, Management Consulting, Financial Services, Banking, Strategy, Leadership, Strategic Planning, Finance
Education
2004 — 2008
BA, Economics, French
Providence Day School 2000 — 2004
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2012 - August 2014
CSC 2008 - 2011
Skills
Financial Modeling, Financial Analysis, Management Consulting, Financial Services, Banking, Strategy, Leadership, Strategic Planning, Finance
Education
2004 — 2008
BA, Economics, French
Providence Day School 2000 — 2004
Emily (Hill) Parapanov Emily (Hill) Parapanov's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Princeton University June 2012 - June 2013
Locus Analytics June 2012 - August 2012
The Henry L. Stimson Center January 2012 - May 2012
U.S. Department of State June 2011 - September 2011
Nassau Savings Bank June 2010 - August 2010
Skills
Microsoft Office, Stata, Foreign Policy, Policy Analysis, Research, Spanish, Strategy, Nonprofits, International Relations, Politics
Education
Princeton University 2009 — 2014
Bachelor of Arts (BA), Woodrow Wilson School of Public & International Affairs
New York University, Stern School of Business 2012 — 2012
Georgetown University 2012 — 2012
Herbartgymnasium 2008 — 2009
Francis W. Parker High School 2004 — 2008
Wells Fargo Securities June 2014 - Present
Princeton University June 2012 - June 2013
Locus Analytics June 2012 - August 2012
The Henry L. Stimson Center January 2012 - May 2012
U.S. Department of State June 2011 - September 2011
Nassau Savings Bank June 2010 - August 2010
Skills
Microsoft Office, Stata, Foreign Policy, Policy Analysis, Research, Spanish, Strategy, Nonprofits, International Relations, Politics
Education
Princeton University 2009 — 2014
Bachelor of Arts (BA), Woodrow Wilson School of Public & International Affairs
New York University, Stern School of Business 2012 — 2012
Georgetown University 2012 — 2012
Herbartgymnasium 2008 — 2009
Francis W. Parker High School 2004 — 2008
Anthony Winfield, MBA Anthony Winfield, MBA's Wells Fargo Securities Experience December 2012 - July 2014
Job Associate Analyst, Mergers and Acquisitions
Industry Biotechnology
Experience
Emergent BioSolutions July 2014 - Present
Wells Fargo Securities December 2012 - July 2014
Skills
Customer Service, Analysis, Microsoft Excel, Financial Analysis, Account Reconciliation, PowerPoint, Outlook, Project Management, Finance, Word, Account Management, Contract Management, Salesforce.com, Microsoft Office, Accounting, Microsoft Word, Sales, Management, Research, Competitive Intelligence, Business Development, Due Diligence, Strategy, Strategic Planning, Business Valuation, DCF Valuation, DCF, Mergers & Acquisitions, Financial Modeling
Education
Frostburg State University 2009 — 2011
Masters, Business Administration
West Virginia University 2005 — 2009
Bachelors of Science, Agribusiness Management and Rural Development
South Carroll High School 2001 — 2005
Emergent BioSolutions July 2014 - Present
Wells Fargo Securities December 2012 - July 2014
Skills
Customer Service, Analysis, Microsoft Excel, Financial Analysis, Account Reconciliation, PowerPoint, Outlook, Project Management, Finance, Word, Account Management, Contract Management, Salesforce.com, Microsoft Office, Accounting, Microsoft Word, Sales, Management, Research, Competitive Intelligence, Business Development, Due Diligence, Strategy, Strategic Planning, Business Valuation, DCF Valuation, DCF, Mergers & Acquisitions, Financial Modeling
Education
Frostburg State University 2009 — 2011
Masters, Business Administration
West Virginia University 2005 — 2009
Bachelors of Science, Agribusiness Management and Rural Development
South Carroll High School 2001 — 2005
Jed Wilkerson, MBA Jed Wilkerson, MBA's Wells Fargo Securities Experience July 2014 - Present
Job Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
Estate Strategies Group August 2013 - July 2014
Estate Strategies Group August 2011 - June 2014
Portrait Innovations June 2010 - June 2011
Education
West Virginia University
Master's of Business Administration (MBA), Accounting and Finance
Furman University
Bachelor's of Arts, Economics, Philosophy
Wells Fargo Securities July 2014 - Present
Estate Strategies Group August 2013 - July 2014
Estate Strategies Group August 2011 - June 2014
Portrait Innovations June 2010 - June 2011
Education
West Virginia University
Master's of Business Administration (MBA), Accounting and Finance
Furman University
Bachelor's of Arts, Economics, Philosophy
Tom Kushner, CFA Tom Kushner, CFA's Wells Fargo Securities Experience July 2013 - Present
Job Managing Director, Institutional Investor Management at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
UBS Investment Bank June 2009 - July 2013
AIG Financial Products July 2004 - October 2008
UBS Investment Bank 1996 - 2004
The Chase Manhattan Bank 1990 - 1996
TIAA-CREF 1986 - 1988
Skills
Capital Markets, Series 7, Customer Relations, Fixed Income, FX
Education
Sacred Heart University 2015 — 2018
Doctor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
Fairfield University 1982 — 1986
BS, Finance
Nazareth High School 1978 — 1982
Wells Fargo Securities July 2013 - Present
UBS Investment Bank June 2009 - July 2013
AIG Financial Products July 2004 - October 2008
UBS Investment Bank 1996 - 2004
The Chase Manhattan Bank 1990 - 1996
TIAA-CREF 1986 - 1988
Skills
Capital Markets, Series 7, Customer Relations, Fixed Income, FX
Education
Sacred Heart University 2015 — 2018
Doctor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
Fairfield University 1982 — 1986
BS, Finance
Nazareth High School 1978 — 1982
Lisa (Orlowski) Veasey Lisa (Orlowski) Veasey's Wells Fargo Securities Experience February 2014 - Present
Job Vice President Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities July 2010 - Present
Lazard June 2009 - August 2009
Booz Allen Hamilton May 2008 - August 2008
Sterling-Rice Group 2005 - 2007
Signature Advertising 2002 - 2005
Skills
Financial Analysis, Business Development, Business Strategy, Market Research, Valuation, Marketing Strategy, Mergers, Data Analysis, Marketing, Corporate Finance, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Georgetown University - McCourt School of Public Policy 2007 — 2010
Master of Public Policy, International Development and Public Policy
Boston University 1998 — 2002
Bachelor of Science, Advertising
North Reading High School 1994 — 1998
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities July 2010 - Present
Lazard June 2009 - August 2009
Booz Allen Hamilton May 2008 - August 2008
Sterling-Rice Group 2005 - 2007
Signature Advertising 2002 - 2005
Skills
Financial Analysis, Business Development, Business Strategy, Market Research, Valuation, Marketing Strategy, Mergers, Data Analysis, Marketing, Corporate Finance, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Georgetown University - McCourt School of Public Policy 2007 — 2010
Master of Public Policy, International Development and Public Policy
Boston University 1998 — 2002
Bachelor of Science, Advertising
North Reading High School 1994 — 1998
Merrill Bachouros's Wells Fargo Securities Experience June 2012 - August 2012
Job Business Analyst, Business Improvement at The Home Depot
Industry Retail
Experience
The Home Depot March 2014 - Present
The Home Depot June 2013 - December 2013
Emory University August 2009 - December 2012
Wells Fargo Securities June 2012 - August 2012
Skills
Strategy, Data Analysis, Process Improvement, Retail, Merchandising, Project Management, Leadership, Research, Team Leadership, Cross-functional Team..., Customer Experience, Customer Service, Inventory Management, Management, Microsoft Excel, Public Speaking
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Women's Studies
Hathaway Brown School 2005 — 2009
The Home Depot March 2014 - Present
The Home Depot June 2013 - December 2013
Emory University August 2009 - December 2012
Wells Fargo Securities June 2012 - August 2012
Skills
Strategy, Data Analysis, Process Improvement, Retail, Merchandising, Project Management, Leadership, Research, Team Leadership, Cross-functional Team..., Customer Experience, Customer Service, Inventory Management, Management, Microsoft Excel, Public Speaking
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Women's Studies
Hathaway Brown School 2005 — 2009
Matt Kavney's Wells Fargo Securities Experience May 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2015 - Present
Delta Air Lines January 2014 - Present
Siteminis May 2012 - August 2012
Verint-Systems 2011 - 2011
Skills
Matlab, AutoCAD, Mechanical Engineering, Microsoft Office, Microsoft Word, PowerPoint, Engineering, Teamwork, Data Analysis, Analysis, Public Speaking, CAD
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Mechanical Engineering
Wells Fargo Securities May 2015 - Present
Delta Air Lines January 2014 - Present
Siteminis May 2012 - August 2012
Verint-Systems 2011 - 2011
Skills
Matlab, AutoCAD, Mechanical Engineering, Microsoft Office, Microsoft Word, PowerPoint, Engineering, Teamwork, Data Analysis, Analysis, Public Speaking, CAD
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Mechanical Engineering
Alexander Wach Alexander Wach's Wells Fargo Securities Experience July 2015 - Present
Job Operations Officer/Client Relationship/ Equipment Specialist at Tonehouse NYC
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Tonehouse NYC July 2014 - July 2015
Abercrombie & Fitch October 2009 - April 2014
Leaders Summer Camp June 2007 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Archbishop Molloy High School 2005 — 2009
Wells Fargo Securities July 2015 - Present
Tonehouse NYC July 2014 - July 2015
Abercrombie & Fitch October 2009 - April 2014
Leaders Summer Camp June 2007 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Archbishop Molloy High School 2005 — 2009
Edward Zaremba Edward Zaremba's Wells Fargo Securities Experience December 2011 - March 2015
Job Management Consultant
Industry Computer Software
Experience
TEKsystems June 2015 - Present
Wells Fargo Securities December 2011 - March 2015
Citadel Investment Group May 2006 - December 2011
Skills
Fixed Income, SDLC, Market Data, Vendor Management, Trading Systems, Electronic Trading, Enterprise Architecture, Derivatives, Business Analysis, Quantitative Finance, Hedge Funds, Credit Derivatives, Sybase, Integration, Interest Rate..., Investment Banking, Capital Markets, Cross-functional Team..., Options, Financial Services, Structured Products, Market Risk, Management, Bloomberg, Financial Modeling, SOA, Unix, Monte Carlo Simulation, Perl, Quantitative Analytics, Risk Management, Asset Management, VBA, SQL, Financial Markets, Agile Methodologies, Commodity Markets, Multithreading, Alternative Investments, Requirements Analysis, C#, Microsoft SQL Server, Software Project..., Equity Trading, Equities, Low Latency, Trading, Prime Brokerage, Swaps, Portfolio Optimization
Education
Florida State University - College of Business 1996 — 2009
MS, Management Information Systems
University of Southern Mississippi 1992 — 1994
BS, Mathematics
Tallahassee Community College 1990 — 1992
AA
University of Florida 1989 — 1990
Engineering
Lake Brantley high school 1985 — 1989
High School
TEKsystems June 2015 - Present
Wells Fargo Securities December 2011 - March 2015
Citadel Investment Group May 2006 - December 2011
Skills
Fixed Income, SDLC, Market Data, Vendor Management, Trading Systems, Electronic Trading, Enterprise Architecture, Derivatives, Business Analysis, Quantitative Finance, Hedge Funds, Credit Derivatives, Sybase, Integration, Interest Rate..., Investment Banking, Capital Markets, Cross-functional Team..., Options, Financial Services, Structured Products, Market Risk, Management, Bloomberg, Financial Modeling, SOA, Unix, Monte Carlo Simulation, Perl, Quantitative Analytics, Risk Management, Asset Management, VBA, SQL, Financial Markets, Agile Methodologies, Commodity Markets, Multithreading, Alternative Investments, Requirements Analysis, C#, Microsoft SQL Server, Software Project..., Equity Trading, Equities, Low Latency, Trading, Prime Brokerage, Swaps, Portfolio Optimization
Education
Florida State University - College of Business 1996 — 2009
MS, Management Information Systems
University of Southern Mississippi 1992 — 1994
BS, Mathematics
Tallahassee Community College 1990 — 1992
AA
University of Florida 1989 — 1990
Engineering
Lake Brantley high school 1985 — 1989
High School
Madeline Gasior Madeline Gasior's Wells Fargo Securities Experience December 2014 - Present
Job Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2014 - Present
Carolina for the Kids Foundation August 2013 - Present
Bank of America Merrill Lynch November 2014 - November 2014
Wells Fargo Securities October 2014 - October 2014
Foodbabe.com May 2013 - October 2014
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America May 2014 - May 2014
Simile Imaging Solutions June 2012 - August 2012
Skills
Communication, Writing,..., Accounts Receivable, Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork, Customer Service, Finance, Sales, Marketing, Leadership, Social Media, Research, Public Speaking, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2017
Finance
Charlotte Catholic High School 2009 — 2013
Georgetown University 2011 — 2011
Georgetown University Summer Program, Fundamentals of Business: Leadership in a Global Economy and Fundamentals of Finance
Wells Fargo Securities December 2014 - Present
Carolina for the Kids Foundation August 2013 - Present
Bank of America Merrill Lynch November 2014 - November 2014
Wells Fargo Securities October 2014 - October 2014
Foodbabe.com May 2013 - October 2014
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America May 2014 - May 2014
Simile Imaging Solutions June 2012 - August 2012
Skills
Communication, Writing,..., Accounts Receivable, Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork, Customer Service, Finance, Sales, Marketing, Leadership, Social Media, Research, Public Speaking, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2017
Finance
Charlotte Catholic High School 2009 — 2013
Georgetown University 2011 — 2011
Georgetown University Summer Program, Fundamentals of Business: Leadership in a Global Economy and Fundamentals of Finance
Calvin Gadson Calvin Gadson's Wells Fargo Securities Experience May 2015 - August 2015
Job Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Georgia Institute of Technology March 2014 - Present
Wells Fargo Securities May 2015 - August 2015
Amendia May 2014 - August 2014
Honda R&D Americas, Inc September 2013 - December 2013
Hill's Pet Nutrition November 2011 - May 2012
Skills
Customer Satisfaction, Python, Healthcare, Team Leadership, Process Improvement, Microsoft Office, SQL, Customer Service..., Data Analysis, Financial Analysis, MATLAB, JavaScript, Team Management, SharePoint, CSS
Education
Georgia Institute of Technology 2013 — 2015
Bachelor of Science (B.S.), Industrial & Systems Engineering
Southern Polytechnic State University 2012 — 2013
Georgia State University 2011 — 2012
Bachelor's Degree, Accounting and Business/Management
Chattahoochee HS
Georgia Institute of Technology March 2014 - Present
Wells Fargo Securities May 2015 - August 2015
Amendia May 2014 - August 2014
Honda R&D Americas, Inc September 2013 - December 2013
Hill's Pet Nutrition November 2011 - May 2012
Skills
Customer Satisfaction, Python, Healthcare, Team Leadership, Process Improvement, Microsoft Office, SQL, Customer Service..., Data Analysis, Financial Analysis, MATLAB, JavaScript, Team Management, SharePoint, CSS
Education
Georgia Institute of Technology 2013 — 2015
Bachelor of Science (B.S.), Industrial & Systems Engineering
Southern Polytechnic State University 2012 — 2013
Georgia State University 2011 — 2012
Bachelor's Degree, Accounting and Business/Management
Chattahoochee HS
Schuyler Thomas's Wells Fargo Securities Experience September 2014 - Present
Job Compliance Officer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities December 2013 - September 2014
Pi Kappa Alpha Fraternity January 2009 - January 2012
Northwestern Mutual Financial Network May 2011 - August 2011
FSU Club Sports January 2011 - June 2011
Rain or Shine Tent Company June 2009 - August 2009
Drumm & Ayres Landscaping Services June 2008 - August 2008
Rebuilding Together April 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Community Outreach, Leadership
Education
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance; Applied Economics, 3.37
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities December 2013 - September 2014
Pi Kappa Alpha Fraternity January 2009 - January 2012
Northwestern Mutual Financial Network May 2011 - August 2011
FSU Club Sports January 2011 - June 2011
Rain or Shine Tent Company June 2009 - August 2009
Drumm & Ayres Landscaping Services June 2008 - August 2008
Rebuilding Together April 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Community Outreach, Leadership
Education
Florida State University 2008 — 2012
Bachelor of Science (B.S.), Finance; Applied Economics, 3.37
Louis Rose Louis Rose's Wells Fargo Securities Experience July 2009 - March 2011
Job Director, Rates Sales at BNP Paribas
Industry Investment Banking
Experience
UBS Investment Bank April 2011 - December 2012
Wells Fargo Securities July 2009 - March 2011
JPMorgan Chase May 2001 - June 2009
Treasury Connect LLC October 2000 - April 2001
Eoexchange, Inc. April 2000 - October 2000
Federal Home Loan Bank of San Francisco February 1996 - April 2000
General Re Financial Products Corporation August 1990 - August 1995
Nomura Capital Services Inc. April 1990 - August 1990
Skills
Microsoft Excel, Bloomberg Terminal, Telerate, Reuters 3000, CRM, Legal Documents, Financial Modeling, Financial Markets, Financial Risk..., Asset Managment, Asset Allocation, Sales, Interest Rate..., Derivatives, Capital Markets, Trading, Asset Management, Fixed Income, Finance, Commodity, Interest Rate Risk..., Swaps
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Finance, General
Rider University 1985 — 1990
BS, Finance, General
UBS Investment Bank April 2011 - December 2012
Wells Fargo Securities July 2009 - March 2011
JPMorgan Chase May 2001 - June 2009
Treasury Connect LLC October 2000 - April 2001
Eoexchange, Inc. April 2000 - October 2000
Federal Home Loan Bank of San Francisco February 1996 - April 2000
General Re Financial Products Corporation August 1990 - August 1995
Nomura Capital Services Inc. April 1990 - August 1990
Skills
Microsoft Excel, Bloomberg Terminal, Telerate, Reuters 3000, CRM, Legal Documents, Financial Modeling, Financial Markets, Financial Risk..., Asset Managment, Asset Allocation, Sales, Interest Rate..., Derivatives, Capital Markets, Trading, Asset Management, Fixed Income, Finance, Commodity, Interest Rate Risk..., Swaps
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Finance, General
Rider University 1985 — 1990
BS, Finance, General
Brian Rubins Brian Rubins's Wells Fargo Securities Experience August 2003 - June 2011
Job Partner at TerraVista Consulting, LLC
Industry Financial Services
Experience
TerraVista Consulting, LLC July 2011 - Present
Wells Fargo Securities August 2003 - June 2011
Knight, Tallman & Company March 2002 - March 2003
Wachovia Securities April 1998 - February 2002
Wachovia Bank July 1994 - April 1998
Skills
Financial Analysis, Capital Markets, Mergers & Acquisitions, Credit, Finance, Risk Management, Structured Finance, Financial Risk, Relationship Management, Financial Services, Underwriting
Education
Georgia Institute of Technology 1992 — 1994
MS, Business
North Carolina State University 1987 — 1992
BS, Electrical Engineering
TerraVista Consulting, LLC July 2011 - Present
Wells Fargo Securities August 2003 - June 2011
Knight, Tallman & Company March 2002 - March 2003
Wachovia Securities April 1998 - February 2002
Wachovia Bank July 1994 - April 1998
Skills
Financial Analysis, Capital Markets, Mergers & Acquisitions, Credit, Finance, Risk Management, Structured Finance, Financial Risk, Relationship Management, Financial Services, Underwriting
Education
Georgia Institute of Technology 1992 — 1994
MS, Business
North Carolina State University 1987 — 1992
BS, Electrical Engineering
Natalie Aviles Nunez Natalie Aviles Nunez's Wells Fargo Securities Experience June 2015 - Present
Job Technology Analyst Intern at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2015 - Present
Florida International University Faculty Senate September 2011 - December 2014
Wells Fargo Securities June 2014 - August 2014
The Men's Wearhouse, Inc August 2010 - September 2011
Skills
Team Leadership, Public Speaking, Leadership Development, Customer Service, Public Relations, Management, Spanish, Microsoft Excel, Access, Microsoft Office, PowerPoint, Event Planning, Teamwork, Microsoft Suites, Social Media, Microsoft Word, Networking, Data Analysis, Visio, Intrapersonal Skills, Data Entry, Organization, Dreamweaver, Microsoft SQL Server, JIRA
Education
Florida International University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Mater Academy Charter High School 2007 — 2011
High School Diploma
Wells Fargo Securities June 2015 - Present
Florida International University Faculty Senate September 2011 - December 2014
Wells Fargo Securities June 2014 - August 2014
The Men's Wearhouse, Inc August 2010 - September 2011
Skills
Team Leadership, Public Speaking, Leadership Development, Customer Service, Public Relations, Management, Spanish, Microsoft Excel, Access, Microsoft Office, PowerPoint, Event Planning, Teamwork, Microsoft Suites, Social Media, Microsoft Word, Networking, Data Analysis, Visio, Intrapersonal Skills, Data Entry, Organization, Dreamweaver, Microsoft SQL Server, JIRA
Education
Florida International University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Mater Academy Charter High School 2007 — 2011
High School Diploma
Nicholas M. Marino's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Summer Street Advisors, LLC September 2014 - December 2014
Albert Fried & Company July 2014 - August 2014
Education
Fairfield University 2012 — 2016
Bachelor's Degree, Finance
Chaminade High School 2008 — 2012
High School Diploma
Wells Fargo Securities June 2015 - August 2015
Summer Street Advisors, LLC September 2014 - December 2014
Albert Fried & Company July 2014 - August 2014
Education
Fairfield University 2012 — 2016
Bachelor's Degree, Finance
Chaminade High School 2008 — 2012
High School Diploma
Paul Pettitt, CFA Paul Pettitt, CFA's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo May 2014 - August 2014
FTN Financial March 2011 - July 2013
FTN Financial June 2008 - March 2011
Omega Group 2007 - 2008
Northwestern Mutual 2006 - 2007
PK & H Law Firm 2004 - 2005
Skills
Research, Fixed Income, Eviews, Analytics, Bloomberg, Analysis, Portfolio Management, Banking, Finance, Microsoft Excel, Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Management, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Millsaps College 2004 — 2008
Bachelors, Business, Finance
Wells Fargo Securities August 2015 - Present
Wells Fargo May 2014 - August 2014
FTN Financial March 2011 - July 2013
FTN Financial June 2008 - March 2011
Omega Group 2007 - 2008
Northwestern Mutual 2006 - 2007
PK & H Law Firm 2004 - 2005
Skills
Research, Fixed Income, Eviews, Analytics, Bloomberg, Analysis, Portfolio Management, Banking, Finance, Microsoft Excel, Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Management, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Millsaps College 2004 — 2008
Bachelors, Business, Finance
Araceli Santa Cruz Araceli Santa Cruz's Wells Fargo Securities Experience December 2011 - 2011
Job Mortgage and Finance Analyst
Industry Banking
Experience
Wells Fargo Securities December 2011 - 2011
KPMG January 2010 - June 2010
The Ritz Carlton Hotel April 2002 - February 2009
Georgia Hispanic Chamber of Commerce September 2008 - December 2008
H & R Block December 2006 - April 2007
Bank of America-Bank September 2004 - May 2005
Education
Georgia State University 2007 — 2010
Bachelors, Business Administration-Accounting
Alliance Francaise 1998 — 2000
French Language
ICPNA - North American Peruvian Institute 1997 — 2000
English Translator, English Language and Literature, General
Dekalb Technical College
Associates Degree, Accounting
Wells Fargo Securities December 2011 - 2011
KPMG January 2010 - June 2010
The Ritz Carlton Hotel April 2002 - February 2009
Georgia Hispanic Chamber of Commerce September 2008 - December 2008
H & R Block December 2006 - April 2007
Bank of America-Bank September 2004 - May 2005
Education
Georgia State University 2007 — 2010
Bachelors, Business Administration-Accounting
Alliance Francaise 1998 — 2000
French Language
ICPNA - North American Peruvian Institute 1997 — 2000
English Translator, English Language and Literature, General
Dekalb Technical College
Associates Degree, Accounting
Noelle Ulrich Noelle Ulrich's Wells Fargo Securities Experience June 2013 - Present
Job Corporate Access Desk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Searle & Co April 2009 - June 2013
UBS Investment Bank April 2007 - April 2009
Bear Stearns March 2002 - April 2007
Skills
Series 7, Series 63, Equities, Bloomberg, IPO, Equity Research, Portfolio Management, Asset Allocation, Securities, Investment Advisory, Equity Trading, Financial Markets, Corporate Finance, Emerging Markets, Investments, Capital Markets, Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Wells Fargo Securities June 2013 - Present
Searle & Co April 2009 - June 2013
UBS Investment Bank April 2007 - April 2009
Bear Stearns March 2002 - April 2007
Skills
Series 7, Series 63, Equities, Bloomberg, IPO, Equity Research, Portfolio Management, Asset Allocation, Securities, Investment Advisory, Equity Trading, Financial Markets, Corporate Finance, Emerging Markets, Investments, Capital Markets, Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Jean Mosley Jean Mosley's Wells Fargo Securities Experience August 2011 - Present
Job AVP Accountant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities 2009 - August 2011
Wells Fargo Brokerage Services 1998 - 2009
Wells Fargo 1994 - 1998
Wells Fargo 1989 - 1994
Wells Fargo 1979 - 1989
Skills
FINRA Series 27, Excel, Word, Critical Thinking, Reconciliation, Accounting, Regulatory Reporting, General Ledger, Problem Solving, Securities, Account Reconciliation, Fixed Income, Financial Analysis, Microsoft Excel
Education
Globe University-Minneapolis 2009 — 2012
Associate of Applied Science, Management Accounting
Minnesota School of Business 1977 — 1979
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities 2009 - August 2011
Wells Fargo Brokerage Services 1998 - 2009
Wells Fargo 1994 - 1998
Wells Fargo 1989 - 1994
Wells Fargo 1979 - 1989
Skills
FINRA Series 27, Excel, Word, Critical Thinking, Reconciliation, Accounting, Regulatory Reporting, General Ledger, Problem Solving, Securities, Account Reconciliation, Fixed Income, Financial Analysis, Microsoft Excel
Education
Globe University-Minneapolis 2009 — 2012
Associate of Applied Science, Management Accounting
Minnesota School of Business 1977 — 1979
Jake Schapiro's Wells Fargo Securities Experience June 2011 - August 2011
Job Analyst at Citigroup
Industry Investment Banking
Experience
Citi June 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Wells Fargo Securities June 2010 - August 2010
Skills
Financial Modeling, Bankruptcy, Debt Restructuring, Financial Analysis, Bloomberg, Valuation, Capital Markets, Leveraged Finance, Private Equity, Equity Research, DCF, Equity Valuation, Finance
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance
Nanjing University 2010 — 2011
Mandarin, International Finance
Citi June 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Wells Fargo Securities June 2010 - August 2010
Skills
Financial Modeling, Bankruptcy, Debt Restructuring, Financial Analysis, Bloomberg, Valuation, Capital Markets, Leveraged Finance, Private Equity, Equity Research, DCF, Equity Valuation, Finance
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance
Nanjing University 2010 — 2011
Mandarin, International Finance
Praveer Misra Praveer Misra's Wells Fargo Securities Experience November 2013 - Present
Job Databases
Industry Information Technology and Services
Experience
Wells Fargo Securities November 2013 - Present
Experian March 2013 - November 2013
Experian CheetahMail March 2012 - November 2013
TD Ameritrade April 2010 - March 2011
TD Ameritrade April 2010 - March 2011
Experian CheetahMail 2006 - 2010
Cheetahmail an Experian Company 2006 - 2010
Information Resources 1996 - 2002
IRI Software 1996 - 2002
Skills
Unix, Solaris, Database Administration, Data Warehousing, PL/SQL, Exadata, RMAN, Oracle, Red Hat Linux, Suse, ASM, Performance Analysis, Performance Tuning, Performance Improvement, High Availability, Shell Scripting, Unix Shell Scripting, Oracle RAC, Database Design, Databases, Replication, SQL, Disaster Recovery, Bash, Relational Databases, T-SQL, Business Intelligence, SQL Tuning, Ubuntu, Hadoop, Microsoft SQL Server, Big Data, Linux, Data Architecture, Scalability, MySQL, Nagios, Oracle ASM, Perl, PostgreSQL, Cluster, Data Integration, Architectures, Sybase, Apache, RHEL, AIX
Education
Fairleigh Dickinson University 1995 — 1999
Master's degree, Computer Science
Doon School 1984 — 1990
Wells Fargo Securities November 2013 - Present
Experian March 2013 - November 2013
Experian CheetahMail March 2012 - November 2013
TD Ameritrade April 2010 - March 2011
TD Ameritrade April 2010 - March 2011
Experian CheetahMail 2006 - 2010
Cheetahmail an Experian Company 2006 - 2010
Information Resources 1996 - 2002
IRI Software 1996 - 2002
Skills
Unix, Solaris, Database Administration, Data Warehousing, PL/SQL, Exadata, RMAN, Oracle, Red Hat Linux, Suse, ASM, Performance Analysis, Performance Tuning, Performance Improvement, High Availability, Shell Scripting, Unix Shell Scripting, Oracle RAC, Database Design, Databases, Replication, SQL, Disaster Recovery, Bash, Relational Databases, T-SQL, Business Intelligence, SQL Tuning, Ubuntu, Hadoop, Microsoft SQL Server, Big Data, Linux, Data Architecture, Scalability, MySQL, Nagios, Oracle ASM, Perl, PostgreSQL, Cluster, Data Integration, Architectures, Sybase, Apache, RHEL, AIX
Education
Fairleigh Dickinson University 1995 — 1999
Master's degree, Computer Science
Doon School 1984 — 1990
Will Metzidakis Will Metzidakis's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Deloitte Transactions and Business Analytics LLP January 2013 - May 2015
Training The Street 2013 - 2013
GE Capital September 2012 - December 2012
Michael Page International October 2008 - September 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Management, Valuation, Finance, Leadership, Investment Banking, Forecasting
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance and Accounting
University of Massachusetts, Amherst
BA, Economics and Management
Université Paris Dauphine
Economic and Managerial Science
Wells Fargo Securities June 2015 - Present
Deloitte Transactions and Business Analytics LLP January 2013 - May 2015
Training The Street 2013 - 2013
GE Capital September 2012 - December 2012
Michael Page International October 2008 - September 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Management, Valuation, Finance, Leadership, Investment Banking, Forecasting
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance and Accounting
University of Massachusetts, Amherst
BA, Economics and Management
Université Paris Dauphine
Economic and Managerial Science
Emelisa Mendoza Emelisa Mendoza's Wells Fargo Securities Experience September 2014 - Present
Job CapMkts Analyst @ WellsFargoSecurities
Industry Investment Management
Experience
Wells Fargo Securities September 2014 - Present
AllianceBernstein June 2008 - September 2014
Goldman Sachs July 2007 - April 2008
First Manhattan Co. June 2005 - May 2007
Fitch Ratings June 2006 - August 2006
Columbia University Medical Center February 2002 - June 2006
Loews Corporation June 2002 - September 2002
Skills
Series 7, Series 63, Trading, Investments, Bloomberg, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Financial Modeling, Bloomberg Terminal, FINRA, Equities, Valuation, Investment Management
Education
Fordham University 2003 — 2007
Bachelors of Science, Business Administration
Mother Cabrini High School 1999 — 2003
Regents Honors NY State HS Diploma
Wells Fargo Securities September 2014 - Present
AllianceBernstein June 2008 - September 2014
Goldman Sachs July 2007 - April 2008
First Manhattan Co. June 2005 - May 2007
Fitch Ratings June 2006 - August 2006
Columbia University Medical Center February 2002 - June 2006
Loews Corporation June 2002 - September 2002
Skills
Series 7, Series 63, Trading, Investments, Bloomberg, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Financial Modeling, Bloomberg Terminal, FINRA, Equities, Valuation, Investment Management
Education
Fordham University 2003 — 2007
Bachelors of Science, Business Administration
Mother Cabrini High School 1999 — 2003
Regents Honors NY State HS Diploma
Jeff Abbood's Wells Fargo Securities Experience February 2015 - Present
Job Vice President Client Trade Services Program Management and Execution at Wells Fargo Securites
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
North Carolina Therapeutic Riding Center June 2010 - Present
Wells Fargo Securities February 2012 - February 2015
Credit Suisse July 2010 - February 2012
Credit Suisse June 2009 - July 2010
Credit Suisse September 2008 - June 2009
Credit Suisse June 2007 - September 2008
Credit Suisse May 2007 - June 2007
Skills
Derivatives, Portfolio Management, Banking, Fixed Income, Credit Risk, Project Management, Financial Risk, Management, Interest Rate..., Options, Analysis, Finance, Capital Markets, Financial Markets, Bonds, Loans, Equities, Securities, Bloomberg, Trading, Risk Management, Prime Brokerage
Education
North Carolina State University - College of Management 2006 — 2008
M.E., Economics
Florida State University 2002 — 2006
B.S., B.S., Economics, Political Science
Lely High School 2002 — 2006
High School Diploma, Honors & AP curriculum
Wells Fargo Securities February 2015 - Present
North Carolina Therapeutic Riding Center June 2010 - Present
Wells Fargo Securities February 2012 - February 2015
Credit Suisse July 2010 - February 2012
Credit Suisse June 2009 - July 2010
Credit Suisse September 2008 - June 2009
Credit Suisse June 2007 - September 2008
Credit Suisse May 2007 - June 2007
Skills
Derivatives, Portfolio Management, Banking, Fixed Income, Credit Risk, Project Management, Financial Risk, Management, Interest Rate..., Options, Analysis, Finance, Capital Markets, Financial Markets, Bonds, Loans, Equities, Securities, Bloomberg, Trading, Risk Management, Prime Brokerage
Education
North Carolina State University - College of Management 2006 — 2008
M.E., Economics
Florida State University 2002 — 2006
B.S., B.S., Economics, Political Science
Lely High School 2002 — 2006
High School Diploma, Honors & AP curriculum
Donald McLee Donald McLee's Wells Fargo Securities Experience January 2013 - Present
Job Equity Research Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Credit Suisse July 2010 - June 2012
U.S. International Trade Commission August 2009 - May 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, LBO, M&A experience, DCF, Comparative Analysis, Leveraged Finance, Joint Ventures, Corporate Finance, Investment Banking, Series 79 License, Series 7 License, Series 63 License, Series 86 License, Series 87 License
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities January 2013 - Present
Credit Suisse July 2010 - June 2012
U.S. International Trade Commission August 2009 - May 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, LBO, M&A experience, DCF, Comparative Analysis, Leveraged Finance, Joint Ventures, Corporate Finance, Investment Banking, Series 79 License, Series 7 License, Series 63 License, Series 86 License, Series 87 License
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Patrick Fitzgibbon, CFA Patrick Fitzgibbon, CFA's Wells Fargo Securities Experience May 2013 - August 2013
Job
Industry Investment Banking
Experience
Wells Fargo Securities May 2013 - August 2013
Strategas Research Partners October 2011 - July 2012
Citigroup July 2007 - November 2010
Education
Georgetown University - The McDonough School of Business
Master of Business Administration
University of Southern California
Bachelor of Arts, International Relations - Global Business
Saint Ignatius College Preparatory
Wells Fargo Securities May 2013 - August 2013
Strategas Research Partners October 2011 - July 2012
Citigroup July 2007 - November 2010
Education
Georgetown University - The McDonough School of Business
Master of Business Administration
University of Southern California
Bachelor of Arts, International Relations - Global Business
Saint Ignatius College Preparatory
Melissa Bastan Melissa Bastan's Wells Fargo Securities Experience February 2014 - Present
Job Managing Director, Head of Healthcare, Public Finance at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2014 - Present
The Yuba Group February 2012 - February 2014
Morgan Stanley June 2003 - June 2010
The Advisory Board Company 1997 - 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Public Policy
Georgetown University 1984 — 1988
Bachelor of Science (BS), Finance
Bishop Eustace Prep School 1980 — 1984
Wells Fargo Securities February 2014 - Present
The Yuba Group February 2012 - February 2014
Morgan Stanley June 2003 - June 2010
The Advisory Board Company 1997 - 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Public Policy
Georgetown University 1984 — 1988
Bachelor of Science (BS), Finance
Bishop Eustace Prep School 1980 — 1984
Charlie Yadon Charlie Yadon's Wells Fargo Securities Experience June 2013 - Present
Job Public Finance Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Florida Division of Bond Finance June 2009 - June 2012
Skills
Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Finance, Bonds, Financial Structuring, Series 52, Series 63
Education
University of Florida 2012 — 2013
Master of Science (MS), Finance
Florida State University 2007 — 2011
Bachelor of Science (BS), Finance
Florida State University 2007 — 2011
Bachelor of Science (BS), Accounting
Wells Fargo Securities June 2013 - Present
Florida Division of Bond Finance June 2009 - June 2012
Skills
Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Finance, Bonds, Financial Structuring, Series 52, Series 63
Education
University of Florida 2012 — 2013
Master of Science (MS), Finance
Florida State University 2007 — 2011
Bachelor of Science (BS), Finance
Florida State University 2007 — 2011
Bachelor of Science (BS), Accounting
Ben Shopneck's Wells Fargo Securities Experience August 2015 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Middleland Capital December 2014 - July 2015
Wells Fargo Securities May 2014 - August 2014
JPMorgan Chase June 2011 - July 2013
Mondokio January 2010 - June 2011
Skills
Financial Analysis, Valuation, Financial Modeling, Investment Banking, Economics, Portfolio Management, Credit Analysis, Emerging Markets, Capital Markets, Research, Start-ups, Fixed Income, Underwriting, Credit Risk, Credit, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), McDonough Scholar (Top 10% GPA)
The Ohio State University 2007 — 2011
Bachelor's degree, Economics, Magna Cum Laude
Wells Fargo Securities August 2015 - Present
Middleland Capital December 2014 - July 2015
Wells Fargo Securities May 2014 - August 2014
JPMorgan Chase June 2011 - July 2013
Mondokio January 2010 - June 2011
Skills
Financial Analysis, Valuation, Financial Modeling, Investment Banking, Economics, Portfolio Management, Credit Analysis, Emerging Markets, Capital Markets, Research, Start-ups, Fixed Income, Underwriting, Credit Risk, Credit, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), McDonough Scholar (Top 10% GPA)
The Ohio State University 2007 — 2011
Bachelor's degree, Economics, Magna Cum Laude
Phillip Poyhonen Phillip Poyhonen's Wells Fargo Securities Experience June 2014 - August 2014
Job Google People Operations Systems Coordinator
Industry Human Resources
Experience
Google June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Southwest Value Partners June 2013 - August 2013
Senomyx, Inc. June 2012 - July 2012
Senomyx, Inc. June 2011 - July 2011
Senomyx, Inc. June 2010 - July 2010
Skills
Microsoft Applications, Financial Modeling, Economics, Financial Analysis, Capital Markets, Data Analysis, Corporate Finance, Fixed Income, Valuation, Real Estate, Bloomberg Terminal, Asset Management
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
La Jolla Country Day 2005 — 2011
Google June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Southwest Value Partners June 2013 - August 2013
Senomyx, Inc. June 2012 - July 2012
Senomyx, Inc. June 2011 - July 2011
Senomyx, Inc. June 2010 - July 2010
Skills
Microsoft Applications, Financial Modeling, Economics, Financial Analysis, Capital Markets, Data Analysis, Corporate Finance, Fixed Income, Valuation, Real Estate, Bloomberg Terminal, Asset Management
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
La Jolla Country Day 2005 — 2011
Leah Criscolo's Wells Fargo Securities Experience June 2013 - Present
Job Project Analyst at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities June 2013 - Present
Georgia Tech Research Institute August 2012 - April 2013
CareerBuilder.com May 2011 - May 2012
Georgia Institute of Technology January 2010 - December 2010
Skills
Technical Writing, Creative Writing, Multimedia Art, Web Design, Web Development, Project Management, Java, JavaScript, jQuery, jQuery UI, HTML, HTML 5, CSS, CSS3, User Experience, User Interface Design, User Interface..., Python, Jython, VB.NET, ASP.NET, C#
Education
Georgia Institute of Technology 2009 — 2013
B.S, Computational Media, Graduated
Wells Fargo Securities June 2013 - Present
Georgia Tech Research Institute August 2012 - April 2013
CareerBuilder.com May 2011 - May 2012
Georgia Institute of Technology January 2010 - December 2010
Skills
Technical Writing, Creative Writing, Multimedia Art, Web Design, Web Development, Project Management, Java, JavaScript, jQuery, jQuery UI, HTML, HTML 5, CSS, CSS3, User Experience, User Interface Design, User Interface..., Python, Jython, VB.NET, ASP.NET, C#
Education
Georgia Institute of Technology 2009 — 2013
B.S, Computational Media, Graduated
Ben May Ben May's Wells Fargo Securities Experience July 2012 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities June 2011 - August 2011
City of Atlanta, Department of Law June 2010 - July 2010
295th Harris County Civil District Court June 2009 - July 2009
Teach For America 2006 - 2008
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Corporate Finance, Energy, Data Analysis, Private Equity, Legal Research, Legal Writing
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Accounting
Emory University School of Law 2008 — 2012
JD, Law
University of Southern California 2002 — 2006
BA, History
Wells Fargo Securities July 2012 - Present
Wells Fargo Securities June 2011 - August 2011
City of Atlanta, Department of Law June 2010 - July 2010
295th Harris County Civil District Court June 2009 - July 2009
Teach For America 2006 - 2008
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Corporate Finance, Energy, Data Analysis, Private Equity, Legal Research, Legal Writing
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Accounting
Emory University School of Law 2008 — 2012
JD, Law
University of Southern California 2002 — 2006
BA, History
Michael Scannapieco's Wells Fargo Securities Experience June 2011 - June 2013
Job Associate at GIC
Industry Real Estate
Experience
GIC July 2013 - Present
Wells Fargo Securities June 2011 - June 2013
BTIG June 2010 - August 2010
Park West Management, LLC June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Capital IQ, Loan Origination, Microsoft Office, Capital Markets, Fixed Income, Financial Analysis, Valuation, LBO, Investment Banking, DCF, Private Equity, Leveraged Finance, Equity Research, Due Diligence, Corporate Finance, Equity Valuation, Hedge Funds, Alternative Investments
Education
Emory University 2007 — 2011
Finance, General
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance and Real Estate
GIC July 2013 - Present
Wells Fargo Securities June 2011 - June 2013
BTIG June 2010 - August 2010
Park West Management, LLC June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Capital IQ, Loan Origination, Microsoft Office, Capital Markets, Fixed Income, Financial Analysis, Valuation, LBO, Investment Banking, DCF, Private Equity, Leveraged Finance, Equity Research, Due Diligence, Corporate Finance, Equity Valuation, Hedge Funds, Alternative Investments
Education
Emory University 2007 — 2011
Finance, General
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance and Real Estate
Saqib Sakrani Saqib Sakrani's Wells Fargo Securities Experience August 2004 - April 2009
Job Financial Advisor / Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Wells Fargo Securities August 2004 - April 2009
Education
Florida International University - College of Business
Bachelor, Finance with Minor in Marketing
Ameriprise Financial April 2009 - Present
Wells Fargo Securities August 2004 - April 2009
Education
Florida International University - College of Business
Bachelor, Finance with Minor in Marketing
Mike Margro Mike Margro's Wells Fargo Securities Experience April 1999 - May 2002
Job Operations and Maintenance Director, Southern California at Cubic Transportation Systems, Inc.
Industry Information Technology and Services
Experience
Cubic Transportation Systems, Inc. July 2015 - Present
Cubic Transportation Systems July 2003 - July 2015
Federal Home Loan Bank of San Francisco May 2002 - June 2003
Wells Fargo Securities April 1999 - May 2002
Franklin Templeton Investments 1997 - 1999
Skills
Financial Analysis, Contract Negotiation, Program Management, FAR, PMP Certification -..., CPCM Certification -..., Contractual Agreements, Contract Law, Financial Modeling, PMP, Letter Writing, Program Management..., Certified Professional..., Contractor Management, Series 7, Series 63, Series 6, Congressional Affairs, NCMA, Vendor Management, PMO, Business Development, Strategic Planning, Public Sector, Public Policy, Agile Project Management, Agile & Waterfall..., Service Level Management, SDLC, Subcontracts Management, Software Licensing, Project Management, Analysis, Cross-functional Team..., Management, Finance, Risk Management, Mergers & Acquisitions, Due Diligence, Process Improvement, Leadership
Education
Golden Gate University 2000 — 2002
Master of Business Administration (MBA), Finance
University of California, Santa Barbara 1992 — 1995
Bachelor's degree, Political Science and Government
Cubic Transportation Systems, Inc. July 2015 - Present
Cubic Transportation Systems July 2003 - July 2015
Federal Home Loan Bank of San Francisco May 2002 - June 2003
Wells Fargo Securities April 1999 - May 2002
Franklin Templeton Investments 1997 - 1999
Skills
Financial Analysis, Contract Negotiation, Program Management, FAR, PMP Certification -..., CPCM Certification -..., Contractual Agreements, Contract Law, Financial Modeling, PMP, Letter Writing, Program Management..., Certified Professional..., Contractor Management, Series 7, Series 63, Series 6, Congressional Affairs, NCMA, Vendor Management, PMO, Business Development, Strategic Planning, Public Sector, Public Policy, Agile Project Management, Agile & Waterfall..., Service Level Management, SDLC, Subcontracts Management, Software Licensing, Project Management, Analysis, Cross-functional Team..., Management, Finance, Risk Management, Mergers & Acquisitions, Due Diligence, Process Improvement, Leadership
Education
Golden Gate University 2000 — 2002
Master of Business Administration (MBA), Finance
University of California, Santa Barbara 1992 — 1995
Bachelor's degree, Political Science and Government
Yingyun (Abby) Shen Yingyun (Abby) Shen's Wells Fargo Securities Experience June 2014 - June 2015
Job Quantitative Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo Securities June 2014 - June 2015
Florida State University August 2007 - May 2013
Skills
VBA, C++, Python, Stochastic Processes, Differential Equations, Biomathematics, Epidemiology, Mathematica and Matlab, Machine Learning, Survival Analysis, LaTeX
Education
Florida State University 2007 — 2014
Doctor of Philosophy (Ph.D.), Mathematics
Florida State University 2007 — 2010
Master of Science (M.S.), Biomathematics
Zhejiang University 2003 — 2007
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Xuejun
Wells Fargo June 2015 - Present
Wells Fargo Securities June 2014 - June 2015
Florida State University August 2007 - May 2013
Skills
VBA, C++, Python, Stochastic Processes, Differential Equations, Biomathematics, Epidemiology, Mathematica and Matlab, Machine Learning, Survival Analysis, LaTeX
Education
Florida State University 2007 — 2014
Doctor of Philosophy (Ph.D.), Mathematics
Florida State University 2007 — 2010
Master of Science (M.S.), Biomathematics
Zhejiang University 2003 — 2007
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Xuejun
Karine Milhomens Karine Milhomens's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
JPMorgan Chase June 2014 - August 2014
CIT June 2013 - June 2014
Georgetown University September 2011 - May 2013
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Data Analysis, Research, Microsoft Office, Microsoft Word, Access, Event Planning, Customer Service, Finance, Public Speaking, Social Media
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Double-Major in Finance and Operations and Information Management
Wells Fargo Securities July 2015 - Present
JPMorgan Chase June 2014 - August 2014
CIT June 2013 - June 2014
Georgetown University September 2011 - May 2013
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Data Analysis, Research, Microsoft Office, Microsoft Word, Access, Event Planning, Customer Service, Finance, Public Speaking, Social Media
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Double-Major in Finance and Operations and Information Management
Peter Cataldo Peter Cataldo's Wells Fargo Securities Experience August 2000 - Present
Job Managing Director, Healthcare Investment Banking at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2000 - Present
Gartner 1996 - 1998
Deloitte & Touche, LLP 1992 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Fairfield University 1988 — 1992
Wells Fargo Securities August 2000 - Present
Gartner 1996 - 1998
Deloitte & Touche, LLP 1992 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Fairfield University 1988 — 1992
Elaine Chen Elaine Chen's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate (Technology Group) at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
The Cooper Companies 2011 - 2013
Market Street Partners 2010 - 2011
Capital Securities Corp. 2009 - 2010
JMP Securities 2006 - 2008
Skills
Investor Relations, Financial Modeling, Valuation, Mergers, Equity Research, Financial Analysis, Equities, Capital Markets, Corporate Finance, Investments, Due Diligence, Venture Capital, Mergers & Acquisitions, Competitive Analysis, Investment Banking, Corporate Development, Finance
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley
English, Business Administration
Saint Ignatius
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
The Cooper Companies 2011 - 2013
Market Street Partners 2010 - 2011
Capital Securities Corp. 2009 - 2010
JMP Securities 2006 - 2008
Skills
Investor Relations, Financial Modeling, Valuation, Mergers, Equity Research, Financial Analysis, Equities, Capital Markets, Corporate Finance, Investments, Due Diligence, Venture Capital, Mergers & Acquisitions, Competitive Analysis, Investment Banking, Corporate Development, Finance
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley
English, Business Administration
Saint Ignatius
Jason Walters Jason Walters's Wells Fargo Securities Experience August 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2015 - Present
Stifel Nicolaus April 2014 - July 2015
Stifel Financial Corp. April 2012 - July 2015
Raymond James Financial Inc. February 2009 - April 2012
Education
Georgia Tech 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Christian Brothers High School 1988 — 1992
High School
Wells Fargo Securities August 2015 - Present
Stifel Nicolaus April 2014 - July 2015
Stifel Financial Corp. April 2012 - July 2015
Raymond James Financial Inc. February 2009 - April 2012
Education
Georgia Tech 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Christian Brothers High School 1988 — 1992
High School
Danny Coffman's Wells Fargo Securities Experience October 2011 - June 2013
Job Associate 2 at KBW
Industry Banking
Experience
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
Dylan Wolfinger Dylan Wolfinger's Wells Fargo Securities Experience September 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Michelin May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Corporate Finance, Strategic Planning
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration, Finance & Accounting
University of South Carolina - The Moore School of Business 2010 — 2011
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Michelin May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Corporate Finance, Strategic Planning
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration, Finance & Accounting
University of South Carolina - The Moore School of Business 2010 — 2011
Daniel Bonifaci Daniel Bonifaci's Wells Fargo Securities Experience December 2014 - Present
Job .
Industry Accounting
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities March 2013 - December 2014
Santander Consumer USA Inc September 2010 - May 2012
Citifinancial Auto December 2003 - September 2010
Citifinancial Auto2009 January 2000 - September 2010
Financial Recovery Services February 2003 - October 2003
Arcadia/Citifinancial January 2000 - January 2002
Education
Gardner-Webb University 2009 — 2010
Accountancy
University of Minnesota
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities March 2013 - December 2014
Santander Consumer USA Inc September 2010 - May 2012
Citifinancial Auto December 2003 - September 2010
Citifinancial Auto2009 January 2000 - September 2010
Financial Recovery Services February 2003 - October 2003
Arcadia/Citifinancial January 2000 - January 2002
Education
Gardner-Webb University 2009 — 2010
Accountancy
University of Minnesota
Karmelia Elliott Karmelia Elliott's Wells Fargo Securities Experience June 2014 - July 2015
Job Product Specialist at Thoughtworks Studios
Industry Computer Software
Experience
ThoughtWorks Studios July 2015 - Present
Wells Fargo Securities June 2014 - July 2015
Capital One July 2012 - June 2014
WebMD July 2012 - July 2012
Georgia Tech College of Computing August 2008 - June 2012
Georgia Tech Cable Network August 2011 - May 2012
Southern Company January 2010 - August 2011
Georgia Institute of Technology August 2008 - August 2011
Cisco May 2008 - August 2008
Skills
Adobe CS5, Photoshop, Illustrator, Attention To Detail, Innovative Problem..., HD Video, Mac OS X, Windows 7, Windows XP Professional, Programming, CSS, HTML, JavaScript, PHP, HTML 5, Java, XML, SQL, jQuery, Visual Studio, C#
Education
Georgia Institute of Technology 2007 — 2012
BS
ThoughtWorks Studios July 2015 - Present
Wells Fargo Securities June 2014 - July 2015
Capital One July 2012 - June 2014
WebMD July 2012 - July 2012
Georgia Tech College of Computing August 2008 - June 2012
Georgia Tech Cable Network August 2011 - May 2012
Southern Company January 2010 - August 2011
Georgia Institute of Technology August 2008 - August 2011
Cisco May 2008 - August 2008
Skills
Adobe CS5, Photoshop, Illustrator, Attention To Detail, Innovative Problem..., HD Video, Mac OS X, Windows 7, Windows XP Professional, Programming, CSS, HTML, JavaScript, PHP, HTML 5, Java, XML, SQL, jQuery, Visual Studio, C#
Education
Georgia Institute of Technology 2007 — 2012
BS
Elton Click's Wells Fargo Securities Experience July 2006 - August 2011
Job Director of Finance at HAECO Americas
Industry Aviation & Aerospace
Experience
HAECO Americas January 2012 - Present
Wells Fargo Securities July 2006 - August 2011
Citigroup Global Markets June 2001 - July 2003
Donaldson, Lufkin & Jenrette June 2000 - August 2000
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Finance, Strategy, Business Development, International Business
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics / Political Science
Lejeune High School 1993 — 1997
HAECO Americas January 2012 - Present
Wells Fargo Securities July 2006 - August 2011
Citigroup Global Markets June 2001 - July 2003
Donaldson, Lufkin & Jenrette June 2000 - August 2000
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Finance, Strategy, Business Development, International Business
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics / Political Science
Lejeune High School 1993 — 1997
Kathy Baum Kathy Baum's Wells Fargo Securities Experience 1990 - 1996
Job Management Advisor: New Business Initatives, Strategy, Operational Risk, Controls and M&A Support
Industry Financial Services
Experience
KB Consulting for Financial Services Industry, LLC March 2013 - Present
SFEO Homes INC March 2005 - Present
E*TRADE Financial July 2011 - February 2013
Silver Management Group, Inc January 2006 - July 2011
Fidelity Information Systems 2000 - 2006
Spectra Securities Software 2000 - 2004
Instinet Corporation 1999 - 1999
Morgan Stanley 1998 - 1998
Charles Schwab 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Relationship Management, Program Management, Vendor Management, Consensus Building, Financial Services, Tax Reporting, Broker-Dealer, Project Management, Cost Basis Reporting, Restricted Stock, Back Office, Strategic Planning, Risk Management, Operations Management, Self Clearing, Fixed Income, Settlement, Securities, SDLC, Creative Problem Solving, Business Analysis, Internal Controls, M&A support, Equities, Options, Management Consulting, Data Conversion, System Implementations, Financial System..., Banking, Correspondent Clearing, Introducing Broker /..., Mergers & Acquisitions, Analysis, Trading, Mutual Funds, Product Management, Asset Management, Governance, Capital Markets, Portfolio Management, Investments, Series 7, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Securities Industry Institute
University of Washington - Pacific Coast Banking School 1992 — 1995
Pacific Coast Banking School Program
Fairfield University 1981 — 1985
Bachelor of Science, Finance
KB Consulting for Financial Services Industry, LLC March 2013 - Present
SFEO Homes INC March 2005 - Present
E*TRADE Financial July 2011 - February 2013
Silver Management Group, Inc January 2006 - July 2011
Fidelity Information Systems 2000 - 2006
Spectra Securities Software 2000 - 2004
Instinet Corporation 1999 - 1999
Morgan Stanley 1998 - 1998
Charles Schwab 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Relationship Management, Program Management, Vendor Management, Consensus Building, Financial Services, Tax Reporting, Broker-Dealer, Project Management, Cost Basis Reporting, Restricted Stock, Back Office, Strategic Planning, Risk Management, Operations Management, Self Clearing, Fixed Income, Settlement, Securities, SDLC, Creative Problem Solving, Business Analysis, Internal Controls, M&A support, Equities, Options, Management Consulting, Data Conversion, System Implementations, Financial System..., Banking, Correspondent Clearing, Introducing Broker /..., Mergers & Acquisitions, Analysis, Trading, Mutual Funds, Product Management, Asset Management, Governance, Capital Markets, Portfolio Management, Investments, Series 7, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Securities Industry Institute
University of Washington - Pacific Coast Banking School 1992 — 1995
Pacific Coast Banking School Program
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Darren Crull Darren Crull's Wells Fargo Securities Experience August 2014 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2014 - Present
Wells Fargo Home Mortgage February 2013 - August 2014
Wells Fargo Home Mortgage June 2011 - February 2013
Wells Fargo Home Mortgage November 2009 - June 2011
Skills
Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Team Building, Time Management, Credit, Strategic Planning, Leadership, Banking, Financial Analysis, Teaching, Loans, Mortgage Lending, Management, Sales, Insurance
Education
Florida State University 2001 — 2003
MFA, Studio Art
Lamar University 1995 — 2000
BFA, Studio Art
Wells Fargo Securities August 2014 - Present
Wells Fargo Home Mortgage February 2013 - August 2014
Wells Fargo Home Mortgage June 2011 - February 2013
Wells Fargo Home Mortgage November 2009 - June 2011
Skills
Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Team Building, Time Management, Credit, Strategic Planning, Leadership, Banking, Financial Analysis, Teaching, Loans, Mortgage Lending, Management, Sales, Insurance
Education
Florida State University 2001 — 2003
MFA, Studio Art
Lamar University 1995 — 2000
BFA, Studio Art
Riley T. Lyons's Wells Fargo Securities Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Dealertrack Technologies May 2014 - August 2014
Two River Community Bank May 2013 - August 2013
Skills
Financial Modeling, DCF Valuation, Microsoft Excel, Finance, Accounting, Due Diligence, Investment Banking, Mergers & Acquisitions, Valuation, Research
Education
Fairfield University 2012 — 2016
Bachelor of Science (BS), Finance & Accounting
The London School of Economics and Political Science (LSE) 2014 — 2014
LSE Summer School 2014: Session Two
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Dealertrack Technologies May 2014 - August 2014
Two River Community Bank May 2013 - August 2013
Skills
Financial Modeling, DCF Valuation, Microsoft Excel, Finance, Accounting, Due Diligence, Investment Banking, Mergers & Acquisitions, Valuation, Research
Education
Fairfield University 2012 — 2016
Bachelor of Science (BS), Finance & Accounting
The London School of Economics and Political Science (LSE) 2014 — 2014
LSE Summer School 2014: Session Two
Scarlett Yijuan Li's Wells Fargo Securities Experience September 2014 - August 2015
Job MBA Candidate at University of California, Berkeley, Haas School of Business
Industry Investment Banking
Experience
University of California, Berkeley, Haas School of Business August 2015 - Present
Wells Fargo Securities September 2014 - August 2015
Standard Chartered Bank May 2013 - September 2014
HSBC Global Banking and Markets April 2011 - May 2013
HSBC Global Banking and Markets July 2010 - April 2011
Skills
Capital Markets, Fixed Income, Management, Financial Modeling, Emerging Markets, Financial Markets, Investments, Private Equity, Bonds, Banking, Hedge Funds, Due Diligence, Structured Products, Finance, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Fudan University 2006 — 2010
Bachelor’s Degree, Finance
National University of Singapore 2009 — 2009
Exchange, Finance
University of California, Berkeley, Haas School of Business August 2015 - Present
Wells Fargo Securities September 2014 - August 2015
Standard Chartered Bank May 2013 - September 2014
HSBC Global Banking and Markets April 2011 - May 2013
HSBC Global Banking and Markets July 2010 - April 2011
Skills
Capital Markets, Fixed Income, Management, Financial Modeling, Emerging Markets, Financial Markets, Investments, Private Equity, Bonds, Banking, Hedge Funds, Due Diligence, Structured Products, Finance, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Fudan University 2006 — 2010
Bachelor’s Degree, Finance
National University of Singapore 2009 — 2009
Exchange, Finance
Alexander Bramlet's Wells Fargo Securities Experience December 2014 - Present
Job Financial Analyst at Wells Fargo
Industry
Experience
Wells Fargo Securities December 2014 - Present
Morgan Stanley May 2014 - October 2014
Software & Information Industry Association June 2013 - May 2014
The Case Foundation June 2012 - September 2012
Telecommunication Industry Association (TIA) June 2010 - August 2011
Software & Information Industry Association (SIIA) June 2009 - September 2009
Education
Georgetown University 2010 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
The Chinese University of Hong Kong 2012 — 2012
International Business
Wells Fargo Securities December 2014 - Present
Morgan Stanley May 2014 - October 2014
Software & Information Industry Association June 2013 - May 2014
The Case Foundation June 2012 - September 2012
Telecommunication Industry Association (TIA) June 2010 - August 2011
Software & Information Industry Association (SIIA) June 2009 - September 2009
Education
Georgetown University 2010 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
The Chinese University of Hong Kong 2012 — 2012
International Business
Geoffrey Horton Geoffrey Horton's Wells Fargo Securities Experience August 2015 - Present
Job Structured Products Research CLO/Commercial ABS Analyst
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo January 2014 - August 2015
Deutsche Bank July 2013 - January 2014
Montag Wealth Management August 2012 - November 2012
SMB Capital May 2012 - August 2012
Montag Wealth Management May 2011 - August 2011
Skills
Investments, Fundamental Analysis, Options Trading, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Bloomberg Terminal, VBA, Trading, Equities, Portfolio Management, Fixed Income, Finance, Options, FX Options
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial & Systems Engineering
University of California, Berkeley - Extension
Effingham County High School 2005 — 2009
High School Diploma
Wells Fargo Securities August 2015 - Present
Wells Fargo January 2014 - August 2015
Deutsche Bank July 2013 - January 2014
Montag Wealth Management August 2012 - November 2012
SMB Capital May 2012 - August 2012
Montag Wealth Management May 2011 - August 2011
Skills
Investments, Fundamental Analysis, Options Trading, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Bloomberg Terminal, VBA, Trading, Equities, Portfolio Management, Fixed Income, Finance, Options, FX Options
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial & Systems Engineering
University of California, Berkeley - Extension
Effingham County High School 2005 — 2009
High School Diploma
Caitlyn Kuan Caitlyn Kuan's Wells Fargo Securities Experience June 2011 - August 2011
Job
Industry Financial Services
Experience
Deloitte Consulting 2015 - Present
Ernst & Young 2012 - 2015
Akervall Technologies dba SISU Mouth Guards and SISU SOVA NIght Guards October 2011 - December 2011
Wells Fargo Securities June 2011 - August 2011
FanVision January 2011 - April 2011
Caitlyn W. Kuan, Esq 2008 - 2010
Caitlyn W. Kuan, Esq. dba Gerberas Law 2005 - 2010
Skills
Innovation Development, Business Innovation, Product Innovation, Strategy, Business Strategy, Financial Analysis, Business Development, Strategic Planning, Marketing Strategy, Finance, Business Planning, Management, Analysis, Market Analysis, Mergers & Acquisitions, Litigation, Due Diligence, Entrepreneurship, Project Management, Negotiation, Valuation, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Emphases in Strategy, Marketing and Finance
ESADE Business School 2012 — 2012
MBA - Study Abroad, Marketing and Innovation - Emphasis in the European and Spanish Markets
WHU – Otto Beisheim School of Management 2011 — 2011
MBA - Study Abroad, International Business and Finance - Emphasis in the European Market
U.C. Hastings, College of the Law 1999 — 2002
Juris Doctorate
U.C. Berkeley 1994 — 1998
Bachelor of Arts, Legal Studies
Deloitte Consulting 2015 - Present
Ernst & Young 2012 - 2015
Akervall Technologies dba SISU Mouth Guards and SISU SOVA NIght Guards October 2011 - December 2011
Wells Fargo Securities June 2011 - August 2011
FanVision January 2011 - April 2011
Caitlyn W. Kuan, Esq 2008 - 2010
Caitlyn W. Kuan, Esq. dba Gerberas Law 2005 - 2010
Skills
Innovation Development, Business Innovation, Product Innovation, Strategy, Business Strategy, Financial Analysis, Business Development, Strategic Planning, Marketing Strategy, Finance, Business Planning, Management, Analysis, Market Analysis, Mergers & Acquisitions, Litigation, Due Diligence, Entrepreneurship, Project Management, Negotiation, Valuation, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Emphases in Strategy, Marketing and Finance
ESADE Business School 2012 — 2012
MBA - Study Abroad, Marketing and Innovation - Emphasis in the European and Spanish Markets
WHU – Otto Beisheim School of Management 2011 — 2011
MBA - Study Abroad, International Business and Finance - Emphasis in the European Market
U.C. Hastings, College of the Law 1999 — 2002
Juris Doctorate
U.C. Berkeley 1994 — 1998
Bachelor of Arts, Legal Studies
Holly Richer Holly Richer's Wells Fargo Securities Experience June 2015 - Present
Job Interest Rate Risk Management Analyst
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2014 - July 2014
Williams-Sonoma, Inc. May 2013 - July 2013
Skills
Microsoft Office, Public Speaking, Leadership, Event Planning, Data Analysis, Research, Teamwork
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Business Administration, 4.0
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2014 - July 2014
Williams-Sonoma, Inc. May 2013 - July 2013
Skills
Microsoft Office, Public Speaking, Leadership, Event Planning, Data Analysis, Research, Teamwork
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Business Administration, 4.0
Evan Sterrett's Wells Fargo Securities Experience June 2014 - August 2014
Job Content Analyst at Snapchat, Inc.
Industry Motion Pictures and Film
Experience
Snapchat, Inc. August 2015 - Present
Nuns on the Bus Movie April 2015 - July 2015
Georgetown Buzz September 2014 - November 2014
Wells Fargo Securities June 2014 - August 2014
Gelardin New Media Center February 2014 - May 2014
AFI Docs February 2014 - April 2014
Maslow Media Group, Inc. June 2013 - November 2013
Georgetown University June 2013 - August 2013
OUT for Work January 2013 - May 2013
Jumpstart September 2012 - May 2013
Skills
Graphic Design, Film Production, Photography, Social Media, Final Cut Pro, Creative Writing, Spanish, Research, Event Planning, Microsoft Office, Microsoft Word
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, English; Film & Media Studies
South Western High School 2007 — 2011
Snapchat, Inc. August 2015 - Present
Nuns on the Bus Movie April 2015 - July 2015
Georgetown Buzz September 2014 - November 2014
Wells Fargo Securities June 2014 - August 2014
Gelardin New Media Center February 2014 - May 2014
AFI Docs February 2014 - April 2014
Maslow Media Group, Inc. June 2013 - November 2013
Georgetown University June 2013 - August 2013
OUT for Work January 2013 - May 2013
Jumpstart September 2012 - May 2013
Skills
Graphic Design, Film Production, Photography, Social Media, Final Cut Pro, Creative Writing, Spanish, Research, Event Planning, Microsoft Office, Microsoft Word
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, English; Film & Media Studies
South Western High School 2007 — 2011
Jon LeBoutillier Jon LeBoutillier's Wells Fargo Securities Experience June 2015 - Present
Job Equity Derivatives Trading Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Georgia Tech Student Foundation Investments Committee August 2013 - August 2014
Gadfly Capital November 2012 - December 2013
Asian Century Quest Capital, LLC May 2013 - August 2013
UBS Financial Services Inc May 2012 - May 2013
London 2012 July 2012 - August 2012
Education
Georgia Institute of Technology 2011 — 2014
BS, Finance, 3.82 GPA
London School of Economics and Political Science
Pope High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Georgia Tech Student Foundation Investments Committee August 2013 - August 2014
Gadfly Capital November 2012 - December 2013
Asian Century Quest Capital, LLC May 2013 - August 2013
UBS Financial Services Inc May 2012 - May 2013
London 2012 July 2012 - August 2012
Education
Georgia Institute of Technology 2011 — 2014
BS, Finance, 3.82 GPA
London School of Economics and Political Science
Pope High School 2007 — 2011
Rose Mathis Rose Mathis's Wells Fargo Securities Experience July 2015 - Present
Job Syndicate Investment Solutions at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
UBS Investment Bank August 2011 - July 2015
UBS Investment Bank June 2010 - August 2010
New Jersey State Police June 2008 - August 2008
Education
Fairfield University 2007 — 2011
B.S., Chemistry, Mathematics, German
Università degli Studi di Firenze / University of Florence 2009 — 2010
Wells Fargo Securities July 2015 - Present
UBS Investment Bank August 2011 - July 2015
UBS Investment Bank June 2010 - August 2010
New Jersey State Police June 2008 - August 2008
Education
Fairfield University 2007 — 2011
B.S., Chemistry, Mathematics, German
Università degli Studi di Firenze / University of Florence 2009 — 2010
Zakiya Alta Lee's Wells Fargo Securities Experience 2005 - 2005
Job Owner of ZPropPrep / Professional Performer / SAGAFTRA (E)
Industry Entertainment
Experience
ZProPrep 2014 - Present
Finn Partners 2013 - Present
Atlanta Hawks 2010 - 2012
Georgia Generals Semi-Pro Football Team 2007 - 2009
The Little Gym International, Inc. 2006 - 2008
Bad Boy South 2006 - 2007
Atlanta Hawks 2005 - 2007
Wells Fargo Securities 2005 - 2005
Skills
Dance, Acting, Film, Television
Education
Florida State University 2001 — 2005
Bachelor’s Degree, Fine Arts / Business Administration, cum-laude
ZProPrep 2014 - Present
Finn Partners 2013 - Present
Atlanta Hawks 2010 - 2012
Georgia Generals Semi-Pro Football Team 2007 - 2009
The Little Gym International, Inc. 2006 - 2008
Bad Boy South 2006 - 2007
Atlanta Hawks 2005 - 2007
Wells Fargo Securities 2005 - 2005
Skills
Dance, Acting, Film, Television
Education
Florida State University 2001 — 2005
Bachelor’s Degree, Fine Arts / Business Administration, cum-laude
Jake Wooten Jake Wooten's Wells Fargo Securities Experience June 2010 - June 2013
Job Senior Associate at Mistral Equity Partners
Industry Venture Capital & Private Equity
Experience
Mistral Equity Partners July 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Skills
Critical Thinking, Financial Analysis, Financial Modeling, Valuation, Presentation Skills, Corporate Finance, Growth Capital, Investments, Capital Markets, Microsoft Excel, Bloomberg, FactSet, Microsoft Office
Education
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (BBA), Magna cum laude, Consulting and Venture Management, Philosophy (honors)
Mistral Equity Partners July 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Skills
Critical Thinking, Financial Analysis, Financial Modeling, Valuation, Presentation Skills, Corporate Finance, Growth Capital, Investments, Capital Markets, Microsoft Excel, Bloomberg, FactSet, Microsoft Office
Education
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (BBA), Magna cum laude, Consulting and Venture Management, Philosophy (honors)
A. Scott Munger A. Scott Munger's Wells Fargo Securities Experience May 2015 - Present
Job Derivatives Sales and Trading Analyst
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
ROTC August 2011 - May 2015
Wells Fargo Securities May 2014 - August 2014
Pudong Institute for The U.S Economy February 2013 - June 2013
Skills
Strategic Leadership, Mandarin, Economic Research, PowerPoint, Market Research, Social Networking, Microsoft Excel, Finance, Leadership, Financial Modeling, Financial Analysis
Education
Wake Forest University 2011 — 2015
Bachelor's degree, Economics
Fudan University 2013 — 2013
Economics, Chinese, Study Abroad
Creighton Preparatory School 2007 — 2011
Wells Fargo Securities May 2015 - Present
ROTC August 2011 - May 2015
Wells Fargo Securities May 2014 - August 2014
Pudong Institute for The U.S Economy February 2013 - June 2013
Skills
Strategic Leadership, Mandarin, Economic Research, PowerPoint, Market Research, Social Networking, Microsoft Excel, Finance, Leadership, Financial Modeling, Financial Analysis
Education
Wake Forest University 2011 — 2015
Bachelor's degree, Economics
Fudan University 2013 — 2013
Economics, Chinese, Study Abroad
Creighton Preparatory School 2007 — 2011
Blake Davis's Wells Fargo Securities Experience July 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Quantum Resources Management, LLC June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Accounting, Valuation, Data Analysis
Education
Florida State University 2010 — 2014
BS, Finance
Wells Fargo Securities July 2014 - Present
Quantum Resources Management, LLC June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Accounting, Valuation, Data Analysis
Education
Florida State University 2010 — 2014
BS, Finance
Devin O'Malley Devin O'Malley's Wells Fargo Securities Experience June 2011 - January 2013
Job Senior Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2015 - Present
Summit Partners January 2013 - June 2015
Wells Fargo Securities June 2011 - January 2013
Bank of America Merrill Lynch June 2010 - August 2010
Lincoln Financial Advisors June 2009 - August 2009
Skills
Business Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers & Acquisitions, Financial Analysis, Economics, Financial Modeling, Equities, Corporate Finance, Portfolio Management, LBO, Valuation, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
Emory University - Goizueta Business School 2008 — 2009
Business
Summit Partners July 2015 - Present
Summit Partners January 2013 - June 2015
Wells Fargo Securities June 2011 - January 2013
Bank of America Merrill Lynch June 2010 - August 2010
Lincoln Financial Advisors June 2009 - August 2009
Skills
Business Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers & Acquisitions, Financial Analysis, Economics, Financial Modeling, Equities, Corporate Finance, Portfolio Management, LBO, Valuation, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
Emory University - Goizueta Business School 2008 — 2009
Business
Nicholas Carrizosa's Wells Fargo Securities Experience March 2015 - Present
Job Wells Fargo Futures and Commodities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Skills
Customer Service, Media Production, Creative Direction, Creative Writer, Microsoft Office, Microsoft Word, Web Design, Web Services, Web Analytics, Computer Repair, Computer Maintenance, Sports Radio, Audio Engineering, Audio Editing, Statistical Reporting, Audio Post Production, Marketing Strategy, Microsoft Excel, PowerPoint, English, Social Media Marketing, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Creative Strategy, Financial Analysis, Financial Accounting, Sungard GMI, Smartstream TLM, Financial Futures, Regulatory Affairs, NMLS, Commodity Markets, Collateral Management, Statutory Compliances, Investment Banking
Education
Florida State University
Bachelor of Science (B.S.), Political Science and Government
Wells Fargo Securities March 2015 - Present
Skills
Customer Service, Media Production, Creative Direction, Creative Writer, Microsoft Office, Microsoft Word, Web Design, Web Services, Web Analytics, Computer Repair, Computer Maintenance, Sports Radio, Audio Engineering, Audio Editing, Statistical Reporting, Audio Post Production, Marketing Strategy, Microsoft Excel, PowerPoint, English, Social Media Marketing, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Creative Strategy, Financial Analysis, Financial Accounting, Sungard GMI, Smartstream TLM, Financial Futures, Regulatory Affairs, NMLS, Commodity Markets, Collateral Management, Statutory Compliances, Investment Banking
Education
Florida State University
Bachelor of Science (B.S.), Political Science and Government
Scott A. Orr.'s Wells Fargo Securities Experience January 2007 - November 2008
Job Senior Vice President Branch Manager at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors December 2008 - October 2014
Wells Fargo Securities January 2007 - November 2008
Morgan Stanley April 1987 - September 2005
Dean Witter Reynolds Inc. June 1979 - August 1982
Education
Florida Atlantic University 1979 — 1982
Master's degree, Secondary Education and Teaching
Florida Atlantic University 1977 — 1979
Bachelor's degree, Secondary Education and Teaching
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors December 2008 - October 2014
Wells Fargo Securities January 2007 - November 2008
Morgan Stanley April 1987 - September 2005
Dean Witter Reynolds Inc. June 1979 - August 1982
Education
Florida Atlantic University 1979 — 1982
Master's degree, Secondary Education and Teaching
Florida Atlantic University 1977 — 1979
Bachelor's degree, Secondary Education and Teaching
James Abishek Wilson James Abishek Wilson's Wells Fargo Securities Experience August 2011 - April 2013
Job RM at Wells Fargo Capital Finance
Industry Investment Banking
Experience
Wells Fargo Capital Finance June 2013 - Present
Wells Fargo Securities August 2011 - April 2013
Blue Heron Capital June 2010 - August 2010
KPMG July 2005 - June 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration
Wells Fargo Capital Finance June 2013 - Present
Wells Fargo Securities August 2011 - April 2013
Blue Heron Capital June 2010 - August 2010
KPMG July 2005 - June 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration
Robert Grunewald Robert Grunewald's Wells Fargo Securities Experience January 1998 - January 2006
Job CIO at BDCA
Industry Investment Management
Experience
BDCA September 2011 - Present
CICERO CAPITAL PARTNERS, LLC January 2010 - September 2011
American Capital March 2006 - December 2009
Wells Fargo Securities January 1998 - January 2006
Skills
Asset Management, Portfolio Management, Hedge Funds, Equities, Alternative Investments, Investments, Business Analysis, Fixed Income, Risk Management, Asset Allocation, Private Equity
Education
Georgia State University 1992 — 1994
Master of Business Administration (MBA)
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BDCA September 2011 - Present
CICERO CAPITAL PARTNERS, LLC January 2010 - September 2011
American Capital March 2006 - December 2009
Wells Fargo Securities January 1998 - January 2006
Skills
Asset Management, Portfolio Management, Hedge Funds, Equities, Alternative Investments, Investments, Business Analysis, Fixed Income, Risk Management, Asset Allocation, Private Equity
Education
Georgia State University 1992 — 1994
Master of Business Administration (MBA)
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Monica Arguello Monica Arguello's Wells Fargo Securities Experience May 2012 - Present
Job Commercial Mortgage Underwriter at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2012 - Present
PNC Bank (formerly RBC Bank) November 2011 - April 2012
Espirito Santo Bank of Florida April 2008 - June 2011
Biscayne Americas Advisers, LLC November 2007 - March 2008
Epoque Hotels May 2006 - November 2007
Banco Conavi / Bancolombia February 2001 - April 2002
Skills
Credit, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Underwriting, Investments, Risk Management, Loans, Accounting, Corporate Finance, Financial Risk, Microsoft Excel, Commercial Lending, Commercial Banking, Finance, Credit Risk
Education
Florida International University 2005 — 2007
Bachelor of Business Administration, Finance
Florida International University 2005 — 2007
Bachelor of Arts, Economics
Wells Fargo Securities May 2012 - Present
PNC Bank (formerly RBC Bank) November 2011 - April 2012
Espirito Santo Bank of Florida April 2008 - June 2011
Biscayne Americas Advisers, LLC November 2007 - March 2008
Epoque Hotels May 2006 - November 2007
Banco Conavi / Bancolombia February 2001 - April 2002
Skills
Credit, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Underwriting, Investments, Risk Management, Loans, Accounting, Corporate Finance, Financial Risk, Microsoft Excel, Commercial Lending, Commercial Banking, Finance, Credit Risk
Education
Florida International University 2005 — 2007
Bachelor of Business Administration, Finance
Florida International University 2005 — 2007
Bachelor of Arts, Economics
Nitin Namjoshi, CFA, FRM, ERP Nitin Namjoshi, CFA, FRM, ERP's Wells Fargo Securities Experience June 2006 - Present
Job Director, Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities June 2006 - Present
Venos Capital Partners LP 2008 January 2006 - Present
Echostar Data Networks May 2004 - June 2006
Georgia Institute of Technology 2003 2003 - 2003
Georgia Institute of Technology January 2002 - December 2002
Skills
Financial Modeling, Risk Management, VBA, Matlab, Fixed Income, Options, Business Analysis, Data Analysis, SQL, C++, Financial Analysis
Education
Georgia Institute of Technology 1999 — 2003
BS
Temple Christian High School 1997 — 1999
GCSE Diploma
Wells Fargo Securities June 2006 - Present
Venos Capital Partners LP 2008 January 2006 - Present
Echostar Data Networks May 2004 - June 2006
Georgia Institute of Technology 2003 2003 - 2003
Georgia Institute of Technology January 2002 - December 2002
Skills
Financial Modeling, Risk Management, VBA, Matlab, Fixed Income, Options, Business Analysis, Data Analysis, SQL, C++, Financial Analysis
Education
Georgia Institute of Technology 1999 — 2003
BS
Temple Christian High School 1997 — 1999
GCSE Diploma
David Mell's Wells Fargo Securities Experience June 2012 - Present
Job Director at Wells Fargo Securities
Industry Venture Capital & Private Equity
Experience
Wells Fargo Securities June 2012 - Present
Coller Capital September 2010 - August 2012
MacAndrews and Forbes August 2007 - September 2010
UBS Investment Bank July 2004 - July 2007
Dresdner Kleinwort Wasserstein July 2002 - July 2004
Wasserstein Perella 2002 - 2004
Skills
Valuation, Financial Modeling, Portfolio Management, Deal Structuring, Forecasting
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / International Business
UNSW Australia 2000 — 2000
Finance
Poly Prep 1994 — 1998
High School, High School
Wells Fargo Securities June 2012 - Present
Coller Capital September 2010 - August 2012
MacAndrews and Forbes August 2007 - September 2010
UBS Investment Bank July 2004 - July 2007
Dresdner Kleinwort Wasserstein July 2002 - July 2004
Wasserstein Perella 2002 - 2004
Skills
Valuation, Financial Modeling, Portfolio Management, Deal Structuring, Forecasting
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / International Business
UNSW Australia 2000 — 2000
Finance
Poly Prep 1994 — 1998
High School, High School
Bo Diamond Bo Diamond's Wells Fargo Securities Experience May 2008 - July 2011
Job Associate Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank June 2015 - Present
Barclays Investment Bank August 2013 - May 2014
Barclays Investment Bank July 2011 - July 2013
Wells Fargo Securities May 2008 - July 2011
KTR Capital Partners July 2007 - August 2007
HADP Architecture, Inc May 2005 - May 2007
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Capital Markets, Derivatives, Equity Derivatives, Finance, Banking, Bloomberg, Microsoft Excel, IPO, Capital Structure, Restructuring, Credit, Acquisitions, Analysis, Market Research, Equities, Fixed Income, Due Diligence, VBA, PowerPoint, Structured Finance, Securities, Strategy, Business Analysis, Business Strategy, Mergers & Acquisitions, Management, Project Management, Leadership
Education
Villanova University 2007 — 2008
Master of Science, Finance
Georgia Institute of Technology 2003 — 2007
BS, Architecture, Finance
UBS Investment Bank June 2015 - Present
Barclays Investment Bank August 2013 - May 2014
Barclays Investment Bank July 2011 - July 2013
Wells Fargo Securities May 2008 - July 2011
KTR Capital Partners July 2007 - August 2007
HADP Architecture, Inc May 2005 - May 2007
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Capital Markets, Derivatives, Equity Derivatives, Finance, Banking, Bloomberg, Microsoft Excel, IPO, Capital Structure, Restructuring, Credit, Acquisitions, Analysis, Market Research, Equities, Fixed Income, Due Diligence, VBA, PowerPoint, Structured Finance, Securities, Strategy, Business Analysis, Business Strategy, Mergers & Acquisitions, Management, Project Management, Leadership
Education
Villanova University 2007 — 2008
Master of Science, Finance
Georgia Institute of Technology 2003 — 2007
BS, Architecture, Finance
Pamela Krull Pamela Krull's Wells Fargo Securities Experience January 2015 - Present
Job Legal Assistant Paralegal at Wells Fargo Securities
Industry Legal Services
Experience
Wells Fargo Securities January 2015 - Present
James, McElroy & Diehl, P.A. January 2014 - Present
TriNet September 2013 - December 2013
Moore & Van Allen, PLLC July 2013 - August 2013
CPCC Paralegal Program August 2011 - May 2013
Cogent Closing Associates March 2009 - April 2011
Ameritrust Mortgage December 2002 - March 2009
Barclays American January 1989 - April 1991
GMAC January 1987 - December 1989
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Real Estate, Process Improvement, paralegal
Education
CPCC 2011 — 2013
Associate of Science (A.S.), Paralegal, 3.8
Erie Community College 1978 — 1980
Associates, Business
Wells Fargo Securities January 2015 - Present
James, McElroy & Diehl, P.A. January 2014 - Present
TriNet September 2013 - December 2013
Moore & Van Allen, PLLC July 2013 - August 2013
CPCC Paralegal Program August 2011 - May 2013
Cogent Closing Associates March 2009 - April 2011
Ameritrust Mortgage December 2002 - March 2009
Barclays American January 1989 - April 1991
GMAC January 1987 - December 1989
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Real Estate, Process Improvement, paralegal
Education
CPCC 2011 — 2013
Associate of Science (A.S.), Paralegal, 3.8
Erie Community College 1978 — 1980
Associates, Business
Brendan James Brendan James's Wells Fargo Securities Experience July 2001 - August 2015
Job Institutional Equity Trader
Industry Financial Services
Experience
Wells Fargo Securities July 2001 - August 2015
Deutsche Bank 1999 - 2001
Skills
US Equities, Trading, Bloomberg, Market Research, Equities, Capital Markets, Investments, Sales
Education
Franklin & Marshall College 1993 — 1998
Bachelor of Arts (BA), History
Advance Studies in England 1996 — 1996
Calvert Hall College 1989 — 1993
Wells Fargo Securities July 2001 - August 2015
Deutsche Bank 1999 - 2001
Skills
US Equities, Trading, Bloomberg, Market Research, Equities, Capital Markets, Investments, Sales
Education
Franklin & Marshall College 1993 — 1998
Bachelor of Arts (BA), History
Advance Studies in England 1996 — 1996
Calvert Hall College 1989 — 1993
Max Kaltman Max Kaltman's Wells Fargo Securities Experience June 2015 - August 2015
Job Business Manager at the Technique
Industry Financial Services
Experience
The Technique August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Coca-Cola Refreshments August 2014 - December 2014
GE Capital June 2014 - August 2014
GE Capital June 2013 - August 2013
Argus Research July 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoCAD, Data Analysis, R, Python, Financial Modeling
Education
Georgia Institute of Technology
BS, Industrial Engineering
The Technique August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Coca-Cola Refreshments August 2014 - December 2014
GE Capital June 2014 - August 2014
GE Capital June 2013 - August 2013
Argus Research July 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoCAD, Data Analysis, R, Python, Financial Modeling
Education
Georgia Institute of Technology
BS, Industrial Engineering
Carrie A. Snyder's Wells Fargo Securities Experience 2005 - 2007
Job Consultant; Strategic Development, Finance & Operations at Vitaliti Wellness Inc.
Industry Financial Services
Experience
Vitaliti Wellness Inc. 2011 - Present
Emerging Growth Research 2009 - 2011
Nollenberger Capital Partners 2007 - 2008
Wells Fargo Securities 2005 - 2007
Pacific Growth Equities 2003 - 2005
Ashwood Capital Inc. 2001 - 2003
Citigroup Global Markets 2000 - 2001
JPMorgan Chase & Co. 1997 - 2000
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Telecommunications, Equities, Corporate Finance, Strategic Development, Project Management &..., Business Development, Investment Banking, Market Research &..., Client Relationship..., Business Partnership..., Operations & Logistics..., Development and..., Operating Procedures..., Leading Teams &..., Marketing, Affiliate Partnerships..., Conflict Resolution, Effective Business..., Business Process..., Business Strategy, Solution Implementation, Corporate Development, Project Management, Logistics Management, Manage Client..., Operations Management, Strategic Partnerships, Business Partner..., Strategic Initiatives, CRM
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Concentration in Corporate Finance
University of Oxford 1996 — 1996
International Management Graduate Business Program
The George Washington University 1992 — 1994
Master's Degree, Elliott School of International Affairs
University of California, Davis
Bachelor's Degree, Economics & Psychology, Minor in German
Henry M. Gunn Senior High School, Palo Alto CA
Vitaliti Wellness Inc. 2011 - Present
Emerging Growth Research 2009 - 2011
Nollenberger Capital Partners 2007 - 2008
Wells Fargo Securities 2005 - 2007
Pacific Growth Equities 2003 - 2005
Ashwood Capital Inc. 2001 - 2003
Citigroup Global Markets 2000 - 2001
JPMorgan Chase & Co. 1997 - 2000
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Telecommunications, Equities, Corporate Finance, Strategic Development, Project Management &..., Business Development, Investment Banking, Market Research &..., Client Relationship..., Business Partnership..., Operations & Logistics..., Development and..., Operating Procedures..., Leading Teams &..., Marketing, Affiliate Partnerships..., Conflict Resolution, Effective Business..., Business Process..., Business Strategy, Solution Implementation, Corporate Development, Project Management, Logistics Management, Manage Client..., Operations Management, Strategic Partnerships, Business Partner..., Strategic Initiatives, CRM
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Concentration in Corporate Finance
University of Oxford 1996 — 1996
International Management Graduate Business Program
The George Washington University 1992 — 1994
Master's Degree, Elliott School of International Affairs
University of California, Davis
Bachelor's Degree, Economics & Psychology, Minor in German
Henry M. Gunn Senior High School, Palo Alto CA
Bill Passmore, CFA's Wells Fargo Securities Experience September 2006 - August 2014
Job AVP, Market Risk Analysis & Capital at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo August 2014 - Present
Wells Fargo Securities September 2006 - August 2014
Passmore Consulting Group June 2001 - September 2006
First Union Securities / Bowles Hollowell Conner August 1999 - June 2001
Banc of America Securities February 1998 - August 1999
Bank of America February 1996 - February 1998
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Wells Fargo August 2014 - Present
Wells Fargo Securities September 2006 - August 2014
Passmore Consulting Group June 2001 - September 2006
First Union Securities / Bowles Hollowell Conner August 1999 - June 2001
Banc of America Securities February 1998 - August 1999
Bank of America February 1996 - February 1998
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Josh Stahl's Wells Fargo Securities Experience December 2011 - June 2013
Job Compliance Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Securities December 2011 - June 2013
Newedge USA, LLC January 2009 - December 2011
National Futures Association June 2005 - January 2009
Skills
Securities, Derivatives, Risk Management, AML, Capital Markets, Equities, FINRA, Financial Regulation, Financial Services, Hedge Funds, Options, Series 7
Education
Fontbonne University 2002 — 2005
Rose-Hulman Institute of Technology
Wells Fargo Advisors June 2013 - Present
Wells Fargo Securities December 2011 - June 2013
Newedge USA, LLC January 2009 - December 2011
National Futures Association June 2005 - January 2009
Skills
Securities, Derivatives, Risk Management, AML, Capital Markets, Equities, FINRA, Financial Regulation, Financial Services, Hedge Funds, Options, Series 7
Education
Fontbonne University 2002 — 2005
Rose-Hulman Institute of Technology
Kip Buss, CMB's Wells Fargo Securities Experience February 2008 - Present
Job Vice President, Policy and Compliance at Wells Fargo SecuritiesMortgage Banker Finance Group
Industry Financial Services
Experience
Wells Fargo Securities February 2008 - Present
Federal Home Loan Bank of Atlanta April 2002 - April 2007
Federal Home Loan Bank of Atlanta March 1998 - April 2002
Federal Home Loan Bank of Atlanta January 1988 - October 1998
Federal Home Loan Bank of Atlanta March 1982 - January 1988
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Underwriting, Banking, Credit Risk, Risk Management, Credit Analysis, Capital Markets, Financial Analysis, Secondary Market, Compliance, Policy, Investments, Real Estate, Loan Origination, Mergers & Acquisitions, Management, Finance, Financial Services, Strategy, Relationship Management, Executive Management, Strategic Planning, Financial Risk, Due Diligence, Portfolio Management, Valuation, Commercial Lending, Residential Mortgages, Refinance, Consumer Lending, Loss Mitigation, Financial Structuring, Leadership, Mortgage Underwriting, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Mortgage Servicing
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1987
MBA, Finance/Real Estate
Wake Forest University 1977 — 1981
BA, Economics
Manheim Township High School
Wells Fargo Securities February 2008 - Present
Federal Home Loan Bank of Atlanta April 2002 - April 2007
Federal Home Loan Bank of Atlanta March 1998 - April 2002
Federal Home Loan Bank of Atlanta January 1988 - October 1998
Federal Home Loan Bank of Atlanta March 1982 - January 1988
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Underwriting, Banking, Credit Risk, Risk Management, Credit Analysis, Capital Markets, Financial Analysis, Secondary Market, Compliance, Policy, Investments, Real Estate, Loan Origination, Mergers & Acquisitions, Management, Finance, Financial Services, Strategy, Relationship Management, Executive Management, Strategic Planning, Financial Risk, Due Diligence, Portfolio Management, Valuation, Commercial Lending, Residential Mortgages, Refinance, Consumer Lending, Loss Mitigation, Financial Structuring, Leadership, Mortgage Underwriting, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Mortgage Servicing
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1987
MBA, Finance/Real Estate
Wake Forest University 1977 — 1981
BA, Economics
Manheim Township High School
Randall Gerardes's Wells Fargo Securities Experience September 2012 - Present
Job Vice President, Senior Analyst Infrastructure Finance Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities September 2012 - Present
AIG Asset Management April 2011 - September 2012
Assured Guaranty April 2005 - April 2011
MBIA November 2003 - April 2005
accenture 2001 - 2003
Skills
Project Finance, Public Finance, Capital Markets, Fixed Income, High Yield, Investment Banking, Structured Finance, Financial Modeling, Bonds, Derivatives, Valuation, Bloomberg, Finance, Corporate Finance, Due Diligence, Trading
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Utica College 1997 — 2001
BS, Business Economics
Wells Fargo Securities September 2012 - Present
AIG Asset Management April 2011 - September 2012
Assured Guaranty April 2005 - April 2011
MBIA November 2003 - April 2005
accenture 2001 - 2003
Skills
Project Finance, Public Finance, Capital Markets, Fixed Income, High Yield, Investment Banking, Structured Finance, Financial Modeling, Bonds, Derivatives, Valuation, Bloomberg, Finance, Corporate Finance, Due Diligence, Trading
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Utica College 1997 — 2001
BS, Business Economics
Iram Baez's Wells Fargo Securities Experience January 2014 - Present
Job AVP, Capital Markets System Engineer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Morgan Stanley August 2012 - September 2013
Instinet June 2008 - February 2012
Marco Polo August 2007 - April 2008
National Stock Exchange March 2006 - August 2007
NYSE Euronext October 1998 - February 2006
Skills
Electronic Trading, Market Data, Trading Systems, Unix, Equity Trading, Business Analysis, Equities, Exchange Connectivity, SQL, Access, Disaster Recovery, Linux, Databases, Quality Assurance, Vendor Management, Project Management, TCP/IP, Fidessa, ITIL, Options, Derivatives, Security, Data Center, Testing, Low Latency, Troubleshooting
Education
Fordham University 1994 — 1998
Bachelor of Science, Business School - MIS
Fordham Preparatory 1988 — 1992
Hewlett Packard Educational Facility
Pace University
Wells Fargo Securities January 2014 - Present
Morgan Stanley August 2012 - September 2013
Instinet June 2008 - February 2012
Marco Polo August 2007 - April 2008
National Stock Exchange March 2006 - August 2007
NYSE Euronext October 1998 - February 2006
Skills
Electronic Trading, Market Data, Trading Systems, Unix, Equity Trading, Business Analysis, Equities, Exchange Connectivity, SQL, Access, Disaster Recovery, Linux, Databases, Quality Assurance, Vendor Management, Project Management, TCP/IP, Fidessa, ITIL, Options, Derivatives, Security, Data Center, Testing, Low Latency, Troubleshooting
Education
Fordham University 1994 — 1998
Bachelor of Science, Business School - MIS
Fordham Preparatory 1988 — 1992
Hewlett Packard Educational Facility
Pace University
Kyle Shenton's Wells Fargo Securities Experience February 2007 - August 2010
Job Vice President Asset Finance Group at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Wells Fargo Securities February 2007 - August 2010
Long Beach Acceptance Corp 2006 - 2007
Skills
Capital Markets, Finance, Financial Analysis
Education
Georgetown University 2000 — 2004
SunTrust Robinson Humphrey 2010 - Present
Wells Fargo Securities February 2007 - August 2010
Long Beach Acceptance Corp 2006 - 2007
Skills
Capital Markets, Finance, Financial Analysis
Education
Georgetown University 2000 — 2004
Derik Swanson's Wells Fargo Securities Experience March 2013 - Present
Job Vice President Leveraged Finance Group at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities July 2009 - February 2013
The Carlyle Group September 2008 - May 2009
Wachovia Securities, LLC June 2008 - August 2008
CapitalSource Finance LLC February 2004 - July 2007
Cambridge Associates LLC September 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance, Economics
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities July 2009 - February 2013
The Carlyle Group September 2008 - May 2009
Wachovia Securities, LLC June 2008 - August 2008
CapitalSource Finance LLC February 2004 - July 2007
Cambridge Associates LLC September 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance, Economics
Matthew Shepherd's Wells Fargo Securities Experience April 2015 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Royal Bank of Scotland June 2013 - April 2015
Royal Bank of Scotland October 2012 - May 2013
Royal Bank of Scotland April 2012 - September 2012
Royal Bank of Scotland December 2009 - April 2012
RBS Greenwich Capital March 2008 - November 2009
RBS Greenwich Capital March 2003 - March 2008
RBS Greenwich Capital June 2001 - March 2003
Skills
Asset Backed Financing, Commercial Mortgages, Residential Mortgages, Securitization, Change Management, Treasury, Project Management, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Portfolio Management, Investment Banking, Hedge Funds, Bloomberg, Risk Management, Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Leadership and Change Management
Franklin & Marshall College 1997 — 2001
BA, Finance
Wells Fargo Securities April 2015 - Present
Royal Bank of Scotland June 2013 - April 2015
Royal Bank of Scotland October 2012 - May 2013
Royal Bank of Scotland April 2012 - September 2012
Royal Bank of Scotland December 2009 - April 2012
RBS Greenwich Capital March 2008 - November 2009
RBS Greenwich Capital March 2003 - March 2008
RBS Greenwich Capital June 2001 - March 2003
Skills
Asset Backed Financing, Commercial Mortgages, Residential Mortgages, Securitization, Change Management, Treasury, Project Management, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Portfolio Management, Investment Banking, Hedge Funds, Bloomberg, Risk Management, Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Leadership and Change Management
Franklin & Marshall College 1997 — 2001
BA, Finance
Santosh Sankar's Wells Fargo Securities Experience July 2013 - March 2015
Job Apprentice, Lamp Post Labs at Lamp Post Group
Industry Internet
Experience
Lamp Post Group April 2015 - Present
Wells Fargo Securities July 2013 - March 2015
Citigroup June 2010 - July 2013
Citigroup June 2009 - August 2009
Bullish Bankers, LLC July 2008 - August 2009
Naissance Management, LLC September 2008 - December 2008
Wachovia June 2008 - August 2008
Honeywell Information Systems September 2005 - May 2006
Skills
Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Leadership, Portfolio Management, Information Technology, Finance, Investments, Fixed Income, Capital Markets, Rapid Prototyping, Wireframes, User Experience Testing, Product Management, Equity Research Analysis, Value Investing, Entrepreneurship, Business Strategy, Start-ups, Capital Raising, Business Development, Venture Capital, Innovation, Financial Markets, Insurance, Insurance Linked..., Credit Analysis, Strategic Investment, Cross-functional Team..., Data Analysis, Corporate Finance, Investment Banking, Due Diligence, Ruby on Rails, Paper Prototyping, Management, Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S., Finance, Information Systems Management
General Assembly 2014 — 2015
Statement of Completion, Product Management
River Hill High School 2003 — 2006
Information Technology, Finance
Lamp Post Group April 2015 - Present
Wells Fargo Securities July 2013 - March 2015
Citigroup June 2010 - July 2013
Citigroup June 2009 - August 2009
Bullish Bankers, LLC July 2008 - August 2009
Naissance Management, LLC September 2008 - December 2008
Wachovia June 2008 - August 2008
Honeywell Information Systems September 2005 - May 2006
Skills
Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Leadership, Portfolio Management, Information Technology, Finance, Investments, Fixed Income, Capital Markets, Rapid Prototyping, Wireframes, User Experience Testing, Product Management, Equity Research Analysis, Value Investing, Entrepreneurship, Business Strategy, Start-ups, Capital Raising, Business Development, Venture Capital, Innovation, Financial Markets, Insurance, Insurance Linked..., Credit Analysis, Strategic Investment, Cross-functional Team..., Data Analysis, Corporate Finance, Investment Banking, Due Diligence, Ruby on Rails, Paper Prototyping, Management, Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S., Finance, Information Systems Management
General Assembly 2014 — 2015
Statement of Completion, Product Management
River Hill High School 2003 — 2006
Information Technology, Finance
Finbar M. Carrig's Wells Fargo Securities Experience June 2014 - Present
Job Director Compliance at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Barclays Capital August 2012 - June 2014
Morgan Stanley March 2004 - August 2012
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Prime Brokerage, Series 7
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.)
Xavier High School 1989 — 1993
Wells Fargo Securities June 2014 - Present
Barclays Capital August 2012 - June 2014
Morgan Stanley March 2004 - August 2012
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Prime Brokerage, Series 7
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.)
Xavier High School 1989 — 1993
Jason Burnside's Wells Fargo Securities Experience December 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities December 2014 - Present
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS June 2006 - December 2011
Skills
Middle Office, Liquidity Management, Derivatives, Fixed Income, FX Options, Banking, Financial Risk, Hedge Funds, Investment Banking, Project Management, Financial Services, Trading
Education
Fairfield University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wells Fargo Securities December 2014 - Present
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS June 2006 - December 2011
Skills
Middle Office, Liquidity Management, Derivatives, Fixed Income, FX Options, Banking, Financial Risk, Hedge Funds, Investment Banking, Project Management, Financial Services, Trading
Education
Fairfield University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Jeff Foley's Wells Fargo Securities Experience 2008 - Present
Job Managing Director, Leveraged Finance, Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities 2008 - Present
SouthTrust Bank 1991 - 1996
Skills
Capital Markets, Series 7, Corporate Finance, Recapitalizations
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Furman University 1987 — 1991
BA
Wells Fargo Securities 2008 - Present
SouthTrust Bank 1991 - 1996
Skills
Capital Markets, Series 7, Corporate Finance, Recapitalizations
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Furman University 1987 — 1991
BA
Robert Daum's Wells Fargo Securities Experience 2009 - 2012
Job Compliance Officer at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank 2012 - Present
Wells Fargo Securities 2009 - 2012
Wells Fargo Insurance Services Investment Advisors Inc. 2005 - September 2010
NASD aka FINRA 2003 - 2005
Snell & Wilmer 1999 - 2001
Skills
Compliance, Insurance, Mergers, Securities, AML, Asset Management, Banking, Corporate Governance, Corporate Law, Due Diligence, Equities, FINRA, Financial Risk, Financial Services, Investments, Mergers, Mutual Funds, Securities Regulation, Trading, Anti Money Laundering, Risk Management
Education
University of Florida - Warrington College Of Business 2009 — 2014
Master of Business Administration (MBA)
Georgetown University Law Center 2001 — 2002
LLM, Securities and Financial Regulation
University of Arizona, James E. Rogers College of Law 1996 — 1999
JD, Law
Penn State University 1987 — 1992
BS, Finance
Deutsche Bank 2012 - Present
Wells Fargo Securities 2009 - 2012
Wells Fargo Insurance Services Investment Advisors Inc. 2005 - September 2010
NASD aka FINRA 2003 - 2005
Snell & Wilmer 1999 - 2001
Skills
Compliance, Insurance, Mergers, Securities, AML, Asset Management, Banking, Corporate Governance, Corporate Law, Due Diligence, Equities, FINRA, Financial Risk, Financial Services, Investments, Mergers, Mutual Funds, Securities Regulation, Trading, Anti Money Laundering, Risk Management
Education
University of Florida - Warrington College Of Business 2009 — 2014
Master of Business Administration (MBA)
Georgetown University Law Center 2001 — 2002
LLM, Securities and Financial Regulation
University of Arizona, James E. Rogers College of Law 1996 — 1999
JD, Law
Penn State University 1987 — 1992
BS, Finance
Erin Casey's Wells Fargo Securities Experience 2014 - Present
Job Wells Fargo Securities Compliance
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Erin Casey Consulting, LLC 2010 - 2014
LPL May 2006 - December 2010
Bank of America Investments 1997 - 2006
Skills
Fixed Income, Bonds, Financial Advisory, Trading, Series 63, Securities, Series 7, Series 24, FINRA, Financial Services, Mutual Funds, Alternative Investments, Structured Products, Bloomberg, Investment Advisory, Capital Markets, Product Management
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (MBA)
Franklin & Marshall College 1986 — 1990
BA, Anthropology
Wells Fargo Securities 2014 - Present
Erin Casey Consulting, LLC 2010 - 2014
LPL May 2006 - December 2010
Bank of America Investments 1997 - 2006
Skills
Fixed Income, Bonds, Financial Advisory, Trading, Series 63, Securities, Series 7, Series 24, FINRA, Financial Services, Mutual Funds, Alternative Investments, Structured Products, Bloomberg, Investment Advisory, Capital Markets, Product Management
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (MBA)
Franklin & Marshall College 1986 — 1990
BA, Anthropology
John Templeton's Wells Fargo Securities Experience January 2009 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2009 - Present
Wachovia August 2003 - January 2009
Accenture August 1998 - June 2001
Skills
Capital Markets, Bonds, ABS, Fixed Income, Structured Products
Education
Emory University - Goizueta Business School 2001 — 2003
MBA, Finance
Michigan State University - The Eli Broad Graduate School of Management 1994 — 1998
BS, Finance, General
Michigan State University
Wells Fargo Securities January 2009 - Present
Wachovia August 2003 - January 2009
Accenture August 1998 - June 2001
Skills
Capital Markets, Bonds, ABS, Fixed Income, Structured Products
Education
Emory University - Goizueta Business School 2001 — 2003
MBA, Finance
Michigan State University - The Eli Broad Graduate School of Management 1994 — 1998
BS, Finance, General
Michigan State University
Andrew Riebe's Wells Fargo Securities Experience June 1999 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 1999 - Present
First Union - Wachovia Securities 1999 - 2006
US Army May 1989 - August 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
United States Military Academy at West Point 1985 — 1989
Yuma High School 1981 — 1985
Wells Fargo Securities June 1999 - Present
First Union - Wachovia Securities 1999 - 2006
US Army May 1989 - August 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
United States Military Academy at West Point 1985 — 1989
Yuma High School 1981 — 1985
Duncan Cameron's Wells Fargo Securities Experience February 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo July 2011 - Present
Wells Fargo Securities June 2010 - August 2010
First New York Securities April 2006 - April 2009
Morgan Stanley August 2005 - April 2006
Guy Carpenter 2004 - 2004
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, MBA - Finance
Hamilton College 2001 — 2005
economics
Wells Fargo Securities February 2015 - Present
Wells Fargo July 2011 - Present
Wells Fargo Securities June 2010 - August 2010
First New York Securities April 2006 - April 2009
Morgan Stanley August 2005 - April 2006
Guy Carpenter 2004 - 2004
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, MBA - Finance
Hamilton College 2001 — 2005
economics
Charles Spiggle's Wells Fargo Securities Experience 2009 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia Securities January 2008 - December 2008
Wachovia Securities April 2005 - February 2008
JPMorgan September 2001 - March 2005
Education
University of Virginia 1999 — 2001
MBA
Georgia Institute of Technology 1986 — 1992
Bachelors, Mechanical Engineering
Walsingham Academy 1982 — 1986
Wells Fargo Securities 2009 - Present
Wachovia Securities January 2008 - December 2008
Wachovia Securities April 2005 - February 2008
JPMorgan September 2001 - March 2005
Education
University of Virginia 1999 — 2001
MBA
Georgia Institute of Technology 1986 — 1992
Bachelors, Mechanical Engineering
Walsingham Academy 1982 — 1986
Ashley Abbott's Wells Fargo Securities Experience May 2014 - Present
Job Administrative Assistant IV at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2014 - Present
Uptown Church February 2009 - January 2014
Wachovia Securities August 2005 - January 2009
Wachovia Securities April 2002 - August 2005
Accenture February 2001 - November 2001
Skills
Event Planning, Project Management, Travel Arrangements, Nonprofits, Community Outreach, PowerPoint, Administrative..., Social Media, Microsoft Word, Customer Service, Training, Management, Microsoft Excel, Microsoft Office
Education
Gardner-Webb University 1996 — 2000
Bachelor of Arts (BA), Communications
Wells Fargo Securities May 2014 - Present
Uptown Church February 2009 - January 2014
Wachovia Securities August 2005 - January 2009
Wachovia Securities April 2002 - August 2005
Accenture February 2001 - November 2001
Skills
Event Planning, Project Management, Travel Arrangements, Nonprofits, Community Outreach, PowerPoint, Administrative..., Social Media, Microsoft Word, Customer Service, Training, Management, Microsoft Excel, Microsoft Office
Education
Gardner-Webb University 1996 — 2000
Bachelor of Arts (BA), Communications
Connor Atkinson's Wells Fargo Securities Experience September 2009 - June 2010
Job Vice President, Commercial Real Estate at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo July 2013 - August 2015
Wells Fargo June 2010 - July 2013
Wells Fargo Securities September 2009 - June 2010
Wells Fargo May 2009 - September 2009
Wachovia Securities June 2006 - April 2009
Skills
Real Estate, Credit, Capital Markets, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Investments, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Series 7, Commercial Banking, Due Diligence, Banking, Underwriting, Loan Origination, Cash Flow Lending, Real Estate Lending, Commercial Mortgages, Securities, Mortgage Lending
Education
Furman University 2002 — 2006
Bachelor of Arts, Business Administration
Porter-Gaud 1998 — 2002
Wells Fargo August 2015 - Present
Wells Fargo July 2013 - August 2015
Wells Fargo June 2010 - July 2013
Wells Fargo Securities September 2009 - June 2010
Wells Fargo May 2009 - September 2009
Wachovia Securities June 2006 - April 2009
Skills
Real Estate, Credit, Capital Markets, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Investments, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Series 7, Commercial Banking, Due Diligence, Banking, Underwriting, Loan Origination, Cash Flow Lending, Real Estate Lending, Commercial Mortgages, Securities, Mortgage Lending
Education
Furman University 2002 — 2006
Bachelor of Arts, Business Administration
Porter-Gaud 1998 — 2002
Graham Gallagher's Wells Fargo Securities Experience 2000 - 2003
Job Real Estate Round Hill Partners
Industry Real Estate
Experience
Coldwell Banker January 2014 - Present
AnalystVision 2010 - Present
North Benson LLC 2008 - Present
IamSecureonline 2005 - Present
ThinkEquity LLC January 2003 - February 2005
Wells Fargo Securities 2000 - 2003
Skills
Sellers, Institutional Sales, Real Estate, Capital Markets, Investments, Strategic Planning, Negotiation, Venture Capital, Relocation, First Time Home Buyers, Single Family Homes, Buyer Representation
Education
Georgetown University 1990 — 1995
Avon Old Farms
Coldwell Banker January 2014 - Present
AnalystVision 2010 - Present
North Benson LLC 2008 - Present
IamSecureonline 2005 - Present
ThinkEquity LLC January 2003 - February 2005
Wells Fargo Securities 2000 - 2003
Skills
Sellers, Institutional Sales, Real Estate, Capital Markets, Investments, Strategic Planning, Negotiation, Venture Capital, Relocation, First Time Home Buyers, Single Family Homes, Buyer Representation
Education
Georgetown University 1990 — 1995
Avon Old Farms
Andrew Spinola's Wells Fargo Securities Experience September 2008 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2008 - Present
Needham & Company July 2004 - June 2008
TenFold 1999 - 2003
Tenfold 1999 - 2003
Skills
Financial Modeling, Equities, Investment Banking, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Investments, Corporate Finance, Bloomberg, Fixed Income, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance
William & Mary 1991 — 1995
BA, Economics
Wells Fargo Securities September 2008 - Present
Needham & Company July 2004 - June 2008
TenFold 1999 - 2003
Tenfold 1999 - 2003
Skills
Financial Modeling, Equities, Investment Banking, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Investments, Corporate Finance, Bloomberg, Fixed Income, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance
William & Mary 1991 — 1995
BA, Economics
Damian George's Wells Fargo Securities Experience September 2013 - Present
Job Senior Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Morgan Stanley Smith Barney August 2009 - September 2013
Citigroup Alternative Investments - Hedge Fund Management Group November 2005 - July 2009
Citigroup April 1999 - October 2005
Skills
SOX, Alternative Investments, Financial Analysis, Financial Reporting, Accounting, Budgeting, FX, Financial Management, Hedge Funds, Sarbanes-Oxley Act, Budgets, Equities, Asset Management, Capital Markets, Derivatives, FX Options, Financial Modeling, Investments, Portfolio Management, Risk Management, Series 7
Education
Fordham University 1994 — 1998
MBA, International Finance
Fordham University 1985 — 1989
BS, Accounting
Wells Fargo Securities September 2013 - Present
Morgan Stanley Smith Barney August 2009 - September 2013
Citigroup Alternative Investments - Hedge Fund Management Group November 2005 - July 2009
Citigroup April 1999 - October 2005
Skills
SOX, Alternative Investments, Financial Analysis, Financial Reporting, Accounting, Budgeting, FX, Financial Management, Hedge Funds, Sarbanes-Oxley Act, Budgets, Equities, Asset Management, Capital Markets, Derivatives, FX Options, Financial Modeling, Investments, Portfolio Management, Risk Management, Series 7
Education
Fordham University 1994 — 1998
MBA, International Finance
Fordham University 1985 — 1989
BS, Accounting
Marisa (Hehman) Frackman's Wells Fargo Securities Experience February 2015 - Present
Job Director, Healthcare Equity Capital Markets
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2007 - March 2011
Wachovia Securities 2005 - 2007
Deutsche Bank 2004 - 2005
Education
Georgetown University
Bachelor of Science, Finance, English
Marymount School of New York
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2007 - March 2011
Wachovia Securities 2005 - 2007
Deutsche Bank 2004 - 2005
Education
Georgetown University
Bachelor of Science, Finance, English
Marymount School of New York
David Rauch's Wells Fargo Securities Experience August 2009 - January 2011
Job Senior Vice President, Global Financial Institutions
Industry Banking
Experience
Wells Fargo January 2011 - Present
Wells Fargo Securities August 2009 - January 2011
Wachovia Securities International Ltd. June 2003 - June 2009
Skills
Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Credit Risk, Banking, Derivatives, Loans, Financial Analysis, Financial Institutions, Mergers, Commercial Banking
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MIBS, Business
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Furman University 1985 — 1987
Business/Managerial Economics
Wells Fargo January 2011 - Present
Wells Fargo Securities August 2009 - January 2011
Wachovia Securities International Ltd. June 2003 - June 2009
Skills
Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Credit Risk, Banking, Derivatives, Loans, Financial Analysis, Financial Institutions, Mergers, Commercial Banking
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MIBS, Business
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Furman University 1985 — 1987
Business/Managerial Economics
Roger Shreero's Wells Fargo Securities Experience 2001 - August 2011
Job Managing Partner at Parallel Capital
Industry Capital Markets
Experience
Imperial Black January 2013 - Present
Parallel Capital April 2012 - Present
Wachovia Securities January 2001 - August 2011
Wells Fargo Securities 2001 - August 2011
Carter & Associates, LLC 1998 - 2001
SunTrust Robinson Humphrey 1994 - 1998
Skills
1031 Exchanges, Leases, Asset, Tenant, Dispositions, Landlord, Real Estate, Income Properties, Corporate Real Estate, Purchase, Asset Management, Investment Properties, Disposition, Real Estate Economics, Asset Managment, CMBS, Structured Finance, Securitization, Real Estate Development, Commercial Mortgages, Credit, Commercial Real Estate, Acquisitions, Landlords, Capital Markets, Real Estate Financing, Corporate Finance, Mezzanine, Private Equity, Entrepreneurship, Finance, Real Estate Transactions, Property Management, Strategic Negotiations, Due Diligence, Financial Structuring, Commercial Banking, Investments, Portfolio Management, Asset Based Lending, Funding, Brokerage, Loan Origination
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MSc, Finance
Florida State University - College of Business 1990 — 1994
BS, Finance
Largo High School
Largo High School
Imperial Black January 2013 - Present
Parallel Capital April 2012 - Present
Wachovia Securities January 2001 - August 2011
Wells Fargo Securities 2001 - August 2011
Carter & Associates, LLC 1998 - 2001
SunTrust Robinson Humphrey 1994 - 1998
Skills
1031 Exchanges, Leases, Asset, Tenant, Dispositions, Landlord, Real Estate, Income Properties, Corporate Real Estate, Purchase, Asset Management, Investment Properties, Disposition, Real Estate Economics, Asset Managment, CMBS, Structured Finance, Securitization, Real Estate Development, Commercial Mortgages, Credit, Commercial Real Estate, Acquisitions, Landlords, Capital Markets, Real Estate Financing, Corporate Finance, Mezzanine, Private Equity, Entrepreneurship, Finance, Real Estate Transactions, Property Management, Strategic Negotiations, Due Diligence, Financial Structuring, Commercial Banking, Investments, Portfolio Management, Asset Based Lending, Funding, Brokerage, Loan Origination
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MSc, Finance
Florida State University - College of Business 1990 — 1994
BS, Finance
Largo High School
Largo High School
Mike Pryor's Wells Fargo Securities Experience March 2005 - Present
Job Managing Director, Fixed Income Products Manager
Industry Banking
Experience
Wells Fargo Securities March 2005 - Present
Wachovia, A Wells Fargo Company May 2002 - March 2005
Wachovia, A Wells Fargo Company July 2000 - May 2002
Wachovia, A Wells Fargo Company August 1998 - July 2000
Bank One February 1998 - August 1998
Bank One March 1996 - February 1998
Education
Franklin University 1990 — 1992
BS, Finance & Business Mgmt
The Ohio State University 1987 — 1990
Business & Pre-Medical
Wells Fargo Securities March 2005 - Present
Wachovia, A Wells Fargo Company May 2002 - March 2005
Wachovia, A Wells Fargo Company July 2000 - May 2002
Wachovia, A Wells Fargo Company August 1998 - July 2000
Bank One February 1998 - August 1998
Bank One March 1996 - February 1998
Education
Franklin University 1990 — 1992
BS, Finance & Business Mgmt
The Ohio State University 1987 — 1990
Business & Pre-Medical
Paul Jeanne's Wells Fargo Securities Experience February 2011 - Present
Job Associate Director of Research at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities February 2011 - Present
Wells Fargo Securities 2005 - February 2011
Wells Fargo Securities 2000 - 2005
Deutsche Bank June 1996 - June 2000
Arthur Andersen June 1993 - June 1996
Towers Perrin 1991 - 1993
Skills
Valuation, Financial Modeling, Equities, Financial Analysis, Capital Markets, Investments, Investment Banking, Bloomberg, Equity Research
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance & Accounting
Vanderbilt University 1986 — 1990
BA, Math and Economics
Wells Fargo Securities February 2011 - Present
Wells Fargo Securities 2005 - February 2011
Wells Fargo Securities 2000 - 2005
Deutsche Bank June 1996 - June 2000
Arthur Andersen June 1993 - June 1996
Towers Perrin 1991 - 1993
Skills
Valuation, Financial Modeling, Equities, Financial Analysis, Capital Markets, Investments, Investment Banking, Bloomberg, Equity Research
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance & Accounting
Vanderbilt University 1986 — 1990
BA, Math and Economics
Lane Genatowski's Wells Fargo Securities Experience Managing DirectorWells Fargo Securities2003 - Present
Job MD at wells fargo securities
Industry Investment Banking
Experience
wells fargo securities Managing DirectorWells Fargo Securities2003 - Present
Bank of America Securities September 2000 - August 2002
Education
Fordham University School of Law 1973 — 1976
Juris Doctor
wells fargo securities Managing DirectorWells Fargo Securities2003 - Present
Bank of America Securities September 2000 - August 2002
Education
Fordham University School of Law 1973 — 1976
Juris Doctor
Marc Hineman, MBA's Wells Fargo Securities Experience 2013 - Present
Job Director, Market Structure & Electronic Trading Services COO at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Jordan Vardon's Wells Fargo Securities Experience August 2011 - Present
Job Director, Swap Dealer Compliance at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2011 - Present
T. Rowe Price October 2006 - August 2011
Maryland Court of Appeals, The Honorable Sally D. Adkins August 2010 - January 2011
State Senator Verna Jones November 2006 - March 2007
Mayor Ellen Moyer of Annapolis August 2005 - October 2005
Skills
Fixed Income, Bloomberg, Corporate Finance, Securities, Financial Modeling, Derivatives, Financial Analysis, FX Options, Trading, Commodity, Due Diligence, Swaps, Interest Rate Swaps, Private Equity, Capital Markets, Finance, Equities
Education
University of Maryland School of Law
J.D.
University of Oxford
International Law Program
Eureka College
B.S.
Wells Fargo Securities August 2011 - Present
T. Rowe Price October 2006 - August 2011
Maryland Court of Appeals, The Honorable Sally D. Adkins August 2010 - January 2011
State Senator Verna Jones November 2006 - March 2007
Mayor Ellen Moyer of Annapolis August 2005 - October 2005
Skills
Fixed Income, Bloomberg, Corporate Finance, Securities, Financial Modeling, Derivatives, Financial Analysis, FX Options, Trading, Commodity, Due Diligence, Swaps, Interest Rate Swaps, Private Equity, Capital Markets, Finance, Equities
Education
University of Maryland School of Law
J.D.
University of Oxford
International Law Program
Eureka College
B.S.
emilie porter's Wells Fargo Securities Experience October 2009 - September 2013
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Well Fargo Bank December 2014 - Present
Wells Fargo Securities October 2009 - September 2013
Merrill Lynch 2006 - 2009
Skills
Financial Analysis, Research, Investments, Public Speaking, Event Planning, Microsoft Office, Financial Modeling, Event Management, Microsoft Word, Valuation, Administration, Project Management, Visio, Organization, Time Management
Education
Foothill College
Long Beach City College
Well Fargo Bank December 2014 - Present
Wells Fargo Securities October 2009 - September 2013
Merrill Lynch 2006 - 2009
Skills
Financial Analysis, Research, Investments, Public Speaking, Event Planning, Microsoft Office, Financial Modeling, Event Management, Microsoft Word, Valuation, Administration, Project Management, Visio, Organization, Time Management
Education
Foothill College
Long Beach City College
Jami Fay's Wells Fargo Securities Experience September 2012 - August 2013
Job Risk Management Consultant for Wells Fargo Global Financial Institutions Group
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo Securities September 2012 - August 2013
Wells Fargo Bank April 2010 - December 2012
Wells Fargo June 2007 - April 2010
Skills
Financial Analysis, Risk Management, Analysis, Credit, Fixed Income, Due Diligence, Derivatives, Auditing, Hedge Funds, Management, Training, Loans, Securities, Microsoft Excel, Mutual Funds, Project Planning, Trading, Credit Risk, Policy, Credit Analysis, Banking, Financial Modeling, Finance
Education
Gardner-Webb University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Liberty University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Wells Fargo August 2013 - Present
Wells Fargo Securities September 2012 - August 2013
Wells Fargo Bank April 2010 - December 2012
Wells Fargo June 2007 - April 2010
Skills
Financial Analysis, Risk Management, Analysis, Credit, Fixed Income, Due Diligence, Derivatives, Auditing, Hedge Funds, Management, Training, Loans, Securities, Microsoft Excel, Mutual Funds, Project Planning, Trading, Credit Risk, Policy, Credit Analysis, Banking, Financial Modeling, Finance
Education
Gardner-Webb University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Liberty University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Benson Luk's Wells Fargo Securities Experience June 2011 - May 2015
Job Senior Financial Analyst, Coravin
Industry Consumer Goods
Experience
Coravin May 2015 - Present
Wells Fargo Securities June 2011 - May 2015
ConAgra Foods May 2010 - August 2010
Skills
Investment Banking, Equity Private Placement, Financial Modeling, Due Diligence, Capital Markets, Financial Statement..., Growth Equity, Mezzanine Debt, Microsoft Excel, Corporate Finance
Education
Washington University in St. Louis 2007 — 2011
Bachelor of Science, OLIN BUSINESS SCHOOL; BSBA Majors in Finance/International Business; Minors in Accounting/Chinese
Fudan University
Mandarin
Coravin May 2015 - Present
Wells Fargo Securities June 2011 - May 2015
ConAgra Foods May 2010 - August 2010
Skills
Investment Banking, Equity Private Placement, Financial Modeling, Due Diligence, Capital Markets, Financial Statement..., Growth Equity, Mezzanine Debt, Microsoft Excel, Corporate Finance
Education
Washington University in St. Louis 2007 — 2011
Bachelor of Science, OLIN BUSINESS SCHOOL; BSBA Majors in Finance/International Business; Minors in Accounting/Chinese
Fudan University
Mandarin
Shayan Masoudpour's Wells Fargo Securities Experience June 2010 - November 2010
Job Senior Associate at Waud Capital Partners
Industry Venture Capital & Private Equity
Experience
Waud Capital Partners July 2012 - Present
Citigroup November 2010 - June 2012
Wells Fargo Securities June 2010 - November 2010
Lemma Senbet Fund May 2009 - June 2010
JP Morgan Chase June 2009 - August 2009
Sporting News August 2007 - July 2009
FDIC May 2008 - August 2008
Econometrica, Inc. July 2007 - May 2008
Universidad de Cantabria May 2007 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Capital Markets, Equities, Equity Research, Due Diligence, Bloomberg, Strategy
Education
University of Maryland College Park 2006 — 2010
B.S, B.A., Finance, Economics
Georgetown University - The McDonough School of Business 2005 — 2005
Business, Economics
Waud Capital Partners July 2012 - Present
Citigroup November 2010 - June 2012
Wells Fargo Securities June 2010 - November 2010
Lemma Senbet Fund May 2009 - June 2010
JP Morgan Chase June 2009 - August 2009
Sporting News August 2007 - July 2009
FDIC May 2008 - August 2008
Econometrica, Inc. July 2007 - May 2008
Universidad de Cantabria May 2007 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Capital Markets, Equities, Equity Research, Due Diligence, Bloomberg, Strategy
Education
University of Maryland College Park 2006 — 2010
B.S, B.A., Finance, Economics
Georgetown University - The McDonough School of Business 2005 — 2005
Business, Economics
Cristian Homescu's Wells Fargo Securities Experience August 2008 - September 2014
Job Director at Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch May 2015 - Present
Consulting firm October 2014 - May 2015
Wells Fargo Securities August 2008 - September 2014
Wachovia Securities January 2007 - July 2008
Wachovia Securities September 2005 - December 2006
University of California, Santa Barbara 2002 - 2005
Skills
Quantitative Finance, Quantitative Analytics, Options, Market Risk, FX Options, Derivatives, VBA, Numerical Analysis, Monte Carlo Simulation, Commodity, Matlab, Quantitative Investing, Stochastic Calculus, Trading, Valuation, Time Series Analysis, Fortran, Commodity Markets, Financial Risk, Risk Management, C, Interest Rate..., Optimization, Rates, Trading Systems, Portfolio Management, Volatility, Equity Derivatives, Java, Data Analysis, Fixed Income, Asset Management, Computational..., High Performance..., Counterparty Risk, Financial Markets, Numerical Methods, C++, R, Factor investing, Pricing models, Multi-Asset investment..., Risk budgeting
Education
Florida State University
PhD, Applied Mathematics
Université Paris Sud (Paris XI) 1994 — 1995
DEA, Numerical Analysis
Universitatea din Craiova 1990 — 1994
MSc, Mathematics
Bank of America Merrill Lynch May 2015 - Present
Consulting firm October 2014 - May 2015
Wells Fargo Securities August 2008 - September 2014
Wachovia Securities January 2007 - July 2008
Wachovia Securities September 2005 - December 2006
University of California, Santa Barbara 2002 - 2005
Skills
Quantitative Finance, Quantitative Analytics, Options, Market Risk, FX Options, Derivatives, VBA, Numerical Analysis, Monte Carlo Simulation, Commodity, Matlab, Quantitative Investing, Stochastic Calculus, Trading, Valuation, Time Series Analysis, Fortran, Commodity Markets, Financial Risk, Risk Management, C, Interest Rate..., Optimization, Rates, Trading Systems, Portfolio Management, Volatility, Equity Derivatives, Java, Data Analysis, Fixed Income, Asset Management, Computational..., High Performance..., Counterparty Risk, Financial Markets, Numerical Methods, C++, R, Factor investing, Pricing models, Multi-Asset investment..., Risk budgeting
Education
Florida State University
PhD, Applied Mathematics
Université Paris Sud (Paris XI) 1994 — 1995
DEA, Numerical Analysis
Universitatea din Craiova 1990 — 1994
MSc, Mathematics
Amir Shenaq, Esq.'s Wells Fargo Securities Experience 2013 - 2015
Job Chief Business Development Officer at AkinMears, G.P.
Industry Legal Services
Experience
AkinMears, G.P. 2015 - 2015
Wells Fargo Securities 2013 - 2015
Morgan Joseph TriArtisan LLC 2011 - 2013
Skills
Bankruptcy, Chapter 11, Due Diligence, Corporate Finance, Distressed M&A, Investment Banking, Special Situations, Restructuring, Recapitalizations, Mergers, Valuation, LBO, Legal Research, Entrepreneurship, Business Valuation, Debt Restructuring, Financial Law, Legal Writing, Mergers & Acquisitions, Leveraged Finance, M&A experience, Bloomberg, Acquisitions, Financial Modeling, High Yield, Fixed Income
Education
Emory University School of Law
JD, Law
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
AkinMears, G.P. 2015 - 2015
Wells Fargo Securities 2013 - 2015
Morgan Joseph TriArtisan LLC 2011 - 2013
Skills
Bankruptcy, Chapter 11, Due Diligence, Corporate Finance, Distressed M&A, Investment Banking, Special Situations, Restructuring, Recapitalizations, Mergers, Valuation, LBO, Legal Research, Entrepreneurship, Business Valuation, Debt Restructuring, Financial Law, Legal Writing, Mergers & Acquisitions, Leveraged Finance, M&A experience, Bloomberg, Acquisitions, Financial Modeling, High Yield, Fixed Income
Education
Emory University School of Law
JD, Law
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
Milo McCausland's Wells Fargo Securities Experience May 2015 - August 2015
Job Investment Banking Summer Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - August 2015
Robert Half Finance & Accounting May 2013 - July 2014
The Receivables Exchange October 2012 - March 2013
The Receivables Exchange September 2010 - October 2012
Morgan Stanley Smith Barney April 2009 - March 2010
Burkenroads Reports October 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Finance, Financial Analysis, Portfolio Management, Financial Services, Analysis, New Business Development, Sales, Management, Salesforce.com, Valuation, Commercial Lending, Economics, Credit, Leadership, Start-ups, Business Planning, Loans, Investments, Recruiting, Equities, Accounting, Marketing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University – Freeman School of Business 2007 — 2010
Bachelor's Degree, Finance
Friends School Baltimore
Wells Fargo Securities May 2015 - August 2015
Robert Half Finance & Accounting May 2013 - July 2014
The Receivables Exchange October 2012 - March 2013
The Receivables Exchange September 2010 - October 2012
Morgan Stanley Smith Barney April 2009 - March 2010
Burkenroads Reports October 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Finance, Financial Analysis, Portfolio Management, Financial Services, Analysis, New Business Development, Sales, Management, Salesforce.com, Valuation, Commercial Lending, Economics, Credit, Leadership, Start-ups, Business Planning, Loans, Investments, Recruiting, Equities, Accounting, Marketing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University – Freeman School of Business 2007 — 2010
Bachelor's Degree, Finance
Friends School Baltimore
Christos Asimakopoulos's Wells Fargo Securities Experience June 2012 - June 2014
Job Associate at Shea Ventures
Industry Venture Capital & Private Equity
Experience
Shea Ventures July 2014 - Present
Wells Fargo Securities June 2012 - June 2014
Wells Fargo Securities May 2011 - July 2011
Peachtree Equity Partners September 2010 - December 2010
CCG Advisors June 2010 - August 2010
Alaska Commercial Fishing May 2005 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital IQ, Private Equity, Capital Markets, Bloomberg, Venture Capital, LBO, Bloomberg Terminal, Due Diligence, Equity Research, Hedge Funds, Equities, Investments, DCF, Leveraged Finance, Growth Investing, Salesforce.com
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Shea Ventures July 2014 - Present
Wells Fargo Securities June 2012 - June 2014
Wells Fargo Securities May 2011 - July 2011
Peachtree Equity Partners September 2010 - December 2010
CCG Advisors June 2010 - August 2010
Alaska Commercial Fishing May 2005 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital IQ, Private Equity, Capital Markets, Bloomberg, Venture Capital, LBO, Bloomberg Terminal, Due Diligence, Equity Research, Hedge Funds, Equities, Investments, DCF, Leveraged Finance, Growth Investing, Salesforce.com
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.)
laquan ellis's Wells Fargo Securities Experience February 2015 - Present
Job TIAACREF
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
TIAA-CREF January 2014 - Present
Wells Fargo November 2011 - January 2014
Skills
Account Management, Customer Service
Education
Francis Marion University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo Securities February 2015 - Present
TIAA-CREF January 2014 - Present
Wells Fargo November 2011 - January 2014
Skills
Account Management, Customer Service
Education
Francis Marion University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Reid Maetani's Wells Fargo Securities Experience June 2013 - October 2014
Job Technology, Media & Telecom Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Center for Strategic and International Studies (CSIS) June 2011 - May 2013
Hovde Private Equity June 2012 - August 2012
Store4Summer April 2010 - May 2012
Clyde's Restaurant Group June 2011 - August 2011
Office of State Controller of California July 2010 - August 2010
Penguins July 2009 - August 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS in Business Administration, Accounting and Finance
Georgetown University
J.P. Morgan October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Center for Strategic and International Studies (CSIS) June 2011 - May 2013
Hovde Private Equity June 2012 - August 2012
Store4Summer April 2010 - May 2012
Clyde's Restaurant Group June 2011 - August 2011
Office of State Controller of California July 2010 - August 2010
Penguins July 2009 - August 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS in Business Administration, Accounting and Finance
Georgetown University
Jacob Childs's Wells Fargo Securities Experience May 2015 - August 2015
Job MBA Candidate, Foster School of Business, University of Washington
Industry Oil & Energy
Experience
Wells Fargo Securities May 2015 - August 2015
Schlumberger November 2013 - July 2014
Schlumberger January 2013 - October 2013
Schlumberger August 2010 - December 2012
Dawson Cancer and Stem Cell Biophysics Lab January 2009 - August 2009
BOPSOP January 2008 - May 2009
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2006 — 2010
B.S. Chemical and Biomolecular Engineering, Biotechnology
Wells Fargo Securities May 2015 - August 2015
Schlumberger November 2013 - July 2014
Schlumberger January 2013 - October 2013
Schlumberger August 2010 - December 2012
Dawson Cancer and Stem Cell Biophysics Lab January 2009 - August 2009
BOPSOP January 2008 - May 2009
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2006 — 2010
B.S. Chemical and Biomolecular Engineering, Biotechnology
Jeff Cassel's Wells Fargo Securities Experience June 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Mizuho Corporate Bank June 2012 - August 2012
Citi September 2011 - December 2011
Skills
Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Investments, Finance, Market Research, Credit, Loans, Financial Risk, Analysis, Bloomberg, Financial Analysis, Credit Analysis, Loan Origination
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities June 2013 - Present
Mizuho Corporate Bank June 2012 - August 2012
Citi September 2011 - December 2011
Skills
Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Investments, Finance, Market Research, Credit, Loans, Financial Risk, Analysis, Bloomberg, Financial Analysis, Credit Analysis, Loan Origination
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Thomas Vermylen's Wells Fargo Securities Experience December 2012 - December 2014
Job National Account Manager at A. Zerega's Sons Inc.
Industry Food Production
Experience
A. Zerega's Sons Inc. January 2015 - Present
Wells Fargo Securities December 2012 - December 2014
Merlin Securities 2009 - December 2012
UBS Investment Bank 2005 - 2009
Education
Georgetown University 1999 — 2003
BS
Delbarton School 1995 — 1999
A. Zerega's Sons Inc. January 2015 - Present
Wells Fargo Securities December 2012 - December 2014
Merlin Securities 2009 - December 2012
UBS Investment Bank 2005 - 2009
Education
Georgetown University 1999 — 2003
BS
Delbarton School 1995 — 1999
Brian O'Neil's Wells Fargo Securities Experience July 2012 - Present
Job Associate Financial Sponsors Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Morgan Stanley March 2005 - August 2010
Skills
Financial Modeling, Bloomberg, Investments, Fixed Income, Valuation, Securities, Capital Markets, Corporate Finance, Equities, Investment Banking, Financial Analysis, Private Equity, Due Diligence, Financial Markets, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance & Accounting
Fordham University
BS, Business Administration
Wells Fargo Securities July 2012 - Present
Morgan Stanley March 2005 - August 2010
Skills
Financial Modeling, Bloomberg, Investments, Fixed Income, Valuation, Securities, Capital Markets, Corporate Finance, Equities, Investment Banking, Financial Analysis, Private Equity, Due Diligence, Financial Markets, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance & Accounting
Fordham University
BS, Business Administration
James Yen's Wells Fargo Securities Experience October 2011 - August 2013
Job Investment Management at CIFC Asset Management
Industry Investment Management
Experience
CIFC Asset Management September 2013 - Present
Wells Fargo Securities October 2011 - August 2013
Wells Fargo July 2009 - October 2011
Skills
Investment Banking, Valuation, Financial Modeling, Credit Analysis, Alternative Investments, Private Equity, Investments, Corporate Finance, Venture Capital, Emerging Markets, Capital Markets, Underwriting, International..., Field Work, Portfolio Management, Fixed Income, Loan Origination, Equity Research
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration and Bachelor of Arts, Finance, Accounting, and English
CIFC Asset Management September 2013 - Present
Wells Fargo Securities October 2011 - August 2013
Wells Fargo July 2009 - October 2011
Skills
Investment Banking, Valuation, Financial Modeling, Credit Analysis, Alternative Investments, Private Equity, Investments, Corporate Finance, Venture Capital, Emerging Markets, Capital Markets, Underwriting, International..., Field Work, Portfolio Management, Fixed Income, Loan Origination, Equity Research
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration and Bachelor of Arts, Finance, Accounting, and English
Alexander Tesoriero's Wells Fargo Securities Experience July 2011 - August 2011
Job Capital Markets Analyst at SBE Entertainment Group
Industry Capital Markets
Experience
SBE Entertainment Group McDonough School of Business Dean's AssistantGeorgetown UniversityAugust 2011 - May 2014
Colony Capital June 2013 - August 2013
Miramax June 2012 - August 2012
GetWellNetwork January 2012 - May 2012
Wells Fargo Securities July 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Market Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance, International Business
The University of Edinburgh 2012 — 2012
SBE Entertainment Group McDonough School of Business Dean's AssistantGeorgetown UniversityAugust 2011 - May 2014
Colony Capital June 2013 - August 2013
Miramax June 2012 - August 2012
GetWellNetwork January 2012 - May 2012
Wells Fargo Securities July 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Market Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance, International Business
The University of Edinburgh 2012 — 2012
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial