Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Edward Bolden Edward Bolden's Wells Fargo Securities Experience 2010 - 2012
Job Associate at PCH Holdings Group, LLC
Industry Venture Capital & Private Equity
Experience
Panton Capital Holdings 2014 - Present
YP 2013 - 2014
Cadillac Jack, Inc. an Amaya Company 2012 - 2013
Wells Fargo Securities 2010 - 2012
BMO Capital Markets 2009 - 2009
UBS Investment Bank 2009 - 2009
Education
Morehouse College 2006 — 2010
Bachelor's Degree, Finance
The London School of Economics and Political Science (LSE)
Panton Capital Holdings 2014 - Present
YP 2013 - 2014
Cadillac Jack, Inc. an Amaya Company 2012 - 2013
Wells Fargo Securities 2010 - 2012
BMO Capital Markets 2009 - 2009
UBS Investment Bank 2009 - 2009
Education
Morehouse College 2006 — 2010
Bachelor's Degree, Finance
The London School of Economics and Political Science (LSE)
Andrew Simmons Andrew Simmons's Wells Fargo Securities Experience 2015 - Present
Job Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Alan Hogg, CFA Alan Hogg, CFA's Wells Fargo Securities Experience January 1997 - July 2014
Job Ski Instructor at Sun Valley Snow Sports School
Industry Sports
Experience
Sun Valley Snow Sports School December 2014 - Present
Wells Fargo Securities January 1997 - July 2014
Skills
Securities, Banking, Management, Capital Markets, Financial Services, Investments, Series 7, Fixed Income, Financial Modeling, Investment Banking, Series 63, Financial Analysis, Sales, Public Speaking, Marketing, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Macalester College
Bachelor's Degree, Economics and Business
Sun Valley Snow Sports School December 2014 - Present
Wells Fargo Securities January 1997 - July 2014
Skills
Securities, Banking, Management, Capital Markets, Financial Services, Investments, Series 7, Fixed Income, Financial Modeling, Investment Banking, Series 63, Financial Analysis, Sales, Public Speaking, Marketing, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Macalester College
Bachelor's Degree, Economics and Business
Larry Semler Larry Semler's Wells Fargo Securities Experience 2009 - 2013
Job Founder and CEO Cambridge Growth Advisors, LLC
Industry Financial Services
Experience
Cambridge Growth Advisors, LLC July 2013 - Present
Wells Fargo Securities 2009 - 2013
Wells Fargo Bank 1982 - 2009
Skills
Capital Markets, Investment Banking, Securities, Banking, Series 7, Investments, Entrepreneurship, Management Consulting, Credit Analysis, Commercial Lending, Corporate Finance, Commercial Banking, Mergers & Acquisitions
Education
University of Wisconsin-Madison
Master of Business Administration (M.B.A.), Finance and Investments
Marquette University
Bachelor of Science (B.S.), Accounting and Finance
Cambridge Growth Advisors, LLC July 2013 - Present
Wells Fargo Securities 2009 - 2013
Wells Fargo Bank 1982 - 2009
Skills
Capital Markets, Investment Banking, Securities, Banking, Series 7, Investments, Entrepreneurship, Management Consulting, Credit Analysis, Commercial Lending, Corporate Finance, Commercial Banking, Mergers & Acquisitions
Education
University of Wisconsin-Madison
Master of Business Administration (M.B.A.), Finance and Investments
Marquette University
Bachelor of Science (B.S.), Accounting and Finance
Justin Ku Justin Ku's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Michigan State University January 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
The Anderson Group, LLC May 2013 - August 2013
Michigan State University September 2011 - May 2013
Costco Wholesale - Taiwan May 2012 - July 2012
Leapers, Inc. June 2009 - August 2009
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Private Equity, Microsoft Excel, Valuation, Accounting, Investment Banking
Education
Michigan State University 2011 — 2015
Bachelor of Arts, Major in Finance, Minor in Economics
West Bloomfield High School 2007 — 2011
Wells Fargo Securities July 2015 - Present
Michigan State University January 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
The Anderson Group, LLC May 2013 - August 2013
Michigan State University September 2011 - May 2013
Costco Wholesale - Taiwan May 2012 - July 2012
Leapers, Inc. June 2009 - August 2009
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Private Equity, Microsoft Excel, Valuation, Accounting, Investment Banking
Education
Michigan State University 2011 — 2015
Bachelor of Arts, Major in Finance, Minor in Economics
West Bloomfield High School 2007 — 2011
Donald Bogden Donald Bogden's Wells Fargo Securities Experience December 2014 - Present
Job Associate Shipping, Equipment Leasing, & Marine MLPs at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities December 2014 - Present
Parakou Tankers, Inc December 2013 - December 2014
MJLF & Associates May 2011 - December 2013
General Maritime Management LLC June 2009 - May 2011
Hess Corporation May 2008 - August 2008
PIRA Energy Group May 2006 - August 2006
PIRA Energy Group June 2005 - August 2005
Skills
Commodity, Financial Modeling, Microsoft Excel, Valuation, Microsoft Office, Energy, PowerPoint, Analysis, Forecasting, Corporate Finance, Business Development, Strategic Planning, Financial Analysis
Education
Lehigh University 2005 — 2009
BS, Finance
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
Wells Fargo Securities December 2014 - Present
Parakou Tankers, Inc December 2013 - December 2014
MJLF & Associates May 2011 - December 2013
General Maritime Management LLC June 2009 - May 2011
Hess Corporation May 2008 - August 2008
PIRA Energy Group May 2006 - August 2006
PIRA Energy Group June 2005 - August 2005
Skills
Commodity, Financial Modeling, Microsoft Excel, Valuation, Microsoft Office, Energy, PowerPoint, Analysis, Forecasting, Corporate Finance, Business Development, Strategic Planning, Financial Analysis
Education
Lehigh University 2005 — 2009
BS, Finance
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
Mary Maguire Mary Maguire's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Michigan State University August 2014 - May 2015
Michigan State University March 2014 - May 2015
Bloomfield Capital May 2014 - August 2014
MSU Student Investment Fund January 2014 - May 2014
Kappa Delta Sorority, Michigan State University January 2013 - January 2014
Meadowbrook Insurance Group June 2013 - August 2013
Rent The Runway April 2012 - June 2013
Entertainment Promotions May 2012 - August 2012
Troy Tennis Academy May 2011 - August 2011
Skills
Valuation, Finance, Bloomberg, Analysis, Strategy, Marketing, Investments, Leadership, Public Speaking, PowerPoint
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Finance, With High Honor, 3.9/4.0
Avondale High School 2007 — 2011
4.0/4.0
Wells Fargo Securities June 2015 - Present
Michigan State University August 2014 - May 2015
Michigan State University March 2014 - May 2015
Bloomfield Capital May 2014 - August 2014
MSU Student Investment Fund January 2014 - May 2014
Kappa Delta Sorority, Michigan State University January 2013 - January 2014
Meadowbrook Insurance Group June 2013 - August 2013
Rent The Runway April 2012 - June 2013
Entertainment Promotions May 2012 - August 2012
Troy Tennis Academy May 2011 - August 2011
Skills
Valuation, Finance, Bloomberg, Analysis, Strategy, Marketing, Investments, Leadership, Public Speaking, PowerPoint
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Finance, With High Honor, 3.9/4.0
Avondale High School 2007 — 2011
4.0/4.0
Michael Dimitrov Michael Dimitrov's Wells Fargo Securities Experience June 2011 - August 2011
Job Investment Banking Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Center for International Business Education and Research August 2010 - June 2011
MassMutual Financial Group July 2010 - August 2010
Michigan State University August 2008 - May 2010
Skills
Negotiation, Financial Modeling, Investments, Financial Analysis, Valuation, Economics, Research, Entrepreneurship, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Finance, Leadership, Management, Analysis, Capital Markets, Bloomberg Terminal
Education
Michigan State University 2008 — 2012
Bachelor of Arts, Finance - International Business Specialization
Troy High
Wells Fargo June 2012 - Present
Wells Fargo Securities June 2011 - August 2011
Center for International Business Education and Research August 2010 - June 2011
MassMutual Financial Group July 2010 - August 2010
Michigan State University August 2008 - May 2010
Skills
Negotiation, Financial Modeling, Investments, Financial Analysis, Valuation, Economics, Research, Entrepreneurship, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Finance, Leadership, Management, Analysis, Capital Markets, Bloomberg Terminal
Education
Michigan State University 2008 — 2012
Bachelor of Arts, Finance - International Business Specialization
Troy High
Haroon Bokhary's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Macalester College May 2014 - Present
Macalester College September 2013 - Present
First Children's Finance February 2014 - May 2014
Breakthrough Collaborative June 2013 - August 2013
Skills
Investment Banking, Investment Management, Economics, Financial Analysis, Financial Modeling, Finance, Statistics, Public Speaking, R, Java, Final Cut Pro, iMovie, Science Education, PowerPoint, Microsoft Excel, Data Analysis, Social Media, Research, Microsoft Office, Microsoft Word
Education
Macalester College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Finance, Applied Math and Statistics, Computer Science
Lahore Grammar School 1996 — 2012
Cambridge International Examinations O & A Levels
Wells Fargo Securities June 2015 - Present
Macalester College May 2014 - Present
Macalester College September 2013 - Present
First Children's Finance February 2014 - May 2014
Breakthrough Collaborative June 2013 - August 2013
Skills
Investment Banking, Investment Management, Economics, Financial Analysis, Financial Modeling, Finance, Statistics, Public Speaking, R, Java, Final Cut Pro, iMovie, Science Education, PowerPoint, Microsoft Excel, Data Analysis, Social Media, Research, Microsoft Office, Microsoft Word
Education
Macalester College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Finance, Applied Math and Statistics, Computer Science
Lahore Grammar School 1996 — 2012
Cambridge International Examinations O & A Levels
Michael Ferguson Michael Ferguson's Wells Fargo Securities Experience June 2015 - Present
Job Incoming Investment Banking Analyst, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Office of Investments and Financial Management May 2014 - December 2014
Raymond James Financial Inc. May 2013 - August 2013
Michigan State University 2012 - 2013
Education
Michigan State University 2012 — 2016
Wells Fargo Securities June 2015 - Present
Office of Investments and Financial Management May 2014 - December 2014
Raymond James Financial Inc. May 2013 - August 2013
Michigan State University 2012 - 2013
Education
Michigan State University 2012 — 2016
Carissa Jansen's Wells Fargo Securities Experience January 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2014 - Present
Goldman Sachs June 2013 - August 2013
Synthetic Neurobiology Lab September 2012 - December 2012
Wells Fargo Securities January 2012 - August 2012
Standard & Poor's June 2011 - August 2011
Skills
Bloomberg, Python, Java, HTML, CSS3, JavaScript, Mathematica, Microsoft Office, User Experience Design, C, CSS
Education
Massachusetts Institute of Technology 2010 — 2014
BS, Computer Science and Molecular Biology, Management Minor
The Harker School 2001 — 2010
Goldman Sachs 2014 - Present
Goldman Sachs June 2013 - August 2013
Synthetic Neurobiology Lab September 2012 - December 2012
Wells Fargo Securities January 2012 - August 2012
Standard & Poor's June 2011 - August 2011
Skills
Bloomberg, Python, Java, HTML, CSS3, JavaScript, Mathematica, Microsoft Office, User Experience Design, C, CSS
Education
Massachusetts Institute of Technology 2010 — 2014
BS, Computer Science and Molecular Biology, Management Minor
The Harker School 2001 — 2010
Jessica Pederson Jessica Pederson's Wells Fargo Securities Experience January 2013 - March 2013
Job Project Analyst at Belair Sitework Services
Industry Accounting
Experience
Belair Sitework Services November 2014 - July 2015
Climate Makers Inc March 2013 - September 2014
Jasicki Tax & Financial January 2012 - April 2013
Wells Fargo Securities January 2013 - March 2013
Town & Country Club May 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, Accounts Payable, Accounts Receivable, AIA billing, Billing Process, Tax, Accounting, Microsoft Office, Outlook, Microsoft Outlook, Project Coordination, Viewpoint, Multi Tasking, Heavy Job, Organization, Construction, Hospitality Industry, Microsoft Visio, Customer Service
Education
Minneapolis Business College 2003 — 2004
Associate of Arts and Sciences (AAS), Accounting
Irondale High School 1999 — 2003
General, General
Belair Sitework Services November 2014 - July 2015
Climate Makers Inc March 2013 - September 2014
Jasicki Tax & Financial January 2012 - April 2013
Wells Fargo Securities January 2013 - March 2013
Town & Country Club May 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, Accounts Payable, Accounts Receivable, AIA billing, Billing Process, Tax, Accounting, Microsoft Office, Outlook, Microsoft Outlook, Project Coordination, Viewpoint, Multi Tasking, Heavy Job, Organization, Construction, Hospitality Industry, Microsoft Visio, Customer Service
Education
Minneapolis Business College 2003 — 2004
Associate of Arts and Sciences (AAS), Accounting
Irondale High School 1999 — 2003
General, General
Joseph Sadofsky's Wells Fargo Securities Experience August 2014 - May 2015
Job Credit Analyst at Wells Fargo Securities, LLC (First Union Rail)
Industry Financial Services
Experience
Wells Fargo Securities LLC May 2015 - Present
Wells Fargo Securities August 2014 - May 2015
Loyola University Chicago August 2011 - May 2015
Monastero's Ristorante April 2011 - August 2014
Chicago Park District April 2013 - September 2013
Education
Loyola University of Chicago 2011 — 2015
Bachelor's Degree, Finance, 3.4
Fenwick High School 2007 — 2011
Wells Fargo Securities LLC May 2015 - Present
Wells Fargo Securities August 2014 - May 2015
Loyola University Chicago August 2011 - May 2015
Monastero's Ristorante April 2011 - August 2014
Chicago Park District April 2013 - September 2013
Education
Loyola University of Chicago 2011 — 2015
Bachelor's Degree, Finance, 3.4
Fenwick High School 2007 — 2011
Dennis Serio's Wells Fargo Securities Experience September 2008 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2008 - Present
Comerica Securities 1992 - 2006
Bank One Securities 1989 - 1992
Skills
Series 7, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Credit
Education
Louisiana State University 1980 — 1985
Wells Fargo Securities September 2008 - Present
Comerica Securities 1992 - 2006
Bank One Securities 1989 - 1992
Skills
Series 7, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Credit
Education
Louisiana State University 1980 — 1985
Yafim Landa Yafim Landa's Wells Fargo Securities Experience June 2012 - August 2012
Job Securities Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Facebook June 2011 - September 2011
Yahoo! June 2010 - September 2010
MIT Computer Science and Artificial Intelligence Lab June 2009 - September 2009
Endeca 2008 - August 2008
Skills
Machine Learning, Hadoop, Algorithms, Information Retrieval, Python, MapReduce, Java, C++, Computer Science, Data Structures, Distributed Systems, Software Development
Education
Massachusetts Institute of Technology 2011 — 2013
Master of Science (M.S.), Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
Goldman Sachs July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Facebook June 2011 - September 2011
Yahoo! June 2010 - September 2010
MIT Computer Science and Artificial Intelligence Lab June 2009 - September 2009
Endeca 2008 - August 2008
Skills
Machine Learning, Hadoop, Algorithms, Information Retrieval, Python, MapReduce, Java, C++, Computer Science, Data Structures, Distributed Systems, Software Development
Education
Massachusetts Institute of Technology 2011 — 2013
Master of Science (M.S.), Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
Julian Rogers's Wells Fargo Securities Experience January 2014 - Present
Job GMI Configuration Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities, LLC February 2008 - December 2013
First Investors Corporation June 2007 - August 2007
Skills
Commodity, Financial Modeling, Capital Markets, Derivatives, Equities, Fixed Income, Back Office, Financial Markets, Options, Bonds, Finance, Financial Risk, Securities, Middle Office
Education
Michigan State University 2005 — 2007
Bachelors, Finance
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities, LLC February 2008 - December 2013
First Investors Corporation June 2007 - August 2007
Skills
Commodity, Financial Modeling, Capital Markets, Derivatives, Equities, Fixed Income, Back Office, Financial Markets, Options, Bonds, Finance, Financial Risk, Securities, Middle Office
Education
Michigan State University 2005 — 2007
Bachelors, Finance
Jessica Coronel Jessica Coronel's Wells Fargo Securities Experience 2013 - Present
Job Project Management
Industry Information Technology and Services
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities March 2012 - December 2012
Kyra Infotech 2010 - 2011
Miami-Dade Expressway Authority 2009 - 2010
Florida Department of Transportation 2005 - 2010
IDT Corporation 2001 - 2003
Skills
Program Management, Software Project..., Vendor Management, SDLC, PMP, ITIL, Project Management, Visio, Software Documentation, Disaster Recovery, Agile Methodologies, Quality Assurance, Databases, Management, CRM, Team Building, Requirements Analysis, MS Project, Business Analysis, Troubleshooting, Change Management, Technical Support, Call Centers, Business Process, Information Technology, Requirements Gathering, Training, IT Management, Analysis, Oracle, Project Planning, SQL, Testing
Education
Montclair State University 2000 — 2002
Communications
Nova Southeastern University
Wells Fargo Securities 2013 - Present
Wells Fargo Securities March 2012 - December 2012
Kyra Infotech 2010 - 2011
Miami-Dade Expressway Authority 2009 - 2010
Florida Department of Transportation 2005 - 2010
IDT Corporation 2001 - 2003
Skills
Program Management, Software Project..., Vendor Management, SDLC, PMP, ITIL, Project Management, Visio, Software Documentation, Disaster Recovery, Agile Methodologies, Quality Assurance, Databases, Management, CRM, Team Building, Requirements Analysis, MS Project, Business Analysis, Troubleshooting, Change Management, Technical Support, Call Centers, Business Process, Information Technology, Requirements Gathering, Training, IT Management, Analysis, Oracle, Project Planning, SQL, Testing
Education
Montclair State University 2000 — 2002
Communications
Nova Southeastern University
Renato De Felippe Renato De Felippe's Wells Fargo Securities Experience November 2013 - Present
Job Vice President Regulatory Risk Management Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Cargill February 2013 - November 2013
Cargill 2008 - 2013
Rose Mortgage Corporation 2005 - 2007
CME Group 2003 - 2005
Lewis University 2001 - 2003
Banco do Brasil 1997 - 1999
Extreme Shop Bike Sport 1995 - 1999
Skills
Spanish, Portuguese, English, Financial Analysis, Negotiation, International Business, Microsoft Office, Outlook, Strategic Planning, Research, Business Strategy, Management, Customer Service, Data Analysis, Public Speaking, Leadership, Westlaw, LexisNexis, Commodities, Risk Management, Legal Research, Derivatives, Dodd-Frank, Commodity Exchange Act, Commodity, Training, Policy, Trading, Program Management, Financial Risk, Contract Negotiation, Legal Compliance, Hedging, Mergers, Financial Regulation, Due Diligence, Options, Corporate Finance, Legal Writing, Banking, Strategy, Corporate Law, Hedge Funds, Swaps, International Trade, Business Analysis, Commodity Markets
Education
William Mitchell College of Law 2009 — 2013
Doctor of Law (J.D.), Law
Lewis University 2001 — 2003
Master of Business Administration (MBA), International Business, Trade, and Commerce
University of Saint Francis 1999 — 2000
Bachelor of Business Administration (BBA), Business Management
Wells Fargo Securities November 2013 - Present
Cargill February 2013 - November 2013
Cargill 2008 - 2013
Rose Mortgage Corporation 2005 - 2007
CME Group 2003 - 2005
Lewis University 2001 - 2003
Banco do Brasil 1997 - 1999
Extreme Shop Bike Sport 1995 - 1999
Skills
Spanish, Portuguese, English, Financial Analysis, Negotiation, International Business, Microsoft Office, Outlook, Strategic Planning, Research, Business Strategy, Management, Customer Service, Data Analysis, Public Speaking, Leadership, Westlaw, LexisNexis, Commodities, Risk Management, Legal Research, Derivatives, Dodd-Frank, Commodity Exchange Act, Commodity, Training, Policy, Trading, Program Management, Financial Risk, Contract Negotiation, Legal Compliance, Hedging, Mergers, Financial Regulation, Due Diligence, Options, Corporate Finance, Legal Writing, Banking, Strategy, Corporate Law, Hedge Funds, Swaps, International Trade, Business Analysis, Commodity Markets
Education
William Mitchell College of Law 2009 — 2013
Doctor of Law (J.D.), Law
Lewis University 2001 — 2003
Master of Business Administration (MBA), International Business, Trade, and Commerce
University of Saint Francis 1999 — 2000
Bachelor of Business Administration (BBA), Business Management
Beau Schwab, CFA Beau Schwab, CFA's Wells Fargo Securities Experience December 2012 - July 2015
Job Experienced CrossAsset / Macro Trader
Industry Investment Management
Experience
Wells Fargo Securities December 2012 - July 2015
Wells Fargo Bank January 2010 - December 2012
Wachovia, A Wells Fargo Company March 2007 - December 2009
Skills
Fixed Income, FX Options, Derivatives, Credit Risk, Hedging, Options, Global Macro, CVA, Convertible Securities, Credit, Trading, Equities, Financial Risk, Interest Rate Swaps, CDS, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Investments, Bloomberg, Swaps, Portfolio Management, Volatility
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Maastricht University 2005 — 2005
Wells Fargo Securities December 2012 - July 2015
Wells Fargo Bank January 2010 - December 2012
Wachovia, A Wells Fargo Company March 2007 - December 2009
Skills
Fixed Income, FX Options, Derivatives, Credit Risk, Hedging, Options, Global Macro, CVA, Convertible Securities, Credit, Trading, Equities, Financial Risk, Interest Rate Swaps, CDS, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Investments, Bloomberg, Swaps, Portfolio Management, Volatility
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Maastricht University 2005 — 2005
Daniel Keane's Wells Fargo Securities Experience June 2015 - Present
Job Public Finance Healthcare Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Wells Fargo Securities June 2011 - August 2011
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration, The Sellinger School of Business and Management (AACSB Accredited), Concentration in Finance
Bergen Catholic High School 2004 — 2008
Diploma
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Wells Fargo Securities June 2011 - August 2011
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration, The Sellinger School of Business and Management (AACSB Accredited), Concentration in Finance
Bergen Catholic High School 2004 — 2008
Diploma
Phil Waldier Phil Waldier's Wells Fargo Securities Experience February 2014 - Present
Job IBCM Par and Distressed Loan Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo July 2013 - February 2014
Wells Fargo January 2011 - July 2013
Wells Fargo February 2009 - January 2011
Wells Fargo September 2006 - February 2009
Enterprise Rent-A-Car March 2005 - September 2006
Skills
Loans, Credit, Portfolio Management, Finance, Capital Markets, Fixed Income, Investment Banking, Middle Office, Banking, Underwriting, Real Estate, Marketing, Strategy, Management
Education
Miami University 2000 — 2004
Bachelor of Science, Business; Marketing
Wells Fargo Securities February 2014 - Present
Wells Fargo July 2013 - February 2014
Wells Fargo January 2011 - July 2013
Wells Fargo February 2009 - January 2011
Wells Fargo September 2006 - February 2009
Enterprise Rent-A-Car March 2005 - September 2006
Skills
Loans, Credit, Portfolio Management, Finance, Capital Markets, Fixed Income, Investment Banking, Middle Office, Banking, Underwriting, Real Estate, Marketing, Strategy, Management
Education
Miami University 2000 — 2004
Bachelor of Science, Business; Marketing
Jennifer Sedlak Jennifer Sedlak's Wells Fargo Securities Experience 2013 - Present
Job Business Manager (COO) at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities June 2011 - Present
Skills
Change Management, Leadership, Business Process, Business Process..., Risk Management, Process Improvement, SDLC, Vendor Management, Cross-functional Team..., Project Portfolio..., Business Analysis, Management Consulting, PMO, Integration, Strategy, Project Management, Program Management, Business Intelligence, IT Strategy, CRM, Strategic Planning, Analysis, Six Sigma, MS Project, Team Building, PMP, Process Engineering, Capital Markets, Financial Regulation
Education
Miami University 1995 — 1999
B.S., Business (Marketing & International Business)
The University of Texas at Arlington
Six Sigma Black Belt
Worthington Kilbourne
Wells Fargo Securities 2013 - Present
Wells Fargo Securities June 2011 - Present
Skills
Change Management, Leadership, Business Process, Business Process..., Risk Management, Process Improvement, SDLC, Vendor Management, Cross-functional Team..., Project Portfolio..., Business Analysis, Management Consulting, PMO, Integration, Strategy, Project Management, Program Management, Business Intelligence, IT Strategy, CRM, Strategic Planning, Analysis, Six Sigma, MS Project, Team Building, PMP, Process Engineering, Capital Markets, Financial Regulation
Education
Miami University 1995 — 1999
B.S., Business (Marketing & International Business)
The University of Texas at Arlington
Six Sigma Black Belt
Worthington Kilbourne
Sarah Torp's Wells Fargo Securities Experience June 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
LaSalle Street Securities June 2011 - July 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Due Diligence, Valuation, Corporate Finance, Capital Markets, Data Analysis, Investments, PowerPoint, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science, Business Administration
Maastricht University 2011 — 2011
William Fremd High School 2005 — 2009
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
LaSalle Street Securities June 2011 - July 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Due Diligence, Valuation, Corporate Finance, Capital Markets, Data Analysis, Investments, PowerPoint, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science, Business Administration
Maastricht University 2011 — 2011
William Fremd High School 2005 — 2009
Christopher Antenucci Christopher Antenucci's Wells Fargo Securities Experience 2014 - Present
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2014 - Present
RBS Global Banking & Markets March 1999 - March 2014
Pepsi Beverages Company June 1997 - March 1999
Skills
Interest Rate..., Derivatives, Fixed Income, Credit Derivatives, Swaps, Trading Systems, Distributed Teams, Program Delivery..., Onsite-Offshore..., Software Estimation, Sybase, Financial Markets, Software Development, Equity Derivatives, Equities
Education
Manhattan College 1992 — 1996
BS, Computer Science
Wells Fargo Securities 2014 - Present
RBS Global Banking & Markets March 1999 - March 2014
Pepsi Beverages Company June 1997 - March 1999
Skills
Interest Rate..., Derivatives, Fixed Income, Credit Derivatives, Swaps, Trading Systems, Distributed Teams, Program Delivery..., Onsite-Offshore..., Software Estimation, Sybase, Financial Markets, Software Development, Equity Derivatives, Equities
Education
Manhattan College 1992 — 1996
BS, Computer Science
Neil Dalvi Neil Dalvi's Wells Fargo Securities Experience April 2014 - Present
Job Project Management & Execution at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2014 - Present
Capgemini June 2013 - April 2014
American Express May 2011 - June 2013
NYU Langone Medical Center September 2010 - May 2011
Young Independent Consultants September 2008 - July 2010
The Ohio State University September 2006 - June 2009
Skills
Data Analysis, SAS, Economics, Statistics, Financial Analysis, Microsoft Excel, Financial Modeling, Analysis, Microsoft Office, Forecasting, Stata, Access, Budgets, Accounting, Quantitative Analytics, Reporting & Analysis, Six Sigma, Visual Basic, Budget Forecasts, Business Process..., PeopleSoft, Financial Reporting, Leadership, Finance
Education
The Ohio State University 2005 — 2006
M.A., Economics
Lehigh University 2001 — 2005
B.A., Economics, International Relations
Wells Fargo Securities April 2014 - Present
Capgemini June 2013 - April 2014
American Express May 2011 - June 2013
NYU Langone Medical Center September 2010 - May 2011
Young Independent Consultants September 2008 - July 2010
The Ohio State University September 2006 - June 2009
Skills
Data Analysis, SAS, Economics, Statistics, Financial Analysis, Microsoft Excel, Financial Modeling, Analysis, Microsoft Office, Forecasting, Stata, Access, Budgets, Accounting, Quantitative Analytics, Reporting & Analysis, Six Sigma, Visual Basic, Budget Forecasts, Business Process..., PeopleSoft, Financial Reporting, Leadership, Finance
Education
The Ohio State University 2005 — 2006
M.A., Economics
Lehigh University 2001 — 2005
B.A., Economics, International Relations
James Berta James Berta's Wells Fargo Securities Experience July 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Finance
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Finance
Crysti Wang's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities | Wellesley College Junior
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities October 2014 - October 2014
The Spartan Group LLC August 2014 - August 2014
Wellesley College Economics Department May 2014 - July 2014
JPMorgan Chase April 2014 - April 2014
Wellesley College Library and Technology Services, Research and Instructional Support September 2012 - February 2014
LPL Financial December 2013 - January 2014
Capital One May 2013 - 2013
BrightStars Gymastics January 2012 - June 2012
Skills
Research, Leadership, Microsoft Excel, Actuarial Exams, Statistics, Data Analysis, Matlab, HTML, CSS, JavaScript, PowerPoint, Photoshop, Troubleshooting, Economics, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Event Planning, Customer Service
Education
Wellesley College 2012 — 2016
Bachelor's degree, Economics and French, GPA: 3.77/4.0
Massachusetts Institute of Technology 2014 — 2015
GPA 4.0/4.0
l'Institut d'études de sciences politiques d'Aix 2014 — 2014
Flintridge Preparatory School 2007 — 2012
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities October 2014 - October 2014
The Spartan Group LLC August 2014 - August 2014
Wellesley College Economics Department May 2014 - July 2014
JPMorgan Chase April 2014 - April 2014
Wellesley College Library and Technology Services, Research and Instructional Support September 2012 - February 2014
LPL Financial December 2013 - January 2014
Capital One May 2013 - 2013
BrightStars Gymastics January 2012 - June 2012
Skills
Research, Leadership, Microsoft Excel, Actuarial Exams, Statistics, Data Analysis, Matlab, HTML, CSS, JavaScript, PowerPoint, Photoshop, Troubleshooting, Economics, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Event Planning, Customer Service
Education
Wellesley College 2012 — 2016
Bachelor's degree, Economics and French, GPA: 3.77/4.0
Massachusetts Institute of Technology 2014 — 2015
GPA 4.0/4.0
l'Institut d'études de sciences politiques d'Aix 2014 — 2014
Flintridge Preparatory School 2007 — 2012
Rebecca Shugart's Wells Fargo Securities Experience January 1997 - December 2000
Job Owner/CEO of eatdrinkandbefamily * Certified Nutrition Consultant * Essential Oil Educator
Industry Health, Wellness and Fitness
Experience
Self-employed January 2014 - August 2014
Wells Fargo Securities January 1997 - December 2000
First Union Forms Management Department January 1997 - December 1997
Skills
Holistic Health, Essential Oils, Nutritional Counseling, Nutrition Education, Training, Creative Writing, Herbal Remedies, alternative health, Homeopathy, Writing, Proofreading, Editing, Copy Editing, Promotions, Newsletters, Copywriting, Blogging, Employee Handbooks, Training Manuals, AP Style, Procedure Manuals, Web Content, Social Media
Education
Institute of Nutritional Leadership 2014 — 2014
Certification, Foods, Nutrition, and Wellness Studies, General
Liberty University 1988 — 1993
Bachelor of Science (BS), Journalism - Advertising / Public Relations
Self-employed January 2014 - August 2014
Wells Fargo Securities January 1997 - December 2000
First Union Forms Management Department January 1997 - December 1997
Skills
Holistic Health, Essential Oils, Nutritional Counseling, Nutrition Education, Training, Creative Writing, Herbal Remedies, alternative health, Homeopathy, Writing, Proofreading, Editing, Copy Editing, Promotions, Newsletters, Copywriting, Blogging, Employee Handbooks, Training Manuals, AP Style, Procedure Manuals, Web Content, Social Media
Education
Institute of Nutritional Leadership 2014 — 2014
Certification, Foods, Nutrition, and Wellness Studies, General
Liberty University 1988 — 1993
Bachelor of Science (BS), Journalism - Advertising / Public Relations
Curtis Allemang's Wells Fargo Securities Experience June 2014 - Present
Job Vice President at Wells Fargo Securities : Prime Services
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Reval October 2012 - June 2014
Reval April 2011 - October 2012
Ally Financial Inc. March 2010 - April 2011
Asset Advisors, LLC January 2010 - March 2010
Skills
Hedge Accounting, FAS 157, FAS 133, Interest Rate Swaps, Forwards, FX Options, Derivatives, Commodity Risk..., Fixed Income, Financial Markets, Interest Rate..., FX Hedging, Risk Management, Treasury, Portfolio Management, Hedging, Capital Markets, Financial Modeling, Financial Analysis, Finance, Equities, Bloomberg
Education
Michigan State University 2005 — 2009
Finance
Wells Fargo Securities June 2014 - Present
Reval October 2012 - June 2014
Reval April 2011 - October 2012
Ally Financial Inc. March 2010 - April 2011
Asset Advisors, LLC January 2010 - March 2010
Skills
Hedge Accounting, FAS 157, FAS 133, Interest Rate Swaps, Forwards, FX Options, Derivatives, Commodity Risk..., Fixed Income, Financial Markets, Interest Rate..., FX Hedging, Risk Management, Treasury, Portfolio Management, Hedging, Capital Markets, Financial Modeling, Financial Analysis, Finance, Equities, Bloomberg
Education
Michigan State University 2005 — 2009
Finance
Bonnie Herzog Bonnie Herzog's Wells Fargo Securities Experience September 2010 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2010 - Present
Citigroup 2002 - January 2008
Credit Suisse First Boston August 1997 - 2002
Skills
Investments, Financial Modeling,..., Equity Research, Stocks, Financial Modeling, Portfolio Management, Financial Analysis, Equities, Mergers & Acquisitions, Strategy, Valuation, Finance, Series 7, Trading, Corporate Finance, Public Speaking, Private Equity, Hedge Funds, Banking, Capital Markets, Bloomberg, Forecasting, Alternative Investments, Business Strategy, Competitive Analysis, Asset Management, Venture Capital, Management, Financial Markets, Emerging Markets, Pricing, Financial Services, Due Diligence, Business Planning, Investment Banking, Fixed Income, Executive Management, Strategic Financial..., Securities, Risk Management, Mutual Funds, Asset Allocation, Derivatives, Investment Management, Credit, Restructuring, Investment Strategies, Series 63, Corporate Development, Relationship Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Wells Fargo Securities September 2010 - Present
Citigroup 2002 - January 2008
Credit Suisse First Boston August 1997 - 2002
Skills
Investments, Financial Modeling,..., Equity Research, Stocks, Financial Modeling, Portfolio Management, Financial Analysis, Equities, Mergers & Acquisitions, Strategy, Valuation, Finance, Series 7, Trading, Corporate Finance, Public Speaking, Private Equity, Hedge Funds, Banking, Capital Markets, Bloomberg, Forecasting, Alternative Investments, Business Strategy, Competitive Analysis, Asset Management, Venture Capital, Management, Financial Markets, Emerging Markets, Pricing, Financial Services, Due Diligence, Business Planning, Investment Banking, Fixed Income, Executive Management, Strategic Financial..., Securities, Risk Management, Mutual Funds, Asset Allocation, Derivatives, Investment Management, Credit, Restructuring, Investment Strategies, Series 63, Corporate Development, Relationship Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Anthony Faria Anthony Faria's Wells Fargo Securities Experience July 2013 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
JP Morgan June 2011 - July 2013
J.P. Morgan June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Portuguese, Capital Markets, Spanish, PowerPoint, Valuation, Quantitative Analytics, Venture Capital, Due Diligence, Corporate Finance, Equities, Investment Banking, Finance, Microsoft Excel, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance
Wells Fargo Securities July 2013 - Present
JP Morgan June 2011 - July 2013
J.P. Morgan June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Portuguese, Capital Markets, Spanish, PowerPoint, Valuation, Quantitative Analytics, Venture Capital, Due Diligence, Corporate Finance, Equities, Investment Banking, Finance, Microsoft Excel, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance
Matt Perrizo's Wells Fargo Securities Experience August 2011 - Present
Job Vice President Investment Banking
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities August 2008 - July 2011
Wells Fargo - Credit Management Training Program March 2008 - August 2008
Wells Fargo Bank - Commercial Banking May 2006 - March 2008
Houlihan Lokey January 2005 - October 2005
Skills
Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investments, Capital Markets, Investment Banking, Equities
Education
Minnesota State University, Mankato 2003 — 2004
Bachelor of Science, Major: Finance Minor: Accounting
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities August 2008 - July 2011
Wells Fargo - Credit Management Training Program March 2008 - August 2008
Wells Fargo Bank - Commercial Banking May 2006 - March 2008
Houlihan Lokey January 2005 - October 2005
Skills
Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investments, Capital Markets, Investment Banking, Equities
Education
Minnesota State University, Mankato 2003 — 2004
Bachelor of Science, Major: Finance Minor: Accounting
Bob Belttari Bob Belttari's Wells Fargo Securities Experience March 2014 - Present
Job Data Analysis Consultant (Independent) at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
Belttari Information -- Marketing and Financial Data Analysis January 1997 - Present
McKinley Marketing Partners 1997 - Present
Bank of America/Merrill Lynch June 2012 - February 2014
TMNG 2002 - 2010
National Geographic Society 1995 - 1996
Wirthlin Worldwide 1992 - 1995
Wirthlin Worldwide 1992 - 1995
RDA 1986 - 1988
RDA 1986 - 1988
Skills
Direct Marketing, Analytics, Vendor Management, Segmentation, Web Analytics, Analysis, Management, Marketing, Sales, Financial Analysis, Market Analysis, Competitive Analysis, Strategy, CRM
Education
Wayne State University 1989 — 1990
MBA, Concentration -- Finance
Michigan State University
BA
Wells Fargo Securities March 2014 - Present
Belttari Information -- Marketing and Financial Data Analysis January 1997 - Present
McKinley Marketing Partners 1997 - Present
Bank of America/Merrill Lynch June 2012 - February 2014
TMNG 2002 - 2010
National Geographic Society 1995 - 1996
Wirthlin Worldwide 1992 - 1995
Wirthlin Worldwide 1992 - 1995
RDA 1986 - 1988
RDA 1986 - 1988
Skills
Direct Marketing, Analytics, Vendor Management, Segmentation, Web Analytics, Analysis, Management, Marketing, Sales, Financial Analysis, Market Analysis, Competitive Analysis, Strategy, CRM
Education
Wayne State University 1989 — 1990
MBA, Concentration -- Finance
Michigan State University
BA
William Weidendorf William Weidendorf's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Detroit Venture Partners, LLC August 2012 - May 2013
Detroit Venture Partners, LLC May 2012 - August 2012
Xspond January 2007 - May 2012
EG Design February 2006 - January 2007
Skills
Financial Modeling, Start-ups, Business Development, Venture Capital, Entrepreneurship
Education
Michigan State University
BA
Wells Fargo Securities June 2014 - Present
Detroit Venture Partners, LLC August 2012 - May 2013
Detroit Venture Partners, LLC May 2012 - August 2012
Xspond January 2007 - May 2012
EG Design February 2006 - January 2007
Skills
Financial Modeling, Start-ups, Business Development, Venture Capital, Entrepreneurship
Education
Michigan State University
BA
Peggy LeDell Peggy LeDell's Wells Fargo Securities Experience May 2014 - Present
Job Data Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2014 - Present
SRA International December 2013 - January 2014
Johns Hopkins University February 2013 - December 2013
Serenity Consultants LLC May 2009 - June 2012
Nextel & Sprint Nextel February 1997 - March 2009
Skills
Microsoft SQL Server, Business Intelligence, Microsoft Office, HTML, HTML 5, CSS, PHP, JavaScript, Java, J2EE Application..., NetBeans, ASP.NET, T-SQL, T-SQL Stored Procedures, PL/SQL, SSRS, Troubleshooting, SSIS, Requirements Analysis, Databases, Business Analysis, Access, Data Modeling, Management, Integration, Oracle
Education
University of Maryland University College 2009 — 2012
Bachelor's Degree, Computer and Information Science, GPA 3.772
University of Maryland University College 2009 — 2012
Certificiate, Object Oriented Programming, Java, 3.5 GPA
University of Maryland University College 2009 — 2012
Certificate, Visual Basic Programming, .Net, 3.5 GPA
Montgomery College
Accounting and Business Management
Wells Fargo Securities May 2014 - Present
SRA International December 2013 - January 2014
Johns Hopkins University February 2013 - December 2013
Serenity Consultants LLC May 2009 - June 2012
Nextel & Sprint Nextel February 1997 - March 2009
Skills
Microsoft SQL Server, Business Intelligence, Microsoft Office, HTML, HTML 5, CSS, PHP, JavaScript, Java, J2EE Application..., NetBeans, ASP.NET, T-SQL, T-SQL Stored Procedures, PL/SQL, SSRS, Troubleshooting, SSIS, Requirements Analysis, Databases, Business Analysis, Access, Data Modeling, Management, Integration, Oracle
Education
University of Maryland University College 2009 — 2012
Bachelor's Degree, Computer and Information Science, GPA 3.772
University of Maryland University College 2009 — 2012
Certificiate, Object Oriented Programming, Java, 3.5 GPA
University of Maryland University College 2009 — 2012
Certificate, Visual Basic Programming, .Net, 3.5 GPA
Montgomery College
Accounting and Business Management
Spencer Lunghino Spencer Lunghino's Wells Fargo Securities Experience September 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
Macquarie Group July 2013 - August 2014
Macquarie Group May 2012 - August 2012
Skills
Investment Banking, Mergers, Leveraged Finance
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude
Oxford University 2011 — 2011
Study Abroad, Mathematics
The Bolles School 2005 — 2009
Wells Fargo Securities September 2014 - Present
Macquarie Group July 2013 - August 2014
Macquarie Group May 2012 - August 2012
Skills
Investment Banking, Mergers, Leveraged Finance
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude
Oxford University 2011 — 2011
Study Abroad, Mathematics
The Bolles School 2005 — 2009
Amos Yu Amos Yu's Wells Fargo Securities Experience October 1996 - July 1997
Job Financial Advisor, At Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1997 - Present
Wells Fargo Securities October 1996 - July 1997
First Interstate Investments April 1996 - October 1996
First Interstate Bank March 1994 - April 1996
Fry's Food and Drug Store January 1993 - March 1994
Education
Mesa Community College 1993 — 1995
None, Accounting
Marcos de Niza
Marcos de Niza
Wells Fargo Advisors, LLC July 1997 - Present
Wells Fargo Securities October 1996 - July 1997
First Interstate Investments April 1996 - October 1996
First Interstate Bank March 1994 - April 1996
Fry's Food and Drug Store January 1993 - March 1994
Education
Mesa Community College 1993 — 1995
None, Accounting
Marcos de Niza
Marcos de Niza
Patrick Garrett Patrick Garrett's Wells Fargo Securities Experience June 2003 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2003 - Present
Bear Stearns February 1997 - November 2002
Goldman Sachs 1992 - 1997
Salomon Brothers Inc August 1986 - December 1991
Texas Instruments 1982 - 1984
Skills
Capital Markets, Investment Banking, Valuation, Equities, Hedge Funds, Corporate Finance, Private Equity, Portfolio Management, Securities, Equity Capital Markets, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
M.B.A., Finance
University of Virginia 1978 — 1982
B.S. Commerce, Finance
Wells Fargo Securities June 2003 - Present
Bear Stearns February 1997 - November 2002
Goldman Sachs 1992 - 1997
Salomon Brothers Inc August 1986 - December 1991
Texas Instruments 1982 - 1984
Skills
Capital Markets, Investment Banking, Valuation, Equities, Hedge Funds, Corporate Finance, Private Equity, Portfolio Management, Securities, Equity Capital Markets, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
M.B.A., Finance
University of Virginia 1978 — 1982
B.S. Commerce, Finance
Anthony Pecchia Anthony Pecchia's Wells Fargo Securities Experience June 2013 - Present
Job Real Estate Syndicated Finance Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
GE Capital June 2011 - August 2011
Michigan State University January 2011 - May 2011
Michigan State University September 2010 - May 2011
P & B Investments, Inc. May 2010 - April 2011
MSU Center for International Business Education and Research September 2009 - April 2010
Skills
Financial Modeling, Due Diligence, Finance, Research, Portfolio Management, Investments, Capital Markets, Selling, Managerial Finance, Investment Properties, Real Estate, Corporate Finance, Financial Analysis, Bloomberg, Asset Management, Mutual Funds, Economics
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2012 - August 2012
GE Capital June 2011 - August 2011
Michigan State University January 2011 - May 2011
Michigan State University September 2010 - May 2011
P & B Investments, Inc. May 2010 - April 2011
MSU Center for International Business Education and Research September 2009 - April 2010
Skills
Financial Modeling, Due Diligence, Finance, Research, Portfolio Management, Investments, Capital Markets, Selling, Managerial Finance, Investment Properties, Real Estate, Corporate Finance, Financial Analysis, Bloomberg, Asset Management, Mutual Funds, Economics
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Joseph Lombardi Joseph Lombardi's Wells Fargo Securities Experience June 2012 - Present
Job CVA Trader Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
PricewaterhouseCoopers July 2010 - July 2011
Skills
Derivative Pricing, Certified Public..., CVA, Quantitative Finance, Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Masters in Finance, Finance
Marist College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Marist College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Wells Fargo Securities June 2012 - Present
PricewaterhouseCoopers July 2010 - July 2011
Skills
Derivative Pricing, Certified Public..., CVA, Quantitative Finance, Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Masters in Finance, Finance
Marist College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Marist College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Vin Agosta Vin Agosta's Wells Fargo Securities Experience September 2006 - Present
Job Director Outsourced Trading at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities September 2006 - Present
Trading LLC December 2001 - Present
Elijah Asset Management October 1999 - December 2001
Morgan Stanley June 1994 - October 1999
Skills
Hedge Funds, Options, Alternative Investments, Equities, Trading, Emerging Markets, Series 7, Capital Markets, Fixed Income, Equity Trading, Electronic Trading, Series 63, Bloomberg, Securities, Derivatives, Asset Management, Investments
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Finance
Chaminade High School 1987 — 1991
Wells Fargo Securities September 2006 - Present
Trading LLC December 2001 - Present
Elijah Asset Management October 1999 - December 2001
Morgan Stanley June 1994 - October 1999
Skills
Hedge Funds, Options, Alternative Investments, Equities, Trading, Emerging Markets, Series 7, Capital Markets, Fixed Income, Equity Trading, Electronic Trading, Series 63, Bloomberg, Securities, Derivatives, Asset Management, Investments
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Finance
Chaminade High School 1987 — 1991
Roshan Sohanpal Roshan Sohanpal's Wells Fargo Securities Experience June 2014 - Present
Job Associate Vice President, Investment Banking Technology
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - January 2014
Charles Schwab February 2008 - March 2013
Freddie Mac August 2003 - December 2007
HCL Technologies May 2001 - August 2003
Skills
Data Warehousing, SDLC, Business Requirements, Business Intelligence, ETL, Requirements Analysis, Teradata, Business Analysis, Teradata SQL, Oracle SQL, OLAP, Relational Databases, Data Analysis, DB2, ETL design and..., Completed Salesforce..., Documentum
Education
University of North Carolina at Greensboro 1999 — 2001
MS, Computer Science
Maharashtra Institute of Technology 1993 — 1998
Bachelor of Engineering (B.E.), Computer Science
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - January 2014
Charles Schwab February 2008 - March 2013
Freddie Mac August 2003 - December 2007
HCL Technologies May 2001 - August 2003
Skills
Data Warehousing, SDLC, Business Requirements, Business Intelligence, ETL, Requirements Analysis, Teradata, Business Analysis, Teradata SQL, Oracle SQL, OLAP, Relational Databases, Data Analysis, DB2, ETL design and..., Completed Salesforce..., Documentum
Education
University of North Carolina at Greensboro 1999 — 2001
MS, Computer Science
Maharashtra Institute of Technology 1993 — 1998
Bachelor of Engineering (B.E.), Computer Science
Ram I.'s Wells Fargo Securities Experience 2008 - 2008
Job Management Consultant at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PwC 2015 - Present
Safeway 2014 - 2014
Visa 2011 - 2013
Visa 2009 - 2011
Wells Fargo Securities 2008 - 2008
Wells Fargo Securities 2005 - 2008
Lehman Brothers 2005 - 2005
The Shemano Group 2003 - 2005
Hewlett-Packard 2002 - 2003
Skills
Payments, Marketing Strategy, Business Development, Partnership-building, Loyalty Marketing, Project Management, Strategy, Data Analytics, Credit Cards, Business Intelligence, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Microsoft Excel, M&A analysis, Private Placements, PIPEs, Management
Education
Lancaster University
MS, Finance
Loyola College, India
B.Com, Commerce
PwC 2015 - Present
Safeway 2014 - 2014
Visa 2011 - 2013
Visa 2009 - 2011
Wells Fargo Securities 2008 - 2008
Wells Fargo Securities 2005 - 2008
Lehman Brothers 2005 - 2005
The Shemano Group 2003 - 2005
Hewlett-Packard 2002 - 2003
Skills
Payments, Marketing Strategy, Business Development, Partnership-building, Loyalty Marketing, Project Management, Strategy, Data Analytics, Credit Cards, Business Intelligence, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Microsoft Excel, M&A analysis, Private Placements, PIPEs, Management
Education
Lancaster University
MS, Finance
Loyola College, India
B.Com, Commerce
Bryce Endline Bryce Endline's Wells Fargo Securities Experience August 2009 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2009 - Present
PricewaterhouseCoopers May 2008 - September 2009
Education
Michigan State University 2004 — 2008
Bachelor's degree, Accounting, 3.8
Wells Fargo Securities August 2009 - Present
PricewaterhouseCoopers May 2008 - September 2009
Education
Michigan State University 2004 — 2008
Bachelor's degree, Accounting, 3.8
Jessica Farah's Wells Fargo Securities Experience February 2014 - August 2014
Job Graduate Assistant College of Business at Minnesota State University, Mankato
Industry Investment Banking
Experience
Minnesota State University, Mankato April 2015 - Present
Minnesota State University, Mankato August 2014 - Present
First National Bank Lebanon July 2015 - July 2015
Wells Fargo Securities February 2014 - August 2014
Maverick Investment Fund September 2013 - December 2013
CFA Society of Minnesota June 2013 - August 2013
BLC Bank August 2011 - August 2011
Bank of Beirut July 2011 - July 2011
Skills
Accounting, Analysis, Project Planning, Banking, Loans, Microsoft Office, Credit Cards, Management, Financial Analysis, Return on Investment..., Investments, Alternative Investments, Fixed Income Analysis, Equities, Investment Research, Investment Banking, Institutional..., Market Research, Public Speaking, Customer Service, PowerPoint
Education
Minnesota State University, Mankato 2014 — 2016
Master of Business Administration (M.B.A.)
Minnesota State University, Mankato 2012 — 2013
Bachelor of Science (B.S.), Finance - Investment Analysis Option, GPA 3.8
University of Minnesota-Twin Cities 2010 — 2012
Minnesota State University, Mankato April 2015 - Present
Minnesota State University, Mankato August 2014 - Present
First National Bank Lebanon July 2015 - July 2015
Wells Fargo Securities February 2014 - August 2014
Maverick Investment Fund September 2013 - December 2013
CFA Society of Minnesota June 2013 - August 2013
BLC Bank August 2011 - August 2011
Bank of Beirut July 2011 - July 2011
Skills
Accounting, Analysis, Project Planning, Banking, Loans, Microsoft Office, Credit Cards, Management, Financial Analysis, Return on Investment..., Investments, Alternative Investments, Fixed Income Analysis, Equities, Investment Research, Investment Banking, Institutional..., Market Research, Public Speaking, Customer Service, PowerPoint
Education
Minnesota State University, Mankato 2014 — 2016
Master of Business Administration (M.B.A.)
Minnesota State University, Mankato 2012 — 2013
Bachelor of Science (B.S.), Finance - Investment Analysis Option, GPA 3.8
University of Minnesota-Twin Cities 2010 — 2012
Tyson DiBernardo Tyson DiBernardo's Wells Fargo Securities Experience April 2015 - Present
Job Vice President, Debt Capital Markets
Industry Banking
Experience
Wells Fargo Securities April 2015 - Present
Carolinas HealthCare System October 2005 - April 2015
Skills
Banking, Finance, Customer Service, Strategic Planning, Financial Modeling, Risk Management, Financial Analysis, Management, Project Management, Business Analysis, PowerPoint, Marketing, Microsoft Office, Microsoft Word, Portfolio Management, HIPAA, Healthcare Management, Hospitals, Leadership, Process Improvement
Education
Liberty University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Securities April 2015 - Present
Carolinas HealthCare System October 2005 - April 2015
Skills
Banking, Finance, Customer Service, Strategic Planning, Financial Modeling, Risk Management, Financial Analysis, Management, Project Management, Business Analysis, PowerPoint, Marketing, Microsoft Office, Microsoft Word, Portfolio Management, HIPAA, Healthcare Management, Hospitals, Leadership, Process Improvement
Education
Liberty University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
William Ernest William Ernest's Wells Fargo Securities Experience March 2010 - August 2015
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas August 2015 - Present
Wells Fargo Securities March 2010 - August 2015
Credit Suisse March 2004 - January 2009
Bank of America Merrill Lynch October 2002 - March 2004
Skills
Financial Sponsors, Leveraged Finance, equity capital markets, Mergers, Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Structured Finance
Education
Yale University - Yale School of Management 1999 — 2001
Masters in Business Administration
Miami University 1990 — 1994
Bachelor Of Science, Manufacturing Engineering
BNP Paribas August 2015 - Present
Wells Fargo Securities March 2010 - August 2015
Credit Suisse March 2004 - January 2009
Bank of America Merrill Lynch October 2002 - March 2004
Skills
Financial Sponsors, Leveraged Finance, equity capital markets, Mergers, Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Structured Finance
Education
Yale University - Yale School of Management 1999 — 2001
Masters in Business Administration
Miami University 1990 — 1994
Bachelor Of Science, Manufacturing Engineering
Christian Binder Christian Binder's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Nittany Lion Fund, LLC November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Penn State Investment Association August 2014 - January 2015
Wall Street Boot Camp - Penn State August 2014 - December 2014
Breaking Into Wall Street May 2014 - June 2014
Student Government Association April 2013 - April 2014
The Pennsylvania State University - Abington College April 2013 - April 2014
Alpha Kappa Lambda Fraternity, PA Eta Colony November 2012 - April 2014
Abington Benefiting THON September 2012 - April 2014
Skills
Leadership, Teamwork, Microsoft Excel, Motivation, Bank Reconciliation, Financial Analysis, Financial Modeling, VBA, Budgets, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Word, Security Analysis, Portfolio Management, Bloomberg Terminal, FactSet, Comparable Analysis, M&A Modeling, DCF Valuation, Asset Management, Accounting, Team Building, Finance, Recruiting, Python
Education
The Pennsylvania State University Smeal College of Business 2012 — 2017
Bachelor's Degree, Finance, 3.87/4.00
The Pennsylvania State University College of Liberal Arts 2012 — 2017
Bachelor's Degree, Economics, 3.87/4.00
The Pennsylvania State University Eberly College of Science 2012 — 2017
Minors in Mathematics and Statistics, 3.87/4.00
Maastricht University 2014 — 2014
Study Abroad
Nittany Lion Fund, LLC November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Penn State Investment Association August 2014 - January 2015
Wall Street Boot Camp - Penn State August 2014 - December 2014
Breaking Into Wall Street May 2014 - June 2014
Student Government Association April 2013 - April 2014
The Pennsylvania State University - Abington College April 2013 - April 2014
Alpha Kappa Lambda Fraternity, PA Eta Colony November 2012 - April 2014
Abington Benefiting THON September 2012 - April 2014
Skills
Leadership, Teamwork, Microsoft Excel, Motivation, Bank Reconciliation, Financial Analysis, Financial Modeling, VBA, Budgets, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Word, Security Analysis, Portfolio Management, Bloomberg Terminal, FactSet, Comparable Analysis, M&A Modeling, DCF Valuation, Asset Management, Accounting, Team Building, Finance, Recruiting, Python
Education
The Pennsylvania State University Smeal College of Business 2012 — 2017
Bachelor's Degree, Finance, 3.87/4.00
The Pennsylvania State University College of Liberal Arts 2012 — 2017
Bachelor's Degree, Economics, 3.87/4.00
The Pennsylvania State University Eberly College of Science 2012 — 2017
Minors in Mathematics and Statistics, 3.87/4.00
Maastricht University 2014 — 2014
Study Abroad
Patrick A. Quinn Patrick A. Quinn's Wells Fargo Securities Experience March 2013 - February 2015
Job Founder & CEO at Hat Tip Wealth Management, LLC
Industry Financial Services
Experience
Hat Tip Wealth Management, LLC June 2015 - Present
Wells Fargo Securities March 2013 - February 2015
KBW July 2012 - March 2013
Federal Home Loan Bank of Chicago August 2005 - June 2012
BNP Paribas, Chicago & New York November 2000 - June 2005
ABN AMRO Bank N.V. 1999 - 2000
Mizuho Financial Group 1994 - 1999
Skills
ALM, Treasury Management, Banking, Hedging, Liquidity Risk, Liquidity Management, Liquidity, Market Risk, Interest Rate Risk..., Trading, Financial Markets, Structuring, Capital Markets, Derivatives, Portfolio Management, Cash Management, Risk Management, Fixed Income, Investments, Credit, FX, Securities, Options, Economics, Bonds, Bloomberg
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, Finance
Marquette University 1987 — 1991
B.S., Economics
Hat Tip Wealth Management, LLC June 2015 - Present
Wells Fargo Securities March 2013 - February 2015
KBW July 2012 - March 2013
Federal Home Loan Bank of Chicago August 2005 - June 2012
BNP Paribas, Chicago & New York November 2000 - June 2005
ABN AMRO Bank N.V. 1999 - 2000
Mizuho Financial Group 1994 - 1999
Skills
ALM, Treasury Management, Banking, Hedging, Liquidity Risk, Liquidity Management, Liquidity, Market Risk, Interest Rate Risk..., Trading, Financial Markets, Structuring, Capital Markets, Derivatives, Portfolio Management, Cash Management, Risk Management, Fixed Income, Investments, Credit, FX, Securities, Options, Economics, Bonds, Bloomberg
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, Finance
Marquette University 1987 — 1991
B.S., Economics
Kamil Barre Kamil Barre's Wells Fargo Securities Experience November 2014 - November 2014
Job Summer Intern at EY
Industry Financial Services
Experience
EY May 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
MBA JumpStart July 2015 - July 2015
Credit Suisse May 2015 - May 2015
Wells Fargo Securities November 2014 - November 2014
Deloitte August 2014 - August 2014
KPMG August 2014 - August 2014
Delphi July 2012 - August 2014
Skills
Team Building, Forecasting, Market Research, Account Management, SAP, Public Speaking, Financial Analysis, Data Analysis, Accounting, Finance, Research, Sales, Leadership, PowerPoint, Time Management, Photoshop, Microsoft Word, Management
Education
Michigan State University 2014 — 2017
Bachelor's Degree, Finance
EY May 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
MBA JumpStart July 2015 - July 2015
Credit Suisse May 2015 - May 2015
Wells Fargo Securities November 2014 - November 2014
Deloitte August 2014 - August 2014
KPMG August 2014 - August 2014
Delphi July 2012 - August 2014
Skills
Team Building, Forecasting, Market Research, Account Management, SAP, Public Speaking, Financial Analysis, Data Analysis, Accounting, Finance, Research, Sales, Leadership, PowerPoint, Time Management, Photoshop, Microsoft Word, Management
Education
Michigan State University 2014 — 2017
Bachelor's Degree, Finance
Michael Dorsey Michael Dorsey's Wells Fargo Securities Experience September 1998 - June 2015
Job Securities Trader /Department Manager
Industry Financial Services
Experience
Wells Fargo Securities September 1998 - June 2015
RBC Capital Markets February 1984 - August 1998
Skills
Public Speaking, People Skills, Deductive Reasoning, Value Assessment, Problem Solving, Negotiation, Situation Analysis, Capital Markets, Series 63, Equity Trading, Finance, Equities, Trading, Series 7, Investments, Securities, Budgets, Bloomberg, Portfolio Management, Bonds, Management, FINRA, Financial Analysis, Fixed Income
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Minnesota - Carlson School of Management 1988 — 1997
Bachelor of Science (BS), Investments and Securities
Minneapolis Community and Technical College 1984 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Securities September 1998 - June 2015
RBC Capital Markets February 1984 - August 1998
Skills
Public Speaking, People Skills, Deductive Reasoning, Value Assessment, Problem Solving, Negotiation, Situation Analysis, Capital Markets, Series 63, Equity Trading, Finance, Equities, Trading, Series 7, Investments, Securities, Budgets, Bloomberg, Portfolio Management, Bonds, Management, FINRA, Financial Analysis, Fixed Income
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Minnesota - Carlson School of Management 1988 — 1997
Bachelor of Science (BS), Investments and Securities
Minneapolis Community and Technical College 1984 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Avi Ahuja Avi Ahuja's Wells Fargo Securities Experience June 2011 - June 2014
Job Associate at Ares Management
Industry Financial Services
Experience
Ares Management July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Coller Capital July 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Corporate Finance, Capital Markets, Financial Analysis, Due Diligence, Credit
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Finance, Entrepreneurship, French
Le Cordon Bleu Paris 2006 — 2007
Basic Cuisine & Patisserie
Ares Management July 2014 - Present
Wells Fargo Securities June 2011 - June 2014
Coller Capital July 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Corporate Finance, Capital Markets, Financial Analysis, Due Diligence, Credit
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Finance, Entrepreneurship, French
Le Cordon Bleu Paris 2006 — 2007
Basic Cuisine & Patisserie
James Coon James Coon's Wells Fargo Securities Experience January 2000 - June 2001
Job Regional Sales Manager at Key Investment Services
Industry Financial Services
Experience
KeyBank - Key Investment Services January 2014 - Present
KeyBank - Key Investment Services January 2008 - December 2013
Wells Fargo July 2001 - January 2008
Wells Fargo Securities January 2000 - June 2001
Prudential Securities June 1995 - December 1999
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Michigan State University 1977 — 1979
Transferred to UNLV, Accounting and Business/Management
KeyBank - Key Investment Services January 2014 - Present
KeyBank - Key Investment Services January 2008 - December 2013
Wells Fargo July 2001 - January 2008
Wells Fargo Securities January 2000 - June 2001
Prudential Securities June 1995 - December 1999
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Michigan State University 1977 — 1979
Transferred to UNLV, Accounting and Business/Management
Valerie Joy Ivers, PMP Valerie Joy Ivers, PMP's Wells Fargo Securities Experience June 2010 - Present
Job Project Manager 4 at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2010 - Present
Minnesota Energy Resources 2003 - 2010
Xcel Energy 1997 - 2002
Xcel Energy 1993 - 1997
Skills
Project management, Risk Management, Process Improvement
Education
Metropolitan State University 1990 — 1995
M.B.A., Human Resources
Metropolitan State University 1986 — 1990
B.A., Marketing
Wells Fargo Securities June 2010 - Present
Minnesota Energy Resources 2003 - 2010
Xcel Energy 1997 - 2002
Xcel Energy 1993 - 1997
Skills
Project management, Risk Management, Process Improvement
Education
Metropolitan State University 1990 — 1995
M.B.A., Human Resources
Metropolitan State University 1986 — 1990
B.A., Marketing
Jenny Norberg's Wells Fargo Securities Experience September 2006 - Present
Job Money Market Trader at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2006 - Present
Wells Fargo Securities January 2004 - September 2006
Wells Fargo Securities July 2001 - January 2004
Piper Jaffray December 1999 - July 2001
Skills
Series 63, Series 7, Bloomberg, Fixed Income
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor’s Degree, Finance
Wells Fargo Securities September 2006 - Present
Wells Fargo Securities January 2004 - September 2006
Wells Fargo Securities July 2001 - January 2004
Piper Jaffray December 1999 - July 2001
Skills
Series 63, Series 7, Bloomberg, Fixed Income
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor’s Degree, Finance
Thomas Cirbus's Wells Fargo Securities Experience May 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
KPMG US - Advisory August 2013 - May 2014
KPMG Advisory May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Education
Liberty University 2009 — 2013
Bachelor of Science, Finance and Accounting
Wells Fargo Securities May 2014 - Present
KPMG US - Advisory August 2013 - May 2014
KPMG Advisory May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Education
Liberty University 2009 — 2013
Bachelor of Science, Finance and Accounting
Matt Fenster's Wells Fargo Securities Experience October 2013 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
Flagstar Bank March 2012 - October 2013
Level One Bank October 2011 - March 2012
Quicken Loans June 2011 - September 2011
Vector Marketing December 2010 - January 2011
Skills
Microsoft Office, Stata, SageWorks Financial..., Bloomberg, QRM, Series 7, Series 63
Education
Lafayette College 2007 — 2011
BA, Economics and Business
Andover High School 2003 — 2007
Wells Fargo Securities October 2013 - Present
Flagstar Bank March 2012 - October 2013
Level One Bank October 2011 - March 2012
Quicken Loans June 2011 - September 2011
Vector Marketing December 2010 - January 2011
Skills
Microsoft Office, Stata, SageWorks Financial..., Bloomberg, QRM, Series 7, Series 63
Education
Lafayette College 2007 — 2011
BA, Economics and Business
Andover High School 2003 — 2007
Dan Braddick Dan Braddick's Wells Fargo Securities Experience December 2013 - Present
Job Securities Lending & Borrowing at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2013 - Present
Credit Suisse June 2008 - September 2012
Credit Suisse March 2001 - June 2008
Donaldson, Lufkin & Jenrette July 1997 - March 2001
Skills
Accounting, Financial Reporting, Financial Accounting, Series 7, Series 3, Series 63, Series 55, Securities Lending, Prime Brokerage
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Accounting
Wells Fargo Securities December 2013 - Present
Credit Suisse June 2008 - September 2012
Credit Suisse March 2001 - June 2008
Donaldson, Lufkin & Jenrette July 1997 - March 2001
Skills
Accounting, Financial Reporting, Financial Accounting, Series 7, Series 3, Series 63, Series 55, Securities Lending, Prime Brokerage
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Accounting
Anthony Madigan Anthony Madigan's Wells Fargo Securities Experience November 2007 - April 2011
Job RENMAC
Industry Investment Banking
Experience
RENMAC May 2013 - Present
JMP Securities April 2011 - March 2013
Wells Fargo Securities November 2007 - April 2011
The Guardian Life Insurance Company of America March 2006 - November 2007
Skills
Trading Strategies, Fixed Income Strategies, Equities
Education
Marist College 2001 — 2005
B.A. Communications, Minor - Business
RENMAC May 2013 - Present
JMP Securities April 2011 - March 2013
Wells Fargo Securities November 2007 - April 2011
The Guardian Life Insurance Company of America March 2006 - November 2007
Skills
Trading Strategies, Fixed Income Strategies, Equities
Education
Marist College 2001 — 2005
B.A. Communications, Minor - Business
Melissa Andrus Melissa Andrus's Wells Fargo Securities Experience April 2012 - October 2013
Job Capital Markets
Industry Capital Markets
Experience
Millennium Advisors, LLC October 2013 - Present
Wells Fargo Securities April 2012 - October 2013
Wells Fargo Securities January 2010 - April 2012
Wachovia, A Wells Fargo Company August 2008 - January 2010
Skills
Fixed Income, Relationship Management, Bloomberg, Securities, Series 7, Settlement, Collateral Management, Series 63, Capital Markets, Trading, Middle Office, Financial Services, Accounting, Bonds, Equities
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting, 3.74
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science, Accounting
Millennium Advisors, LLC October 2013 - Present
Wells Fargo Securities April 2012 - October 2013
Wells Fargo Securities January 2010 - April 2012
Wachovia, A Wells Fargo Company August 2008 - January 2010
Skills
Fixed Income, Relationship Management, Bloomberg, Securities, Series 7, Settlement, Collateral Management, Series 63, Capital Markets, Trading, Middle Office, Financial Services, Accounting, Bonds, Equities
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting, 3.74
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science, Accounting
Alexander Gitlitz's Wells Fargo Securities Experience May 2015 - August 2015
Job Sales and Trading Intern at Wells Fargo Securities
Industry Electrical/Electronic Manufacturing
Experience
Wells Fargo Securities May 2015 - August 2015
STV Group May 2014 - August 2014
STV Group May 2013 - September 2013
Huntington Crescent Club Golf Course April 2008 - September 2013
Skills
Matlab, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Electronics, AutoCAD, Teamwork, Windows, Programming, Engineering, English, Electrical Engineering, Python, Lacrosse
Education
Manhattan College 2012 — 2016
Electrical and Electronics Engineering, 4.0
Chaminade High School 2008 — 2012
Diploma, 98.5
Wells Fargo Securities May 2015 - August 2015
STV Group May 2014 - August 2014
STV Group May 2013 - September 2013
Huntington Crescent Club Golf Course April 2008 - September 2013
Skills
Matlab, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Electronics, AutoCAD, Teamwork, Windows, Programming, Engineering, English, Electrical Engineering, Python, Lacrosse
Education
Manhattan College 2012 — 2016
Electrical and Electronics Engineering, 4.0
Chaminade High School 2008 — 2012
Diploma, 98.5
Joseph Arrieta Joseph Arrieta's Wells Fargo Securities Experience May 2014 - July 2014
Job Associate District Manager at ADP
Industry
Experience
ADP July 2015 - Present
The Morano Law Firm, LLC December 2014 - April 2015
Wells Fargo Securities May 2014 - July 2014
Foschini's Brick Oven Kitchen June 2013 - August 2013
Brookstone June 2012 - January 2013
Dumont Animal Hospital October 2010 - May 2011
Kumon November 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Sales, Editing
Education
Lafayette College 2011 — 2015
Bachelor's Degree, Government and Law, Spanish, Senior
ADP July 2015 - Present
The Morano Law Firm, LLC December 2014 - April 2015
Wells Fargo Securities May 2014 - July 2014
Foschini's Brick Oven Kitchen June 2013 - August 2013
Brookstone June 2012 - January 2013
Dumont Animal Hospital October 2010 - May 2011
Kumon November 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Sales, Editing
Education
Lafayette College 2011 — 2015
Bachelor's Degree, Government and Law, Spanish, Senior
Kenyon Scales Kenyon Scales's Wells Fargo Securities Experience June 2014 - Present
Job Interest Rate Derivatives Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Merrill Lynch May 2013 - August 2013
Goldman Sachs April 2012 - August 2012
Piedmont Investment Advisors August 2011 - August 2011
Skills
Fixed Income, Microsoft Excel, PowerPoint, Calypso, Equities, Technical Analysis, Fundamental Analysis, Financial Analysis, FX Trading, Business Development, Microsoft Office, VBA, Teamwork, Advertising, Logic Pro, Financial Modeling, Futures Trading
Education
Morehouse College 2010 — 2014
B.A., Business Administration
Wells Fargo Securities June 2014 - Present
Merrill Lynch May 2013 - August 2013
Goldman Sachs April 2012 - August 2012
Piedmont Investment Advisors August 2011 - August 2011
Skills
Fixed Income, Microsoft Excel, PowerPoint, Calypso, Equities, Technical Analysis, Fundamental Analysis, Financial Analysis, FX Trading, Business Development, Microsoft Office, VBA, Teamwork, Advertising, Logic Pro, Financial Modeling, Futures Trading
Education
Morehouse College 2010 — 2014
B.A., Business Administration
Patrick Hadden Patrick Hadden's Wells Fargo Securities Experience November 2013 - January 2014
Job MetLife Premier Client Group Business Consultant; Advisor Platform Team
Industry Financial Services
Experience
MetLife January 2014 - Present
Wells Fargo Securities November 2013 - January 2014
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2012 - July 2013
Bank of America March 2009 - February 2012
BOA August 1999 - February 2009
Hilliard Farber & Co., Inc. August 1986 - 1999
Skills
Back Office, Fixed Income, Hedge Funds, Credit Derivatives, Six Sigma, Treasury, Business Analysis, Securities, Change Management, Derivatives, Investments, Financial Analysis, Settlement, Risk Management, Process Improvement, Banking, Capital Markets, Bonds, Trading, Bloomberg, Financial Services, Operational Risk, Project Management, Middle Office, Credit Risk, Portfolio Management, Integration, Financial Risk, Trading Systems, Interest Rate..., Investment Banking, Mergers & Acquisitions, Asset Management
Education
Marist College
B.S. Business Administration, Finance, Public Administration
MetLife January 2014 - Present
Wells Fargo Securities November 2013 - January 2014
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2012 - July 2013
Bank of America March 2009 - February 2012
BOA August 1999 - February 2009
Hilliard Farber & Co., Inc. August 1986 - 1999
Skills
Back Office, Fixed Income, Hedge Funds, Credit Derivatives, Six Sigma, Treasury, Business Analysis, Securities, Change Management, Derivatives, Investments, Financial Analysis, Settlement, Risk Management, Process Improvement, Banking, Capital Markets, Bonds, Trading, Bloomberg, Financial Services, Operational Risk, Project Management, Middle Office, Credit Risk, Portfolio Management, Integration, Financial Risk, Trading Systems, Interest Rate..., Investment Banking, Mergers & Acquisitions, Asset Management
Education
Marist College
B.S. Business Administration, Finance, Public Administration
Stephen Lucianek Stephen Lucianek's Wells Fargo Securities Experience April 2015 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2015 - Present
Reval June 2014 - April 2015
Reval September 2012 - June 2014
Michigan State University, Varsity Soccer August 2008 - August 2012
The McTigue Financial Group June 2011 - December 2011
Education
Michigan State University 2008 — 2012
BA, Finance
Wells Fargo Securities April 2015 - Present
Reval June 2014 - April 2015
Reval September 2012 - June 2014
Michigan State University, Varsity Soccer August 2008 - August 2012
The McTigue Financial Group June 2011 - December 2011
Education
Michigan State University 2008 — 2012
BA, Finance
Gabriel Aucar Gabriel Aucar's Wells Fargo Securities Experience February 2011 - November 2012
Job
Industry Oil & Energy
Experience
World Fuel Services December 2012 - Present
Wells Fargo Securities February 2011 - November 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley July 2006 - May 2009
Morgan Stanley May 2004 - June 2006
Skills
FINRA Series 7 certified, FINRA Series 63..., Microsoft Office, Bilingual-Spanish, Derivatives, Financial Modeling, Bloomberg, Options, Commodity Markets, Financial Analysis, Risk Management, Analysis, Market Risk, Trading Systems, Financial Risk, Commodity, Portfolio Management, Fixed Income, Trading
Education
Pace University 2005 — 2008
MBA, Financial Management
Manhattan College 1999 — 2003
BS, Finance/Marketing
World Fuel Services December 2012 - Present
Wells Fargo Securities February 2011 - November 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley July 2006 - May 2009
Morgan Stanley May 2004 - June 2006
Skills
FINRA Series 7 certified, FINRA Series 63..., Microsoft Office, Bilingual-Spanish, Derivatives, Financial Modeling, Bloomberg, Options, Commodity Markets, Financial Analysis, Risk Management, Analysis, Market Risk, Trading Systems, Financial Risk, Commodity, Portfolio Management, Fixed Income, Trading
Education
Pace University 2005 — 2008
MBA, Financial Management
Manhattan College 1999 — 2003
BS, Finance/Marketing
Peter Stabler Peter Stabler's Wells Fargo Securities Experience April 2011 - Present
Job Equity Research: Internet/Advertising
Industry Financial Services
Experience
Wells Fargo Securities April 2011 - Present
Credit Suisse June 2007 - January 2011
Goodby, Silverstein & Partners (Omnicom) May 2001 - June 2007
Mediaplex (Valueclick) 2000 - 2001
Kirshenbaum, Bond (MDC Partners) 1999 - 2000
Blazing Paradigm 1997 - 1999
Hal Riney & Partners (Publicis) 1989 - 1997
Skills
Digital Media, New Media, Advertising, Publishing, Integrated Marketing, Strategy, Digital Strategy
Education
Middlebury College
BA, Economics
Wells Fargo Securities April 2011 - Present
Credit Suisse June 2007 - January 2011
Goodby, Silverstein & Partners (Omnicom) May 2001 - June 2007
Mediaplex (Valueclick) 2000 - 2001
Kirshenbaum, Bond (MDC Partners) 1999 - 2000
Blazing Paradigm 1997 - 1999
Hal Riney & Partners (Publicis) 1989 - 1997
Skills
Digital Media, New Media, Advertising, Publishing, Integrated Marketing, Strategy, Digital Strategy
Education
Middlebury College
BA, Economics
Paul Skoch Paul Skoch's Wells Fargo Securities Experience April 2011 - June 2013
Job Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo Securities April 2011 - June 2013
KeyBanc Capital Markets November 2006 - April 2011
McDonald Investments April 2001 - November 2006
Skills
Series 7, Bloomberg, Calypso, Access, VAR, Internal Audit, Risk Analysis, P&L Analysis, Electronic Trading, MarketAxess, Excel
Education
Malone University
Bachelors, Organizational Management
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo Securities April 2011 - June 2013
KeyBanc Capital Markets November 2006 - April 2011
McDonald Investments April 2001 - November 2006
Skills
Series 7, Bloomberg, Calypso, Access, VAR, Internal Audit, Risk Analysis, P&L Analysis, Electronic Trading, MarketAxess, Excel
Education
Malone University
Bachelors, Organizational Management
Jeff Lawson's Wells Fargo Securities Experience January 2011 - Present
Job Managing Director, Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities January 2011 - Present
Wells Fargo January 2009 - January 2011
Wachovia November 2004 - January 2009
Peoplesoft September 2000 - November 2004
PricewaterhouseCoopers June 1997 - September 2000
Deloitte and Touche June 1995 - June 1997
Skills
Volcker Rule, Swaps Reform, Risk Management, PMP, Integration, Capital Markets, Business Process..., Business Analysis, Program Management, Leadership, Project Management, Project Portfolio...
Education
Miami University 1991 — 1995
B.S., Accountancy / Decision Sciences
Wells Fargo Securities January 2011 - Present
Wells Fargo January 2009 - January 2011
Wachovia November 2004 - January 2009
Peoplesoft September 2000 - November 2004
PricewaterhouseCoopers June 1997 - September 2000
Deloitte and Touche June 1995 - June 1997
Skills
Volcker Rule, Swaps Reform, Risk Management, PMP, Integration, Capital Markets, Business Process..., Business Analysis, Program Management, Leadership, Project Management, Project Portfolio...
Education
Miami University 1991 — 1995
B.S., Accountancy / Decision Sciences
Raj Raval's Wells Fargo Securities Experience February 2005 - July 2006
Job Director, Strategy & Business Development
Industry Management Consulting
Experience
Georgia-Pacific LLC October 2010 - Present
Bain & Company August 2010 - October 2010
Bain & Company August 2008 - August 2010
Bain & Company June 2007 - August 2007
Wells Fargo Securities February 2005 - July 2006
Skills
Mergers & Acquisitions, Leadership, Strategy, Competitive Analysis, Business Strategy, Telecommunications, Management Consulting, Financial Modeling, Due Diligence, Cross-functional Team..., Acquisition Integration, Strategic Planning, Corporate Development, Business Development, Analytics, Financial Analysis, Market Analysis, Start-ups, Corporate Finance, Product Management, Mergers, Segmentation, Marketing Strategy, Valuation, Analysis, Management, Private Equity, Consulting, Entrepreneurship, Project Management, Data Analysis, Process Improvement, Market Research, Strategic Consulting
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1998 — 2002
BS
Maastricht University 2000 — 2001
Georgia-Pacific LLC October 2010 - Present
Bain & Company August 2010 - October 2010
Bain & Company August 2008 - August 2010
Bain & Company June 2007 - August 2007
Wells Fargo Securities February 2005 - July 2006
Skills
Mergers & Acquisitions, Leadership, Strategy, Competitive Analysis, Business Strategy, Telecommunications, Management Consulting, Financial Modeling, Due Diligence, Cross-functional Team..., Acquisition Integration, Strategic Planning, Corporate Development, Business Development, Analytics, Financial Analysis, Market Analysis, Start-ups, Corporate Finance, Product Management, Mergers, Segmentation, Marketing Strategy, Valuation, Analysis, Management, Private Equity, Consulting, Entrepreneurship, Project Management, Data Analysis, Process Improvement, Market Research, Strategic Consulting
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1998 — 2002
BS
Maastricht University 2000 — 2001
Joel P. Feldmann's Wells Fargo Securities Experience August 2011 - Present
Job Capital Markets Professional
Industry Investment Banking
Experience
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Mark Guile's Wells Fargo Securities Experience July 2008 - Present
Job VP at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities July 2008 - Present
Wachovia Securities June 2007 - August 2007
Citigroup July 2003 - July 2006
Salomon Smith Barney (Citigroup) July 2000 - June 2003
Skills
Financial Modeling, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering
Phillips Academy, Andover 1993 — 1996
SAISR
Wells Fargo Securities July 2008 - Present
Wachovia Securities June 2007 - August 2007
Citigroup July 2003 - July 2006
Salomon Smith Barney (Citigroup) July 2000 - June 2003
Skills
Financial Modeling, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering
Phillips Academy, Andover 1993 — 1996
SAISR
Herb Rakebrand's Wells Fargo Securities Experience May 2011 - Present
Job Director, Energy and Power Investment Banking at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities May 2011 - Present
Kinder Morgan December 2007 - April 2011
ICF International February 2007 - December 2007
Herb Rakebrand and Associates April 2004 - January 2007
Iroquois Gas Transmission August 1991 - March 2004
Long Island Lighting Company January 1980 - August 1991
Education
LIU Post 1983 — 1985
MBA, Finance
Stony Brook University 1977 — 1979
BEng, Mechanical Eng
Wells Fargo Securities May 2011 - Present
Kinder Morgan December 2007 - April 2011
ICF International February 2007 - December 2007
Herb Rakebrand and Associates April 2004 - January 2007
Iroquois Gas Transmission August 1991 - March 2004
Long Island Lighting Company January 1980 - August 1991
Education
LIU Post 1983 — 1985
MBA, Finance
Stony Brook University 1977 — 1979
BEng, Mechanical Eng
Sid Nargundkar's Wells Fargo Securities Experience 2007 - 2010
Job Equity Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust October 2010 - Present
Wachovia Securities October 2010 - October 2010
Wells Fargo Securities 2007 - 2010
Wells Fargo 2007 - 2010
Oracle 2003 - 2005
Education
Massachusetts Institute of Technology 1998 — 2003
Atlantic Trust October 2010 - Present
Wachovia Securities October 2010 - October 2010
Wells Fargo Securities 2007 - 2010
Wells Fargo 2007 - 2010
Oracle 2003 - 2005
Education
Massachusetts Institute of Technology 1998 — 2003
Bryce Endline's Wells Fargo Securities Experience October 2009 - Present
Job Analyst at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities October 2009 - Present
PricewaterhouseCoopers LLP August 2008 - October 2009
PricewaterhouseCoopers LLP May 2007 - August 2007
Endline Painting May 2005 - August 2006
Education
Michigan State University 2004 — 2008
Bachelor of Arts, Accounting - 3.8/4.0
Wells Fargo Securities October 2009 - Present
PricewaterhouseCoopers LLP August 2008 - October 2009
PricewaterhouseCoopers LLP May 2007 - August 2007
Endline Painting May 2005 - August 2006
Education
Michigan State University 2004 — 2008
Bachelor of Arts, Accounting - 3.8/4.0
Joseph Ianoale's Wells Fargo Securities Experience March 2009 - July 2014
Job Associate at LEM Capital
Industry Venture Capital & Private Equity
Experience
LEM Capital September 2015 - Present
Seal Point Capital July 2014 - August 2015
Wells Fargo Securities March 2009 - July 2014
Wachovia Securities June 2006 - March 2009
Skills
Commercial Real Estate..., Investment Banking, Real Estate, Fixed Income, Financial Modeling, Credit Analysis, Project Finance, Public Finance
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Moorestown High School 1997 — 2001
LEM Capital September 2015 - Present
Seal Point Capital July 2014 - August 2015
Wells Fargo Securities March 2009 - July 2014
Wachovia Securities June 2006 - March 2009
Skills
Commercial Real Estate..., Investment Banking, Real Estate, Fixed Income, Financial Modeling, Credit Analysis, Project Finance, Public Finance
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Moorestown High School 1997 — 2001
Charlie Wendler's Wells Fargo Securities Experience August 2012 - March 2015
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Wells Fargo Securities August 2012 - March 2015
Wells Fargo July 2010 - August 2012
Wells Fargo March 2010 - August 2010
Wells Fargo February 2008 - March 2010
Skills
Underwriting, Financial Statement..., Non-profits, Government, Integration, Higher Education, Credit Analysis, Commercial Banking, Relationship Management, Financial Modeling, Financial Analysis, Credit, Loans, Banking, Commercial Lending, Credit Risk, Treasury Management, Business Analysis, Syndications, Financial Regulation
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Wells Fargo February 2015 - Present
Wells Fargo Securities August 2012 - March 2015
Wells Fargo July 2010 - August 2012
Wells Fargo March 2010 - August 2010
Wells Fargo February 2008 - March 2010
Skills
Underwriting, Financial Statement..., Non-profits, Government, Integration, Higher Education, Credit Analysis, Commercial Banking, Relationship Management, Financial Modeling, Financial Analysis, Credit, Loans, Banking, Commercial Lending, Credit Risk, Treasury Management, Business Analysis, Syndications, Financial Regulation
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Michael Mccarihan's Wells Fargo Securities Experience October 2008 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2008 - Present
JP Morgan 1999 - 2008
Education
Miami University 1995 — 1999
Wells Fargo Securities October 2008 - Present
JP Morgan 1999 - 2008
Education
Miami University 1995 — 1999
Susan Gringeri's Wells Fargo Securities Experience 1995 - 2012
Job Due Diligence Analyst at Bostonia Global Securities
Industry Capital Markets
Experience
Bostonia Global Securities October 2014 - Present
Wells Fargo Securities 1995 - 2012
Hornor, Townsend & Kent, Inc 1994 - 1995
Financial Industry Regulatory Authority 1987 - 1994
Skills
Compliance, Compliance Training, Regulatory Examinations, Compliance Procedures, Broker-Dealer Compliance, Risk Management, FINRA, Investments, Banking, Fixed Income, Capital Markets, Equities, Financial Risk, Derivatives, Securities, Mergers & Acquisitions, Investment Banking, Mutual Funds
Education
Wharton School, University of Pennsylvania
Securities Industry Institute
La Salle University
Master of Business Administration (MBA), Finance, General
West Chester University of Pennsylvania
Bachelor of Science (BS), Economics
Bostonia Global Securities October 2014 - Present
Wells Fargo Securities 1995 - 2012
Hornor, Townsend & Kent, Inc 1994 - 1995
Financial Industry Regulatory Authority 1987 - 1994
Skills
Compliance, Compliance Training, Regulatory Examinations, Compliance Procedures, Broker-Dealer Compliance, Risk Management, FINRA, Investments, Banking, Fixed Income, Capital Markets, Equities, Financial Risk, Derivatives, Securities, Mergers & Acquisitions, Investment Banking, Mutual Funds
Education
Wharton School, University of Pennsylvania
Securities Industry Institute
La Salle University
Master of Business Administration (MBA), Finance, General
West Chester University of Pennsylvania
Bachelor of Science (BS), Economics
Brad Brown's Wells Fargo Securities Experience 2000 - Present
Job Investment Banking, M&A
Industry Investment Banking
Experience
Wells Fargo Securities 2000 - Present
Ingersoll Rand 1997 - 2000
Moore & Van Allen, PLLC 1995 - 1997
Thelen Reid Brown Raysman & Steiner LLP 1993 - 1995
Skills
Investment Banking, Valuation, Private Equity, LBO, Financial Modeling, Capital Markets, Corporate Finance, Corporate Development, Due Diligence, Mergers, Investments, Equities, Leveraged Finance, Financial Analysis, Series 7, M&A experience, Business Valuation, Structured Finance, Venture Capital, Divestitures, Acquisitions
Education
Washington and Lee University 1990 — 1993
J.D.
Middlebury College 1984 — 1988
B.A.
Hamilton Central School
Wells Fargo Securities 2000 - Present
Ingersoll Rand 1997 - 2000
Moore & Van Allen, PLLC 1995 - 1997
Thelen Reid Brown Raysman & Steiner LLP 1993 - 1995
Skills
Investment Banking, Valuation, Private Equity, LBO, Financial Modeling, Capital Markets, Corporate Finance, Corporate Development, Due Diligence, Mergers, Investments, Equities, Leveraged Finance, Financial Analysis, Series 7, M&A experience, Business Valuation, Structured Finance, Venture Capital, Divestitures, Acquisitions
Education
Washington and Lee University 1990 — 1993
J.D.
Middlebury College 1984 — 1988
B.A.
Hamilton Central School
Jeff Gignac's Wells Fargo Securities Experience September 2004 - Present
Job Managing Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities September 2004 - Present
Ernst & Young July 2002 - September 2004
Arthur Andersen December 1997 - June 2002
Education
Michigan State University 1993 — 1997
Wells Fargo Securities September 2004 - Present
Ernst & Young July 2002 - September 2004
Arthur Andersen December 1997 - June 2002
Education
Michigan State University 1993 — 1997
Stephen Kretz's Wells Fargo Securities Experience June 2008 - June 2011
Job Associate at LLR Partners
Industry Financial Services
Experience
LLR Partners October 2014 - Present
Lovell Minnick Partners July 2011 - August 2014
Wells Fargo Securities June 2008 - June 2011
Jackson National Life May 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Due Diligence, Mergers
Education
Michigan State University 2004 — 2008
Bachelor of Arts, Finance
LLR Partners October 2014 - Present
Lovell Minnick Partners July 2011 - August 2014
Wells Fargo Securities June 2008 - June 2011
Jackson National Life May 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Due Diligence, Mergers
Education
Michigan State University 2004 — 2008
Bachelor of Arts, Finance
Kyle Unterseher, CPA's Wells Fargo Securities Experience February 2013 - June 2015
Job Currently exploring opportunities
Industry Financial Services
Experience
Wells Fargo Securities February 2013 - June 2015
CME Group December 2012 - January 2013
Jefferies & Company January 2012 - October 2012
MF Global June 2009 - January 2012
UBS Investment Bank January 2001 - May 2009
Cargill Investor Services July 1989 - January 2001
Skills
Series 7, Series 3, CPA, Electronic Trading, Trading Systems, Options, Hedge Funds, Derivatives, Equities, Prime Brokerage, Fixed Income, Trading, Alternative Investments, Commodity, Financial Markets, ETFs, Equity Derivatives, FINRA, FX Options, Market Data, Proprietary Trading
Education
Minnesota State University, Moorhead 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), BS-Accounting, BS Business Adm, Minor Finance
Wells Fargo Securities February 2013 - June 2015
CME Group December 2012 - January 2013
Jefferies & Company January 2012 - October 2012
MF Global June 2009 - January 2012
UBS Investment Bank January 2001 - May 2009
Cargill Investor Services July 1989 - January 2001
Skills
Series 7, Series 3, CPA, Electronic Trading, Trading Systems, Options, Hedge Funds, Derivatives, Equities, Prime Brokerage, Fixed Income, Trading, Alternative Investments, Commodity, Financial Markets, ETFs, Equity Derivatives, FINRA, FX Options, Market Data, Proprietary Trading
Education
Minnesota State University, Moorhead 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), BS-Accounting, BS Business Adm, Minor Finance
Bradley Hardy's Wells Fargo Securities Experience May 2008 - June 2009
Job Senior Vice President in Global Banking at Wells Fargo.
Industry Banking
Experience
Wells Fargo May 2009 - Present
Wells Fargo Securities May 2008 - June 2009
Wells Fargo Bank April 1998 - April 2008
Bank of Montreal November 1991 - March 1998
Coopers & Lybrand September 1988 - October 1991
Skills
Portfolio Management, Banking, Credit, Financial Analysis, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Treasury Management
Education
McMaster University 1990 — 1993
Master of Business Administration (MBA), Finance, General
Wilfrid Laurier University 1984 — 1988
Bachelor's degree, Accounting and Finance
Wells Fargo May 2009 - Present
Wells Fargo Securities May 2008 - June 2009
Wells Fargo Bank April 1998 - April 2008
Bank of Montreal November 1991 - March 1998
Coopers & Lybrand September 1988 - October 1991
Skills
Portfolio Management, Banking, Credit, Financial Analysis, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Treasury Management
Education
McMaster University 1990 — 1993
Master of Business Administration (MBA), Finance, General
Wilfrid Laurier University 1984 — 1988
Bachelor's degree, Accounting and Finance
Martin Good's Wells Fargo Securities Experience 2012 - Present
Job Fixed Income Sales
Industry Investment Banking
Experience
Wells Fargo Securities 2012 - Present
JPMorgan Securities Inc 1989 - 2012
J.P. Morgan January 1987 - 2012
BANC ONE CAPITAL MARKETS January 1998 - January 2004
American National Bank 1987 - 1995
Education
Michigan State University 1983 — 1987
Bachelor of Arts (BA), Business Administration
Wells Fargo Securities 2012 - Present
JPMorgan Securities Inc 1989 - 2012
J.P. Morgan January 1987 - 2012
BANC ONE CAPITAL MARKETS January 1998 - January 2004
American National Bank 1987 - 1995
Education
Michigan State University 1983 — 1987
Bachelor of Arts (BA), Business Administration
Kyle Saunders, MBA's Wells Fargo Securities Experience March 2011 - Present
Job Vice President OTC Derivative Settlement Operations at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2011 - Present
Wachovia Securities a Wells Fargo Company September 2003 - March 2011
Lehman Brothers June 1998 - September 2003
Skills
Banking, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Middle Office, Risk Management, Securities, Series 7
Education
Strayer University 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
Mercy College 1994 — 1998
BA, Public Accounting
Wells Fargo Securities March 2011 - Present
Wachovia Securities a Wells Fargo Company September 2003 - March 2011
Lehman Brothers June 1998 - September 2003
Skills
Banking, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Middle Office, Risk Management, Securities, Series 7
Education
Strayer University 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
Mercy College 1994 — 1998
BA, Public Accounting
Paul Wolfert's Wells Fargo Securities Experience February 2015 - Present
Job Vice President Middle Market Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities March 2014 - February 2015
Wells Fargo Securities July 2010 - February 2014
UNC Kenan-Flagler Business School August 2008 - May 2010
Huron Consulting Group July 2007 - June 2008
Huron Consulting Group July 2005 - June 2007
Skills
Financial Modeling, Client Communications, Valuation, Corporate Finance, Management Consulting, PowerPoint, Microsoft Excel, Client Presentation, Business Strategy, Business Development, Investment Banking, Financial Advisory, Finance, Business Valuation, Capital Markets, DCF, Capital IQ, M, Equities, Equity Valuation, Financial Analysis, Bloomberg, Due Diligence
Education
bethlehem central
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of Melbourne - Melbourne Business School 2010 — 2010
MBA, Corporate Finance
Louisiana State University 2001 — 2005
BS, Finance
Hinsdale Central 1997 — 2001
Wells Fargo Securities February 2015 - Present
Wells Fargo Securities March 2014 - February 2015
Wells Fargo Securities July 2010 - February 2014
UNC Kenan-Flagler Business School August 2008 - May 2010
Huron Consulting Group July 2007 - June 2008
Huron Consulting Group July 2005 - June 2007
Skills
Financial Modeling, Client Communications, Valuation, Corporate Finance, Management Consulting, PowerPoint, Microsoft Excel, Client Presentation, Business Strategy, Business Development, Investment Banking, Financial Advisory, Finance, Business Valuation, Capital Markets, DCF, Capital IQ, M, Equities, Equity Valuation, Financial Analysis, Bloomberg, Due Diligence
Education
bethlehem central
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of Melbourne - Melbourne Business School 2010 — 2010
MBA, Corporate Finance
Louisiana State University 2001 — 2005
BS, Finance
Hinsdale Central 1997 — 2001
David Petersheim's Wells Fargo Securities Experience September 2005 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2005 - Present
Education
Marquette University 1997 — 2001
BS in Business Administration, International Business
Wells Fargo Securities September 2005 - Present
Education
Marquette University 1997 — 2001
BS in Business Administration, International Business
Todd Stender's Wells Fargo Securities Experience July 2009 - Present
Job Senior Equity Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2009 - Present
Keefe, Bruyette & Woods July 2007 - July 2009
Wachovia Securities June 2005 - June 2007
Crowell, Weedon & Co. May 2001 - June 2005
Coca-Cola Enterprises 1996 - 1999
Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
La Salle University 1990 — 1994
Bachelor of Arts (BA)
Wells Fargo Securities July 2009 - Present
Keefe, Bruyette & Woods July 2007 - July 2009
Wachovia Securities June 2005 - June 2007
Crowell, Weedon & Co. May 2001 - June 2005
Coca-Cola Enterprises 1996 - 1999
Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
La Salle University 1990 — 1994
Bachelor of Arts (BA)
Nicole Salvatore-Fenske's Wells Fargo Securities Experience June 2009 - Present
Job Director, Equity Sales Trading, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2009 - Present
J.P. Morgan 2005 - 2009
Bank of America Securities 2003 - 2005
Citi Group 1998 - 2003
Education
Loyola University Maryland 1994 — 1998
BBA, International Business & Spanish
St. Louis University, Madrid Spain 1997 — 1997
Wells Fargo Securities June 2009 - Present
J.P. Morgan 2005 - 2009
Bank of America Securities 2003 - 2005
Citi Group 1998 - 2003
Education
Loyola University Maryland 1994 — 1998
BBA, International Business & Spanish
St. Louis University, Madrid Spain 1997 — 1997
Jamil Bhatti's Wells Fargo Securities Experience July 2013 - Present
Job Associate Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities July 2013 - Present
Global Hunter Securities July 2012 - June 2013
Home Servicing April 2010 - July 2012
Colorado Capital Advisors August 2009 - January 2010
Skills
Equity Research, Equities, Financial Modeling, Valuation, Portfolio Management, Mergers & Acquisitions, Trading, Bloomberg, Analysis, Investments, Capital Markets, Equity Valuation
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master
Tulane University Law School 2007 — 2007
J.D.
Louisiana State University and Agricultural and Mechanical College 2002 — 2006
Bachelor of Science
Wells Fargo Securities July 2013 - Present
Global Hunter Securities July 2012 - June 2013
Home Servicing April 2010 - July 2012
Colorado Capital Advisors August 2009 - January 2010
Skills
Equity Research, Equities, Financial Modeling, Valuation, Portfolio Management, Mergers & Acquisitions, Trading, Bloomberg, Analysis, Investments, Capital Markets, Equity Valuation
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master
Tulane University Law School 2007 — 2007
J.D.
Louisiana State University and Agricultural and Mechanical College 2002 — 2006
Bachelor of Science
Colin LeStrange's Wells Fargo Securities Experience July 2009 - August 2014
Job Founder at HireOwl
Industry Internet
Experience
HireOwl August 2014 - Present
Wells Fargo Securities July 2009 - August 2014
Oppenheimer & Co. Inc. 2007 - 2009
Prudential Equity Group 2006 - 2007
Skills
Financial Modeling, Equities, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Finance, Bloomberg, Portfolio Management
Education
Loyola University Maryland 2002 — 2006
BA, International Business
Saint John's High School 1998 — 2002
HireOwl August 2014 - Present
Wells Fargo Securities July 2009 - August 2014
Oppenheimer & Co. Inc. 2007 - 2009
Prudential Equity Group 2006 - 2007
Skills
Financial Modeling, Equities, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Finance, Bloomberg, Portfolio Management
Education
Loyola University Maryland 2002 — 2006
BA, International Business
Saint John's High School 1998 — 2002
Deborah Bothwell's Wells Fargo Securities Experience 2008 - 2009
Job at
Industry Entertainment
Experience
Robert Half Management Resources July 2014 - Present
R&D-Altanova August 2013 - July 2014
R&D Interconnect Solutions May 2009 - November 2013
Varitronics, LLC November 2012 - June 2013
Wells Fargo Securities 2008 - 2009
Griffin International 2005 - 2006
Zomax 1995 - 2005
Paisley Park Enterprises 1989 - 1995
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Accruals, Cost Accounting, Bank Reconciliation, Forecasting, Software Implementation, Year-end Close, SEC filings, MD&A, Financial Analysis, Financial Reporting, Corporate Finance, Job Costing, Job Analysis, SAP, Peachtree, Payroll, Internal Controls, Process Improvement, Budgets, Management, Sarbanes-Oxley Act, Auditing, Strategic Planning, Internal Audit, Analysis, Leadership
Education
Metropolitan State University
Bachelor of Science, Accounting
University of Minnesota-Twin Cities
Bachelor of Science, Education
Robert Half Management Resources July 2014 - Present
R&D-Altanova August 2013 - July 2014
R&D Interconnect Solutions May 2009 - November 2013
Varitronics, LLC November 2012 - June 2013
Wells Fargo Securities 2008 - 2009
Griffin International 2005 - 2006
Zomax 1995 - 2005
Paisley Park Enterprises 1989 - 1995
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Accruals, Cost Accounting, Bank Reconciliation, Forecasting, Software Implementation, Year-end Close, SEC filings, MD&A, Financial Analysis, Financial Reporting, Corporate Finance, Job Costing, Job Analysis, SAP, Peachtree, Payroll, Internal Controls, Process Improvement, Budgets, Management, Sarbanes-Oxley Act, Auditing, Strategic Planning, Internal Audit, Analysis, Leadership
Education
Metropolitan State University
Bachelor of Science, Accounting
University of Minnesota-Twin Cities
Bachelor of Science, Education
Junaldo Ramos's Wells Fargo Securities Experience 2013 - Present
Job Wells Fargo
Industry Banking
Experience
Wells Fargo Securities 2013 - Present
Education
Mapua Institute of Technology
Bachelor's degree, Computer Engineering
Wells Fargo Securities 2013 - Present
Education
Mapua Institute of Technology
Bachelor's degree, Computer Engineering
Chris Ferrara's Wells Fargo Securities Experience August 2013 - Present
Job Equity Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Education
Loyola University Maryland 1993 — 1997
BBA
Wells Fargo Securities August 2013 - Present
Education
Loyola University Maryland 1993 — 1997
BBA
Jim Jeffries's Wells Fargo Securities Experience 2004 - Present
Job at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2004 - Present
Wachovia September 2004 - December 2008
Banc of America Securities July 1996 - September 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
Mba, Finance
Miami University 1986 — 1990
BS Business, Marketing
Wells Fargo Securities 2004 - Present
Wachovia September 2004 - December 2008
Banc of America Securities July 1996 - September 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
Mba, Finance
Miami University 1986 — 1990
BS Business, Marketing
Brian Van Elslander's Wells Fargo Securities Experience June 2006 - Present
Job Managing Director, Head of Financial Sponsors at Wells Fargo Securites
Industry Investment Banking
Experience
Wells Fargo Securities June 2006 - Present
Credit Suisse 1999 - 2006
JP Morgan 1993 - 1999
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance and International Business
Michigan State University 1983 — 1987
BA
Wells Fargo Securities June 2006 - Present
Credit Suisse 1999 - 2006
JP Morgan 1993 - 1999
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance and International Business
Michigan State University 1983 — 1987
BA
Derek R. Nault, CFA, CAIA's Wells Fargo Securities Experience September 2012 - November 2014
Job Vice President, AssetBacked Finance Trading at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities September 2012 - November 2014
Babson Capital Management, LLC April 2010 - July 2012
Arch Street Financial, LP August 2009 - April 2010
DKR Commodity SPC Portfolio April 2008 - September 2008
DKR Capital, LP April 2007 - September 2007
DKR Capital, LP April 2006 - September 2006
Skills
Equities, Portfolio Management, Bloomberg, Investments, Investment Banking, Trading, Equity Research, Asset Allocation, Investment Strategies, Commodity, Bonds, Mutual Funds, Financial Risk, Economics, Analysis
Education
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Miami University 2005 — 2009
BS Business
Wells Fargo Securities September 2012 - November 2014
Babson Capital Management, LLC April 2010 - July 2012
Arch Street Financial, LP August 2009 - April 2010
DKR Commodity SPC Portfolio April 2008 - September 2008
DKR Capital, LP April 2007 - September 2007
DKR Capital, LP April 2006 - September 2006
Skills
Equities, Portfolio Management, Bloomberg, Investments, Investment Banking, Trading, Equity Research, Asset Allocation, Investment Strategies, Commodity, Bonds, Mutual Funds, Financial Risk, Economics, Analysis
Education
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Miami University 2005 — 2009
BS Business
Christopher Bacha's Wells Fargo Securities Experience July 2013 - Present
Job Associate Energy & Power Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities October 2010 - June 2013
US Bank August 2009 - October 2010
Precision Devices, Incorporated September 2008 - March 2009
Winchester Capital Partners LLC September 2005 - September 2008
Precision Devices, Incorporated 1997 - 2004
Education
Lehigh University 2001 — 2005
B.S., Finance & Economics
Hopkins School 1997 — 2001
High School
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities October 2010 - June 2013
US Bank August 2009 - October 2010
Precision Devices, Incorporated September 2008 - March 2009
Winchester Capital Partners LLC September 2005 - September 2008
Precision Devices, Incorporated 1997 - 2004
Education
Lehigh University 2001 — 2005
B.S., Finance & Economics
Hopkins School 1997 — 2001
High School
Andrew Hubbard's Wells Fargo Securities Experience March 2008 - Present
Job Sales, Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2008 - Present
Vining Sparks, IBG January 2005 - December 2007
Skills
Bloomberg, Municipal Bonds, Government Bonds, High Yield Bonds, Sales, Fixed Income, Derivatives, Trading
Education
Middle Tennessee State University 2002 — 2004
B.S
University of Tennessee-Knoxville 1998 — 2002
Wells Fargo Securities March 2008 - Present
Vining Sparks, IBG January 2005 - December 2007
Skills
Bloomberg, Municipal Bonds, Government Bonds, High Yield Bonds, Sales, Fixed Income, Derivatives, Trading
Education
Middle Tennessee State University 2002 — 2004
B.S
University of Tennessee-Knoxville 1998 — 2002
Ryan Munoz's Wells Fargo Securities Experience June 2011 - June 2014
Job Real Estate Associate Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2014 - Present
Ren Mar 6400 LLC January 2013 - Present
Wells Fargo Securities June 2011 - June 2014
Credit Suisse June 2010 - August 2010
FTI Consulting June 2009 - August 2009
Skills
Financial Modeling, Commercial Real Estate, Commercial Real Estate..., Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Valuation, Microsoft Word, Entrepreneurship, Research, Financial Analysis, Corporate Finance, Analytics, Bloomberg, Business Strategy, Statistics, CMBS, Real Estate, Argus Modeling, Spanish, Asset Management, Real Estate Financing, Acquisitions, Finance, Due Diligence, Loans
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science
New York University 2013 — 2014
Morgan Stanley July 2014 - Present
Ren Mar 6400 LLC January 2013 - Present
Wells Fargo Securities June 2011 - June 2014
Credit Suisse June 2010 - August 2010
FTI Consulting June 2009 - August 2009
Skills
Financial Modeling, Commercial Real Estate, Commercial Real Estate..., Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Valuation, Microsoft Word, Entrepreneurship, Research, Financial Analysis, Corporate Finance, Analytics, Bloomberg, Business Strategy, Statistics, CMBS, Real Estate, Argus Modeling, Spanish, Asset Management, Real Estate Financing, Acquisitions, Finance, Due Diligence, Loans
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science
New York University 2013 — 2014
Doug Brengel's Wells Fargo Securities Experience February 2013 - Present
Job Vice Chairman Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities February 2013 - Present
UBS Investment Bank September 2011 - December 2012
Citigroup March 2005 - September 2011
Citigroup January 1998 - March 2005
Creo Inc. 2001 - 2005
Salomon Brothers January 1995 - January 1998
Salomon Brothers January 1990 - January 1995
Salomon Brothers November 1987 - January 1994
Salomon Brothers November 1977 - November 1987
Northern Trust June 1974 - November 1977
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1974
MBA, Finance
Lawrence University 1968 — 1972
BA, Economics
Wells Fargo Securities February 2013 - Present
UBS Investment Bank September 2011 - December 2012
Citigroup March 2005 - September 2011
Citigroup January 1998 - March 2005
Creo Inc. 2001 - 2005
Salomon Brothers January 1995 - January 1998
Salomon Brothers January 1990 - January 1995
Salomon Brothers November 1987 - January 1994
Salomon Brothers November 1977 - November 1987
Northern Trust June 1974 - November 1977
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1974
MBA, Finance
Lawrence University 1968 — 1972
BA, Economics
Kipling Yelle's Wells Fargo Securities Experience August 2012 - October 2012
Job Compliance Quality Assurance Administrator
Industry Banking
Experience
Mustang Creek BBQ February 2013 - December 2014
Wells Fargo Securities August 2012 - October 2012
Wells Fargo Home Mortgage October 2011 - July 2012
Wells Fargo Home Mortgage July 2010 - April 2011
Menard, Inc. May 2008 - April 2010
Skills
Banking, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Mortgage Banking, Customer Service, Microsoft Excel, Microsoft Word, Operations Management, Quality Assurance, Management, Administration
Education
Metropolitan State University
Bachelor's degree, Business Administration and Management, General, 3.6 / 4.0
Mustang Creek BBQ February 2013 - December 2014
Wells Fargo Securities August 2012 - October 2012
Wells Fargo Home Mortgage October 2011 - July 2012
Wells Fargo Home Mortgage July 2010 - April 2011
Menard, Inc. May 2008 - April 2010
Skills
Banking, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Mortgage Banking, Customer Service, Microsoft Excel, Microsoft Word, Operations Management, Quality Assurance, Management, Administration
Education
Metropolitan State University
Bachelor's degree, Business Administration and Management, General, 3.6 / 4.0
Joshua Sontag's Wells Fargo Securities Experience 2010 - Present
Job Director Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Imari Wright's Wells Fargo Securities Experience August 2010 - March 2014
Job Senior Credit AnalystCommercial Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo Securities August 2010 - March 2014
E*TRADE Financial January 2008 - July 2010
Lenox Financial Mortgage January 2005 - January 2008
SunTrust Bank September 2003 - May 2004
Federal Home Loan Bank of Atlanta January 2000 - September 2003
Skills
Credit Risk, Investments, Financial Modeling, Credit Analysis, Credit, Loans, Series 7, Series 63, Underwriting, Financial Analysis, Corporate Finance, Banking, Commercial Banking
Education
Mercer University - Stetson School of Business and Economics 2010 — 2012
MBA
Morehouse College 1996 — 2000
BA, Economics
Wells Fargo March 2014 - Present
Wells Fargo Securities August 2010 - March 2014
E*TRADE Financial January 2008 - July 2010
Lenox Financial Mortgage January 2005 - January 2008
SunTrust Bank September 2003 - May 2004
Federal Home Loan Bank of Atlanta January 2000 - September 2003
Skills
Credit Risk, Investments, Financial Modeling, Credit Analysis, Credit, Loans, Series 7, Series 63, Underwriting, Financial Analysis, Corporate Finance, Banking, Commercial Banking
Education
Mercer University - Stetson School of Business and Economics 2010 — 2012
MBA
Morehouse College 1996 — 2000
BA, Economics
Gail Golightly's Wells Fargo Securities Experience 1996 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 1996 - Present
Wachovia 1996 - 2008
CIBC 1991 - 1996
Bankers Trust 1987 - 1991
Manufacturers Hanover Trust 1978 - 1988
Skills
Management, Financial Institutions, Portfolio Management, Credit Risk, Banking, Underwriting
Education
Lycoming College 1969 — 1973
BA, Political Science
Pace University
MBA
Wells Fargo Securities 1996 - Present
Wachovia 1996 - 2008
CIBC 1991 - 1996
Bankers Trust 1987 - 1991
Manufacturers Hanover Trust 1978 - 1988
Skills
Management, Financial Institutions, Portfolio Management, Credit Risk, Banking, Underwriting
Education
Lycoming College 1969 — 1973
BA, Political Science
Pace University
MBA
Sean Darin's Wells Fargo Securities Experience June 2012 - August 2013
Job Associate at FINNEA Group
Industry Investment Banking
Experience
FINNEA Group August 2013 - Present
Wells Fargo Securities June 2012 - August 2013
Wells Fargo June 2011 - June 2012
ArcelorMittal June 2010 - August 2010
Michigan State University August 2008 - June 2010
Robert Bosch July 2009 - December 2009
Skills
Accounting, Business Strategy, Analysis, Financial Modeling, Financial Analysis, Procurement, Marketing, Research, Valuation, Negotiation, Corporate Finance, Microsoft Excel, Investments
Education
Michigan State University 2008 — 2012
BA, Finance
FINNEA Group August 2013 - Present
Wells Fargo Securities June 2012 - August 2013
Wells Fargo June 2011 - June 2012
ArcelorMittal June 2010 - August 2010
Michigan State University August 2008 - June 2010
Robert Bosch July 2009 - December 2009
Skills
Accounting, Business Strategy, Analysis, Financial Modeling, Financial Analysis, Procurement, Marketing, Research, Valuation, Negotiation, Corporate Finance, Microsoft Excel, Investments
Education
Michigan State University 2008 — 2012
BA, Finance
Lamonte Barnes, AAMS's Wells Fargo Securities Experience November 2005 - Present
Job Fixed Income Sales at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2005 - Present
Columbia Management July 2002 - November 2005
Harris Direct March 2001 - March 2002
Education
New York Institute of Technology 2003 — 2007
MBA, Finance
Lander University 1991 — 1995
Bachelors, Business Administration
Wells Fargo Securities November 2005 - Present
Columbia Management July 2002 - November 2005
Harris Direct March 2001 - March 2002
Education
New York Institute of Technology 2003 — 2007
MBA, Finance
Lander University 1991 — 1995
Bachelors, Business Administration
Brian Niessen's Wells Fargo Securities Experience 2007 - 2010
Job Sales, Trading & Portfolio Management Professional
Industry Financial Services
Experience
Cetera Financial Group 2012 - 2015
Stifel Nicolaus 2012 - 2012
Wells Fargo Securities 2007 - 2010
RBC Capital Markets 2003 - 2007
Piper Jaffray 1999 - 2003
Skills
Fixed Income, Portfolio Management, Equities, Securities, Investments, Series 7, Trading, Series 63, Bonds, Bloomberg, Capital Markets, Wealth Management
Education
Minnesota State University, Mankato
Bachelor of Science, Psychology
Cetera Financial Group 2012 - 2015
Stifel Nicolaus 2012 - 2012
Wells Fargo Securities 2007 - 2010
RBC Capital Markets 2003 - 2007
Piper Jaffray 1999 - 2003
Skills
Fixed Income, Portfolio Management, Equities, Securities, Investments, Series 7, Trading, Series 63, Bonds, Bloomberg, Capital Markets, Wealth Management
Education
Minnesota State University, Mankato
Bachelor of Science, Psychology
ARCENE JANIVER's Wells Fargo Securities Experience February 1997 - August 1998
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Wells Fargo Securities February 1997 - August 1998
Burns International Securities January 1996 - February 1997
Skills
Writer, Fashion Design, Language Teaching
Education
Monroe College 1998 — 1998
Coral Springs High 1995 — 1997
Wells Fargo Securities February 1997 - August 1998
Burns International Securities January 1996 - February 1997
Skills
Writer, Fashion Design, Language Teaching
Education
Monroe College 1998 — 1998
Coral Springs High 1995 — 1997
Nana Nyanor's Wells Fargo Securities Experience May 2012 - Present
Job Risk Management Consultant at Wells Fargo Securities
Industry Accounting
Experience
Wells Fargo Securities May 2012 - Present
Bank Of America January 2012 - April 2012
IBM/Merck November 2009 - April 2010
Skills
Accounting, Tax, Income Tax, Bookkeeping, Tax Preparation, QuickBooks, Financial Reporting, Tax Returns, Corporate Tax, Auditing, General Ledger, Account Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Journal Entries, Sales Tax, Payroll, Internal Controls, Partnership Taxation
Education
The University of Texas at Arlington 2006 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Arlington 2000 — 2003
Bachelor of Science (BSc), Management Information Systems, General
Marylhurst University
Master of Business Administration (MBA), International Finance
Wells Fargo Securities May 2012 - Present
Bank Of America January 2012 - April 2012
IBM/Merck November 2009 - April 2010
Skills
Accounting, Tax, Income Tax, Bookkeeping, Tax Preparation, QuickBooks, Financial Reporting, Tax Returns, Corporate Tax, Auditing, General Ledger, Account Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Journal Entries, Sales Tax, Payroll, Internal Controls, Partnership Taxation
Education
The University of Texas at Arlington 2006 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Arlington 2000 — 2003
Bachelor of Science (BSc), Management Information Systems, General
Marylhurst University
Master of Business Administration (MBA), International Finance
Noelle Yantz's Wells Fargo Securities Experience September 2011 - Present
Job Financial Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2011 - Present
Wells Fargo Advisors September 2008 - September 2011
Wachovia Securities 2005 - 2008
Wachovia Securities 2005 - 2008
Skills
Banking, Portfolio Management, Investments, Wealth Management, Securities, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Services, Financial Analysis
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Finance
Loyola College in Maryland 1998 — 2002
B.A., Economics
Wells Fargo Securities September 2011 - Present
Wells Fargo Advisors September 2008 - September 2011
Wachovia Securities 2005 - 2008
Wachovia Securities 2005 - 2008
Skills
Banking, Portfolio Management, Investments, Wealth Management, Securities, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Services, Financial Analysis
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Finance
Loyola College in Maryland 1998 — 2002
B.A., Economics
Timothy Walsh's Wells Fargo Securities Experience AssociateCitigroupMay 2006 - February 2009
Job Institutional Equity Sales
Industry Financial Services
Experience
Wells Fargo Securities AssociateCitigroupMay 2006 - February 2009
The Bank of New York June 2005 - May 2006
Skills
Series 7, Strategy, Series 63, Securities
Education
Lehigh University - College of Business and Economics 2001 — 2005
Seton Hall Prep 1996 — 2000
Wells Fargo Securities AssociateCitigroupMay 2006 - February 2009
The Bank of New York June 2005 - May 2006
Skills
Series 7, Strategy, Series 63, Securities
Education
Lehigh University - College of Business and Economics 2001 — 2005
Seton Hall Prep 1996 — 2000
Joseph Ferrante's Wells Fargo Securities Experience January 2014 - Present
Job System QA Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities June 2013 - January 2014
Broadridge Financial Solutions June 2010 - June 2013
RBC Capital Markets January 2009 - November 2009
Mizuho Securities Co., Ltd. February 2007 - September 2008
Air National Guard December 2005 - February 2007
Deutsche Bank June 2006 - January 2007
Citi October 2004 - May 2006
United States Air Force October 2000 - October 2004
Skills
Visio, Capital Markets, Securities, Regression Testing, Fixed Income, Middle Office, Banking, Back Office, Bloomberg Terminal, HP Quality Center, SQL, Unix, JIRA, User Acceptance Testing, Testing, Business Analysis, Trading Systems, Showcase Query, Production Support, Military, Military Training, Military Experience, Microsoft Word, PowerPoint, Test Planning, Microsoft Excel, Bloomberg, Excel, MBSCC, Winfits, SOM, Mats, Gator, Market Access, System Testing, Equities, Settlement
Education
Metropolitan College of New York 2007 — 2011
BA, Business
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities June 2013 - January 2014
Broadridge Financial Solutions June 2010 - June 2013
RBC Capital Markets January 2009 - November 2009
Mizuho Securities Co., Ltd. February 2007 - September 2008
Air National Guard December 2005 - February 2007
Deutsche Bank June 2006 - January 2007
Citi October 2004 - May 2006
United States Air Force October 2000 - October 2004
Skills
Visio, Capital Markets, Securities, Regression Testing, Fixed Income, Middle Office, Banking, Back Office, Bloomberg Terminal, HP Quality Center, SQL, Unix, JIRA, User Acceptance Testing, Testing, Business Analysis, Trading Systems, Showcase Query, Production Support, Military, Military Training, Military Experience, Microsoft Word, PowerPoint, Test Planning, Microsoft Excel, Bloomberg, Excel, MBSCC, Winfits, SOM, Mats, Gator, Market Access, System Testing, Equities, Settlement
Education
Metropolitan College of New York 2007 — 2011
BA, Business
Brian Harper's Wells Fargo Securities Experience July 2012 - April 2014
Job VP Engineering at Rock Oil Company, LLC
Industry Oil & Energy
Experience
Rock Oil Company, LLC April 2014 - Present
Wells Fargo Securities July 2012 - April 2014
Rosetta Resources 2011 - August 2012
Chevron 2010 - 2011
Chevron 2008 - 2010
Chevron 2004 - 2008
Chevron 2000 - 2004
Burlington Resources 1998 - 2000
Skills
Petroleum Engineering, Reservoir Management, Reservoir Engineering, Upstream, Field Development, Drilling, Reservoir Simulation, Onshore, Production Engineering, Gas, Petroleum, Stimulation, Oilfield, Drilling Engineering, Oil/Gas
Education
Louisiana State University 1994 — 1998
B.S., Petroleum Engineering
Rock Oil Company, LLC April 2014 - Present
Wells Fargo Securities July 2012 - April 2014
Rosetta Resources 2011 - August 2012
Chevron 2010 - 2011
Chevron 2008 - 2010
Chevron 2004 - 2008
Chevron 2000 - 2004
Burlington Resources 1998 - 2000
Skills
Petroleum Engineering, Reservoir Management, Reservoir Engineering, Upstream, Field Development, Drilling, Reservoir Simulation, Onshore, Production Engineering, Gas, Petroleum, Stimulation, Oilfield, Drilling Engineering, Oil/Gas
Education
Louisiana State University 1994 — 1998
B.S., Petroleum Engineering
Fanny Manford's Wells Fargo Securities Experience August 2008 - July 2014
Job Senior Financial Analyst at JHH
Industry Hospital & Health Care
Experience
Johns Hopkins Hospital August 2014 - Present
Wells Fargo Securities August 2008 - July 2014
Wells Fargo Bank N.A December 2005 - July 2008
Skills
Portfolio Management, Financial Analysis, Banking, Financial Services, Process Improvement, Financial Modeling, Analysis, Bloomberg, Data Analysis, Customer Service, Risk Management, Accounting, Investments, Financial Reporting, Business Analysis, Corporate Finance, Finance, Budgets, Leadership, Project Management, Valuation, Strategic Planning
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Health Care Management
Marshall University 2001 — 2005
Finance, Finance
Johns Hopkins Hospital August 2014 - Present
Wells Fargo Securities August 2008 - July 2014
Wells Fargo Bank N.A December 2005 - July 2008
Skills
Portfolio Management, Financial Analysis, Banking, Financial Services, Process Improvement, Financial Modeling, Analysis, Bloomberg, Data Analysis, Customer Service, Risk Management, Accounting, Investments, Financial Reporting, Business Analysis, Corporate Finance, Finance, Budgets, Leadership, Project Management, Valuation, Strategic Planning
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Health Care Management
Marshall University 2001 — 2005
Finance, Finance
Anthony Canizales's Wells Fargo Securities Experience 2006 - 2010
Job Telecom Engineering Sr Analyst
Industry Telecommunications
Experience
Dell Inc December 2010 - Present
G3 Technology Partners 2010 - 2010
Wells Fargo Securities 2006 - 2010
Black Box Network Services 1995 - 2006
Unisys 1986 - 1994
Skills
Telecommunications, Management, Team Leadership, Program Management, Integration, Project Management, Microsoft Office, Vendor Management, Cloud Computing, Product Management
Education
Los Angeles City College
Criminal Justice/Police Science
Los Angeles Trade Technical College
Business/Commerce, General
Dell Inc December 2010 - Present
G3 Technology Partners 2010 - 2010
Wells Fargo Securities 2006 - 2010
Black Box Network Services 1995 - 2006
Unisys 1986 - 1994
Skills
Telecommunications, Management, Team Leadership, Program Management, Integration, Project Management, Microsoft Office, Vendor Management, Cloud Computing, Product Management
Education
Los Angeles City College
Criminal Justice/Police Science
Los Angeles Trade Technical College
Business/Commerce, General
Steve Bakke's Wells Fargo Securities Experience March 2013 - Present
Job Accounting/Finance Professional seeking new Opportunities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
State of MN - Finance October 2012 - February 2013
Ally Financial (formerly GMAC-RFC) September 2006 - February 2012
GMAC-RFC March 2004 - August 2006
GMAC-RFC December 1999 - February 2004
Skills
Financial Reporting, Accounting, •Complex Operational..., •Process Design &..., •Microsoft (Excel,..., •PeopleSoft (General..., Accounting Controls, Sox Controls, Auditing, Account Reconciliation, Forecasting, Finance
Education
Metropolitan State University
Bachelor of Arts, Accounting
Wells Fargo Securities March 2013 - Present
State of MN - Finance October 2012 - February 2013
Ally Financial (formerly GMAC-RFC) September 2006 - February 2012
GMAC-RFC March 2004 - August 2006
GMAC-RFC December 1999 - February 2004
Skills
Financial Reporting, Accounting, •Complex Operational..., •Process Design &..., •Microsoft (Excel,..., •PeopleSoft (General..., Accounting Controls, Sox Controls, Auditing, Account Reconciliation, Forecasting, Finance
Education
Metropolitan State University
Bachelor of Arts, Accounting
PENG XU's Wells Fargo Securities Experience June 2013 - Present
Job Student at Massachusetts Institute of Technology
Industry Banking
Experience
Wells Fargo Securities June 2013 - Present
Skills
Matlab
Education
Massachusetts Institute of Technology 2007 — 2013
PhD, Physics
Tsinghua University 2005 — 2007
Master, Engineering Physics
Tsinghua University 2001 — 2005
Bachelor, Engeering Physics
Wells Fargo Securities June 2013 - Present
Skills
Matlab
Education
Massachusetts Institute of Technology 2007 — 2013
PhD, Physics
Tsinghua University 2005 — 2007
Master, Engineering Physics
Tsinghua University 2001 — 2005
Bachelor, Engeering Physics
Blaise Waganda's Wells Fargo Securities Experience June 2013 - Present
Job System Analyst (Database support) at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2013 - Present
Minnesota Department of Administration (Minnesota Multistate Contracting Alliance for Pharmacy) December 2012 - April 2013
Wells Fargo (Corporate Trust Services) June 2012 - November 2012
Wells Fargo (International Systems) August 2008 - December 2009
Greater Twin Cities United Way August 2005 - September 2008
Skills
Database mgmt....
Education
St. Cloud State University 2003 — 2004
Master of Business Administration (M.B.A.), Management
Minnesota State University, Mankato 1999 — 2001
Bachelor of Science (BSc), Computer and Information Sciences and Support Services
Winona State University 1996 — 1999
Bachelor of Science (B.Sc.), Production Operations management
Winona State University 1996 — 1999
Bachelor of Business Administration (B.B.A.)
Wells Fargo Securities June 2013 - Present
Minnesota Department of Administration (Minnesota Multistate Contracting Alliance for Pharmacy) December 2012 - April 2013
Wells Fargo (Corporate Trust Services) June 2012 - November 2012
Wells Fargo (International Systems) August 2008 - December 2009
Greater Twin Cities United Way August 2005 - September 2008
Skills
Database mgmt....
Education
St. Cloud State University 2003 — 2004
Master of Business Administration (M.B.A.), Management
Minnesota State University, Mankato 1999 — 2001
Bachelor of Science (BSc), Computer and Information Sciences and Support Services
Winona State University 1996 — 1999
Bachelor of Science (B.Sc.), Production Operations management
Winona State University 1996 — 1999
Bachelor of Business Administration (B.B.A.)
Chris Ragan, CFA's Wells Fargo Securities Experience July 2014 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Goldman Sachs June 2005 - June 2014
Bank of America Securities May 2003 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
New York University, Stern School of Business 1994 — 1996
MBA, Finance, General
Northeastern University 1991 — 1993
MS, Mechanical Engineering (Evening Program)
Lafayette College 1986 — 1990
Bachelor of Science, Engineering
Wells Fargo Securities July 2014 - Present
Goldman Sachs June 2005 - June 2014
Bank of America Securities May 2003 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
New York University, Stern School of Business 1994 — 1996
MBA, Finance, General
Northeastern University 1991 — 1993
MS, Mechanical Engineering (Evening Program)
Lafayette College 1986 — 1990
Bachelor of Science, Engineering
Pamela Sue Bergin's Wells Fargo Securities Experience July 2010 - Present
Job Director Senior Derivatives Docs Negotiator at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2010 - Present
Wells Fargo Securities 2010 - Present
PS Global Docs, LLC (formerly, PS Bergin, LLC) January 2001 - January 2010
Long Term Capital Management, LP (JWM Partners) August 1998 - February 2000
FLEETBOSTON – formerly BANKBOSTON, NA April 1997 - August 1998
ING BARING (U.S.) CAPITAL MARKETS, INC. March 1996 - April 1997
DEUTSCHE BANK AG October 1992 - March 1996
Banca Della Svizzera Italiano (BSI) February 1991 - October 1992
BARCLAYS BANK PLC March 1989 - February 1991
Skills
Derivatives, Structured Finance, ISDA, Software Documentation, Capital Markets, Derivatives Trading, Credit, Risk Management, Fixed Income, Dodd-Frank
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Arts (BA), English Language and Literature, General
Wells Fargo Securities July 2010 - Present
Wells Fargo Securities 2010 - Present
PS Global Docs, LLC (formerly, PS Bergin, LLC) January 2001 - January 2010
Long Term Capital Management, LP (JWM Partners) August 1998 - February 2000
FLEETBOSTON – formerly BANKBOSTON, NA April 1997 - August 1998
ING BARING (U.S.) CAPITAL MARKETS, INC. March 1996 - April 1997
DEUTSCHE BANK AG October 1992 - March 1996
Banca Della Svizzera Italiano (BSI) February 1991 - October 1992
BARCLAYS BANK PLC March 1989 - February 1991
Skills
Derivatives, Structured Finance, ISDA, Software Documentation, Capital Markets, Derivatives Trading, Credit, Risk Management, Fixed Income, Dodd-Frank
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Arts (BA), English Language and Literature, General
benjamin sielen's Wells Fargo Securities Experience May 1995 - Present
Job DIRECTOR at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 1995 - Present
Education
Marquette University
Wells Fargo Securities May 1995 - Present
Education
Marquette University
Nicole Salvatore's Wells Fargo Securities Experience 2009 - Present
Job
Industry Financial Services
Experience
Wells Fargo Securities 2009 - Present
Education
Loyola University Maryland 1998 — 2004
Bachelor of Business Administration (BBA), International Business/Spanish
Wells Fargo Securities 2009 - Present
Education
Loyola University Maryland 1998 — 2004
Bachelor of Business Administration (BBA), International Business/Spanish
Peter Marcil's Wells Fargo Securities Experience September 1998 - February 2003
Job Managing Director at Bentley Associates
Industry Investment Banking
Experience
Bentley Associates Managing DirectorThomasLloyd Capital, LLCMay 2007 - August 2009
Merriman Capital, Inc. June 2003 - March 2007
Wells Fargo Securities September 1998 - February 2003
Imperial Capital, LLC July 1995 - September 1998
Kidder Peabody February 1993 - July 1995
Education
Southern Methodist University
Master of Business Administration (MBA)
Manhattan College
Bachelor of Arts (B.A.)
Bentley Associates Managing DirectorThomasLloyd Capital, LLCMay 2007 - August 2009
Merriman Capital, Inc. June 2003 - March 2007
Wells Fargo Securities September 1998 - February 2003
Imperial Capital, LLC July 1995 - September 1998
Kidder Peabody February 1993 - July 1995
Education
Southern Methodist University
Master of Business Administration (MBA)
Manhattan College
Bachelor of Arts (B.A.)
Jeffrey Saccone's Wells Fargo Securities Experience May 2015 - Present
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Shearman & Sterling LLP October 2011 - May 2015
Credit Suisse December 2012 - January 2014
Skills
Corporate Law, Leveraged Finance, Prime Brokerage, Cross-border..., Legal Writing, Regulatory Requirements, AIFMD Compliance, Contract Negotiation, Legal, Legal Documents, Corporate Finance, Transactional Law, Drafting Agreements, Structured Finance, Negotiation, New Business Development
Education
Hofstra University School of Law 2007 — 2010
Doctor of Law (J.D.), Law
New York University 2003 — 2005
Bachelor of Fine Arts (BFA), Dramatic Writing
University of Michigan 2001 — 2003
English/Creative Writing
Wells Fargo Securities May 2015 - Present
Shearman & Sterling LLP October 2011 - May 2015
Credit Suisse December 2012 - January 2014
Skills
Corporate Law, Leveraged Finance, Prime Brokerage, Cross-border..., Legal Writing, Regulatory Requirements, AIFMD Compliance, Contract Negotiation, Legal, Legal Documents, Corporate Finance, Transactional Law, Drafting Agreements, Structured Finance, Negotiation, New Business Development
Education
Hofstra University School of Law 2007 — 2010
Doctor of Law (J.D.), Law
New York University 2003 — 2005
Bachelor of Fine Arts (BFA), Dramatic Writing
University of Michigan 2001 — 2003
English/Creative Writing
Robert Offord, CRPC®'s Wells Fargo Securities Experience September 2007 - November 2009
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2010 - Present
Wells Fargo Securities September 2007 - November 2009
Wells Fargo Securities July 2005 - June 2007
Wells Fargo Securities July 2002 - July 2005
Prudential Investments June 1998 - July 2002
U.S. Bank May 1997 - June 1998
Education
Michigan State University 1977 — 1981
Bachelor of Arts (B.A.), Business Administration
Ameriprise Financial Services, Inc. June 2010 - Present
Wells Fargo Securities September 2007 - November 2009
Wells Fargo Securities July 2005 - June 2007
Wells Fargo Securities July 2002 - July 2005
Prudential Investments June 1998 - July 2002
U.S. Bank May 1997 - June 1998
Education
Michigan State University 1977 — 1981
Bachelor of Arts (B.A.), Business Administration
Shilpa Rose George's Wells Fargo Securities Experience May 2013 - Present
Job Systems QA Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2013 - Present
Walmart July 2012 - April 2013
Royal Bank of Scotland May 2011 - May 2012
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Data Analysis, SQL, Microsoft Excel, Quality Assurance, Oracle
Education
Mahatma Gandhi University
Engineer’s Degree, Electronics and Communications Engineering
Virginia Commonwealth University
Finance and Financial Management Services
Wells Fargo Securities May 2013 - Present
Walmart July 2012 - April 2013
Royal Bank of Scotland May 2011 - May 2012
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Data Analysis, SQL, Microsoft Excel, Quality Assurance, Oracle
Education
Mahatma Gandhi University
Engineer’s Degree, Electronics and Communications Engineering
Virginia Commonwealth University
Finance and Financial Management Services
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial