Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Securities Salaries. You can even request information on how much does Wells Fargo Securities pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Zack Fadem Zack Fadem's Wells Fargo Securities Experience September 2013 - Present
Job Equity Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Barclays Capital June 2010 - September 2013
FTI Consulting April 2004 - May 2010
Skills
Equity Research, Financial Analysis, Finance, Investments, Sales, Equities, Forensic Accounting, Financial Markets, Equity Valuation, IPO, Investment Management, Banking, Financial Modeling, Valuation, Business Valuation, Corporate Finance
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
B.B.A, Accounting
Wells Fargo Securities September 2013 - Present
Barclays Capital June 2010 - September 2013
FTI Consulting April 2004 - May 2010
Skills
Equity Research, Financial Analysis, Finance, Investments, Sales, Equities, Forensic Accounting, Financial Markets, Equity Valuation, IPO, Investment Management, Banking, Financial Modeling, Valuation, Business Valuation, Corporate Finance
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
B.B.A, Accounting
Arturas Katutis Arturas Katutis's Wells Fargo Securities Experience February 2015 - Present
Job Apps Systems Engineer at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities February 2015 - Present
Bank of America February 2012 - February 2015
Citco Fund Services March 2011 - February 2012
Wachovia, A Wells Fargo Company November 2009 - March 2011
E-tailer Solutions Inc May 2009 - November 2009
Baltic Software Solutions May 2002 - February 2009
Sonex Sistemos February 2002 - June 2002
Geras Partneris October 2001 - January 2002
Mediaworks February 2001 - October 2001
Jusu Tarpininkas May 2000 - October 2000
Skills
WinForms, NUnit, Windows Services, XSL, NAnt, ADO.NET, XML, JavaScript, UML, Databases, Subversion, Visio, CSS, CVS, Object Oriented Design, Windows, DB2, C#, SQL Server, WCF, ASP.NET, .NET, C++, Java, WPF, LINQ, AJAX, SQL, Web Services, T-SQL, jQuery, ASP.NET MVC, Crystal Reports, DevExpress, Infragistics, Telerik, Oracle, CruiseControl, Microsoft SQL Server, OOP, SOA, Visual Studio, JSP, PostgreSQL, Agile Methodologies, Software Development, SDLC, Design Patterns, MVC, Requirements Analysis
Education
Kaunas University of Technology 2002 — 2004
Master's degree, Computer Science
Kaunas University of Technology 1998 — 2002
Bachelor's degree, Computer Science
Silutes 1-oji gimnazija 1987 — 1998
High School
Wells Fargo Securities February 2015 - Present
Bank of America February 2012 - February 2015
Citco Fund Services March 2011 - February 2012
Wachovia, A Wells Fargo Company November 2009 - March 2011
E-tailer Solutions Inc May 2009 - November 2009
Baltic Software Solutions May 2002 - February 2009
Sonex Sistemos February 2002 - June 2002
Geras Partneris October 2001 - January 2002
Mediaworks February 2001 - October 2001
Jusu Tarpininkas May 2000 - October 2000
Skills
WinForms, NUnit, Windows Services, XSL, NAnt, ADO.NET, XML, JavaScript, UML, Databases, Subversion, Visio, CSS, CVS, Object Oriented Design, Windows, DB2, C#, SQL Server, WCF, ASP.NET, .NET, C++, Java, WPF, LINQ, AJAX, SQL, Web Services, T-SQL, jQuery, ASP.NET MVC, Crystal Reports, DevExpress, Infragistics, Telerik, Oracle, CruiseControl, Microsoft SQL Server, OOP, SOA, Visual Studio, JSP, PostgreSQL, Agile Methodologies, Software Development, SDLC, Design Patterns, MVC, Requirements Analysis
Education
Kaunas University of Technology 2002 — 2004
Master's degree, Computer Science
Kaunas University of Technology 1998 — 2002
Bachelor's degree, Computer Science
Silutes 1-oji gimnazija 1987 — 1998
High School
Jacob Groome Jacob Groome's Wells Fargo Securities Experience June 2015 - Present
Job Program Analyst at Wells Fargo
Industry Computer Software
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
UPS May 2013 - August 2013
ups March 2011 - May 2013
Elizabeth's Pizza March 2006 - March 2011
Guilford Technical Community College January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, English, Research, Windows, HTML, Public Speaking, Strategic Planning, Negotiation, C++, Editing, Java, Social Media, Bash, Linux, JavaScript, Programming, SQL, C, CSS, AngularJS, Bootstrap
Education
North Carolina Agricultural and Technical State University 2010 — 2015
Bachelor's degree, Computer Science
Guilford Technical Community College 2008 — 2010
Associate of Arts (A.A.), liberal Arts
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
UPS May 2013 - August 2013
ups March 2011 - May 2013
Elizabeth's Pizza March 2006 - March 2011
Guilford Technical Community College January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, English, Research, Windows, HTML, Public Speaking, Strategic Planning, Negotiation, C++, Editing, Java, Social Media, Bash, Linux, JavaScript, Programming, SQL, C, CSS, AngularJS, Bootstrap
Education
North Carolina Agricultural and Technical State University 2010 — 2015
Bachelor's degree, Computer Science
Guilford Technical Community College 2008 — 2010
Associate of Arts (A.A.), liberal Arts
Anthony Kinsey Anthony Kinsey's Wells Fargo Securities Experience June 2013 - August 2013
Job Commercial Banking Analyst at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Xerox June 2012 - August 2012
AUC Robert W. Woodruff Library January 2012 - April 2012
Skills
Microsoft Excel, Valuation, Communication, Networking, Bloomberg, Leadership, Financial Analysis, Public Speaking, Small Business Lending, Microsoft Office, Banking, Analysis, Loans, Business Development, Credit
Education
Morehouse College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration - Concentration in Finance
University of Detroit Jesuit High School 2004 — 2010
Harvard University 2009 — 2009
Harvard Summer School Program
BMO Harris Bank July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Xerox June 2012 - August 2012
AUC Robert W. Woodruff Library January 2012 - April 2012
Skills
Microsoft Excel, Valuation, Communication, Networking, Bloomberg, Leadership, Financial Analysis, Public Speaking, Small Business Lending, Microsoft Office, Banking, Analysis, Loans, Business Development, Credit
Education
Morehouse College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration - Concentration in Finance
University of Detroit Jesuit High School 2004 — 2010
Harvard University 2009 — 2009
Harvard Summer School Program
Zachary Djimas Zachary Djimas's Wells Fargo Securities Experience April 2012 - June 2014
Job US Head Op Risk, Technology & Services at HSBC
Industry Financial Services
Experience
HSBC July 2015 - Present
Goldman Sachs June 2014 - June 2015
Wells Fargo Securities April 2012 - June 2014
Wells Fargo November 2009 - March 2012
Wells Fargo January 2009 - November 2009
Wachovia June 2007 - December 2008
TruContinuity January 2003 - June 2007
UBS Investment Bank February 2006 - May 2007
Goldman Sachs February 2005 - January 2006
Bank of America February 2004 - January 2005
Skills
Vendor Management, Banking, Risk Management, IT Strategy, IT Transformation, Business Analysis, Portfolio Management, Enterprise Architecture, Business Transformation, Mergers, Business Process..., Infrastructure, Financial Services, Project Portfolio..., Management Consulting, Integration, Financial Risk, Strategic Planning, Business Process..., Business Process, Strategy, Program Management, PMO, Mergers & Acquisitions, Governance, Equities, Capital Markets, Consulting, SDLC, Project Management, Cross-functional Team..., Data Governance
Education
Johnson and Wales University 1983 — 1986
Associate's degree, Culinary Arts/Chef Training
HSBC July 2015 - Present
Goldman Sachs June 2014 - June 2015
Wells Fargo Securities April 2012 - June 2014
Wells Fargo November 2009 - March 2012
Wells Fargo January 2009 - November 2009
Wachovia June 2007 - December 2008
TruContinuity January 2003 - June 2007
UBS Investment Bank February 2006 - May 2007
Goldman Sachs February 2005 - January 2006
Bank of America February 2004 - January 2005
Skills
Vendor Management, Banking, Risk Management, IT Strategy, IT Transformation, Business Analysis, Portfolio Management, Enterprise Architecture, Business Transformation, Mergers, Business Process..., Infrastructure, Financial Services, Project Portfolio..., Management Consulting, Integration, Financial Risk, Strategic Planning, Business Process..., Business Process, Strategy, Program Management, PMO, Mergers & Acquisitions, Governance, Equities, Capital Markets, Consulting, SDLC, Project Management, Cross-functional Team..., Data Governance
Education
Johnson and Wales University 1983 — 1986
Associate's degree, Culinary Arts/Chef Training
Jonathan Barron's Wells Fargo Securities Experience March 2010 - June 2012
Job Senior Investment Analyst at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
Sun Life Investment Management August 2013 - April 2015
uConnect, Inc. June 2012 - August 2013
Wells Fargo Securities March 2010 - June 2012
Wells Fargo Securities August 2008 - March 2010
FTI Consulting Inc. June 2006 - July 2008
Bear Stearns Co. Inc. May 2005 - August 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA
Level II Candidate in the CFA Program
Silver Lake Regional High School 1998 — 2002
John Hancock Financial Services April 2015 - Present
Sun Life Investment Management August 2013 - April 2015
uConnect, Inc. June 2012 - August 2013
Wells Fargo Securities March 2010 - June 2012
Wells Fargo Securities August 2008 - March 2010
FTI Consulting Inc. June 2006 - July 2008
Bear Stearns Co. Inc. May 2005 - August 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA
Level II Candidate in the CFA Program
Silver Lake Regional High School 1998 — 2002
Josiah Snelgrove Josiah Snelgrove's Wells Fargo Securities Experience June 2015 - Present
Job Trade Capture Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2015 - Present
M&T Bank June 2014 - June 2015
Houghton College August 2008 - April 2014
Rochester lancers October 2011 - March 2012
FC New York February 2011 - August 2011
Charlotte Eagles April 2008 - February 2011
Skills
Coaching, Microsoft Excel, Sports, Data Analysis, Analysis, Finance
Education
Saint Bonaventure University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.98
Houghton College 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Wells Fargo Securities June 2015 - Present
M&T Bank June 2014 - June 2015
Houghton College August 2008 - April 2014
Rochester lancers October 2011 - March 2012
FC New York February 2011 - August 2011
Charlotte Eagles April 2008 - February 2011
Skills
Coaching, Microsoft Excel, Sports, Data Analysis, Analysis, Finance
Education
Saint Bonaventure University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.98
Houghton College 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Joseph Campanie Joseph Campanie's Wells Fargo Securities Experience March 2014 - Present
Job Vice President Liquid Products Middle Office at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities September 2011 - March 2014
RBS Global Banking & Markets January 2010 - September 2011
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Investment Banking, Financial Modeling, Derivatives, Hedge Funds, Valuation, Series 7, Structured Products, Corporate Finance
Education
Hamilton College 2000 — 2004
Bachelor of Arts (BA), Economics
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities September 2011 - March 2014
RBS Global Banking & Markets January 2010 - September 2011
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Investment Banking, Financial Modeling, Derivatives, Hedge Funds, Valuation, Series 7, Structured Products, Corporate Finance
Education
Hamilton College 2000 — 2004
Bachelor of Arts (BA), Economics
Sherilyn Anderson Sherilyn Anderson's Wells Fargo Securities Experience May 2012 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Jennifer Schoppe Jennifer Schoppe's Wells Fargo Securities Experience June 2010 - July 2013
Job Senior Researcher
Industry Higher Education
Experience
Harvard Business School August 2015 - Present
Bisno Productions June 2014 - August 2014
Wells Fargo Securities June 2010 - July 2013
All for Africa June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Microsoft Excel, PowerPoint, Bond Markets, Bond Pricing, Investment Banking, Private Equity
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Princeton University 2006 — 2010
Bachelor of Science and Engineering, Operations Research and Financial Engineering
London School of Economics and Political Science 2008 — 2008
Harvard Business School August 2015 - Present
Bisno Productions June 2014 - August 2014
Wells Fargo Securities June 2010 - July 2013
All for Africa June 2009 - August 2009
Skills
Bloomberg, Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Microsoft Excel, PowerPoint, Bond Markets, Bond Pricing, Investment Banking, Private Equity
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Princeton University 2006 — 2010
Bachelor of Science and Engineering, Operations Research and Financial Engineering
London School of Economics and Political Science 2008 — 2008
Matt Freund Matt Freund's Wells Fargo Securities Experience March 2015 - Present
Job Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
Piper Jaffray March 2014 - March 2015
McMaster-Carr July 2012 - December 2013
Merrill Lynch June 2011 - August 2011
US Army May 2006 - September 2010
Skills
LBO, Valuation, Mergers, Operational Efficiency, DCF, Investment Banking, Financial Modeling, Mergers & Acquisitions, Management, Leadership, Private Equity, Corporate Finance, Venture Capital
Education
Harvard Business School 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2002 — 2006
BSBA with Finance Concentration, German Minor
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2004 — 2004
Study Abroad Semester
Harvard University
Wells Fargo Securities March 2015 - Present
Piper Jaffray March 2014 - March 2015
McMaster-Carr July 2012 - December 2013
Merrill Lynch June 2011 - August 2011
US Army May 2006 - September 2010
Skills
LBO, Valuation, Mergers, Operational Efficiency, DCF, Investment Banking, Financial Modeling, Mergers & Acquisitions, Management, Leadership, Private Equity, Corporate Finance, Venture Capital
Education
Harvard Business School 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2002 — 2006
BSBA with Finance Concentration, German Minor
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2004 — 2004
Study Abroad Semester
Harvard University
Jeremy Swinson Jeremy Swinson's Wells Fargo Securities Experience June 2012 - Present
Job Structured Solutions for Financial Institutions
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
U.S. Bancorp September 2009 - June 2012
Structural Wealth Management LLC November 2008 - September 2009
Wachovia, A Wells Fargo Company July 2002 - December 2008
Wachovia, A Wells Fargo Company July 2002 - November 2008
GE Capital July 1997 - July 2000
Skills
Capital Markets, Structured Finance, Investments, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Start-ups, Balance Sheet Review, Financial Advisory, Fixed Income, Investment Banking, Structured Products
Education
Harvard Business School 2000 — 2002
MBA
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Science, Business Administration
Wells Fargo Securities June 2012 - Present
U.S. Bancorp September 2009 - June 2012
Structural Wealth Management LLC November 2008 - September 2009
Wachovia, A Wells Fargo Company July 2002 - December 2008
Wachovia, A Wells Fargo Company July 2002 - November 2008
GE Capital July 1997 - July 2000
Skills
Capital Markets, Structured Finance, Investments, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Start-ups, Balance Sheet Review, Financial Advisory, Fixed Income, Investment Banking, Structured Products
Education
Harvard Business School 2000 — 2002
MBA
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Science, Business Administration
William (Will) Taylor's Wells Fargo Securities Experience August 2012 - September 2013
Job Business Analyst, Corporate Strategy at Hudson's Bay Company
Industry Financial Services
Experience
Hudson's Bay Company September 2013 - Present
Wells Fargo Securities August 2012 - September 2013
Wells Fargo Securities June 2011 - August 2011
GLOBE August 2010 - May 2011
J.P. Morgan May 2010 - August 2010
The Beach Shop & Grill May 2006 - August 2008
Latitude 34 Restaurant May 2004 - August 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Economics, Bloomberg, Corporate Finance, Equities, Equity Research, Investments, Competitive Analysis, Mergers & Acquisitions, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Harvard University 2009 — 2009
Economics
Hudson's Bay Company September 2013 - Present
Wells Fargo Securities August 2012 - September 2013
Wells Fargo Securities June 2011 - August 2011
GLOBE August 2010 - May 2011
J.P. Morgan May 2010 - August 2010
The Beach Shop & Grill May 2006 - August 2008
Latitude 34 Restaurant May 2004 - August 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Economics, Bloomberg, Corporate Finance, Equities, Equity Research, Investments, Competitive Analysis, Mergers & Acquisitions, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Harvard University 2009 — 2009
Economics
Anthony Megaro Anthony Megaro's Wells Fargo Securities Experience June 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan October 2011 - December 2011
Oncoscope, Inc. May 2011 - August 2011
Angiotech Pharmaceuticals 2006 - 2010
Country Club Services, Inc. June 2009 - June 2009
Education
Wake Forest University 2009 — 2013
Bachelor of Science (B.S.), Finance
Imperial College London
Finance and Economics
East Chapel Hill High School 2005 — 2009
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan October 2011 - December 2011
Oncoscope, Inc. May 2011 - August 2011
Angiotech Pharmaceuticals 2006 - 2010
Country Club Services, Inc. June 2009 - June 2009
Education
Wake Forest University 2009 — 2013
Bachelor of Science (B.S.), Finance
Imperial College London
Finance and Economics
East Chapel Hill High School 2005 — 2009
Pang K. Yang, MBA Pang K. Yang, MBA's Wells Fargo Securities Experience July 2014 - Present
Job 2015 Graduate
Industry Investment Management
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo March 2013 - July 2014
Wells Fargo March 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Training, Highly detail oriented, Account Reconciliation, Tax Preparation, Data Analysis, Financial Analysis, Analysis, Financial Services, Investments, Finance, Financial Modeling, Asset Management, Corporate Finance, Business Analysis, Equities, Bloomberg, Securities
Education
Saint Mary's University of Minnesota 2013 — 2014
Master of Business Administration (M.B.A.), 3.786
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts (B.A.), Chemistry, Financial Economics
Wells Fargo Securities July 2014 - Present
Wells Fargo March 2013 - July 2014
Wells Fargo March 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Training, Highly detail oriented, Account Reconciliation, Tax Preparation, Data Analysis, Financial Analysis, Analysis, Financial Services, Investments, Finance, Financial Modeling, Asset Management, Corporate Finance, Business Analysis, Equities, Bloomberg, Securities
Education
Saint Mary's University of Minnesota 2013 — 2014
Master of Business Administration (M.B.A.), 3.786
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts (B.A.), Chemistry, Financial Economics
Hyun Kim's Wells Fargo Securities Experience June 2015 - August 2015
Job Student
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Philips Healthcare August 2014 - January 2015
Sofinnova Ventures, HealthQuest Capital December 2013 - December 2014
GE Healthcare August 2014 - November 2014
GE Capital May 2014 - August 2014
University of Florida: Economics Department August 2013 - May 2014
Senator Bill Nelson December 2012 - December 2012
Obama for America August 2012 - November 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Data Analysis, Java, Matlab, Business Analysis, Economics, Statistics, Strategy, Entrepreneurship
Education
University of Florida 2012 — 2016
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Mathematics, Economics, Biomolecular Engineering Minor, 3.8/4.0
International Baccalaureate 2008 — 2012
Wells Fargo Securities June 2015 - August 2015
Philips Healthcare August 2014 - January 2015
Sofinnova Ventures, HealthQuest Capital December 2013 - December 2014
GE Healthcare August 2014 - November 2014
GE Capital May 2014 - August 2014
University of Florida: Economics Department August 2013 - May 2014
Senator Bill Nelson December 2012 - December 2012
Obama for America August 2012 - November 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Data Analysis, Java, Matlab, Business Analysis, Economics, Statistics, Strategy, Entrepreneurship
Education
University of Florida 2012 — 2016
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Mathematics, Economics, Biomolecular Engineering Minor, 3.8/4.0
International Baccalaureate 2008 — 2012
Bradford Cook Bradford Cook's Wells Fargo Securities Experience August 2012 - August 2013
Job Software Engineer at BuildingConnected, Inc.
Industry Computer Software
Experience
BuildingConnected, Inc. February 2014 - Present
Hack Reactor September 2013 - January 2014
Wells Fargo Securities August 2012 - August 2013
BlackArch Partners June 2010 - August 2012
Booz Allen Hamilton June 2009 - August 2009
Skills
Javascript, AngularJS, Node.js, SQL, D3.js, HTML 5, CSS3, Python, Version Control, Test Driven Development, Web Development
Education
University of Virginia 2009 — 2010
McIntire School of Commerce, M.S. in Commerce
Hampden-Sydney College 2005 — 2009
B.S., Computer Science, B.S. Mathematical Economics
Woodberry Forest School 2001 — 2005
BuildingConnected, Inc. February 2014 - Present
Hack Reactor September 2013 - January 2014
Wells Fargo Securities August 2012 - August 2013
BlackArch Partners June 2010 - August 2012
Booz Allen Hamilton June 2009 - August 2009
Skills
Javascript, AngularJS, Node.js, SQL, D3.js, HTML 5, CSS3, Python, Version Control, Test Driven Development, Web Development
Education
University of Virginia 2009 — 2010
McIntire School of Commerce, M.S. in Commerce
Hampden-Sydney College 2005 — 2009
B.S., Computer Science, B.S. Mathematical Economics
Woodberry Forest School 2001 — 2005
Praveen Palem's Wells Fargo Securities Experience February 2014 - Present
Job Quantitative Analytics Consultant Trading & Risk Management
Industry Capital Markets
Experience
Wells Fargo Securities February 2014 - Present
Bank of America February 2011 - January 2014
Wachovia, A Wells Fargo Company January 2006 - January 2011
Education
University of Louisiana at Lafayette
MS, Computer Science, 3.9
Jawaharlal Nehru Technological University
BS, Engineering & CS (Dual Major), Distinction
Wells Fargo Securities February 2014 - Present
Bank of America February 2011 - January 2014
Wachovia, A Wells Fargo Company January 2006 - January 2011
Education
University of Louisiana at Lafayette
MS, Computer Science, 3.9
Jawaharlal Nehru Technological University
BS, Engineering & CS (Dual Major), Distinction
Steven Ellmann Steven Ellmann's Wells Fargo Securities Experience July 2015 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities June 2012 - December 2014
TigerFund May 2011 - May 2012
Skills
Economics, Financial Analysis, Investment Banking, Corporate Finance, Equities, Communication, Asset Based Lending, Consumer Lending, Credit Analysis, Credit Risk, Finance, Banking, Structured Finance, ABS, Securitization, Financial Modeling, Valuation, Investment Valuation, Secured Transactions, Secured Financing, Series 79, Series 63
Education
Hampden-Sydney College 2008 — 2012
Mathematical Economics, Economics
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities January 2015 - Present
Wells Fargo Securities June 2012 - December 2014
TigerFund May 2011 - May 2012
Skills
Economics, Financial Analysis, Investment Banking, Corporate Finance, Equities, Communication, Asset Based Lending, Consumer Lending, Credit Analysis, Credit Risk, Finance, Banking, Structured Finance, ABS, Securitization, Financial Modeling, Valuation, Investment Valuation, Secured Transactions, Secured Financing, Series 79, Series 63
Education
Hampden-Sydney College 2008 — 2012
Mathematical Economics, Economics
Lev Feygelson Lev Feygelson's Wells Fargo Securities Experience June 2014 - July 2015
Job Investment Banking Analyst
Industry Investment Banking
Experience
Credit Suisse August 2015 - Present
Wells Fargo Securities June 2014 - July 2015
Mactep Investments, LLC May 2013 - August 2013
Mactep Investments, LLC May 2012 - August 2012
Elegran Real Estate & Development May 2011 - September 2011
Mactep Investments, LLC December 2009 - April 2011
Skills
Investmnet Banking, Securitization, Finance, Real Estate, Leadership, Sales, Financial Modeling, Risk Management, Valuation, Bloomberg, Asset-backed..., Microsoft Excel, Investment Properties, Customer Service, SAS, Investments, Management, Derivatives, Analysis, Lease Negotiations, Public Speaking, Real Estate Development, Asset Managment, Options Strategies, Research, Budgets, Microsoft Word, Property Management, Contract Negotiation, Real Estate Transactions, Salesforce.com, Multi Tasking, Financial Analysis, Data Analysis, Social Networking, Portfolio Management, Time Management, Facebook, Corporate Finance, Forecasting, Teamwork, Real Estate Economics, Marketing, Bloomberg Terminal, Entrepreneurship, Economics, Market Research, Asset Management, Quantitative Analytics, Statistics
Education
James Madison University 2009 — 2014
Bachelor of Science (B.S.), Quantitative Finance
James Madison University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse August 2015 - Present
Wells Fargo Securities June 2014 - July 2015
Mactep Investments, LLC May 2013 - August 2013
Mactep Investments, LLC May 2012 - August 2012
Elegran Real Estate & Development May 2011 - September 2011
Mactep Investments, LLC December 2009 - April 2011
Skills
Investmnet Banking, Securitization, Finance, Real Estate, Leadership, Sales, Financial Modeling, Risk Management, Valuation, Bloomberg, Asset-backed..., Microsoft Excel, Investment Properties, Customer Service, SAS, Investments, Management, Derivatives, Analysis, Lease Negotiations, Public Speaking, Real Estate Development, Asset Managment, Options Strategies, Research, Budgets, Microsoft Word, Property Management, Contract Negotiation, Real Estate Transactions, Salesforce.com, Multi Tasking, Financial Analysis, Data Analysis, Social Networking, Portfolio Management, Time Management, Facebook, Corporate Finance, Forecasting, Teamwork, Real Estate Economics, Marketing, Bloomberg Terminal, Entrepreneurship, Economics, Market Research, Asset Management, Quantitative Analytics, Statistics
Education
James Madison University 2009 — 2014
Bachelor of Science (B.S.), Quantitative Finance
James Madison University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Vanessa Hubbard Vanessa Hubbard's Wells Fargo Securities Experience July 2012 - Present
Job Fixed Income Sales & Trading Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
HELP International June 2012 - July 2012
State of Brazil (through the University of Chicago) January 2012 - March 2012
Wells Fargo June 2011 - August 2011
Wells Fargo Securities June 2007 - July 2010
Tomorrow's Business Leaders 2009 - 2010
Big Brother Big Sister Foundation - Greater Charlotte Area 2008 - 2008
Goldman Sachs June 2006 - August 2006
U. S. Nuclear Regulatory Commission June 2005 - May 2006
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Economics, Managerial and Organizational Behavior
Howard University 2003 — 2007
BBA, Finance
Wells Fargo Securities July 2012 - Present
HELP International June 2012 - July 2012
State of Brazil (through the University of Chicago) January 2012 - March 2012
Wells Fargo June 2011 - August 2011
Wells Fargo Securities June 2007 - July 2010
Tomorrow's Business Leaders 2009 - 2010
Big Brother Big Sister Foundation - Greater Charlotte Area 2008 - 2008
Goldman Sachs June 2006 - August 2006
U. S. Nuclear Regulatory Commission June 2005 - May 2006
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Economics, Managerial and Organizational Behavior
Howard University 2003 — 2007
BBA, Finance
Srinivasa Yasa's Wells Fargo Securities Experience March 2012 - Present
Job Visionary software architect
Industry Computer Software
Experience
Wells Fargo Securities March 2012 - Present
Lockheed Martin January 2009 - March 2012
Dassault Systemes October 2005 - November 2008
Siemens UGS PLM Software 1999 - 2005
Education
Indian Institute of Technology, Delhi 1995 — 1997
Masters, Thermal Engineering
Jawaharlal Nehru Technological University
Wells Fargo Securities March 2012 - Present
Lockheed Martin January 2009 - March 2012
Dassault Systemes October 2005 - November 2008
Siemens UGS PLM Software 1999 - 2005
Education
Indian Institute of Technology, Delhi 1995 — 1997
Masters, Thermal Engineering
Jawaharlal Nehru Technological University
Powell Eddins's Wells Fargo Securities Experience June 2015 - August 2015
Job Incoming Fixed Income Strategy Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Harvard Undergraduate BGLTQ Business Society March 2014 - Present
Out for Undergrad March 2013 - Present
Wells Fargo Securities June 2015 - August 2015
ActBlue May 2014 - August 2014
ACLU June 2013 - August 2013
Let's Go, Inc. (Student Travel Guide) September 2012 - August 2013
North Carolina General Assembly January 2013 - January 2013
Boys & Girls Clubs of America June 2012 - August 2012
U.S. House of Representatives January 2011 - June 2011
Skills
Fixed Income, Financial Analysis, Municipal Bonds, Interest Rate..., Interest Rate Risk..., Asset-backed..., Politics, Political Campaigns, Public Policy, Research, Grassroots Organizing, Legislative Relations, Community Outreach, Policy Analysis, Legislative Research, Grassroots, Political Communication, Journalism, Travel Writing
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Massachusetts Institute of Technology 2014 — 2014
Bachelor's Degree, Management Science
Harvard Business School 2015 — 2015
Summer Venture in Management Program, Business Administration and Management, General
Harvard Undergraduate BGLTQ Business Society March 2014 - Present
Out for Undergrad March 2013 - Present
Wells Fargo Securities June 2015 - August 2015
ActBlue May 2014 - August 2014
ACLU June 2013 - August 2013
Let's Go, Inc. (Student Travel Guide) September 2012 - August 2013
North Carolina General Assembly January 2013 - January 2013
Boys & Girls Clubs of America June 2012 - August 2012
U.S. House of Representatives January 2011 - June 2011
Skills
Fixed Income, Financial Analysis, Municipal Bonds, Interest Rate..., Interest Rate Risk..., Asset-backed..., Politics, Political Campaigns, Public Policy, Research, Grassroots Organizing, Legislative Relations, Community Outreach, Policy Analysis, Legislative Research, Grassroots, Political Communication, Journalism, Travel Writing
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Massachusetts Institute of Technology 2014 — 2014
Bachelor's Degree, Management Science
Harvard Business School 2015 — 2015
Summer Venture in Management Program, Business Administration and Management, General
Celena Tyler's Wells Fargo Securities Experience June 2013 - September 2013
Job Product Manager at Avero
Industry Hospitality
Experience
Avero January 2015 - Present
Avero June 2014 - January 2015
Veritas Financial Group September 2011 - June 2014
Management Leadership for Tomorrow September 2012 - January 2014
Harvard Undergraduate Women in Business September 2011 - January 2014
Wells Fargo Securities June 2013 - September 2013
Phillips Brooks House Association January 2011 - January 2012
Valle Makoff LLP June 2011 - August 2011
U.S. PIRG June 2011 - August 2011
Skills
Product Management, Product Requirements, Mockups, Usage Analysis, Microsoft Excel, Agile Methodologies, Quantitative Analytics, Financial Modeling, Microsoft Office, PowerPoint, Stata, Spanish, Fluent French, Writing Skills, French, Fluent Spanish, Nonprofits, Fundraising, Research, Public Speaking, Social Media, Writing, Data Analysis
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Literature, Economics Secondary, Graduate
International High School 2006 — 2010
International Baccalaureate
Avero January 2015 - Present
Avero June 2014 - January 2015
Veritas Financial Group September 2011 - June 2014
Management Leadership for Tomorrow September 2012 - January 2014
Harvard Undergraduate Women in Business September 2011 - January 2014
Wells Fargo Securities June 2013 - September 2013
Phillips Brooks House Association January 2011 - January 2012
Valle Makoff LLP June 2011 - August 2011
U.S. PIRG June 2011 - August 2011
Skills
Product Management, Product Requirements, Mockups, Usage Analysis, Microsoft Excel, Agile Methodologies, Quantitative Analytics, Financial Modeling, Microsoft Office, PowerPoint, Stata, Spanish, Fluent French, Writing Skills, French, Fluent Spanish, Nonprofits, Fundraising, Research, Public Speaking, Social Media, Writing, Data Analysis
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Literature, Economics Secondary, Graduate
International High School 2006 — 2010
International Baccalaureate
Vanessa Schlegel's Wells Fargo Securities Experience November 2014 - Present
Job Sr. Capital Markets Analyst at Wells Fargo Securities Technology
Industry Financial Services
Experience
Wells Fargo Securities November 2014 - Present
Bank of America April 2011 - November 2014
TradeKing February 2011 - April 2011
Fannie Mae October 2009 - January 2011
Fannie Mae September 2008 - October 2009
Fannie Mae December 2006 - September 2008
Fannie Mae June 2005 - December 2006
Fannie Mae August 2004 - June 2005
Fannie Mae March 2002 - August 2004
Skills
MBS, Valuation, Derivatives, Mortgage Servicing, Data Analysis, Systems Analysis, Loans, Cash Management, Securitization, Banking, Internal Controls, Analysis, Sarbanes-Oxley Act, Mortgage Lending, Financial Reporting, Structured Finance, Securities, Finance, Investments, Portfolio Management, Credit, Financial Modeling, Financial Risk, Risk Management, Credit Risk, Capital Markets, Bonds, Credit Analysis, Fixed Income, Asset Management, Financial Services, Financial Analysis, Trading, Bloomberg, Business Analysis, Management, SDLC, Due Diligence, Process Improvement
Education
Hawaii Pacific University 1999 — 2001
MBA, Finance
Hawaii Pacific University 1998 — 2000
BSBA, Finance
Wells Fargo Securities November 2014 - Present
Bank of America April 2011 - November 2014
TradeKing February 2011 - April 2011
Fannie Mae October 2009 - January 2011
Fannie Mae September 2008 - October 2009
Fannie Mae December 2006 - September 2008
Fannie Mae June 2005 - December 2006
Fannie Mae August 2004 - June 2005
Fannie Mae March 2002 - August 2004
Skills
MBS, Valuation, Derivatives, Mortgage Servicing, Data Analysis, Systems Analysis, Loans, Cash Management, Securitization, Banking, Internal Controls, Analysis, Sarbanes-Oxley Act, Mortgage Lending, Financial Reporting, Structured Finance, Securities, Finance, Investments, Portfolio Management, Credit, Financial Modeling, Financial Risk, Risk Management, Credit Risk, Capital Markets, Bonds, Credit Analysis, Fixed Income, Asset Management, Financial Services, Financial Analysis, Trading, Bloomberg, Business Analysis, Management, SDLC, Due Diligence, Process Improvement
Education
Hawaii Pacific University 1999 — 2001
MBA, Finance
Hawaii Pacific University 1998 — 2000
BSBA, Finance
Emily Platt's Wells Fargo Securities Experience September 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2015 - Present
The Madison Investment Fund October 2013 - Present
Women in Leadership Conference August 2014 - Present
Cooler Than That February 2014 - Present
Stanford University February 2015 - Present
Wells Fargo Securities May 2015 - Present
Wells Fargo Securities November 2014 - November 2014
Paige Salvador Consulting May 2014 - September 2014
Skills
Bloomberg Terminal, Microsoft Office, Finance, Microsoft Excel, Change Management, Investments, Design Thinking, Innovation Management, Entrepreneurship, Teamwork
Education
James Madison University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Economics
Lenape High School 2009 — 2013
Wells Fargo Securities September 2015 - Present
The Madison Investment Fund October 2013 - Present
Women in Leadership Conference August 2014 - Present
Cooler Than That February 2014 - Present
Stanford University February 2015 - Present
Wells Fargo Securities May 2015 - Present
Wells Fargo Securities November 2014 - November 2014
Paige Salvador Consulting May 2014 - September 2014
Skills
Bloomberg Terminal, Microsoft Office, Finance, Microsoft Excel, Change Management, Investments, Design Thinking, Innovation Management, Entrepreneurship, Teamwork
Education
James Madison University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Economics
Lenape High School 2009 — 2013
Melissa Band's Wells Fargo Securities Experience July 2015 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities May 2014 - Present
Ernst & Young July 2012 - May 2014
Ernst & Young- NYC June 2011 - August 2011
AkzoNobel December 2010 - January 2011
Skills
Financial Analysis, Structured Finance, Financial Modeling, Financial Reporting, Valuation, Accounting, Microsoft Office, Financial Accounting, Capital Markets
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics Minor, 3.98
Pleasantville High School 2004 — 2008
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities May 2014 - Present
Ernst & Young July 2012 - May 2014
Ernst & Young- NYC June 2011 - August 2011
AkzoNobel December 2010 - January 2011
Skills
Financial Analysis, Structured Finance, Financial Modeling, Financial Reporting, Valuation, Accounting, Microsoft Office, Financial Accounting, Capital Markets
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics Minor, 3.98
Pleasantville High School 2004 — 2008
Sharin Kutt Sharin Kutt's Wells Fargo Securities Experience May 2005 - Present
Job Associate Meeting Event Coordinator at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2005 - Present
JPMorgan Chase 1988 - 2005
Education
Hudson County Community College 1985 — 1998
Associate's degree, Business Administration and Management, General
Wells Fargo Securities May 2005 - Present
JPMorgan Chase 1988 - 2005
Education
Hudson County Community College 1985 — 1998
Associate's degree, Business Administration and Management, General
Amit Mehta Amit Mehta's Wells Fargo Securities Experience 2015 - Present
Job Business Technology Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities 2015 - Present
Wells Fargo 2010 - Present
Wells Fargo 2008 - 2010
Wachovia 2006 - 2008
Wachovia 2000 - 2006
Enovia Corp 1999 - 2000
Tata Technologies 1997 - 1999
Skills
Relationship Management, Analytics, Internet Banking, E-commerce, Product Management, Product Development, Business Strategy, Strategy, Management, Business Process, Data Management, Business Intelligence, Program Management, Web Analytics, Payments, Information Security, Business Process..., Business Analysis, Channel Management, Treasury Management, Customer Experience, Strategic Planning, Sales, Online Sales, Vendor Management, Risk Management, Cross-functional Team..., Process Improvement, Portfolio Management
Education
Indian Institute of Technology, Delhi
B.Tech.
St Xavier's School, Jaipur
AISSCE
University of North Carolina at Charlotte - Belk College of Business
MBA
Wells Fargo Securities 2015 - Present
Wells Fargo 2010 - Present
Wells Fargo 2008 - 2010
Wachovia 2006 - 2008
Wachovia 2000 - 2006
Enovia Corp 1999 - 2000
Tata Technologies 1997 - 1999
Skills
Relationship Management, Analytics, Internet Banking, E-commerce, Product Management, Product Development, Business Strategy, Strategy, Management, Business Process, Data Management, Business Intelligence, Program Management, Web Analytics, Payments, Information Security, Business Process..., Business Analysis, Channel Management, Treasury Management, Customer Experience, Strategic Planning, Sales, Online Sales, Vendor Management, Risk Management, Cross-functional Team..., Process Improvement, Portfolio Management
Education
Indian Institute of Technology, Delhi
B.Tech.
St Xavier's School, Jaipur
AISSCE
University of North Carolina at Charlotte - Belk College of Business
MBA
Eric Shiu Eric Shiu's Wells Fargo Securities Experience January 2009 - Present
Job Equity Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2005 - January 2009
AIG Global Investment Group May 2004 - August 2004
Credit Suisse 2001 - 2003
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Corporate Finance, Equities, Fixed Income, Investments, Asset Management, Bloomberg, Series 7, Series 63, Series 86, Series 87, Equity Research, Financial Reporting, Variance Analysis, Budget Process, Budget Forecasts, Planning Budgeting &..., Management Reporting, Investment Banking
Education
Jones Graduate School of Business, Rice University
MBA, Finance
State University of New York College at Geneseo
BA, Economics
Wells Fargo Securities January 2009 - Present
Wachovia Securities, LLC July 2005 - January 2009
AIG Global Investment Group May 2004 - August 2004
Credit Suisse 2001 - 2003
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Corporate Finance, Equities, Fixed Income, Investments, Asset Management, Bloomberg, Series 7, Series 63, Series 86, Series 87, Equity Research, Financial Reporting, Variance Analysis, Budget Process, Budget Forecasts, Planning Budgeting &..., Management Reporting, Investment Banking
Education
Jones Graduate School of Business, Rice University
MBA, Finance
State University of New York College at Geneseo
BA, Economics
Joseph Michaiel's Wells Fargo Securities Experience August 2014 - July 2015
Job Vice President at RBC Richardson Barr
Industry Oil & Energy
Experience
RBC Capital Markets July 2015 - Present
Wells Fargo Securities August 2014 - July 2015
Cadence Bank August 2013 - August 2014
Oxy April 2011 - July 2013
BP June 2006 - November 2010
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Calgary 2002 — 2006
Bachelor's degree, Chemical Engineering
RBC Capital Markets July 2015 - Present
Wells Fargo Securities August 2014 - July 2015
Cadence Bank August 2013 - August 2014
Oxy April 2011 - July 2013
BP June 2006 - November 2010
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Calgary 2002 — 2006
Bachelor's degree, Chemical Engineering
David Joyce David Joyce's Wells Fargo Securities Experience April 2015 - Present
Job Senior Developer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo September 2013 - April 2015
Ally Financial Inc. November 2012 - September 2013
Bank of America July 2011 - November 2012
Bank of America September 2010 - July 2011
Premier, Inc. September 2009 - September 2010
USAA June 2008 - September 2009
USAA March 2008 - June 2008
Salem Health Solutions February 2007 - March 2008
TIMCO Aviation Services, Inc. September 2006 - January 2007
Skills
Tomcat, Eclipse, Spring, Hibernate, JBoss, SWT, Messaging, TIBCO Rendezvous, TIBCO EMS, Mule ESB, Maven, XML, JBoss Application Server, WebSphere Application..., SOA, Spring Framework, Agile Methodologies, SQL
Education
Guilford College 2005 — 2006
B.S., Computer Information Systems
Mars Hill College 1998 — 2001
Computer Science, Religion/Philosophy
Western Carolina University 1996 — 1997
Computer Science
Wells Fargo Securities April 2015 - Present
Wells Fargo September 2013 - April 2015
Ally Financial Inc. November 2012 - September 2013
Bank of America July 2011 - November 2012
Bank of America September 2010 - July 2011
Premier, Inc. September 2009 - September 2010
USAA June 2008 - September 2009
USAA March 2008 - June 2008
Salem Health Solutions February 2007 - March 2008
TIMCO Aviation Services, Inc. September 2006 - January 2007
Skills
Tomcat, Eclipse, Spring, Hibernate, JBoss, SWT, Messaging, TIBCO Rendezvous, TIBCO EMS, Mule ESB, Maven, XML, JBoss Application Server, WebSphere Application..., SOA, Spring Framework, Agile Methodologies, SQL
Education
Guilford College 2005 — 2006
B.S., Computer Information Systems
Mars Hill College 1998 — 2001
Computer Science, Religion/Philosophy
Western Carolina University 1996 — 1997
Computer Science
Don Kovacs Don Kovacs's Wells Fargo Securities Experience September 2013 - February 2014
Job Project Manager at Wells Fargo Securities
Industry Management Consulting
Experience
Wells Fargo Securities September 2013 - February 2014
Adeptra/FICO January 2012 - August 2013
Simplicato April 2011 - January 2012
JPMC December 2010 - April 2011
Dow Jones Inc April 2008 - December 2010
Barclays Capital July 2006 - March 2008
Simplicato Inc. May 2005 - July 2006
Morgan Stanley Dean Witter September 2004 - April 2005
GTech June 2004 - August 2004
Bremen AI May 2003 - June 2004
Skills
Project Manager, Business Analysis, Organizational..., Project Management, Business Process..., Vendor Management, SDLC, Visio, Requirements Analysis, Program Management, Integration, Quality Assurance, Process Improvement, Business Intelligence, Software Documentation, PMO, Management, Testing, Change Management, Risk Management, Agile Methodologies, CRM, Business Process, Project Portfolio..., Analysis, Product Management, Strategy, Software Development, Databases, Leadership, Enterprise Software, Business Requirements, Data Warehousing, Governance, Training, Business Development, SQL, PMP, Oracle, E-commerce, Salesforce.com, SOA, Software Project..., Security, IT Management, IT Strategy, Business Process..., Consulting, Requirements Gathering, SAP
Education
Msgr. Farrell High School 1963 — 1966
Diploma
Inter-American University of Puerto Rico-San Germán Campus
Bachelors
Wells Fargo Securities September 2013 - February 2014
Adeptra/FICO January 2012 - August 2013
Simplicato April 2011 - January 2012
JPMC December 2010 - April 2011
Dow Jones Inc April 2008 - December 2010
Barclays Capital July 2006 - March 2008
Simplicato Inc. May 2005 - July 2006
Morgan Stanley Dean Witter September 2004 - April 2005
GTech June 2004 - August 2004
Bremen AI May 2003 - June 2004
Skills
Project Manager, Business Analysis, Organizational..., Project Management, Business Process..., Vendor Management, SDLC, Visio, Requirements Analysis, Program Management, Integration, Quality Assurance, Process Improvement, Business Intelligence, Software Documentation, PMO, Management, Testing, Change Management, Risk Management, Agile Methodologies, CRM, Business Process, Project Portfolio..., Analysis, Product Management, Strategy, Software Development, Databases, Leadership, Enterprise Software, Business Requirements, Data Warehousing, Governance, Training, Business Development, SQL, PMP, Oracle, E-commerce, Salesforce.com, SOA, Software Project..., Security, IT Management, IT Strategy, Business Process..., Consulting, Requirements Gathering, SAP
Education
Msgr. Farrell High School 1963 — 1966
Diploma
Inter-American University of Puerto Rico-San Germán Campus
Bachelors
Vamsi Manda Vamsi Manda's Wells Fargo Securities Experience July 2014 - Present
Job Associate Energy and Power Investment Banking, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Galkor energy systems March 2013 - May 2013
GKKWORKS June 2011 - July 2012
GKKWORKS June 2008 - June 2011
GKKSSA Consultants Pvt. Ltd. 2006 - 2008
Skills
Financial Valuation, Argus Modeling, Financial Analysis, Microsoft Excel, Sustainable Design, Corporate Finance, Accounting, Valuation, Architecture, Project Planning, Leadership, Sustainability, Construction, Change Management, LEED, Mergers, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance/ Accounting, High Distinction
Indian Institute of Technology, Kharagpur 2001 — 2006
Bachelor of Architecture (B.Arch.), Architecture, 8.4/10
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Galkor energy systems March 2013 - May 2013
GKKWORKS June 2011 - July 2012
GKKWORKS June 2008 - June 2011
GKKSSA Consultants Pvt. Ltd. 2006 - 2008
Skills
Financial Valuation, Argus Modeling, Financial Analysis, Microsoft Excel, Sustainable Design, Corporate Finance, Accounting, Valuation, Architecture, Project Planning, Leadership, Sustainability, Construction, Change Management, LEED, Mergers, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance/ Accounting, High Distinction
Indian Institute of Technology, Kharagpur 2001 — 2006
Bachelor of Architecture (B.Arch.), Architecture, 8.4/10
Damilola Olu-Ayeni Damilola Olu-Ayeni's Wells Fargo Securities Experience June 2008 - January 2010
Job Investment Banker at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Vanderbilt Business School August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Standard Bank February 2010 - August 2011
Wells Fargo Securities June 2008 - January 2010
Wachovia Securities June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Retail, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Emerging Markets, Bloomberg, DCF, PowerPoint, Outlook, Microsoft Excel, Analysis, Public Speaking, Strategy, Strategic Planning, Management, Banking, Finance, Budgets, Equities, Investments, Due Diligence, Mergers & Acquisitions, Bonds, Private Equity, Portfolio Management, Fixed Income, Equity Research, Economics, Risk Management, Financial Advisory, LBO, Hedge Funds, Derivatives, Business Valuation, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Finance & Strategy
Howard University 2004 — 2008
BBA, Finance, Investment Management
Oxbridge Tutorial College 2003 — 2003
Advanced Level, Integrated Sciences
Merrill Lynch July 2013 - Present
Vanderbilt Business School August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Standard Bank February 2010 - August 2011
Wells Fargo Securities June 2008 - January 2010
Wachovia Securities June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Retail, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Emerging Markets, Bloomberg, DCF, PowerPoint, Outlook, Microsoft Excel, Analysis, Public Speaking, Strategy, Strategic Planning, Management, Banking, Finance, Budgets, Equities, Investments, Due Diligence, Mergers & Acquisitions, Bonds, Private Equity, Portfolio Management, Fixed Income, Equity Research, Economics, Risk Management, Financial Advisory, LBO, Hedge Funds, Derivatives, Business Valuation, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Finance & Strategy
Howard University 2004 — 2008
BBA, Finance, Investment Management
Oxbridge Tutorial College 2003 — 2003
Advanced Level, Integrated Sciences
Adam Rainey Adam Rainey's Wells Fargo Securities Experience May 2011 - Present
Job Vice President, Investment Banking (Mergers & Acquisitions Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Juan Miguel Bermudez Juan Miguel Bermudez's Wells Fargo Securities Experience July 2011 - Present
Job Energy and Power Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities July 2011 - Present
Mattress Firm Inc. 2009 - 2011
Lazard 2008 - 2009
CenterPoint Energy 2002 - 2008
CenterPoint Energy 2005 - 2006
Skills
Energy, Corporate Finance, Financial Analysis, Investment Banking
Education
Nueva Granada
Rice University - Jesse H. Jones Graduate School of Management
MBA
Vanderbilt University
BA, Economics
Wells Fargo Securities July 2011 - Present
Mattress Firm Inc. 2009 - 2011
Lazard 2008 - 2009
CenterPoint Energy 2002 - 2008
CenterPoint Energy 2005 - 2006
Skills
Energy, Corporate Finance, Financial Analysis, Investment Banking
Education
Nueva Granada
Rice University - Jesse H. Jones Graduate School of Management
MBA
Vanderbilt University
BA, Economics
Drew Kettwick, CFA's Wells Fargo Securities Experience August 2009 - Present
Job
Industry Investment Management
Experience
Wells Fargo Securities August 2009 - Present
Wells Fargo May 2008 - August 2008
AEGON USA Investment Management, LLC July 2007 - January 2008
Skills
Fixed Income Analysis, Credit Derivatives, High Yield, Investments, Credit Analysis, Portfolio Management, Fixed Income, Bloomberg, Derivatives, Investment Banking, Financial Modeling
Education
Iowa State University - College of Business 2004 — 2009
Bachelor of Science, Finance and Accounting
Wells Fargo Securities August 2009 - Present
Wells Fargo May 2008 - August 2008
AEGON USA Investment Management, LLC July 2007 - January 2008
Skills
Fixed Income Analysis, Credit Derivatives, High Yield, Investments, Credit Analysis, Portfolio Management, Fixed Income, Bloomberg, Derivatives, Investment Banking, Financial Modeling
Education
Iowa State University - College of Business 2004 — 2009
Bachelor of Science, Finance and Accounting
Kateryna Brezitska's Wells Fargo Securities Experience June 2013 - August 2013
Job Debt Capital Markets US Associate at Credit Agricole
Industry Financial Services
Experience
Crédit Agricole November 2014 - Present
University of Pennsylvania Law School September 2011 - May 2014
University of Pennsylvania August 2013 - December 2013
Wells Fargo Securities June 2013 - August 2013
Miami International Holdings May 2012 - July 2012
Global Marketing Associates June 2011 - September 2011
University of Pennsylvania October 2010 - May 2011
Skills
Research, Business Strategy, French, Negotiation, Data Analysis, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Public Speaking, Sales, Financial Modeling, Microsoft Word, Fixed Income, Public Policy, Editing, Fundraising, Social Media, International Relations, Economics
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BSc Economics, Finance
Higher School of Economics 2012 — 2013
Concentration, Russian Language and Literature
Crédit Agricole November 2014 - Present
University of Pennsylvania Law School September 2011 - May 2014
University of Pennsylvania August 2013 - December 2013
Wells Fargo Securities June 2013 - August 2013
Miami International Holdings May 2012 - July 2012
Global Marketing Associates June 2011 - September 2011
University of Pennsylvania October 2010 - May 2011
Skills
Research, Business Strategy, French, Negotiation, Data Analysis, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Public Speaking, Sales, Financial Modeling, Microsoft Word, Fixed Income, Public Policy, Editing, Fundraising, Social Media, International Relations, Economics
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BSc Economics, Finance
Higher School of Economics 2012 — 2013
Concentration, Russian Language and Literature
Dave Soltau , CFA Dave Soltau , CFA's Wells Fargo Securities Experience 2001 - 2003
Job Institutional Fixed Income, Portfolio and Risk Management Professional
Industry Financial Services
Experience
Windsor Financial Group, LLC February 2012 - June 2015
Wedbush Securities 2009 - 2012
U.S. Bank / Salo, LLC January 2008 - December 2008
Merrill Lynch 2003 - 2007
Wells Fargo Securities 2001 - 2003
GMAC RFC 1991 - 2000
Skills
Portfolio Management, Asset Management, Risk Management, Investments, Trading, Banking, Fixed Income, Credit, Capital Markets, Financial Services, Valuation, Bloomberg, Intex, BondEdge, Options, Mortgage Industry, Asset Allocation, Commercial Mortgages
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Gustavus Adolphus College
Bachelor of Arts (B.A.)
Windsor Financial Group, LLC February 2012 - June 2015
Wedbush Securities 2009 - 2012
U.S. Bank / Salo, LLC January 2008 - December 2008
Merrill Lynch 2003 - 2007
Wells Fargo Securities 2001 - 2003
GMAC RFC 1991 - 2000
Skills
Portfolio Management, Asset Management, Risk Management, Investments, Trading, Banking, Fixed Income, Credit, Capital Markets, Financial Services, Valuation, Bloomberg, Intex, BondEdge, Options, Mortgage Industry, Asset Allocation, Commercial Mortgages
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Gustavus Adolphus College
Bachelor of Arts (B.A.)
Bill Stuart's Wells Fargo Securities Experience November 2014 - Present
Job Compliance Consultant at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities November 2014 - Present
PPD May 2014 - November 2014
PPD July 2012 - May 2014
Castle Branch, Inc. August 2011 - December 2011
ŠKODA AUTO a.s. March 2011 - June 2011
Skills
Time Management, Analysis, Marketing, Marketing Strategy, Budgets, Project Management, Negotiation, Microsoft Office, Research, PowerPoint, Market Research, Sales, Microsoft Word, Microsoft Excel, Leadership, Finance
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor's Degree, Economics, Summa Cum Laude
Hochschule Bremen 2010 — 2011
International Business
Wells Fargo Securities November 2014 - Present
PPD May 2014 - November 2014
PPD July 2012 - May 2014
Castle Branch, Inc. August 2011 - December 2011
ŠKODA AUTO a.s. March 2011 - June 2011
Skills
Time Management, Analysis, Marketing, Marketing Strategy, Budgets, Project Management, Negotiation, Microsoft Office, Research, PowerPoint, Market Research, Sales, Microsoft Word, Microsoft Excel, Leadership, Finance
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor's Degree, Economics, Summa Cum Laude
Hochschule Bremen 2010 — 2011
International Business
Andrew Dunham Andrew Dunham's Wells Fargo Securities Experience June 2015 - Present
Job INVESTMENT ANALYST ◈ RESEARCH ASSOCIATE
Industry Financial Services
Experience
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Samantha Mirzoeff's Wells Fargo Securities Experience July 2008 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2008 - Present
Bear Stearns July 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Equities, Structured Products, Sales, Customer Satisfaction, Derivatives, Investments, Fixed Income, Bloomberg, Marketing Strategy, Marketing, Equity Derivatives, Capital Markets, Alternative Investments, Options, Data Analysis
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Mathematics
University of Sydney 2007 — 2007
Hofstra University 2003 — 2004
Wells Fargo Securities July 2008 - Present
Bear Stearns July 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Equities, Structured Products, Sales, Customer Satisfaction, Derivatives, Investments, Fixed Income, Bloomberg, Marketing Strategy, Marketing, Equity Derivatives, Capital Markets, Alternative Investments, Options, Data Analysis
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Mathematics
University of Sydney 2007 — 2007
Hofstra University 2003 — 2004
Lenard Weiner Lenard Weiner's Wells Fargo Securities Experience August 2009 - October 2013
Job Senior Vice President, WellsFargo Bank
Industry Banking
Experience
Wells Fargo Securities August 2009 - October 2013
JPMorgan January 1996 - July 2008
JPMorgan Chase January 1986 - January 1996
European American Bank January 1984 - January 1986
Education
Hofstra University 1983 — 1985
MBA, Finance
Wells Fargo Securities August 2009 - October 2013
JPMorgan January 1996 - July 2008
JPMorgan Chase January 1986 - January 1996
European American Bank January 1984 - January 1986
Education
Hofstra University 1983 — 1985
MBA, Finance
Kimberly Hassel Kimberly Hassel's Wells Fargo Securities Experience November 2013 - March 2014
Job Apprentice Teacher in Japanese at Dartmouth College
Industry Higher Education
Experience
Dartmouth College, Department of Asian and Middle Eastern Languages and Literatures September 2013 - Present
Dartmouth College March 2015 - June 2015
Ibaraki Christian University September 2014 - December 2014
Wells Fargo Securities November 2013 - March 2014
Wells Fargo Securities July 2012 - August 2012
Skills
PowerPoint, Foreign Languages, Marketing, Microsoft Excel, Microsoft Word, Publicity, Blogger, Capital IQ, Public Outreach, Public Speaking, Writing, Research, Blogging, Event Planning
Education
Dartmouth College 2012 — 2016
Bachelor of Arts, Government, Asian and Middle Eastern Languages and Literatures (Japanese)
神田外語大学 / Kanda University of International Studies
Japanese Language and Literature
Townsend Harris High School 2008 — 2012
Dartmouth College, Department of Asian and Middle Eastern Languages and Literatures September 2013 - Present
Dartmouth College March 2015 - June 2015
Ibaraki Christian University September 2014 - December 2014
Wells Fargo Securities November 2013 - March 2014
Wells Fargo Securities July 2012 - August 2012
Skills
PowerPoint, Foreign Languages, Marketing, Microsoft Excel, Microsoft Word, Publicity, Blogger, Capital IQ, Public Outreach, Public Speaking, Writing, Research, Blogging, Event Planning
Education
Dartmouth College 2012 — 2016
Bachelor of Arts, Government, Asian and Middle Eastern Languages and Literatures (Japanese)
神田外語大学 / Kanda University of International Studies
Japanese Language and Literature
Townsend Harris High School 2008 — 2012
David Frank's Wells Fargo Securities Experience 2011 - Present
Job Managing Director Head of Retail Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Credit Suisse 2001 - 2011
Credit Suisse 1999 - 2001
Lehman Brothers 1992 - 1999
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Princeton University 1984 — 1988
AB, Politics
Wells Fargo Securities 2011 - Present
Credit Suisse 2001 - 2011
Credit Suisse 1999 - 2001
Lehman Brothers 1992 - 1999
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Princeton University 1984 — 1988
AB, Politics
Amir Darpi Amir Darpi's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
UCLA Anderson School of Management August 2013 - June 2015
Wells Fargo Securities May 2014 - August 2014
Deutsche Bank January 2006 - August 2013
Skills
Fixed Income, Investments, Finance, Banking, Investment Banking, Trading, Corporate Finance, Money Market, Foreign Exchange, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Institut Teknologi Bandung (ITB) 2001 — 2005
Bachelor of Engineering (B.Eng.), Industrial Engineering
Wells Fargo Securities August 2015 - Present
UCLA Anderson School of Management August 2013 - June 2015
Wells Fargo Securities May 2014 - August 2014
Deutsche Bank January 2006 - August 2013
Skills
Fixed Income, Investments, Finance, Banking, Investment Banking, Trading, Corporate Finance, Money Market, Foreign Exchange, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Institut Teknologi Bandung (ITB) 2001 — 2005
Bachelor of Engineering (B.Eng.), Industrial Engineering
Jesse Blumberg Jesse Blumberg's Wells Fargo Securities Experience September 2014 - Present
Job Interest Rate Derivative Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Citi July 2013 - September 2014
Credit Suisse January 2012 - June 2012
UBS Wealth Management January 2011 - June 2011
Skills
Equities, Valuation, Financial Markets, Economics, Management, Financial Advisory, Financial Analysis, Investments, Bloomberg Terminal, Wealth Management, Sales, Time Management, Bloomberg, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, DTC, Loanet, Factset
Education
Northeastern University 2009 — 2012
Bachelor of Science (BS), Economics
Hofstra University 2008 — 2008
Wells Fargo Securities September 2014 - Present
Citi July 2013 - September 2014
Credit Suisse January 2012 - June 2012
UBS Wealth Management January 2011 - June 2011
Skills
Equities, Valuation, Financial Markets, Economics, Management, Financial Advisory, Financial Analysis, Investments, Bloomberg Terminal, Wealth Management, Sales, Time Management, Bloomberg, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, DTC, Loanet, Factset
Education
Northeastern University 2009 — 2012
Bachelor of Science (BS), Economics
Hofstra University 2008 — 2008
Phil Kaplan Phil Kaplan's Wells Fargo Securities Experience 2009 - 2014
Job Managing Director at H2C
Industry Investment Banking
Experience
Hammond Hanlon Camp LLC April 2015 - Present
Wells Fargo Securities 2009 - 2014
Goldman Sachs February 2006 - April 2008
Citi May 2002 - February 2006
Citibank Private Bank 1996 - 2000
American National Bank 1994 - 1996
Education
The University of Chicago Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Economics, With Honors
Indiana University Bloomington 1988 — 1992
Finance, General
Hammond Hanlon Camp LLC April 2015 - Present
Wells Fargo Securities 2009 - 2014
Goldman Sachs February 2006 - April 2008
Citi May 2002 - February 2006
Citibank Private Bank 1996 - 2000
American National Bank 1994 - 1996
Education
The University of Chicago Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Economics, With Honors
Indiana University Bloomington 1988 — 1992
Finance, General
Suzanne (Koch) Carrington Suzanne (Koch) Carrington's Wells Fargo Securities Experience July 2007 - April 2011
Job Business Systems Consultant Release Manager, Wells Fargo
Industry Investment Management
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo Securities July 2007 - April 2011
Wells Fargo Brokerage Services, LLC--Public Finance Division July 2005 - July 2007
Wells Fargo Brokerage Services, LLC May 2004 - June 2005
Tele Atlas January 2001 - July 2003
ProMap corp 2000 - 2000
Skills
SDLC, Business Analysis, Financial Services, Requirements Gathering, Visio, Project Management, Release Management, Project Governance, Risk Management
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA
Iowa State University 1995 — 1999
Wells Fargo Bank January 2011 - Present
Wells Fargo Securities July 2007 - April 2011
Wells Fargo Brokerage Services, LLC--Public Finance Division July 2005 - July 2007
Wells Fargo Brokerage Services, LLC May 2004 - June 2005
Tele Atlas January 2001 - July 2003
ProMap corp 2000 - 2000
Skills
SDLC, Business Analysis, Financial Services, Requirements Gathering, Visio, Project Management, Release Management, Project Governance, Risk Management
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA
Iowa State University 1995 — 1999
Keeya Ragin, MBA Keeya Ragin, MBA's Wells Fargo Securities Experience June 2014 - September 2014
Job Project Associate at Deloitte Application Management Services
Industry Accounting
Experience
Deloitte March 2015 - Present
Wells Fargo Securities June 2014 - September 2014
EY March 2013 - June 2014
Wells Fargo March 2012 - March 2013
20th Century Fox Television October 2011 - January 2012
Wachovia, A Wells Fargo Company June 2011 - October 2011
Con Edison March 2006 - May 2011
North Fork Bank June 2005 - March 2006
MTV Networks October 2004 - April 2005
New York State Attorney Generals Office January 2004 - October 2004
Skills
Business Process, Software Documentation, Finance, Business Analysis, Visio, SDLC, Risk Management, Requirements Gathering, Oracle, Data Warehousing, Access, Analysis, Management, Project Management, Strategy, SharePoint, SQL, Databases, Business Requirements, PL/SQL, Sarbanes-Oxley Act, Testing, Quality Assurance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Project Management, 3.56
North Carolina Central University 1998 — 2001
BA, Business Administration, Computer Information Systems
Deloitte March 2015 - Present
Wells Fargo Securities June 2014 - September 2014
EY March 2013 - June 2014
Wells Fargo March 2012 - March 2013
20th Century Fox Television October 2011 - January 2012
Wachovia, A Wells Fargo Company June 2011 - October 2011
Con Edison March 2006 - May 2011
North Fork Bank June 2005 - March 2006
MTV Networks October 2004 - April 2005
New York State Attorney Generals Office January 2004 - October 2004
Skills
Business Process, Software Documentation, Finance, Business Analysis, Visio, SDLC, Risk Management, Requirements Gathering, Oracle, Data Warehousing, Access, Analysis, Management, Project Management, Strategy, SharePoint, SQL, Databases, Business Requirements, PL/SQL, Sarbanes-Oxley Act, Testing, Quality Assurance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Project Management, 3.56
North Carolina Central University 1998 — 2001
BA, Business Administration, Computer Information Systems
George Toby Albright, III George Toby Albright, III's Wells Fargo Securities Experience April 2007 - February 2009
Job Director at KippsDeSanto & Co.
Industry Investment Banking
Experience
KippsDeSanto & Co. October 2012 - Present
Sagent Advisors March 2009 - August 2012
Wells Fargo Securities April 2007 - February 2009
Cary Street Partners September 2003 - March 2007
Wachovia Securities (formerly First Union Securities) October 1999 - July 2003
Skills
Investment Banking, Valuation, Financial Modeling, LBO, M&A experience, Mergers, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Leveraged Finance, Corporate Development, Divestitures, Business Valuation
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts (B.A.), Applied Mathematics and Economics with a concentration in Math
KippsDeSanto & Co. October 2012 - Present
Sagent Advisors March 2009 - August 2012
Wells Fargo Securities April 2007 - February 2009
Cary Street Partners September 2003 - March 2007
Wachovia Securities (formerly First Union Securities) October 1999 - July 2003
Skills
Investment Banking, Valuation, Financial Modeling, LBO, M&A experience, Mergers, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Leveraged Finance, Corporate Development, Divestitures, Business Valuation
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts (B.A.), Applied Mathematics and Economics with a concentration in Math
Myrna Barrera's Wells Fargo Securities Experience April 2013 - April 2013
Job Web Support Specialist at Washington and Lee University
Industry Higher Education
Experience
Mellon Capital 2015 - Present
Mudd Center for Ethics September 2014 - July 2015
New Horizon Financial Services June 2014 - August 2014
Acción Emprendedora August 2013 - December 2013
Move Your Money UK June 2013 - July 2013
Hillel at Washington and Lee University September 2011 - May 2013
Wells Fargo Securities April 2013 - April 2013
Joyeria Del Valle May 2012 - August 2012
Skills
Marketing, HTML, Adobe Creative Suite, Print Design, Logo Design, Photography, Microsoft Excel, Research, Customer Service, Intercultural..., PowerPoint, Highly detail oriented, Time Management, Organization, Adaptive Learning, Fast-paced, Microsoft Publisher, Microsoft Word, Open Minded, Spanish-speaking, Higher Education, Spanish, Sales, CSS, Web Design
Education
Washington and Lee University 2011 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, Latin American and Caribbean Studies, GPA 3.43
John Cabot University 2014 — 2014
Bachelor of Business Administration (B.B.A.), GPA: 3.80
Universidad Adolfo Ibáñez 2013 — 2013
Bachelor of Business Administration (BBA), GPA: 3.60
Mellon Capital 2015 - Present
Mudd Center for Ethics September 2014 - July 2015
New Horizon Financial Services June 2014 - August 2014
Acción Emprendedora August 2013 - December 2013
Move Your Money UK June 2013 - July 2013
Hillel at Washington and Lee University September 2011 - May 2013
Wells Fargo Securities April 2013 - April 2013
Joyeria Del Valle May 2012 - August 2012
Skills
Marketing, HTML, Adobe Creative Suite, Print Design, Logo Design, Photography, Microsoft Excel, Research, Customer Service, Intercultural..., PowerPoint, Highly detail oriented, Time Management, Organization, Adaptive Learning, Fast-paced, Microsoft Publisher, Microsoft Word, Open Minded, Spanish-speaking, Higher Education, Spanish, Sales, CSS, Web Design
Education
Washington and Lee University 2011 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, Latin American and Caribbean Studies, GPA 3.43
John Cabot University 2014 — 2014
Bachelor of Business Administration (B.B.A.), GPA: 3.80
Universidad Adolfo Ibáñez 2013 — 2013
Bachelor of Business Administration (BBA), GPA: 3.60
Adam C Young's Wells Fargo Securities Experience October 2011 - May 2012
Job Business Advisory Services Manager at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP August 2015 - Present
Bonfire Associates, Inc. November 2014 - August 2015
Varrow July 2014 - November 2014
Blue Harbors November 2011 - July 2014
Wells Fargo Securities October 2011 - May 2012
Grant Thornton June 2007 - October 2011
Small Town Web Solutions August 2005 - June 2007
ArkansasWeb.com April 2005 - August 2005
Skills
IT Strategy, Strategy, Business Analysis, Project Management, Management, Marketing Strategy, Management Consulting, Leadership, Program Management, Consulting, IT Audit, Strategic Planning, Supply Chain Management, Business Process, Business Strategy, SAP, Governance, Information Technology, Process Improvement, Start-ups, Analysis, Cross-functional Team..., Vendor Management, Change Management, SAP SRM, Risk Management, SDLC, SAP Solutions, SAP Consulting, ERP, Integration, CRM, SAP SCM, SAP ERP, Business Intelligence, Business Process..., IT Management, Internal Audit, Business Process..., Supply Chain, Warehouse Management, Logistics, Business Transformation, PMO, Project Portfolio..., Requirements Analysis, Enterprise Architecture
Education
Harding University 2003 — 2007
Bachelors of Business Administration and Information Technology, Business Administration & Information Technology
Grant Thornton LLP August 2015 - Present
Bonfire Associates, Inc. November 2014 - August 2015
Varrow July 2014 - November 2014
Blue Harbors November 2011 - July 2014
Wells Fargo Securities October 2011 - May 2012
Grant Thornton June 2007 - October 2011
Small Town Web Solutions August 2005 - June 2007
ArkansasWeb.com April 2005 - August 2005
Skills
IT Strategy, Strategy, Business Analysis, Project Management, Management, Marketing Strategy, Management Consulting, Leadership, Program Management, Consulting, IT Audit, Strategic Planning, Supply Chain Management, Business Process, Business Strategy, SAP, Governance, Information Technology, Process Improvement, Start-ups, Analysis, Cross-functional Team..., Vendor Management, Change Management, SAP SRM, Risk Management, SDLC, SAP Solutions, SAP Consulting, ERP, Integration, CRM, SAP SCM, SAP ERP, Business Intelligence, Business Process..., IT Management, Internal Audit, Business Process..., Supply Chain, Warehouse Management, Logistics, Business Transformation, PMO, Project Portfolio..., Requirements Analysis, Enterprise Architecture
Education
Harding University 2003 — 2007
Bachelors of Business Administration and Information Technology, Business Administration & Information Technology
Jenny Li Jenny Li's Wells Fargo Securities Experience June 2008 - August 2010
Job Graylog, Inc.
Industry Computer Software
Experience
Graylog, Inc. May 2015 - Present
SURGE Ventures July 2013 - March 2015
Stone Key Partners August 2010 - September 2011
Wells Fargo Securities June 2008 - August 2010
Skills
Venture Capital, Strategy, Start-ups, Financial Modeling, Forecasting, Valuation, Mergers & Acquisitions, Due Diligence, Entrepreneurship, Business Strategy, Investments, New Venture Development, Financial Analysis, Investment Banking, Finance, M&A Modeling, Deal Execution, Capital Markets, Marketing Strategy, Product Launch, Demand Generation, Marketing
Education
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Juilliard School 2000 — 2004
Pre-College Program, Violin
Fiorello H. LaGuardia High School of Music & Art and Performing Arts 2000 — 2004
Graylog, Inc. May 2015 - Present
SURGE Ventures July 2013 - March 2015
Stone Key Partners August 2010 - September 2011
Wells Fargo Securities June 2008 - August 2010
Skills
Venture Capital, Strategy, Start-ups, Financial Modeling, Forecasting, Valuation, Mergers & Acquisitions, Due Diligence, Entrepreneurship, Business Strategy, Investments, New Venture Development, Financial Analysis, Investment Banking, Finance, M&A Modeling, Deal Execution, Capital Markets, Marketing Strategy, Product Launch, Demand Generation, Marketing
Education
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Juilliard School 2000 — 2004
Pre-College Program, Violin
Fiorello H. LaGuardia High School of Music & Art and Performing Arts 2000 — 2004
Howard Reece Howard Reece's Wells Fargo Securities Experience June 2007 - April 2014
Job Securities Analyst Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company August 1998 - Present
USMC Reserves May 2000 - Present
Wells Fargo Securities June 2007 - April 2014
Wachovia Bank August 1998 - June 2007
Skills
Risk Management, Financial Analysis, Analysis, Program Management, Leadership, Process Improvement, Banking, Microsoft Office, Training, Customer Service, Microsoft Word, Military, Microsoft Excel, Security Clearance, Financial Services, Strategic Planning, Security, PowerPoint, Securities
Education
Keller Graduate School of Management of DeVry University 2009 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Strayer University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wachovia, A Wells Fargo Company August 1998 - Present
USMC Reserves May 2000 - Present
Wells Fargo Securities June 2007 - April 2014
Wachovia Bank August 1998 - June 2007
Skills
Risk Management, Financial Analysis, Analysis, Program Management, Leadership, Process Improvement, Banking, Microsoft Office, Training, Customer Service, Microsoft Word, Military, Microsoft Excel, Security Clearance, Financial Services, Strategic Planning, Security, PowerPoint, Securities
Education
Keller Graduate School of Management of DeVry University 2009 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Strayer University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Andrew Vernon Andrew Vernon's Wells Fargo Securities Experience February 2015 - Present
Job A&D Associate Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Jetta Operating Company March 2013 - July 2013
United States Marine Corps 2009 - 2013
Skills
Financial Modeling, Valuation, Acquisitions, Divestitures, Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Oil & Gas Industry, Strategy, Leadership, Management, Public Speaking, Data Analysis, Reserves, Finance, Operational Planning, Military Experience, Command, Training, Logistics, Operational Risk..., Maintenance Management, Project Management, Tanks, Military Operations, Upstream, Personnel Management, Economics, Energy, DoD, Military Logistics, Logistics Management, Military Training, Cross-functional Team..., Organizational..., Security Clearance, Tactics, Operations Management, Organizational..., Counterinsurgency, Crisis Management
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Vanderbilt University 2007 — 2009
BA, Economics (Minors: Financial Economics, History)
Texas Christian University 2005 — 2007
Economics
Fort Worth Country Day 2001 — 2005
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Jetta Operating Company March 2013 - July 2013
United States Marine Corps 2009 - 2013
Skills
Financial Modeling, Valuation, Acquisitions, Divestitures, Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Oil & Gas Industry, Strategy, Leadership, Management, Public Speaking, Data Analysis, Reserves, Finance, Operational Planning, Military Experience, Command, Training, Logistics, Operational Risk..., Maintenance Management, Project Management, Tanks, Military Operations, Upstream, Personnel Management, Economics, Energy, DoD, Military Logistics, Logistics Management, Military Training, Cross-functional Team..., Organizational..., Security Clearance, Tactics, Operations Management, Organizational..., Counterinsurgency, Crisis Management
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Vanderbilt University 2007 — 2009
BA, Economics (Minors: Financial Economics, History)
Texas Christian University 2005 — 2007
Economics
Fort Worth Country Day 2001 — 2005
Vincent Yang's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Dow Chemical July 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, PowerPoint, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Summa Cum Laude
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Law, Summa Cum Laude
HEC School of Management 2013 — 2013
Exchange Student
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Dow Chemical July 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, PowerPoint, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Summa Cum Laude
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Law, Summa Cum Laude
HEC School of Management 2013 — 2013
Exchange Student
Caroline Flood's Wells Fargo Securities Experience May 2014 - Present
Job Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities 2013 - 2013
Nordstrom June 2012 - August 2012
Yves Saint Laurent May 2012 - June 2012
Martha Stewart Living Omnimedia June 2011 - August 2011
Martha Stewart Living Omnimedia May 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Fashion
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science, Bachelor of Arts, Apparel Merchandising, Economics
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities 2013 - 2013
Nordstrom June 2012 - August 2012
Yves Saint Laurent May 2012 - June 2012
Martha Stewart Living Omnimedia June 2011 - August 2011
Martha Stewart Living Omnimedia May 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Fashion
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science, Bachelor of Arts, Apparel Merchandising, Economics
William Bennett's Wells Fargo Securities Experience July 2010 - July 2011
Job Real Estate Development Related Companies, Harvard Business School
Industry Real Estate
Experience
Related Companies October 2014 - Present
SOMB, LLC February 2010 - Present
Falcon Waterfree Technologies August 2011 - August 2012
Wells Fargo Securities July 2010 - July 2011
Barrington Associates July 2007 - July 2010
Skills
Investment Banking, Investments, Mergers, Strategic Planning, Financial Modeling, Sales & Marketing..., Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Wesleyan University 2003 — 2007
BA, English
Phillips Exeter Academy 1999 — 2003
HS
Related Companies October 2014 - Present
SOMB, LLC February 2010 - Present
Falcon Waterfree Technologies August 2011 - August 2012
Wells Fargo Securities July 2010 - July 2011
Barrington Associates July 2007 - July 2010
Skills
Investment Banking, Investments, Mergers, Strategic Planning, Financial Modeling, Sales & Marketing..., Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Wesleyan University 2003 — 2007
BA, English
Phillips Exeter Academy 1999 — 2003
HS
Eamon Glackin Eamon Glackin's Wells Fargo Securities Experience June 2010 - August 2010
Job MBA Candidate at NYU Stern School of Business | Long Exchange Student at IE Business School, Madrid
Industry Sports
Experience
DraftKings, Inc. June 2015 - August 2015
Analytics Operations Engineering September 2012 - July 2014
Analytics Operations Engineering June 2011 - August 2011
Wells Fargo Securities June 2010 - August 2010
Skills
Analytics, Statistics, Data Mining, R, SQL, Data Modeling, Java, C++, Matlab, PowerPoint, Microsoft Excel, Awk, VBA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entertainment, Media, & Technology and Business Analytics
IE Business School 2015 — 2015
Master of Business Administration (M.B.A.), Entertainment, Media, & Technology and Business Analytics
Massachusetts Institute of Technology 2008 — 2012
Bachelor's Degree, Mathematics and Management Science, 4.7
Saint Anthony's High School 2004 — 2008
DraftKings, Inc. June 2015 - August 2015
Analytics Operations Engineering September 2012 - July 2014
Analytics Operations Engineering June 2011 - August 2011
Wells Fargo Securities June 2010 - August 2010
Skills
Analytics, Statistics, Data Mining, R, SQL, Data Modeling, Java, C++, Matlab, PowerPoint, Microsoft Excel, Awk, VBA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entertainment, Media, & Technology and Business Analytics
IE Business School 2015 — 2015
Master of Business Administration (M.B.A.), Entertainment, Media, & Technology and Business Analytics
Massachusetts Institute of Technology 2008 — 2012
Bachelor's Degree, Mathematics and Management Science, 4.7
Saint Anthony's High School 2004 — 2008
Casey Chopek Casey Chopek's Wells Fargo Securities Experience March 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
Barclays Capital July 2012 - March 2014
Barclays Capital June 2011 - August 2011
Avalon Global Solutions January 2009 - May 2010
Avalon Global Solutions, Inc. October 2004 - December 2008
Skills
Financial Modeling, Corporate Finance..., Business Analysis, Corporate Finance, Valuation, Financial Analysis, Business Development, Investment Banking, Due Diligence, Capital Markets, Private Equity, DCF, Mergers, M&A experience, Strategy, Business Strategy, Corporate Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Guilford College 2008 — 2009
BS, Accounting
University of Pennsylvania - The Wharton School 1998 — 2002
Management
St. Andrew's School 1994 — 1998
HS Diploma
Wells Fargo Securities March 2014 - Present
Barclays Capital July 2012 - March 2014
Barclays Capital June 2011 - August 2011
Avalon Global Solutions January 2009 - May 2010
Avalon Global Solutions, Inc. October 2004 - December 2008
Skills
Financial Modeling, Corporate Finance..., Business Analysis, Corporate Finance, Valuation, Financial Analysis, Business Development, Investment Banking, Due Diligence, Capital Markets, Private Equity, DCF, Mergers, M&A experience, Strategy, Business Strategy, Corporate Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Guilford College 2008 — 2009
BS, Accounting
University of Pennsylvania - The Wharton School 1998 — 2002
Management
St. Andrew's School 1994 — 1998
HS Diploma
Mark Libman Mark Libman's Wells Fargo Securities Experience March 2014 - Present
Job Experienced Client Relations, Customer Service, Data Processing and Management Professional
Industry Real Estate
Experience
Wells Fargo Securities March 2014 - Present
Guarantee Mortgage Corp. October 2012 - December 2012
First California Mortgage Company September 2008 - July 2011
Paul Financial August 2003 - December 2007
GreenPoint Mortgage January 1998 - August 2003
GreenPoint Mortgage January 1995 - January 1998
Headlands mortgage Company February 1994 - February 1995
Headlands Mortgage Company October 1993 - February 1994
Skills
Loans, Loan Origination, Mortgage Banking, Mortgage Lending, FHA, Analysis, Banking, Credit, Credit Analysis, Due Diligence, Leadership, Management, Residential Mortgages
Education
Greensboro College 1987 — 1992
Bachelor of Arts (BA), Business Administration and Economics
West Morris Mendham High School 1984 — 1987
Wells Fargo Securities March 2014 - Present
Guarantee Mortgage Corp. October 2012 - December 2012
First California Mortgage Company September 2008 - July 2011
Paul Financial August 2003 - December 2007
GreenPoint Mortgage January 1998 - August 2003
GreenPoint Mortgage January 1995 - January 1998
Headlands mortgage Company February 1994 - February 1995
Headlands Mortgage Company October 1993 - February 1994
Skills
Loans, Loan Origination, Mortgage Banking, Mortgage Lending, FHA, Analysis, Banking, Credit, Credit Analysis, Due Diligence, Leadership, Management, Residential Mortgages
Education
Greensboro College 1987 — 1992
Bachelor of Arts (BA), Business Administration and Economics
West Morris Mendham High School 1984 — 1987
Daniel Lopus Daniel Lopus's Wells Fargo Securities Experience June 2015 - Present
Job Vice President Petroleum Engineering, A&D at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities June 2015 - Present
ConocoPhillips September 2012 - June 2015
ConocoPhillips July 2010 - August 2012
ConocoPhillips January 2009 - July 2010
ConocoPhillips October 2008 - January 2009
ConocoPhillips March 2008 - September 2008
ConocoPhillips June 2007 - March 2008
Newfield Exploration May 2006 - August 2006
Chevron May 2005 - August 2005
Newfield Exploration May 2004 - August 2004
Skills
Upstream, Drilling, Reservoir Engineering, Field Development, Petroleum Engineering, Completions, Deepwater, Petroleum, Rig, Horizontal Wells, Gas, Completion, Natural Gas, Drilling Engineering, Energy, Engineering, Petroleum Economics, Oil & Gas
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2002 — 2006
Bachelor of Science (BS), Petroleum and Natural Gas Engineering, 3.77
National University of Ireland, Galway 2003 — 2003
Engineering
Wells Fargo Securities June 2015 - Present
ConocoPhillips September 2012 - June 2015
ConocoPhillips July 2010 - August 2012
ConocoPhillips January 2009 - July 2010
ConocoPhillips October 2008 - January 2009
ConocoPhillips March 2008 - September 2008
ConocoPhillips June 2007 - March 2008
Newfield Exploration May 2006 - August 2006
Chevron May 2005 - August 2005
Newfield Exploration May 2004 - August 2004
Skills
Upstream, Drilling, Reservoir Engineering, Field Development, Petroleum Engineering, Completions, Deepwater, Petroleum, Rig, Horizontal Wells, Gas, Completion, Natural Gas, Drilling Engineering, Energy, Engineering, Petroleum Economics, Oil & Gas
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2002 — 2006
Bachelor of Science (BS), Petroleum and Natural Gas Engineering, 3.77
National University of Ireland, Galway 2003 — 2003
Engineering
Jared Newberry Jared Newberry's Wells Fargo Securities Experience July 2012 - Present
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Goldman Sachs June 2011 - August 2011
Cleantech Open 2009 - 2010
Holiday Rx Inc December 2007 - December 2008
National Football League September 2005 - October 2006
Skills
Strategic Planning, Fundraising, Entrepreneurship, Strategic Partnerships, Start-ups, Sports, Social Media, Business Development, New Business Development, Event Planning, Business Strategy, Sports Management, Leadership, Team Building, Investment Banking, Investments, Mergers & Acquisitions, Management, Marketing Communications, Research, Finance, Financial Analysis, Business Planning, Analytics, Financial Modeling, Market Research, Strategy, Sales, Capital Markets, Valuation, Due Diligence
Education
Howard University 2010 — 2012
MBA, Finance
Stanford University 2000 — 2004
BA, Sociology
Wells Fargo Securities July 2012 - Present
Goldman Sachs June 2011 - August 2011
Cleantech Open 2009 - 2010
Holiday Rx Inc December 2007 - December 2008
National Football League September 2005 - October 2006
Skills
Strategic Planning, Fundraising, Entrepreneurship, Strategic Partnerships, Start-ups, Sports, Social Media, Business Development, New Business Development, Event Planning, Business Strategy, Sports Management, Leadership, Team Building, Investment Banking, Investments, Mergers & Acquisitions, Management, Marketing Communications, Research, Finance, Financial Analysis, Business Planning, Analytics, Financial Modeling, Market Research, Strategy, Sales, Capital Markets, Valuation, Due Diligence
Education
Howard University 2010 — 2012
MBA, Finance
Stanford University 2000 — 2004
BA, Sociology
Chandana Sreerambhatla Chandana Sreerambhatla's Wells Fargo Securities Experience January 2013 - Present
Job Capital Market Apps Systems Engineer/Vice President at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities September 2007 - February 2013
Morgan Stanley 2003 - 2006
Tellabs February 2001 - April 2003
Education
University of Missouri-Rolla 1999 — 2001
MS, Computer Science
Indian Institute of Technology, Madras 1995 — 1999
BTech, Computer Science
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities September 2007 - February 2013
Morgan Stanley 2003 - 2006
Tellabs February 2001 - April 2003
Education
University of Missouri-Rolla 1999 — 2001
MS, Computer Science
Indian Institute of Technology, Madras 1995 — 1999
BTech, Computer Science
Kirk Meyers's Wells Fargo Securities Experience August 2015 - Present
Job
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Skills
Valuation, ABS, Structured Finance, Capital Markets, Fixed Income, Securitization, Portfolio Management, MBS, Loans, Banking, CDO, Mortgage Lending, Bloomberg, Derivatives, Swaps, Credit Analysis, Credit, Financial Structuring, Hedge Funds, Bonds, Investment Banking, Structured Products, Asset Management, Credit Risk, Loan Origination, Finance
Education
James Madison University 1994 — 1998
BS, Quantitative Finance
Hunterdon Central High School 1990 — 1994
Wells Fargo Securities August 2015 - Present
Skills
Valuation, ABS, Structured Finance, Capital Markets, Fixed Income, Securitization, Portfolio Management, MBS, Loans, Banking, CDO, Mortgage Lending, Bloomberg, Derivatives, Swaps, Credit Analysis, Credit, Financial Structuring, Hedge Funds, Bonds, Investment Banking, Structured Products, Asset Management, Credit Risk, Loan Origination, Finance
Education
James Madison University 1994 — 1998
BS, Quantitative Finance
Hunterdon Central High School 1990 — 1994
James Peery's Wells Fargo Securities Experience February 2014 - Present
Job Director, Energy Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities, LLC July 2010 - Present
Citigroup Global Markets, Inc August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
Sogeti 2002 - 2004
Accenture 2000 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
University of Washington 1996 — 2000
Bachelor of Arts
Cherry Creek High School 1993 — 1996
Bellevue High School 1993 — 1993
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities, LLC July 2010 - Present
Citigroup Global Markets, Inc August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
Sogeti 2002 - 2004
Accenture 2000 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
University of Washington 1996 — 2000
Bachelor of Arts
Cherry Creek High School 1993 — 1996
Bellevue High School 1993 — 1993
Tarun Joshi's Wells Fargo Securities Experience September 2010 - July 2012
Job Quantitative Analytics Consultant
Industry Financial Services
Experience
Wells Fargo August 2012 - Present
Wells Fargo Securities September 2010 - July 2012
Microsoft October 2006 - September 2010
Skills
Distributed Systems, Algorithms, Common Sense, Software Project..., C++, Python, Market Risk, Java, Unix
Education
Certificate In Quantitative Finance (CQF) 2013 — 2013
Passed with Distinction
University of Cincinnati 2002 — 2006
Doctor of Philosophy (PhD), Computer Science
Indian Institute of Technology, Roorkee 1998 — 2002
Bachelor's degree, Computer Science
Wells Fargo August 2012 - Present
Wells Fargo Securities September 2010 - July 2012
Microsoft October 2006 - September 2010
Skills
Distributed Systems, Algorithms, Common Sense, Software Project..., C++, Python, Market Risk, Java, Unix
Education
Certificate In Quantitative Finance (CQF) 2013 — 2013
Passed with Distinction
University of Cincinnati 2002 — 2006
Doctor of Philosophy (PhD), Computer Science
Indian Institute of Technology, Roorkee 1998 — 2002
Bachelor's degree, Computer Science
Ronald Hsu, M.D.'s Wells Fargo Securities Experience 2014 - 2015
Job Associate, Healthcare Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2015 - Present
Wells Fargo Securities 2014 - 2015
Weill Cornell Medical College 2012 - 2013
Deutsche Bank 2007 - 2008
National Cancer Institute (NCI) June 2004 - August 2004
Skills
Neuroscience, Biochemistry, Medical Education, Healthcare Management, Financial Modeling, Teaching, Clinical Trials, Equities, Valuation, Data Analysis, Mergers & Acquisitions, Financial Analysis, Private Equity, Research, Equity Research, Corporate Finance, Due Diligence
Education
Harvard University 2003 — 2007
A.B., Biochemical Sciences, Economics
Massachusetts Institute of Technology 2002 — 2002
RSI
PROMYS 2001 — 2001
Number Theory
RBC Capital Markets 2015 - Present
Wells Fargo Securities 2014 - 2015
Weill Cornell Medical College 2012 - 2013
Deutsche Bank 2007 - 2008
National Cancer Institute (NCI) June 2004 - August 2004
Skills
Neuroscience, Biochemistry, Medical Education, Healthcare Management, Financial Modeling, Teaching, Clinical Trials, Equities, Valuation, Data Analysis, Mergers & Acquisitions, Financial Analysis, Private Equity, Research, Equity Research, Corporate Finance, Due Diligence
Education
Harvard University 2003 — 2007
A.B., Biochemical Sciences, Economics
Massachusetts Institute of Technology 2002 — 2002
RSI
PROMYS 2001 — 2001
Number Theory
Punit Dholakia's Wells Fargo Securities Experience February 2008 - December 2009
Job Associate, FIG Debt Capital Markets
Industry Investment Banking
Experience
Barclays Investment Bank March 2013 - Present
Barclays Investment Bank July 2012 - March 2013
Barclays Capital May 2010 - June 2012
Wells Fargo Securities February 2008 - December 2009
Bank of America May 2007 - August 2007
Skills
Covered Bonds, Structured Products, Bloomberg, Capital Markets, Fixed Income, Financial Modeling
Education
Illinois Institute of Technology 2006 — 2008
Masters, Finance
Mumbai University
Bachelor of Engineering, Information Technology
Barclays Investment Bank March 2013 - Present
Barclays Investment Bank July 2012 - March 2013
Barclays Capital May 2010 - June 2012
Wells Fargo Securities February 2008 - December 2009
Bank of America May 2007 - August 2007
Skills
Covered Bonds, Structured Products, Bloomberg, Capital Markets, Fixed Income, Financial Modeling
Education
Illinois Institute of Technology 2006 — 2008
Masters, Finance
Mumbai University
Bachelor of Engineering, Information Technology
David Proietti's Wells Fargo Securities Experience March 2003 - Present
Job MD, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2003 - Present
Education
Isenberg School of Management, UMass Amherst
Wells Fargo Securities March 2003 - Present
Education
Isenberg School of Management, UMass Amherst
Christopher Slinger's Wells Fargo Securities Experience 2001 - 2002
Job COO at TV4 Entertainment, Inc
Industry Internet
Experience
TV4 Entertainment, Inc December 2012 - Present
EndofRetail December 2011 - Present
Alpha Strategies Investment Consulting 2011 - 2012
Commerce Street Capital February 2010 - May 2011
Capital Dynamics January 2008 - December 2009
The Silverfern Group 2005 - 2007
IRG Research 2003 - 2005
Wells Fargo Securities 2001 - 2002
Robertson Stephens 1998 - 2001
Mullin Consulting 1994 - 1996
Skills
Private Equity, Investments, Venture Capital, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Investment Strategies, Hedge Funds, Financial Modeling, Capital Markets, Corporate Development, Digital Media
Education
UCLA Anderson School of Management 1996 — 1998
HKUST Business School 1997 — 1997
University of California, Los Angeles 1989 — 1993
Economics
Semester at Sea Fall '91 1991 — 1991
TV4 Entertainment, Inc December 2012 - Present
EndofRetail December 2011 - Present
Alpha Strategies Investment Consulting 2011 - 2012
Commerce Street Capital February 2010 - May 2011
Capital Dynamics January 2008 - December 2009
The Silverfern Group 2005 - 2007
IRG Research 2003 - 2005
Wells Fargo Securities 2001 - 2002
Robertson Stephens 1998 - 2001
Mullin Consulting 1994 - 1996
Skills
Private Equity, Investments, Venture Capital, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Investment Strategies, Hedge Funds, Financial Modeling, Capital Markets, Corporate Development, Digital Media
Education
UCLA Anderson School of Management 1996 — 1998
HKUST Business School 1997 — 1997
University of California, Los Angeles 1989 — 1993
Economics
Semester at Sea Fall '91 1991 — 1991
Douglas Gervolino's Wells Fargo Securities Experience August 2013 - Present
Job Distressed Credit Trader at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
UBS March 2006 - July 2013
Education
Thomas M. Cooley Law School 1997 — 2000
Doctor of Law (J.D.)
Kean University 1990 — 1994
Wells Fargo Securities August 2013 - Present
UBS March 2006 - July 2013
Education
Thomas M. Cooley Law School 1997 — 2000
Doctor of Law (J.D.)
Kean University 1990 — 1994
Daniel Schoning's Wells Fargo Securities Experience June 2010 - Present
Job Analytics Consultant at Wells Fargo Securities... Actively seeking unique opportunities.
Industry Investment Banking
Experience
Wells Fargo securities June 2010 - Present
Home America Mortgage May 2007 - June 2010
SouthStar Funding 2003 - 2007
AmTrust Bank (Ohio Savings Bank) June 1999 - September 2001
Skills
Capital Markets, Trading, Mortgage Lending, Finance, Credit, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Secondary Market, Underwriting, Banking, Residential Mortgages, Warehouse Lending, Advanced Business..., Advanced Financial..., Risk Management, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Investments
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
Master of Business Administration (MBA), Finance, General, Grad
Kent State University 1997 — 2001
BS / BA, AeroSpace Flight Technology, Biology & Finance
Wells Fargo securities June 2010 - Present
Home America Mortgage May 2007 - June 2010
SouthStar Funding 2003 - 2007
AmTrust Bank (Ohio Savings Bank) June 1999 - September 2001
Skills
Capital Markets, Trading, Mortgage Lending, Finance, Credit, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Secondary Market, Underwriting, Banking, Residential Mortgages, Warehouse Lending, Advanced Business..., Advanced Financial..., Risk Management, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Investments
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
Master of Business Administration (MBA), Finance, General, Grad
Kent State University 1997 — 2001
BS / BA, AeroSpace Flight Technology, Biology & Finance
Jennifer Watson DeRochi's Wells Fargo Securities Experience August 1995 - Present
Job Managing Director
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wells Fargo Securities August 1995 - Present
Wachovia Securities, LLC 1995 - 2009
Skills
Securities, FINRA, Fixed Income, Capital Markets, Series 7, Series 24, Alternative Investments, Hedge Funds, Equities, Investment Banking, Series 63, Banking, Financial Services
Education
James Madison University 1988 — 1992
James Madison University 1988 — 1992
Economics
James Madison University 1988 — 1992
Economics
Wells Fargo 2009 - Present
Wells Fargo Securities August 1995 - Present
Wachovia Securities, LLC 1995 - 2009
Skills
Securities, FINRA, Fixed Income, Capital Markets, Series 7, Series 24, Alternative Investments, Hedge Funds, Equities, Investment Banking, Series 63, Banking, Financial Services
Education
James Madison University 1988 — 1992
James Madison University 1988 — 1992
Economics
James Madison University 1988 — 1992
Economics
Manish Mittal, CFA's Wells Fargo Securities Experience December 2009 - Present
Job Vice President Commodities Derivatives at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2009 - Present
Wachovia Securities, LLC May 2007 - December 2009
Bank of America October 2003 - May 2007
L&T Infotech May 2000 - October 2003
Skills
Capital Markets, Investment Banking, Derivatives, Fixed Income, Commodity Markets, Risk Management, IT Strategy, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Software Development, PMP, Oracle, .NET, SDLC, Project Management, Project Portfolio..., Program Management, Business Intelligence, SQL, Visio, Interest Rate..., Commodity, Requirements Gathering
Education
Jai Narain Vyas University 1992 — 1996
BE, Engineering
Wells Fargo Securities December 2009 - Present
Wachovia Securities, LLC May 2007 - December 2009
Bank of America October 2003 - May 2007
L&T Infotech May 2000 - October 2003
Skills
Capital Markets, Investment Banking, Derivatives, Fixed Income, Commodity Markets, Risk Management, IT Strategy, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Software Development, PMP, Oracle, .NET, SDLC, Project Management, Project Portfolio..., Program Management, Business Intelligence, SQL, Visio, Interest Rate..., Commodity, Requirements Gathering
Education
Jai Narain Vyas University 1992 — 1996
BE, Engineering
Daniel Rojo's Wells Fargo Securities Experience April 2012 - Present
Job Director A&D at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities April 2012 - Present
BNP Paribas May 2011 - April 2012
Education
Jones Graduate School of Business, Rice University 2005 — 2007
Rice University 2001 — 2005
B.A., Economics
Wells Fargo Securities April 2012 - Present
BNP Paribas May 2011 - April 2012
Education
Jones Graduate School of Business, Rice University 2005 — 2007
Rice University 2001 — 2005
B.A., Economics
Will Runkle's Wells Fargo Securities Experience March 2014 - Present
Job Associate Subscription Finance AssetBacked Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2014 - Present
Bank of America Merrill Lynch June 2011 - March 2014
Bank of America Merrill Lynch July 2009 - June 2011
Bank of America July 2005 - July 2009
Education
James Madison University - College of Business 2001 — 2005
BBA, Finance
Wells Fargo Securities March 2014 - Present
Bank of America Merrill Lynch June 2011 - March 2014
Bank of America Merrill Lynch July 2009 - June 2011
Bank of America July 2005 - July 2009
Education
James Madison University - College of Business 2001 — 2005
BBA, Finance
Serge Troyanovsky's Wells Fargo Securities Experience July 2014 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
BNP Paribas - Global Equities & Commodity Derivatives March 2011 - February 2014
BNP Paribas March 2002 - February 2011
BNP Paribas May 1997 - February 2002
Goldman Sachs 1993 - 1997
Skills
CDS, Structured Products, Fixed Income, Capital Markets, Derivatives, Equities, Alternative Investments, Equity Derivatives, Hedge Funds, Investment Banking, Bonds, Financial Markets, Bloomberg, Credit Derivatives, Options, Securities, Financial Structuring
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Harvard University
Master of Arts (M.A.), Mathematics
Stony Brook University
Bachelor of Science (B.S.), Mathematics
Wells Fargo Securities July 2014 - Present
BNP Paribas - Global Equities & Commodity Derivatives March 2011 - February 2014
BNP Paribas March 2002 - February 2011
BNP Paribas May 1997 - February 2002
Goldman Sachs 1993 - 1997
Skills
CDS, Structured Products, Fixed Income, Capital Markets, Derivatives, Equities, Alternative Investments, Equity Derivatives, Hedge Funds, Investment Banking, Bonds, Financial Markets, Bloomberg, Credit Derivatives, Options, Securities, Financial Structuring
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Harvard University
Master of Arts (M.A.), Mathematics
Stony Brook University
Bachelor of Science (B.S.), Mathematics
Cory Dorzek's Wells Fargo Securities Experience March 2011 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - May 2011
Oppenheimer & Co. Inc. May 2003 - June 2007
Bear, Stearns & Co. Inc. July 2001 - May 2003
Education
Hamilton College 1997 — 2001
BA, Economics (Major), Communications (Minor)
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - May 2011
Oppenheimer & Co. Inc. May 2003 - June 2007
Bear, Stearns & Co. Inc. July 2001 - May 2003
Education
Hamilton College 1997 — 2001
BA, Economics (Major), Communications (Minor)
David Tregay's Wells Fargo Securities Experience August 2013 - Present
Job Java Developer at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities August 2013 - Present
Ally Financial Inc. January 2013 - August 2013
Ally Financial Inc August 2011 - December 2012
Ally Financial Inc. September 2010 - August 2011
Ally Financial Inc. December 2009 - August 2010
Wachovia / Wells Fargo June 2006 - November 2009
Wachovia February 2006 - May 2006
Wachovia September 2004 - January 2006
First Union / Wachovia March 2000 - September 2004
COMSYS September 1997 - February 2000
Skills
Java, Web Services, SOA, SOAP, Software Development, XML, XML Schema, WSDL, Spring, Subversion, Maven, Oracle Coherence, JavaScript, Websphere, Weblogic, Ant, Java Enterprise Edition, Tomcat, JMS, Eclipse, JUnit, WebLogic
Education
Northern Illinois University 1987 — 1990
BS, Applied Computer Science
Harper College 1985 — 1987
Computer Science
Wells Fargo Securities August 2013 - Present
Ally Financial Inc. January 2013 - August 2013
Ally Financial Inc August 2011 - December 2012
Ally Financial Inc. September 2010 - August 2011
Ally Financial Inc. December 2009 - August 2010
Wachovia / Wells Fargo June 2006 - November 2009
Wachovia February 2006 - May 2006
Wachovia September 2004 - January 2006
First Union / Wachovia March 2000 - September 2004
COMSYS September 1997 - February 2000
Skills
Java, Web Services, SOA, SOAP, Software Development, XML, XML Schema, WSDL, Spring, Subversion, Maven, Oracle Coherence, JavaScript, Websphere, Weblogic, Ant, Java Enterprise Edition, Tomcat, JMS, Eclipse, JUnit, WebLogic
Education
Northern Illinois University 1987 — 1990
BS, Applied Computer Science
Harper College 1985 — 1987
Computer Science
Sunil Seeli's Wells Fargo Securities Experience 2009 - 2012
Job Technology Manager at Genpact/Headstrong
Industry Financial Services
Experience
Headstrong August 2006 - Present
Wells Fargo Securities 2009 - 2012
Infosys 2004 - 2006
Skills
Requirements Analysis, Software Project..., SDLC, Solution Architecture, PL/SQL, Business Analysis, Microsoft SQL Server, Web Services, C#, ASP.NET, Data Warehousing, Enterprise Architecture, Program Management, IT Strategy, .NET, Software Development, Project Management, SSRS, Performance Tuning, Agile Methodologies, SOA, WCF
Education
Indian Institute of Technology, Madras 1998 — 2002
Bachelors of Technology, Mechanical engineering
Headstrong August 2006 - Present
Wells Fargo Securities 2009 - 2012
Infosys 2004 - 2006
Skills
Requirements Analysis, Software Project..., SDLC, Solution Architecture, PL/SQL, Business Analysis, Microsoft SQL Server, Web Services, C#, ASP.NET, Data Warehousing, Enterprise Architecture, Program Management, IT Strategy, .NET, Software Development, Project Management, SSRS, Performance Tuning, Agile Methodologies, SOA, WCF
Education
Indian Institute of Technology, Madras 1998 — 2002
Bachelors of Technology, Mechanical engineering
Josh Winkle's Wells Fargo Securities Experience March 2014 - Present
Job Vice President Investment Banking, Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securites 2010 - March 2014
University of Virginia Darden School of Business July 2008 - May 2010
Shell Trading June 2009 - August 2009
Edge Capital Partners January 2007 - July 2008
Credit Suisse Private Banking April 2005 - January 2007
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
University of Kentucky 1999 — 2004
Bachelor of Arts (B.A.)
Ecole Superieur de Commerce-Dijon
Wells Fargo Securities March 2014 - Present
Wells Fargo Securites 2010 - March 2014
University of Virginia Darden School of Business July 2008 - May 2010
Shell Trading June 2009 - August 2009
Edge Capital Partners January 2007 - July 2008
Credit Suisse Private Banking April 2005 - January 2007
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
University of Kentucky 1999 — 2004
Bachelor of Arts (B.A.)
Ecole Superieur de Commerce-Dijon
Jason Cansler's Wells Fargo Securities Experience April 2012 - April 2014
Job President at Rock Oil II
Industry Oil & Energy
Experience
Rock Oil II April 2014 - Present
Wells Fargo Securities April 2012 - April 2014
BNP Paribas April 2011 - April 2012
Chevron January 2010 - March 2011
Chevron January 2008 - January 2010
Chevron January 2006 - January 2008
Chevron May 2000 - January 2006
Kansas Geological Survey 1998 - 2000
Skills
Petroleum, Upstream, Reservoir Management, Natural Gas, Gas, Petroleum Geology, Geology, Reserves, Decision Analysis, Field Development, Sequence Stratigraphy, Earth Science, Energy Industry, Reservoir Engineering, Energy, Petrel, Petrophysics, Petroleum Engineering, Petroleum Economics, Oil/Gas
Education
Tulane University 2007 — 2009
MBA
The University of Kansas 1998 — 2000
Masters of Science - with honors, Geology
Kansas State University 1992 — 1997
Bachelor of Science, Geology
Rock Oil II April 2014 - Present
Wells Fargo Securities April 2012 - April 2014
BNP Paribas April 2011 - April 2012
Chevron January 2010 - March 2011
Chevron January 2008 - January 2010
Chevron January 2006 - January 2008
Chevron May 2000 - January 2006
Kansas Geological Survey 1998 - 2000
Skills
Petroleum, Upstream, Reservoir Management, Natural Gas, Gas, Petroleum Geology, Geology, Reserves, Decision Analysis, Field Development, Sequence Stratigraphy, Earth Science, Energy Industry, Reservoir Engineering, Energy, Petrel, Petrophysics, Petroleum Engineering, Petroleum Economics, Oil/Gas
Education
Tulane University 2007 — 2009
MBA
The University of Kansas 1998 — 2000
Masters of Science - with honors, Geology
Kansas State University 1992 — 1997
Bachelor of Science, Geology
Dan Boxer's Wells Fargo Securities Experience July 2013 - Present
Job Asset Backed Finance Syndicate Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
Bank of America Merrill Lynch June 2008 - June 2013
Skills
Microsoft Office, Financial Analysis, Customer Service
Education
James Madison University 2004 — 2008
Bachelor of Science (B.S.), Quantitative Finance (Double Minors in Mathematics & Economics)
Wells Fargo Securities July 2013 - Present
Bank of America Merrill Lynch June 2008 - June 2013
Skills
Microsoft Office, Financial Analysis, Customer Service
Education
James Madison University 2004 — 2008
Bachelor of Science (B.S.), Quantitative Finance (Double Minors in Mathematics & Economics)
Kevin Zwart's Wells Fargo Securities Experience April 2012 - Present
Job VP, Compliance Technology at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2012 - Present
Newedge USA, LLC January 2008 - March 2012
Fimat USA LLC May 2000 - January 2008
Skills
Electronic Trading, Options, Derivatives, Fixed Income, AML, Market Data, Equities, Hedge Funds, Trading, FX Options, Securities, Investment Banking, Trading Systems, Financial Markets, Prime Brokerage, Risk Management
Education
Governors State University 1995 — 1998
BA, Business
Wells Fargo Securities April 2012 - Present
Newedge USA, LLC January 2008 - March 2012
Fimat USA LLC May 2000 - January 2008
Skills
Electronic Trading, Options, Derivatives, Fixed Income, AML, Market Data, Equities, Hedge Funds, Trading, FX Options, Securities, Investment Banking, Trading Systems, Financial Markets, Prime Brokerage, Risk Management
Education
Governors State University 1995 — 1998
BA, Business
Peter Rosenberg's Wells Fargo Securities Experience 2003 - 2004
Job Senior V.P Alternatives Marketing
Industry Financial Services
Experience
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
D.J. Langis's Wells Fargo Securities Experience 2008 - Present
Job MD at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2008 - Present
Wells Fargo Securities May 2007 - Present
TQA Investors January 2001 - May 2007
Citi May 1997 - January 2001
Citi May 1997 - January 2001
Skills
CPA, Financial Analysis, Series 63, Hedge Funds, Derivatives, Options, Fixed Income, Credit Analysis, Series 7, Series 24, Fixed Income Analysis, Delta One
Education
Kellogg Graduate School of Management 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
BA, Economics
Wells Fargo Securities 2008 - Present
Wells Fargo Securities May 2007 - Present
TQA Investors January 2001 - May 2007
Citi May 1997 - January 2001
Citi May 1997 - January 2001
Skills
CPA, Financial Analysis, Series 63, Hedge Funds, Derivatives, Options, Fixed Income, Credit Analysis, Series 7, Series 24, Fixed Income Analysis, Delta One
Education
Kellogg Graduate School of Management 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
BA, Economics
Clinton Musil's Wells Fargo Securities Experience 2013 - July 2014
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Wells Fargo Securities 2013 - July 2014
Essex Woodlands 2010 - 2013
Gilead Sciences 2009 - 2009
Needham & Company 2005 - 2008
sanofi-aventis 2004 - 2005
University of Arizona Department of Biochemistry 2001 - 2004
Skills
Venture Capital, Private Equity, Mergers, Due Diligence, Investments, Business Strategy, Corporate Development, Equities, Financial Modeling, Valuation, Investment Banking, Strategy
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Arizona 1999 — 2003
Bachelor of Science (BS), Biochemistry and Molecular Biology
Deutsche Bank July 2014 - Present
Wells Fargo Securities 2013 - July 2014
Essex Woodlands 2010 - 2013
Gilead Sciences 2009 - 2009
Needham & Company 2005 - 2008
sanofi-aventis 2004 - 2005
University of Arizona Department of Biochemistry 2001 - 2004
Skills
Venture Capital, Private Equity, Mergers, Due Diligence, Investments, Business Strategy, Corporate Development, Equities, Financial Modeling, Valuation, Investment Banking, Strategy
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Arizona 1999 — 2003
Bachelor of Science (BS), Biochemistry and Molecular Biology
Thuy Frantilla's Wells Fargo Securities Experience March 2013 - Present
Job Compliance Consultant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo August 2010 - March 2013
JPMorgan Chase & Co. October 2008 - May 2010
Harris N.A. September 2006 - August 2008
Skills
Banking, Loans, Credit, Financial Analysis, Customer Service, Credit Analysis, Commercial Banking, Microsoft Office, Commercial Lending, Analysis, Loan Origination, Underwriting, Microsoft Excel, Financial Risk
Education
Illinois State University 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Illinois Central College 2000 — 2002
Paralegal
Wells Fargo Securities March 2013 - Present
Wells Fargo August 2010 - March 2013
JPMorgan Chase & Co. October 2008 - May 2010
Harris N.A. September 2006 - August 2008
Skills
Banking, Loans, Credit, Financial Analysis, Customer Service, Credit Analysis, Commercial Banking, Microsoft Office, Commercial Lending, Analysis, Loan Origination, Underwriting, Microsoft Excel, Financial Risk
Education
Illinois State University 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Illinois Central College 2000 — 2002
Paralegal
Casey Neilson's Wells Fargo Securities Experience April 2012 - Present
Job Director at Wells Fargo Securities Sales and Trading
Industry Banking
Experience
Wells Fargo Securities April 2012 - Present
Bank of America June 2009 - April 2012
Banc of America Securities June 2002 - May 2009
Standard & Poor's 2000 - 2002
Education
James Madison University 1996 — 2000
BS, Quantitative Finance
James Madison University 1996 — 2000
Bachelor of Science, Quantitative Finance
Wells Fargo Securities April 2012 - Present
Bank of America June 2009 - April 2012
Banc of America Securities June 2002 - May 2009
Standard & Poor's 2000 - 2002
Education
James Madison University 1996 — 2000
BS, Quantitative Finance
James Madison University 1996 — 2000
Bachelor of Science, Quantitative Finance
Michael Kamal's Wells Fargo Securities Experience November 2012 - March 2014
Job Quantitative Analyst at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management May 2014 - Present
Wells Fargo Securities November 2012 - March 2014
Chicago Trading Company February 2011 - August 2012
Chicago Trading Company 2009 - January 2011
Merrill Lynch 2007 - 2009
Broad Institute 2001 - 2006
Goldman Sachs 1994 - 2000
Education
Harvard University 1988 — 1994
PhD, Physics
BlueMountain Capital Management May 2014 - Present
Wells Fargo Securities November 2012 - March 2014
Chicago Trading Company February 2011 - August 2012
Chicago Trading Company 2009 - January 2011
Merrill Lynch 2007 - 2009
Broad Institute 2001 - 2006
Goldman Sachs 1994 - 2000
Education
Harvard University 1988 — 1994
PhD, Physics
Brian Walger's Wells Fargo Securities Experience August 2011 - Present
Job Director Corporate Bond Trading Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2011 - Present
Bank of America June 2010 - July 2011
Stifel Financial Corp. May 2009 - June 2010
Wells Fargo Advisors 2003 - May 2009
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Bonds, Portfolio Management, Credit, Securities, Investments, Equities, Capital Markets, Trading, Options, Wealth Management, Asset Managment
Education
James Madison University 1993 — 1997
Bachelor of Arts (BA)
Wells Fargo Securities August 2011 - Present
Bank of America June 2010 - July 2011
Stifel Financial Corp. May 2009 - June 2010
Wells Fargo Advisors 2003 - May 2009
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Bonds, Portfolio Management, Credit, Securities, Investments, Equities, Capital Markets, Trading, Options, Wealth Management, Asset Managment
Education
James Madison University 1993 — 1997
Bachelor of Arts (BA)
Steve Nelli's Wells Fargo Securities Experience January 1996 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 1996 - Present
Standard & Poor's 1987 - 1996
Education
Harvard University, John F. Kennedy School of Government 1985 — 1987
University of Kentucky 1980 — 1985
Wells Fargo Securities January 1996 - Present
Standard & Poor's 1987 - 1996
Education
Harvard University, John F. Kennedy School of Government 1985 — 1987
University of Kentucky 1980 — 1985
Stan Beltramea's Wells Fargo Securities Experience 2004 - 2009
Job Director of Financial Management at Armstrong Energy
Industry Mining & Metals
Experience
Armstrong Energy 2009 - Present
Wells Fargo Securities 2004 - 2009
Bank One 2003 - 2004
The Industrial Bank of Japan 1998 - 2001
Skills
Strategic Planning, Commercial Banking
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1996
Master's Degree, International Relations
Illinois State University 1987 — 1992
Bachelor's Degree, Finance
Armstrong Energy 2009 - Present
Wells Fargo Securities 2004 - 2009
Bank One 2003 - 2004
The Industrial Bank of Japan 1998 - 2001
Skills
Strategic Planning, Commercial Banking
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1996
Master's Degree, International Relations
Illinois State University 1987 — 1992
Bachelor's Degree, Finance
Christopher Floyd's Wells Fargo Securities Experience February 2004 - Present
Job Managing Director Head of High Grade Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2004 - Present
Morgan Stanley January 1997 - January 2004
Raymond James Financial Inc. June 1994 - December 1996
US Army June 1988 - May 1992
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Hedge Funds, Trading, Mergers & Acquisitions, Asset Management, Financial Markets, Venture Capital, Trading Systems, Investments, Securities, Financial Structuring, Private Equity, Bloomberg, Bonds, Investment Banking, Structured Products, Derivatives, Series 7, Alternative Investments, Electronic Trading
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania 1984 — 1988
BS, Computer Science
Wells Fargo Securities February 2004 - Present
Morgan Stanley January 1997 - January 2004
Raymond James Financial Inc. June 1994 - December 1996
US Army June 1988 - May 1992
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Hedge Funds, Trading, Mergers & Acquisitions, Asset Management, Financial Markets, Venture Capital, Trading Systems, Investments, Securities, Financial Structuring, Private Equity, Bloomberg, Bonds, Investment Banking, Structured Products, Derivatives, Series 7, Alternative Investments, Electronic Trading
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania 1984 — 1988
BS, Computer Science
Brooks Powlen's Wells Fargo Securities Experience June 2008 - June 2010
Job Vice President at JLL Partners
Industry Venture Capital & Private Equity
Experience
JLL Partners June 2013 - Present
Wells Fargo Securities June 2008 - June 2010
Wachovia Securities, LLC June 2005 - May 2008
McCormack Advisors July 2004 - August 2004
IMG July 2003 - August 2003
Skills
Finance, Valuation, Analysis, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2010 — 2013
MBA, Finance & Management
University of Pennsylvania Law School 2010 — 2013
JD
Harvard University 2001 — 2005
A.B., Economics
JLL Partners June 2013 - Present
Wells Fargo Securities June 2008 - June 2010
Wachovia Securities, LLC June 2005 - May 2008
McCormack Advisors July 2004 - August 2004
IMG July 2003 - August 2003
Skills
Finance, Valuation, Analysis, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2010 — 2013
MBA, Finance & Management
University of Pennsylvania Law School 2010 — 2013
JD
Harvard University 2001 — 2005
A.B., Economics
Jason Starnes's Wells Fargo Securities Experience July 2014 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Rice University – Jesse H. Jones Graduate School of Business August 2012 - May 2014
Wells Fargo Securities June 2013 - August 2013
JPMorgan Chase August 2010 - August 2012
Amegy Bank March 2009 - August 2010
Amegy Bank January 2008 - March 2009
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Wells Fargo Securities July 2014 - Present
Rice University – Jesse H. Jones Graduate School of Business August 2012 - May 2014
Wells Fargo Securities June 2013 - August 2013
JPMorgan Chase August 2010 - August 2012
Amegy Bank March 2009 - August 2010
Amegy Bank January 2008 - March 2009
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Kisun Yoon's Wells Fargo Securities Experience June 2012 - July 2015
Job Quantitative Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Wells Fargo Securities June 2012 - July 2015
Goldman Sachs June 2011 - September 2011
LG Chem October 2000 - July 2003
Skills
Matlab, Simulations, C++, Numerical Analysis, Data Analysis, Modeling, Quantitative Finance, Partial Differential..., Microscopy, Investment Banking, Financial Modeling, Financial Engineering, Risk Management, Credit Derivatives, Interest Rate..., Equity Derivatives, Finite Difference Method, Mathematics, C, Nanotechnology, Materials Science, Simulation, Option Pricing Models, Visual Basic, Numerical Linear Algebra, Python, Options, Stochastic Calculus, Derivatives
Education
Harvard University
Ph.D., Applied Physics
Nagoya University
Master, Chemical Engineering
Korea University
Bachelor, Chemical Engineering
J.P. Morgan July 2015 - Present
Wells Fargo Securities June 2012 - July 2015
Goldman Sachs June 2011 - September 2011
LG Chem October 2000 - July 2003
Skills
Matlab, Simulations, C++, Numerical Analysis, Data Analysis, Modeling, Quantitative Finance, Partial Differential..., Microscopy, Investment Banking, Financial Modeling, Financial Engineering, Risk Management, Credit Derivatives, Interest Rate..., Equity Derivatives, Finite Difference Method, Mathematics, C, Nanotechnology, Materials Science, Simulation, Option Pricing Models, Visual Basic, Numerical Linear Algebra, Python, Options, Stochastic Calculus, Derivatives
Education
Harvard University
Ph.D., Applied Physics
Nagoya University
Master, Chemical Engineering
Korea University
Bachelor, Chemical Engineering
Megan Ebadat, CPA's Wells Fargo Securities Experience January 2015 - Present
Job A&D Associate at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities January 2015 - Present
Anadarko Petroleum Corporation August 2014 - December 2014
Anadarko Petroleum Corporation February 2012 - August 2014
Anadarko Petroleum April 2011 - February 2012
Anadarko Petroleum March 2009 - April 2011
Anadarko Petroleum June 2007 - March 2009
Skills
Budgets, Cash Flow, Variance Analysis, Financial Modeling, Financial Analysis, Forecasting, SAP, Corporate Finance, Mergers, Accounting, Financial Accounting, Finance, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA
University of Houston, C.T. Bauer College of Business
BBA, Accounting and Finance
Wells Fargo Securities January 2015 - Present
Anadarko Petroleum Corporation August 2014 - December 2014
Anadarko Petroleum Corporation February 2012 - August 2014
Anadarko Petroleum April 2011 - February 2012
Anadarko Petroleum March 2009 - April 2011
Anadarko Petroleum June 2007 - March 2009
Skills
Budgets, Cash Flow, Variance Analysis, Financial Modeling, Financial Analysis, Forecasting, SAP, Corporate Finance, Mergers, Accounting, Financial Accounting, Finance, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA
University of Houston, C.T. Bauer College of Business
BBA, Accounting and Finance
D J Baudhuin's Wells Fargo Securities Experience June 2011 - Present
Job Corp Bond Trader at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2011 - Present
Skills
Series 7, Capital Markets
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.)
Marquette University
Bachelor's Degree, Accounting and Finance
Wells Fargo Securities June 2011 - Present
Skills
Series 7, Capital Markets
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.)
Marquette University
Bachelor's Degree, Accounting and Finance
Bill Cvetkovski, CPA's Wells Fargo Securities Experience March 2009 - October 2011
Job Managing Director at RBS Citizens
Industry Investment Banking
Experience
RBS Citizens October 2011 - Present
Wells Fargo Securities March 2009 - October 2011
Wachovia Securities July 2003 - February 2009
Masco Corporation September 2000 - November 2001
Arthur Andersen LLP September 1997 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Kettering University 1992 — 1997
BS, Accounting
RBS Citizens October 2011 - Present
Wells Fargo Securities March 2009 - October 2011
Wachovia Securities July 2003 - February 2009
Masco Corporation September 2000 - November 2001
Arthur Andersen LLP September 1997 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Kettering University 1992 — 1997
BS, Accounting
Dominic Hood's Wells Fargo Securities Experience June 2008 - May 2010
Job Vice President at Flexpoint Ford, LLC
Industry Venture Capital & Private Equity
Experience
Flexpoint Ford, LLC July 2014 - Present
Flexpoint Ford, LLC July 2010 - July 2012
Wells Fargo Securities June 2008 - May 2010
Wachovia Securities June 2005 - May 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Investments, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA) with Honors
Harvard University 2001 — 2005
A.B., Psychology
St. Martin's Episcopal School 1998 — 2001
New Orleans, LA
Flexpoint Ford, LLC July 2014 - Present
Flexpoint Ford, LLC July 2010 - July 2012
Wells Fargo Securities June 2008 - May 2010
Wachovia Securities June 2005 - May 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Investments, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA) with Honors
Harvard University 2001 — 2005
A.B., Psychology
St. Martin's Episcopal School 1998 — 2001
New Orleans, LA
Lynn Parikh's Wells Fargo Securities Experience July 2014 - Present
Job Software Quality Assurance at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities July 2014 - Present
Signature Consultants April 2013 - July 2014
Compuware May 1999 - December 2000
American Management Systems (AMS) October 1994 - May 1999
The Upjohn Company September 1990 - November 1991
Skills
Business Analysis, Process Improvement, Project Management, Visio, SQL, Analysis, Business Process
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1992 — 1994
MBA, Management Information Systems
Kalamazoo College 1986 — 1990
BA, Economics
Wells Fargo Securities July 2014 - Present
Signature Consultants April 2013 - July 2014
Compuware May 1999 - December 2000
American Management Systems (AMS) October 1994 - May 1999
The Upjohn Company September 1990 - November 1991
Skills
Business Analysis, Process Improvement, Project Management, Visio, SQL, Analysis, Business Process
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1992 — 1994
MBA, Management Information Systems
Kalamazoo College 1986 — 1990
BA, Economics
Jerry Raio's Wells Fargo Securities Experience 2005 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2005 - Present
Wells Fargo 2005 - 2009
Citigroup Asset Management July 2004 - August 2005
Skills
Series 7, Alternative Investments, Asset Management, Bloomberg, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Securities, Fixed Income, Wealth Management, Loan Origination, Series 63, Capital Markets, Asset Allocation, Investment Strategies, ETFs
Education
University at Albany, SUNY 1983 — 1987
BS, Finance
Hofstra University
Master of Business Administration (M.B.A.), Finance, General
Wells Fargo Securities 2005 - Present
Wells Fargo 2005 - 2009
Citigroup Asset Management July 2004 - August 2005
Skills
Series 7, Alternative Investments, Asset Management, Bloomberg, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Securities, Fixed Income, Wealth Management, Loan Origination, Series 63, Capital Markets, Asset Allocation, Investment Strategies, ETFs
Education
University at Albany, SUNY 1983 — 1987
BS, Finance
Hofstra University
Master of Business Administration (M.B.A.), Finance, General
Anisha Chopra's Wells Fargo Securities Experience January 2012 - September 2014
Job Senior Consultant at Capgemini Financial Services USA Inc.
Industry Computer Software
Experience
Capgemini Financial Services USA Inc. September 2014 - Present
Headstrong September 2008 - Present
Wells Fargo Securities January 2012 - September 2014
Morgan Stanley Smith Barney September 2008 - December 2011
Rsystem 2007 - 2008
Skills
Requirements Analysis, SQL, SDLC, Software Project..., Agile Methodologies, PL/SQL, Consulting, Web Services, Microsoft SQL Server, XML, Business Analysis, Software Development
Education
Guru Gobind Singh Indraprastha University 2006 — 2009
Masterâs Degree, Information Technology
Capgemini Financial Services USA Inc. September 2014 - Present
Headstrong September 2008 - Present
Wells Fargo Securities January 2012 - September 2014
Morgan Stanley Smith Barney September 2008 - December 2011
Rsystem 2007 - 2008
Skills
Requirements Analysis, SQL, SDLC, Software Project..., Agile Methodologies, PL/SQL, Consulting, Web Services, Microsoft SQL Server, XML, Business Analysis, Software Development
Education
Guru Gobind Singh Indraprastha University 2006 — 2009
Masterâs Degree, Information Technology
Clay Persinger's Wells Fargo Securities Experience September 1998 - Present
Job Managing Director, Equity Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 1998 - Present
Fidelity Capital Markets September 1996 - September 1998
Skills
Series 7, Series 63, Investments, Hedge Funds, Securities, Capital Markets, Trading, Bloomberg, Investment Banking, Financial Markets, Equity Research, Equity Trading, Series 24, Electronic Trading, Trading Systems, Equities, Valuation, Strategic Planning, Portfolio Management, Asset Management, Fixed Income
Education
Hampden-Sydney College 1992 — 1996
BA, Managerial Economics
Wells Fargo Securities September 1998 - Present
Fidelity Capital Markets September 1996 - September 1998
Skills
Series 7, Series 63, Investments, Hedge Funds, Securities, Capital Markets, Trading, Bloomberg, Investment Banking, Financial Markets, Equity Research, Equity Trading, Series 24, Electronic Trading, Trading Systems, Equities, Valuation, Strategic Planning, Portfolio Management, Asset Management, Fixed Income
Education
Hampden-Sydney College 1992 — 1996
BA, Managerial Economics
Abhinav Bajaj's Wells Fargo Securities Experience March 2012 - Present
Job Business Consultant at Integrated Revenue Solutions
Industry Financial Services
Experience
Integrated Revenue Solutions March 2014 - Present
Wells Fargo Securities March 2012 - Present
JP Morgan Chase February 2010 - October 2010
ST Aerospace Mobile, Inc. February 2008 - February 2010
Bank of America July 2006 - September 2007
Skills
Financial Analysis, Financial Modeling, MS Office Suite, SAP, SQL, Financial Reporting, Technical Analysis, Derivatives, Budgeting, Mergers, Quantitative Analysis, Portfolio Management, MS Access, MS Excel, Access, Forecasting, Analysis, Microsoft Excel, Accounting, Mergers & Acquisitions, Microsoft Office, Budgets, Quantitative Analytics, Finance, Management
Education
University of Baltimore (Merrick School of Business) 2010 — 2012
MS in Finance, Finance
Guru Gobind Singh Indraprastha University 2003 — 2007
BBA in Finance, Business Administration
Integrated Revenue Solutions March 2014 - Present
Wells Fargo Securities March 2012 - Present
JP Morgan Chase February 2010 - October 2010
ST Aerospace Mobile, Inc. February 2008 - February 2010
Bank of America July 2006 - September 2007
Skills
Financial Analysis, Financial Modeling, MS Office Suite, SAP, SQL, Financial Reporting, Technical Analysis, Derivatives, Budgeting, Mergers, Quantitative Analysis, Portfolio Management, MS Access, MS Excel, Access, Forecasting, Analysis, Microsoft Excel, Accounting, Mergers & Acquisitions, Microsoft Office, Budgets, Quantitative Analytics, Finance, Management
Education
University of Baltimore (Merrick School of Business) 2010 — 2012
MS in Finance, Finance
Guru Gobind Singh Indraprastha University 2003 — 2007
BBA in Finance, Business Administration
Anthony M. Griffin's Wells Fargo Securities Experience August 2015 - Present
Job Assistant Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2015 - Present
Highbridge Capital Management May 2013 - March 2015
UBS Investment Bank May 2007 - May 2013
MF Global October 2003 - July 2006
Linc Energy Systems, Inc. February 2002 - May 2003
Skills
Series 7, Series 63, Exchange Traded..., Electronic Trading, Trading Systems, Options, Derivatives, Equities, Prime Brokerage, Commodity, Back Office
Education
Johnson and Wales University 1998 — 2002
Financial Services Management
Wells Fargo Securities August 2015 - Present
Highbridge Capital Management May 2013 - March 2015
UBS Investment Bank May 2007 - May 2013
MF Global October 2003 - July 2006
Linc Energy Systems, Inc. February 2002 - May 2003
Skills
Series 7, Series 63, Exchange Traded..., Electronic Trading, Trading Systems, Options, Derivatives, Equities, Prime Brokerage, Commodity, Back Office
Education
Johnson and Wales University 1998 — 2002
Financial Services Management
Hays Mabry's Wells Fargo Securities Experience June 2010 - August 2011
Job Investor Relations at Memorial Resource Development
Industry Oil & Energy
Experience
Memorial Resource Development LLC May 2014 - Present
LINN Energy, LLC August 2013 - April 2014
LINN Energy, LLC January 2012 - July 2013
Wells Fargo Securities June 2010 - August 2011
Morgan Keegan & Company, Inc. July 2008 - May 2010
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, BA
Memphis University School 1998 — 2004
Memorial Resource Development LLC May 2014 - Present
LINN Energy, LLC August 2013 - April 2014
LINN Energy, LLC January 2012 - July 2013
Wells Fargo Securities June 2010 - August 2011
Morgan Keegan & Company, Inc. July 2008 - May 2010
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, BA
Memphis University School 1998 — 2004
Fern Gray's Wells Fargo Securities Experience May 2008 - December 2009
Job International Energy Policy Specialist
Industry International Affairs
Experience
CARICOM Secretariat May 2015 - Present
The Fletcher School - Tufts University August 2013 - May 2015
International Organization for Migration (IOM) June 2014 - August 2014
BP January 2010 - June 2013
Wells Fargo Securities May 2008 - December 2009
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Derivatives, Finance, Fixed Income, Equities, Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Commodity, Trading, Valuation, Investment Banking, Program Management
Education
Graduate Institute of International and Development Studies 2014 — 2015
Master's Degree, International Business, Trade Law
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master's Degree, Energy Policy
Howard University 2004 — 2008
Bachelor's Degree, Finance & International Business
CARICOM Secretariat May 2015 - Present
The Fletcher School - Tufts University August 2013 - May 2015
International Organization for Migration (IOM) June 2014 - August 2014
BP January 2010 - June 2013
Wells Fargo Securities May 2008 - December 2009
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Derivatives, Finance, Fixed Income, Equities, Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Commodity, Trading, Valuation, Investment Banking, Program Management
Education
Graduate Institute of International and Development Studies 2014 — 2015
Master's Degree, International Business, Trade Law
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master's Degree, Energy Policy
Howard University 2004 — 2008
Bachelor's Degree, Finance & International Business
Silpa Pingali's Wells Fargo Securities Experience September 2012 - December 2014
Job Consultant at Citadel LLC
Industry Information Technology and Services
Experience
Citadel LLC January 2015 - Present
Wells Fargo Securities September 2012 - December 2014
Cognizant Technology Solutions December 2004 - December 2014
Sallie Mae April 2007 - September 2012
Skills
C#, .NET, WPF Development, WCF Services, Design Patterns, Object Oriented Design, SOLID Principles, win forms, ASP.NET, Equity Derivatives, Equity Swaps, ASP.NET MVC, Multithreading, Team Management, Onsite-Offshore..., Technical Leadership, Web Services, SDLC, SQL, Requirements Analysis, PL/SQL, Quality Center
Education
Jawaharlal Nehru Technological University
Bachelor's Degree, Computer Science
Citadel LLC January 2015 - Present
Wells Fargo Securities September 2012 - December 2014
Cognizant Technology Solutions December 2004 - December 2014
Sallie Mae April 2007 - September 2012
Skills
C#, .NET, WPF Development, WCF Services, Design Patterns, Object Oriented Design, SOLID Principles, win forms, ASP.NET, Equity Derivatives, Equity Swaps, ASP.NET MVC, Multithreading, Team Management, Onsite-Offshore..., Technical Leadership, Web Services, SDLC, SQL, Requirements Analysis, PL/SQL, Quality Center
Education
Jawaharlal Nehru Technological University
Bachelor's Degree, Computer Science
Daniel McGrath's Wells Fargo Securities Experience January 2013 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Timothy Reid's Wells Fargo Securities Experience June 2005 - July 2010
Job Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2012 - Present
J.P. Morgan Private Bank June 2011 - August 2011
Wells Fargo Securities June 2005 - July 2010
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Harvard College 2001 — 2005
Bachelor of Arts, History
J.P. Morgan Private Bank August 2012 - Present
J.P. Morgan Private Bank June 2011 - August 2011
Wells Fargo Securities June 2005 - July 2010
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Harvard College 2001 — 2005
Bachelor of Arts, History
Matt Davlin's Wells Fargo Securities Experience July 2011 - September 2013
Job Capital Markets & Structured Finance Executive
Industry Investment Banking
Experience
Deephaven Mortgage LLC March 2015 - Present
AltaMira Mortgage Partners, LLC June 2014 - January 2015
Barclays Capital September 2013 - June 2014
Wells Fargo Securities July 2011 - September 2013
SunTrust Bank January 2007 - July 2011
PricewaterhouseCoopers June 2006 - August 2006
Freddie Mac May 2005 - August 2005
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Economics
University of Virginia
Master of Engineering, Systems Engineering
James Madison University
Bachelor of Science, Quantitative Finance, Mathematics, Economics
Deephaven Mortgage LLC March 2015 - Present
AltaMira Mortgage Partners, LLC June 2014 - January 2015
Barclays Capital September 2013 - June 2014
Wells Fargo Securities July 2011 - September 2013
SunTrust Bank January 2007 - July 2011
PricewaterhouseCoopers June 2006 - August 2006
Freddie Mac May 2005 - August 2005
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Economics
University of Virginia
Master of Engineering, Systems Engineering
James Madison University
Bachelor of Science, Quantitative Finance, Mathematics, Economics
Chandra Kandimalla's Wells Fargo Securities Experience September 2013 - Present
Job Senior Apps Engineer
Industry Banking
Experience
Wells Fargo Securities September 2013 - Present
Capital One April 2013 - August 2013
Credit Suisse May 2011 - April 2013
Verizon June 2008 - May 2011
WellPoint October 2007 - June 2008
Hewlett-Packard January 2007 - October 2007
Network Solutions June 2006 - January 2007
Skills
JAXB, Ehcache, JAX-WS, itext, Batch Processing, Java, J2EE, JavaScript, Sun Certified Java..., Core Java, EJB, Hibernate, Spring, Struts, MVC, AJAX, jQuery, DWR, JSP, JSON, SQL, PL/SQL, JMS, JNDI, Web Services, Weblogic, WebSphere Application..., RAD, IDE, Eclipse, MyEclipse, Java Enterprise Edition, Oracle
Education
Middlesex University
MSc, Computer Networks
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer Science and Engg
Wells Fargo Securities September 2013 - Present
Capital One April 2013 - August 2013
Credit Suisse May 2011 - April 2013
Verizon June 2008 - May 2011
WellPoint October 2007 - June 2008
Hewlett-Packard January 2007 - October 2007
Network Solutions June 2006 - January 2007
Skills
JAXB, Ehcache, JAX-WS, itext, Batch Processing, Java, J2EE, JavaScript, Sun Certified Java..., Core Java, EJB, Hibernate, Spring, Struts, MVC, AJAX, jQuery, DWR, JSP, JSON, SQL, PL/SQL, JMS, JNDI, Web Services, Weblogic, WebSphere Application..., RAD, IDE, Eclipse, MyEclipse, Java Enterprise Edition, Oracle
Education
Middlesex University
MSc, Computer Networks
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer Science and Engg
Bryant Fulk's Wells Fargo Securities Experience April 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities April 2014 - Present
Chevron 2012 - April 2014
Chesapeake Energy January 2012 - July 2012
Chesapeake Energy May 2010 - January 2012
AAPG 2010 - 2012
San Diego State University August 2009 - May 2010
EERT, USGS June 2009 - August 2009
United States Geological Survey June 2008 - December 2008
EERT, USGS June 2008 - December 2008
Skills
3D seismic..., Structural Geology, Unconventional..., Operational geology, Production analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Oil and Gas
San Diego State University-California State University 2009 — 2010
MS, Geological Sciences
San Diego State University
Program, MS Geological Sciences; Petroleum Geology
Washington and Lee University 2004 — 2008
BA, Geology
Washington and Lee University
Bachelor's of Arts, Geology; environmental Studies; Field Geology; Advanced Field Geology
Wells Fargo Securities April 2014 - Present
Chevron 2012 - April 2014
Chesapeake Energy January 2012 - July 2012
Chesapeake Energy May 2010 - January 2012
AAPG 2010 - 2012
San Diego State University August 2009 - May 2010
EERT, USGS June 2009 - August 2009
United States Geological Survey June 2008 - December 2008
EERT, USGS June 2008 - December 2008
Skills
3D seismic..., Structural Geology, Unconventional..., Operational geology, Production analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Oil and Gas
San Diego State University-California State University 2009 — 2010
MS, Geological Sciences
San Diego State University
Program, MS Geological Sciences; Petroleum Geology
Washington and Lee University 2004 — 2008
BA, Geology
Washington and Lee University
Bachelor's of Arts, Geology; environmental Studies; Field Geology; Advanced Field Geology
Jeremy Chu's Wells Fargo Securities Experience June 2013 - August 2013
Job Student at University of Florida
Industry International Trade and Development
Experience
TextTees Custom Apparel March 2015 - Present
Finance & Information Systems January 2012 - Present
Starter Space October 2014 - April 2015
GatorNest January 2014 - May 2014
Wells Fargo Securities June 2013 - August 2013
Modern Woodmen of America April 2013 - June 2013
World Trade Center Orlando September 2011 - December 2011
Akami LLC June 2009 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, SQL, Business Systems..., Java, C#
Education
University of Florida 2012 — 2014
Bachelor’s Degree, Finance and Financial Management Services, 3.9
University of Florida 2010 — 2014
Bachelor’s Degree, Management Information Systems, General, 3.9
University of Central Florida 2011 — 2012
Associate’s Degree, Economics, 3.95
Korea University 2010 — 2010
US Ambassador, Korean Language and Literature, 4.0
TextTees Custom Apparel March 2015 - Present
Finance & Information Systems January 2012 - Present
Starter Space October 2014 - April 2015
GatorNest January 2014 - May 2014
Wells Fargo Securities June 2013 - August 2013
Modern Woodmen of America April 2013 - June 2013
World Trade Center Orlando September 2011 - December 2011
Akami LLC June 2009 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, SQL, Business Systems..., Java, C#
Education
University of Florida 2012 — 2014
Bachelor’s Degree, Finance and Financial Management Services, 3.9
University of Florida 2010 — 2014
Bachelor’s Degree, Management Information Systems, General, 3.9
University of Central Florida 2011 — 2012
Associate’s Degree, Economics, 3.95
Korea University 2010 — 2010
US Ambassador, Korean Language and Literature, 4.0
Patrick Shelton's Wells Fargo Securities Experience October 2014 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2014 - Present
GSV Advisors July 2012 - October 2014
Credit Suisse July 2010 - July 2012
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Bloomberg, Venture Capital, Mergers & Acquisitions, Private Placements, Finance
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, Biology
Ravenscroft School
Wells Fargo Securities October 2014 - Present
GSV Advisors July 2012 - October 2014
Credit Suisse July 2010 - July 2012
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Bloomberg, Venture Capital, Mergers & Acquisitions, Private Placements, Finance
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, Biology
Ravenscroft School
Donald McGreal's Wells Fargo Securities Experience August 2005 - August 2007
Job VP, Finance at Whisper
Industry Online Media
Experience
Whisper App December 2014 - Present
Hulu January 2014 - Present
Hulu January 2012 - December 2013
Hulu August 2010 - January 2012
iCrete, LLC October 2007 - June 2010
Wells Fargo Securities August 2005 - August 2007
Skills
Financial Modeling, Valuation, Finance, Strategic Financial..., Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Analytics, Corporate Development, Start-ups, Financial Reporting, Venture Capital, Forecasting, Strategy, Microsoft Excel, Business Strategy, Management, Strategic Partnerships, Digital Media, Strategic Planning, Leadership
Education
Indiana University Bloomington
Bachelor of Science (BS)
Whisper App December 2014 - Present
Hulu January 2014 - Present
Hulu January 2012 - December 2013
Hulu August 2010 - January 2012
iCrete, LLC October 2007 - June 2010
Wells Fargo Securities August 2005 - August 2007
Skills
Financial Modeling, Valuation, Finance, Strategic Financial..., Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Analytics, Corporate Development, Start-ups, Financial Reporting, Venture Capital, Forecasting, Strategy, Microsoft Excel, Business Strategy, Management, Strategic Partnerships, Digital Media, Strategic Planning, Leadership
Education
Indiana University Bloomington
Bachelor of Science (BS)
Srinivas Marepalli's Wells Fargo Securities Experience 2008 - Present
Job VP at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2008 - Present
UBS Investment Bank 2007 - 2008
Verizon 2006 - 2007
Adaptec 2004 - 2006
Imagination Technologies 2003 - 2004
Skills
Derivatives, Trading Systems, Electronic Trading, Quantitative Finance, Fixed Income, Equities, Low Latency Trading, Java, C++, Product Design
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Master's degree, Mathematical Finance, 3.85/4.0
International Institute of Information Technology 1999 — 2003
Bachelor's degree, Computer Science and Engineering, 9.29/10.0
Wells Fargo Securities 2008 - Present
UBS Investment Bank 2007 - 2008
Verizon 2006 - 2007
Adaptec 2004 - 2006
Imagination Technologies 2003 - 2004
Skills
Derivatives, Trading Systems, Electronic Trading, Quantitative Finance, Fixed Income, Equities, Low Latency Trading, Java, C++, Product Design
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Master's degree, Mathematical Finance, 3.85/4.0
International Institute of Information Technology 1999 — 2003
Bachelor's degree, Computer Science and Engineering, 9.29/10.0
Jonathan Lefebvre's Wells Fargo Securities Experience August 2005 - May 2011
Job Investment analyst at private fund
Industry Financial Services
Experience
None provided June 2011 - Present
Kensico Capital 2011 - 2015
Kensico Capital 2011 - 2015
Wells Fargo Securities August 2005 - May 2011
Skills
Financial Modeling, Hedge Funds, Equity Research, Capital Markets, Equities, Investments, Mutual Funds, Financial Analysis, Asset Management, Series 7, Corporate Finance, Valuation, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Finance
James Madison University 1997 — 2001
Business
None provided June 2011 - Present
Kensico Capital 2011 - 2015
Kensico Capital 2011 - 2015
Wells Fargo Securities August 2005 - May 2011
Skills
Financial Modeling, Hedge Funds, Equity Research, Capital Markets, Equities, Investments, Mutual Funds, Financial Analysis, Asset Management, Series 7, Corporate Finance, Valuation, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Finance
James Madison University 1997 — 2001
Business
Barbara McIntyre's Wells Fargo Securities Experience March 2006 - April 2011
Job Fixed Income Trader
Industry Financial Services
Experience
ACP Securities June 2011 - Present
Wells Fargo Securities March 2006 - April 2011
Standard & Poor's July 2000 - February 2006
Skills
Capital Markets, ABS, Fixed Income, Hedge Funds, Structured Products, Bonds, Bloomberg, Credit Derivatives, Derivatives, Alternative Investments
Education
James Madison University
Bachelor of Science, Quantitative Finance, Minors in Mathematics and Economics
ACP Securities June 2011 - Present
Wells Fargo Securities March 2006 - April 2011
Standard & Poor's July 2000 - February 2006
Skills
Capital Markets, ABS, Fixed Income, Hedge Funds, Structured Products, Bonds, Bloomberg, Credit Derivatives, Derivatives, Alternative Investments
Education
James Madison University
Bachelor of Science, Quantitative Finance, Minors in Mathematics and Economics
Austin Blackmon's Wells Fargo Securities Experience May 2012 - August 2012
Job Chief of Environment, Energy and Open Space, City of Boston
Industry Government Administration
Experience
City of Boston January 2015 - Present
TerraVerde Renewable Partners July 2014 - January 2015
FleetVest February 2014 - December 2014
C12 Energy June 2013 - January 2014
Harvard Business School August 2011 - May 2013
US Renewables Group September 2012 - January 2013
Wells Fargo Securities May 2012 - August 2012
Booz Allen Hamilton July 2008 - July 2011
Compass DC 2008 - 2011
Harvard EdLabs (Formerly known as American Inequality Lab) July 2007 - May 2008
Skills
Financial Modeling, Management Consulting, Strategy, Market Research, Non-profits, Strategic Planning, Program Management, Business Development, Nonprofits, Data Analysis, Leadership, Entrepreneurship, Start-ups, Mergers & Acquisitions, Valuation, Finance, Economics, Research, Energy, Sustainability, Private Equity, Venture Capital
Education
Harvard Business School 2011 — 2013
MBA
Harvard College 2003 — 2007
A.B.
Phillips Exeter Academy 1999 — 2003
City of Boston January 2015 - Present
TerraVerde Renewable Partners July 2014 - January 2015
FleetVest February 2014 - December 2014
C12 Energy June 2013 - January 2014
Harvard Business School August 2011 - May 2013
US Renewables Group September 2012 - January 2013
Wells Fargo Securities May 2012 - August 2012
Booz Allen Hamilton July 2008 - July 2011
Compass DC 2008 - 2011
Harvard EdLabs (Formerly known as American Inequality Lab) July 2007 - May 2008
Skills
Financial Modeling, Management Consulting, Strategy, Market Research, Non-profits, Strategic Planning, Program Management, Business Development, Nonprofits, Data Analysis, Leadership, Entrepreneurship, Start-ups, Mergers & Acquisitions, Valuation, Finance, Economics, Research, Energy, Sustainability, Private Equity, Venture Capital
Education
Harvard Business School 2011 — 2013
MBA
Harvard College 2003 — 2007
A.B.
Phillips Exeter Academy 1999 — 2003
Lynnette Carr's Wells Fargo Securities Experience March 2014 - Present
Job Compliance Consultant, VP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo December 2010 - March 2014
Wells Fargo Bank November 2006 - December 2010
Sprint Nextel March 2006 - November 2006
Skills
Compliance, Auditing, Risk Management, Process Improvement, Visio, Internal Audit, Documentation, Quality Assurance, Software Documentation, SDLC
Education
University of Phoenix 2009 — 2012
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science, Information Systems/Engineering
Wells Fargo Securities March 2014 - Present
Wells Fargo December 2010 - March 2014
Wells Fargo Bank November 2006 - December 2010
Sprint Nextel March 2006 - November 2006
Skills
Compliance, Auditing, Risk Management, Process Improvement, Visio, Internal Audit, Documentation, Quality Assurance, Software Documentation, SDLC
Education
University of Phoenix 2009 — 2012
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science, Information Systems/Engineering
James Hansberry's Wells Fargo Securities Experience November 2010 - Present
Job Investment Banker at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2010 - Present
Ernst & Young August 2006 - November 2010
Skills
Financial Modeling, Mergers & Acquisitions
Education
James Madison University
Wells Fargo Securities November 2010 - Present
Ernst & Young August 2006 - November 2010
Skills
Financial Modeling, Mergers & Acquisitions
Education
James Madison University
Amy Villarreal Bustos's Wells Fargo Securities Experience 2014 - Present
Job Wells Fargo and Co
Industry Banking
Experience
Wells Fargo Securities 2014 - Present
Skills
Mortgage Lending, Banking, Loans
Education
Inver Hills Community College 2011 — 2015
Associate's degree, Business Administration and Management, General
Wells Fargo Securities 2014 - Present
Skills
Mortgage Lending, Banking, Loans
Education
Inver Hills Community College 2011 — 2015
Associate's degree, Business Administration and Management, General
April Riley's Wells Fargo Securities Experience June 1998 - June 2006
Job Sr. HR Coordinator at Capital One
Industry Financial Services
Experience
Capital One May 2011 - October 2013
MeadWestvaco (MWV) September 2006 - May 2011
Wells Fargo Securities June 1998 - June 2006
Education
J Sargeant Reynolds Community College
Associate of Science (A.S.), Psychology
Capital One May 2011 - October 2013
MeadWestvaco (MWV) September 2006 - May 2011
Wells Fargo Securities June 1998 - June 2006
Education
J Sargeant Reynolds Community College
Associate of Science (A.S.), Psychology
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial