Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Securities Salaries. You can even request information on how much does Wells Fargo Securities pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Alexandra Balke Alexandra Balke's Wells Fargo Securities Experience January 2015 - June 2015
Job Corporate Finance Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo Securities January 2015 - June 2015
Self-Employed July 2012 - June 2015
Wells Fargo Securities May 2014 - August 2014
Lifetime Fitness July 2009 - August 2013
Skills
Customer Service, Time Management, Leadership, Team Building, Teamwork, Team Leadership, Project Planning, Training, Analysis, Financial Analysis, Account Management, Data Analysis, Teaching, Finance, Entrepreneurship, Project Management, Leadership Development
Education
North Dakota State University 2011 — 2014
Bachelor's Degree, Finance
Universiteit Antwerpen 2013 — 2013
Bachelor's degree, Finance, Junior
Rosemount High School 2007 — 2011
High School Diploma
Wells Fargo July 2015 - Present
Wells Fargo Securities January 2015 - June 2015
Self-Employed July 2012 - June 2015
Wells Fargo Securities May 2014 - August 2014
Lifetime Fitness July 2009 - August 2013
Skills
Customer Service, Time Management, Leadership, Team Building, Teamwork, Team Leadership, Project Planning, Training, Analysis, Financial Analysis, Account Management, Data Analysis, Teaching, Finance, Entrepreneurship, Project Management, Leadership Development
Education
North Dakota State University 2011 — 2014
Bachelor's Degree, Finance
Universiteit Antwerpen 2013 — 2013
Bachelor's degree, Finance, Junior
Rosemount High School 2007 — 2011
High School Diploma
Donald Ho Donald Ho's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Northwestern University Information Technology October 2013 - Present
CME Group June 2014 - August 2014
Henry Crown Sports Pavilion October 2012 - June 2014
Law Office of Richard H. Lee June 2013 - August 2013
Kumon February 2012 - August 2013
Office of Dr. Jiangping Gan July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, English, Chinese, Economics, Matlab, Teamwork, Microsoft Office, Business Objects, Data Analysis, Statistics, Customer Service, Financial Analysis, Teaching, Event Planning, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Kellogg Certificate Program For Undergraduates In Managerial Analytics
Northwestern University 2012 — 2016
Bachelors of Science, Industrial Engineering, Junior
Stuyvesant High School 2008 — 2012
High School Diploma, Regents Diploma
Wells Fargo Securities June 2015 - Present
Northwestern University Information Technology October 2013 - Present
CME Group June 2014 - August 2014
Henry Crown Sports Pavilion October 2012 - June 2014
Law Office of Richard H. Lee June 2013 - August 2013
Kumon February 2012 - August 2013
Office of Dr. Jiangping Gan July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, English, Chinese, Economics, Matlab, Teamwork, Microsoft Office, Business Objects, Data Analysis, Statistics, Customer Service, Financial Analysis, Teaching, Event Planning, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Kellogg Certificate Program For Undergraduates In Managerial Analytics
Northwestern University 2012 — 2016
Bachelors of Science, Industrial Engineering, Junior
Stuyvesant High School 2008 — 2012
High School Diploma, Regents Diploma
Sinclair Ridley-Thomas Sinclair Ridley-Thomas's Wells Fargo Securities Experience May 2014 - August 2014
Job Associate at JMP Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2014 - August 2014
Oaktree Capital Management, L.P. January 2014 - April 2014
PwC 2009 - 2013
Skills
Financial Analysis, Due Diligence, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Morehouse College 2005 — 2009
BBA, Finance
Loyola High School 2001 — 2005
High School Diploma
Wells Fargo Securities May 2014 - August 2014
Oaktree Capital Management, L.P. January 2014 - April 2014
PwC 2009 - 2013
Skills
Financial Analysis, Due Diligence, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Morehouse College 2005 — 2009
BBA, Finance
Loyola High School 2001 — 2005
High School Diploma
Jessica Felts Jessica Felts's Wells Fargo Securities Experience August 2008 - May 2011
Job Senior Manager, Talent Acquisition at Medallia
Industry Higher Education
Experience
Medallia September 2015 - Present
McKinsey & Company June 2013 - September 2015
Haas School of Business August 2011 - May 2013
Wells Fargo Securities August 2008 - May 2011
Wachovia Capital Markets June 2006 - August 2008
Skills
conversational French, Spanish, Strategy, Management Consulting, Business Strategy, Analysis, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (MBA)
North Carolina State University - College of Management 2000 — 2004
BS, Business Management (Finance)
Medallia September 2015 - Present
McKinsey & Company June 2013 - September 2015
Haas School of Business August 2011 - May 2013
Wells Fargo Securities August 2008 - May 2011
Wachovia Capital Markets June 2006 - August 2008
Skills
conversational French, Spanish, Strategy, Management Consulting, Business Strategy, Analysis, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (MBA)
North Carolina State University - College of Management 2000 — 2004
BS, Business Management (Finance)
Mark Werkman II Mark Werkman II's Wells Fargo Securities Experience June 2015 - Present
Job Capital Markets Middle Office Analyst
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Credit Suisse April 2013 - February 2015
Accenture August 2011 - April 2013
Skills
Investment Banking, Banking, Management, Operations Management, Project Management, Strategy, Change Management, Management Consulting, Business Analysis, Leadership, Program Management, Business Strategy, Microsoft Office
Education
North Carolina State University 2007 — 2011
Bachelor's degree, Political Science and Economics
Wells Fargo Securities June 2015 - Present
Credit Suisse April 2013 - February 2015
Accenture August 2011 - April 2013
Skills
Investment Banking, Banking, Management, Operations Management, Project Management, Strategy, Change Management, Management Consulting, Business Analysis, Leadership, Program Management, Business Strategy, Microsoft Office
Education
North Carolina State University 2007 — 2011
Bachelor's degree, Political Science and Economics
Dennis Russi Dennis Russi's Wells Fargo Securities Experience July 1993 - January 1994
Job Logistics and Supply Chain Consultant and Professional
Industry Logistics and Supply Chain
Experience
N1TC December 2008 - Present
Transplace February 2005 - June 2006
Knight Transportation June 2002 - February 2004
McKee Foods Corporation May 2001 - August 2001
Campbell Soup Company May 2000 - August 2000
Americ Disc January 1994 - July 1996
Wells Fargo Securities July 1993 - January 1994
Skills
Microsoft Office 2007..., AS400 system, Host, Corel, RFP Generation, DOT regulations, Maintenance Management, Recruiting, Cattle, Auto Mechanics, Purchasing, Database Administration, Routing, Sales, P&L Responsibility, Brokerage, Freight Transportation, driver logs, Pricing, Fleet Management, Data Mining, Qualcomm BREW
Education
University of Arkansas at Fayetteville 2000 — 2007
B.S.B.A., Transportation and Logistics Management
Springdale High School 1989 — 1992
Diploma, Marketing O.J.T.
NorthWest Arkansas Community College
N1TC December 2008 - Present
Transplace February 2005 - June 2006
Knight Transportation June 2002 - February 2004
McKee Foods Corporation May 2001 - August 2001
Campbell Soup Company May 2000 - August 2000
Americ Disc January 1994 - July 1996
Wells Fargo Securities July 1993 - January 1994
Skills
Microsoft Office 2007..., AS400 system, Host, Corel, RFP Generation, DOT regulations, Maintenance Management, Recruiting, Cattle, Auto Mechanics, Purchasing, Database Administration, Routing, Sales, P&L Responsibility, Brokerage, Freight Transportation, driver logs, Pricing, Fleet Management, Data Mining, Qualcomm BREW
Education
University of Arkansas at Fayetteville 2000 — 2007
B.S.B.A., Transportation and Logistics Management
Springdale High School 1989 — 1992
Diploma, Marketing O.J.T.
NorthWest Arkansas Community College
Gary Albritton Gary Albritton's Wells Fargo Securities Experience December 2013 - Present
Job Accounting Specialist at Wells Fargo Securities
Industry Accounting
Experience
Wells Fargo Securities December 2013 - Present
Wells Fargo March 2013 - December 2013
Minco Products, Inc March 2006 - July 2011
Skills
Microsoft Excel, Account Reconciliation, Customer Service, QuickBooks, Inventory Management, Manufacturing, Sales, Auditing, Journal Entries, Microsoft Word, Cost Reduction/Avoidance, Marketing, PowerPoint, ERP, Forecasting, Accounting, Financial Reporting, Analysis, Retail Banking, General Ledger, Bookkeeping, Accounts Payable, Accounts Receivable, Purchase Orders, Microsoft Powerpoint, Industrial and..., Clerical, Administrative Functions, Shipping Systems, Cash Handling, Internal Controls, Teamwork, Payroll, Time Management, Access, Data Entry
Education
North Hennepin Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 3.87
North Hennepin Community College 2010 — 2012
Certificate, Business Principles
North Hennepin Community College 2010 — 2012
Certificate, Small Business Accounting
Wells Fargo Securities December 2013 - Present
Wells Fargo March 2013 - December 2013
Minco Products, Inc March 2006 - July 2011
Skills
Microsoft Excel, Account Reconciliation, Customer Service, QuickBooks, Inventory Management, Manufacturing, Sales, Auditing, Journal Entries, Microsoft Word, Cost Reduction/Avoidance, Marketing, PowerPoint, ERP, Forecasting, Accounting, Financial Reporting, Analysis, Retail Banking, General Ledger, Bookkeeping, Accounts Payable, Accounts Receivable, Purchase Orders, Microsoft Powerpoint, Industrial and..., Clerical, Administrative Functions, Shipping Systems, Cash Handling, Internal Controls, Teamwork, Payroll, Time Management, Access, Data Entry
Education
North Hennepin Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 3.87
North Hennepin Community College 2010 — 2012
Certificate, Business Principles
North Hennepin Community College 2010 — 2012
Certificate, Small Business Accounting
Jun Lu Jun Lu's Wells Fargo Securities Experience June 2014 - Present
Job Quantitative Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Georgia Institute of Technology August 2009 - May 2014
Skills
C++, Matlab, Machine Learning, Algorithms, Linux, R, Optimization, Numerical Analysis, Monte Carlo Simulation, Emacs, Python
Education
Georgia Institute of Technology 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics
Georgia Institute of Technology 2013 — 2014
MS, Computational Science and Engineering
Nanjing University 2005 — 2009
Bachelor's degree, Mathematics
Wells Fargo Securities June 2014 - Present
Georgia Institute of Technology August 2009 - May 2014
Skills
C++, Matlab, Machine Learning, Algorithms, Linux, R, Optimization, Numerical Analysis, Monte Carlo Simulation, Emacs, Python
Education
Georgia Institute of Technology 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics
Georgia Institute of Technology 2013 — 2014
MS, Computational Science and Engineering
Nanjing University 2005 — 2009
Bachelor's degree, Mathematics
Amy Post Amy Post's Wells Fargo Securities Experience July 2012 - May 2013
Job Financial Analyst at Northwestern University
Industry Financial Services
Experience
Northwestern University April 2015 - Present
Independent Contractor, Financial Analysis, Financial Modeling March 2014 - March 2015
Wells Fargo Securities July 2012 - May 2013
Wells Fargo Securities January 2010 - July 2012
New Energy Finance June 2009 - October 2009
African Refuge 2008 - 2008
Peace Corps 2006 - 2007
Skills
Economics, Financial Modeling, Research, Valuation, Data Analysis, Energy Policy, Bloomberg, Public Finance, Fundraising, Financial Analysis, Financial Structuring, Development Economics, Economic Policy, Capital Markets, Investment Banking, Credit Analysis, Banking, International..., Finance, Fixed Income, Emerging Markets, Series 7, Nonprofits, Higher Education, Microsoft Excel
Education
Università degli Studi di Milano 2013 — 2014
Economics
New York University 2008 — 2009
Master of Science, International Business and Finance
University of Wisconsin-Madison 2002 — 2006
Bachelor of Arts, Political Science
Northwestern University April 2015 - Present
Independent Contractor, Financial Analysis, Financial Modeling March 2014 - March 2015
Wells Fargo Securities July 2012 - May 2013
Wells Fargo Securities January 2010 - July 2012
New Energy Finance June 2009 - October 2009
African Refuge 2008 - 2008
Peace Corps 2006 - 2007
Skills
Economics, Financial Modeling, Research, Valuation, Data Analysis, Energy Policy, Bloomberg, Public Finance, Fundraising, Financial Analysis, Financial Structuring, Development Economics, Economic Policy, Capital Markets, Investment Banking, Credit Analysis, Banking, International..., Finance, Fixed Income, Emerging Markets, Series 7, Nonprofits, Higher Education, Microsoft Excel
Education
Università degli Studi di Milano 2013 — 2014
Economics
New York University 2008 — 2009
Master of Science, International Business and Finance
University of Wisconsin-Madison 2002 — 2006
Bachelor of Arts, Political Science
Simone Sobel Simone Sobel's Wells Fargo Securities Experience August 2012 - October 2014
Job Vice President at Halcyon Asset Management
Industry Financial Services
Experience
Halcyon Asset Management October 2014 - Present
Wells Fargo Securities August 2012 - October 2014
Merlin Securities June 2011 - August 2012
Focus Investment Group November 2007 - May 2011
Aquent June 2005 - November 2007
Grey Worldwide June 2004 - June 2005
B squared design and printing 2000 - 2003
Skills
Hedge Funds, Investments, Alternative Investments, Portfolio Management, Trading, Risk Management, Equities, Business Development, Series 7, Asset Management, Financial Services, Investment Advisory, Finance, Relationship Management, Series 63
Education
New York University 1999 — 2003
Bachelor of Science, Communications
Lawrenceville 1996 — 1999
The Mirman School 1992 — 1996
Halcyon Asset Management October 2014 - Present
Wells Fargo Securities August 2012 - October 2014
Merlin Securities June 2011 - August 2012
Focus Investment Group November 2007 - May 2011
Aquent June 2005 - November 2007
Grey Worldwide June 2004 - June 2005
B squared design and printing 2000 - 2003
Skills
Hedge Funds, Investments, Alternative Investments, Portfolio Management, Trading, Risk Management, Equities, Business Development, Series 7, Asset Management, Financial Services, Investment Advisory, Finance, Relationship Management, Series 63
Education
New York University 1999 — 2003
Bachelor of Science, Communications
Lawrenceville 1996 — 1999
The Mirman School 1992 — 1996
Kyle Roland Kyle Roland's Wells Fargo Securities Experience March 2015 - Present
Job Healthcare Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities March 2012 - March 2015
Wells Fargo Securities September 2010 - April 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg, Data Analysis, Financial Reporting, Accounting, Analysis, Investments, Risk Management, Finance, Corporate Finance, Due Diligence, Valuation
Education
North Carolina State University - College of Management
Providence Day School
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities March 2012 - March 2015
Wells Fargo Securities September 2010 - April 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg, Data Analysis, Financial Reporting, Accounting, Analysis, Investments, Risk Management, Finance, Corporate Finance, Due Diligence, Valuation
Education
North Carolina State University - College of Management
Providence Day School
Battle Moore Battle Moore's Wells Fargo Securities Experience March 2008 - August 2014
Job Managing Director at Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group May 2015 - Present
Wells Fargo Securities March 2008 - August 2014
Wachovia Securities March 2005 - March 2008
J.P. Morgan July 2001 - March 2005
Duke Engineering & Services (Duke Energy Subsidiary) July 1997 - May 1999
Fieldcrest Cannon, Inc June 1995 - July 1997
Skills
Investment Banking, Corporate Finance, Risk Management, Valuation, Capital Markets, Portfolio Management, Equities, Financial Modeling, Financial Structuring, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
North Carolina State University 1990 — 1995
BS Civil Engineering, BS Environmental Engineering
Citizens Financial Group May 2015 - Present
Wells Fargo Securities March 2008 - August 2014
Wachovia Securities March 2005 - March 2008
J.P. Morgan July 2001 - March 2005
Duke Engineering & Services (Duke Energy Subsidiary) July 1997 - May 1999
Fieldcrest Cannon, Inc June 1995 - July 1997
Skills
Investment Banking, Corporate Finance, Risk Management, Valuation, Capital Markets, Portfolio Management, Equities, Financial Modeling, Financial Structuring, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
North Carolina State University 1990 — 1995
BS Civil Engineering, BS Environmental Engineering
Chris Galletta's Wells Fargo Securities Experience March 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Deloitte June 2013 - March 2015
Muhlenberg College September 2011 - May 2013
Muhlenberg College January 2011 - May 2013
Galletta's Fishing Rigs December 2009 - May 2013
PricewaterhouseCoopers June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Viking Fishing Fleet January 2007 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Quantitative Analytics, Statistics, Statistical Modeling, Taking care of business...
Education
Muhlenberg College 2009 — 2013
B.A.S, Accounting and Mathematics Double Major
Ardsley High School 2005 — 2009
Diploma
Level II Candidate in the CFA Program
Wells Fargo Securities March 2015 - Present
Deloitte June 2013 - March 2015
Muhlenberg College September 2011 - May 2013
Muhlenberg College January 2011 - May 2013
Galletta's Fishing Rigs December 2009 - May 2013
PricewaterhouseCoopers June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Viking Fishing Fleet January 2007 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Quantitative Analytics, Statistics, Statistical Modeling, Taking care of business...
Education
Muhlenberg College 2009 — 2013
B.A.S, Accounting and Mathematics Double Major
Ardsley High School 2005 — 2009
Diploma
Level II Candidate in the CFA Program
Kayla Katz Kayla Katz's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Northwestern Ski Trip February 2011 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2011 - June 2014
Insight Venture Partners June 2013 - August 2013
Beach Point Capital Management June 2012 - August 2012
Shore Capital Partners March 2012 - June 2012
Saban Capital Group August 2010 - September 2010
Beach Point Capital Management June 2010 - July 2010
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Entrepreneurship, Social Media, Financial Analysis, Economics, Microsoft Office, Microsoft Word, Market Research, Business Strategy, Marketing Strategy, Valuation, Stata, Business Development, Public Speaking
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Minors in Business and Spanish
Pontifica Universidad Católica Argentina 2012 — 2012
London School of Economics and Political Science 2011 — 2011
Brentwood School 2007 — 2010
High School Diploma
Wells Fargo Securities June 2014 - Present
Northwestern Ski Trip February 2011 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2011 - June 2014
Insight Venture Partners June 2013 - August 2013
Beach Point Capital Management June 2012 - August 2012
Shore Capital Partners March 2012 - June 2012
Saban Capital Group August 2010 - September 2010
Beach Point Capital Management June 2010 - July 2010
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Entrepreneurship, Social Media, Financial Analysis, Economics, Microsoft Office, Microsoft Word, Market Research, Business Strategy, Marketing Strategy, Valuation, Stata, Business Development, Public Speaking
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Minors in Business and Spanish
Pontifica Universidad Católica Argentina 2012 — 2012
London School of Economics and Political Science 2011 — 2011
Brentwood School 2007 — 2010
High School Diploma
Dan Vaughan Dan Vaughan's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Accenture March 2010 - May 2013
Skills
Valuation, Financial Modeling, Financial Analysis, Capital Markets, Banking, Fixed Income, Mergers & Acquisitions
Education
UNC Chapel Hill 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Real Estate
North Carolina State University 2004 — 2008
Business Management - Finance
Charlotte Country Day School 1991 — 2004
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Accenture March 2010 - May 2013
Skills
Valuation, Financial Modeling, Financial Analysis, Capital Markets, Banking, Fixed Income, Mergers & Acquisitions
Education
UNC Chapel Hill 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Real Estate
North Carolina State University 2004 — 2008
Business Management - Finance
Charlotte Country Day School 1991 — 2004
Richard Celauro Richard Celauro's Wells Fargo Securities Experience November 2012 - May 2014
Job Sr. Software Engineer at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank June 2014 - Present
Wells Fargo Securities November 2012 - May 2014
Bank of America January 2012 - June 2012
Wells Fargo July 2010 - December 2011
Coachware Inc. July 2006 - December 2009
Skills
SQL, J2EE Application..., Sybase, Core Java, Autosys, Visio, Production Support, JavaScript, JSP development, Spring, Design Patterns, Jasper Reports, Tomcat, Ant, Oracle SQL, Oracle Identity Manager, Eclipse, Struts, Tiles, Microsoft SQL Server, CAMEL, Maven, XML, HTML, T-SQL Stored Procedures, JDBC
Education
Ocean County College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Software Engineering
Brick Computer Science Institute
Graduate Certificate, Computer Programming/Web Development
U.S. Bank June 2014 - Present
Wells Fargo Securities November 2012 - May 2014
Bank of America January 2012 - June 2012
Wells Fargo July 2010 - December 2011
Coachware Inc. July 2006 - December 2009
Skills
SQL, J2EE Application..., Sybase, Core Java, Autosys, Visio, Production Support, JavaScript, JSP development, Spring, Design Patterns, Jasper Reports, Tomcat, Ant, Oracle SQL, Oracle Identity Manager, Eclipse, Struts, Tiles, Microsoft SQL Server, CAMEL, Maven, XML, HTML, T-SQL Stored Procedures, JDBC
Education
Ocean County College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Software Engineering
Brick Computer Science Institute
Graduate Certificate, Computer Programming/Web Development
Sanket Kathalkar Sanket Kathalkar's Wells Fargo Securities Experience October 2013 - Present
Job Applications System Engineer at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities November 2011 - October 2013
Cognizant Technology Solutions April 2008 - October 2011
Ensim India (P) Ltd, Pune September 2004 - April 2008
Drushti Info Networks Pvt Ltd August 2003 - September 2004
Micropro Software Solutions Pvt. Ltd. January 2003 - August 2003
Birlatech Software Solutions December 2001 - December 2002
Selectica India August 2000 - June 2001
Skills
Python, Unix, Core Java, MongoDB, JavaFX, QuickFIX, Jython, Sybase, Oracle, Hadoop
Education
Diploma in Advanced Computing 2000 — 2000
Diploma, Computer
Nagpur University 1995 — 1999
B.E., Mechanical
Wells Fargo Securities October 2013 - Present
Wells Fargo Securities November 2011 - October 2013
Cognizant Technology Solutions April 2008 - October 2011
Ensim India (P) Ltd, Pune September 2004 - April 2008
Drushti Info Networks Pvt Ltd August 2003 - September 2004
Micropro Software Solutions Pvt. Ltd. January 2003 - August 2003
Birlatech Software Solutions December 2001 - December 2002
Selectica India August 2000 - June 2001
Skills
Python, Unix, Core Java, MongoDB, JavaFX, QuickFIX, Jython, Sybase, Oracle, Hadoop
Education
Diploma in Advanced Computing 2000 — 2000
Diploma, Computer
Nagpur University 1995 — 1999
B.E., Mechanical
Katy Soudmand Katy Soudmand's Wells Fargo Securities Experience January 2015 - Present
Job Director at Wells Fargo Securities
Industry Legal Services
Experience
Wells Fargo Securities January 2015 - Present
Morgan Stanley November 2011 - December 2014
UBS Investment Bank January 2010 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank 2006 - September 2011
UBS January 2010 - September 2010
WEIL September 2000 - May 2006
WEIL September 2000 - May 2006
Skills
Structured Finance, Securities, Derivatives, ISDA, Structured Products, Securities Regulation, Credit Derivatives, Cross-border..., Securitization, Fixed Income, ABS, Financial Structuring, Corporate Law, Capital Markets
Education
New York University School of Law 1999 — 2000
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law 1999 — 1999
L.L.M, Law
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
Wells Fargo Securities January 2015 - Present
Morgan Stanley November 2011 - December 2014
UBS Investment Bank January 2010 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank 2006 - September 2011
UBS January 2010 - September 2010
WEIL September 2000 - May 2006
WEIL September 2000 - May 2006
Skills
Structured Finance, Securities, Derivatives, ISDA, Structured Products, Securities Regulation, Credit Derivatives, Cross-border..., Securitization, Fixed Income, ABS, Financial Structuring, Corporate Law, Capital Markets
Education
New York University School of Law 1999 — 2000
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law 1999 — 1999
L.L.M, Law
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
Craig Hanus Craig Hanus's Wells Fargo Securities Experience October 2010 - November 2013
Job EBusiness System Consultant at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage December 2013 - March 2015
Wells Fargo Securities October 2010 - November 2013
Wells Fargo - Wholesale Banking Technology June 2007 - October 2010
Northern Illinois University Center September 2005 - May 2007
Walgreen's Corporate Headquarters May 2006 - September 2006
Walgreen's Drug Store May 2004 - September 2004
College Pro Home Painters May 2002 - September 2002
Walgreen's Drug Store March 1998 - September 2001
Skills
Unix, Linux, Perl, Agile Methodologies, Project Management, Oracle, Sybase, Solaris, Troubleshooting, Calypso, DataSynapse GridServer, Testing, SDLC, Java, Access
Education
Northern Illinois University 2005 — 2007
Masters of Science, Operations Management and Information Systems; Operations Management and Information Systems
Augustana College 2001 — 2005
Bachelor of Arts, Business Administration; Management Information Systems, Management, and Finance; Computer Science
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage December 2013 - March 2015
Wells Fargo Securities October 2010 - November 2013
Wells Fargo - Wholesale Banking Technology June 2007 - October 2010
Northern Illinois University Center September 2005 - May 2007
Walgreen's Corporate Headquarters May 2006 - September 2006
Walgreen's Drug Store May 2004 - September 2004
College Pro Home Painters May 2002 - September 2002
Walgreen's Drug Store March 1998 - September 2001
Skills
Unix, Linux, Perl, Agile Methodologies, Project Management, Oracle, Sybase, Solaris, Troubleshooting, Calypso, DataSynapse GridServer, Testing, SDLC, Java, Access
Education
Northern Illinois University 2005 — 2007
Masters of Science, Operations Management and Information Systems; Operations Management and Information Systems
Augustana College 2001 — 2005
Bachelor of Arts, Business Administration; Management Information Systems, Management, and Finance; Computer Science
Matt Rheault Matt Rheault's Wells Fargo Securities Experience March 2014 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2010 - March 2011
Bank of America Merrill Lynch July 2007 - July 2010
Bank of America Merrill Lynch June 2006 - August 2006
Fort Collins Commerce Bank January 2005 - July 2005
Community First National Bank March 2001 - January 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
North Dakota State University 1998 — 2002
BS, Mass Communication
University of Nevada-Reno 1999 — 2000
None
Fargo South High School
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities July 2010 - March 2011
Bank of America Merrill Lynch July 2007 - July 2010
Bank of America Merrill Lynch June 2006 - August 2006
Fort Collins Commerce Bank January 2005 - July 2005
Community First National Bank March 2001 - January 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
North Dakota State University 1998 — 2002
BS, Mass Communication
University of Nevada-Reno 1999 — 2000
None
Fargo South High School
Stephanie Hepp Stephanie Hepp's Wells Fargo Securities Experience June 2014 - September 2015
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - September 2015
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
Convergent Capital Partners, LLC May 2012 - August 2012
University of Richmond August 2011 - April 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management
Education
University of Richmond 2010 — 2014
B.S. Business Administration: Finance and International Business, Minor in French, Senior
Rouen Business School / ESC Rouen 2012 — 2012
Berkeley Preparatory School 2006 — 2010
Wells Fargo Securities June 2014 - September 2015
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
Convergent Capital Partners, LLC May 2012 - August 2012
University of Richmond August 2011 - April 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management
Education
University of Richmond 2010 — 2014
B.S. Business Administration: Finance and International Business, Minor in French, Senior
Rouen Business School / ESC Rouen 2012 — 2012
Berkeley Preparatory School 2006 — 2010
Robin Savage's Wells Fargo Securities Experience March 2014 - July 2014
Job Administrative Contractor
Industry Information Services
Experience
Towers Watson August 2014 - July 2015
Metropolitan Center for Independent Living September 2007 - December 2014
Wells Fargo Securities March 2014 - July 2014
US Bank Home Mortgages August 2011 - January 2014
Millennium Information Services December 2010 - July 2012
Wells Fargo March 2010 - January 2011
CompUSA February 2006 - June 2007
Walgreens April 2001 - June 2005
Skills
Microsoft Excel, Spreadsheets, Home Care, Loans, Mortgage Banking, Banking, Mortgage Servicing, Theology, Sales, Microsoft Word, Microsoft Office, Customer Support, Customer Service, Outlook, At Multitasking
Education
Columbia Evangelical Seminary 2015 — 2016
Bachelor of Theology, Pastoral Studies/Counseling
North Hennepin Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.4
North Hennepin Community College
Towers Watson August 2014 - July 2015
Metropolitan Center for Independent Living September 2007 - December 2014
Wells Fargo Securities March 2014 - July 2014
US Bank Home Mortgages August 2011 - January 2014
Millennium Information Services December 2010 - July 2012
Wells Fargo March 2010 - January 2011
CompUSA February 2006 - June 2007
Walgreens April 2001 - June 2005
Skills
Microsoft Excel, Spreadsheets, Home Care, Loans, Mortgage Banking, Banking, Mortgage Servicing, Theology, Sales, Microsoft Word, Microsoft Office, Customer Support, Customer Service, Outlook, At Multitasking
Education
Columbia Evangelical Seminary 2015 — 2016
Bachelor of Theology, Pastoral Studies/Counseling
North Hennepin Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.4
North Hennepin Community College
George Kritharis George Kritharis's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Jake McCaslin Jake McCaslin's Wells Fargo Securities Experience June 2015 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo June 2012 - June 2015
Skills
Financial Analysis, Auditing
Education
North Carolina State University 2008 — 2012
B.S. Business Administration, Finance, Economics, and Spanish
Wells Fargo Securities June 2015 - Present
Wells Fargo June 2012 - June 2015
Skills
Financial Analysis, Auditing
Education
North Carolina State University 2008 — 2012
B.S. Business Administration, Finance, Economics, and Spanish
Curtis Twombly's Wells Fargo Securities Experience December 2011 - May 2012
Job Compliance Education Manager
Industry Professional Training & Coaching
Experience
Wells Fargo Advisors June 2012 - Present
Wells Fargo Securities December 2011 - May 2012
Wells Fargo Advisors, LLC July 2006 - December 2011
Wells Fargo May 2004 - July 2006
Charles Schwab 1996 - 2004
Basha for Governor 1994 - 1994
Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching
Education
Apollo 1998 — 2000
Masters, Technology Management / Business Administration
University of Phoenix 1996 — 1999
Masters, Business Administration & Technology Management
Northern Arizona University 1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications
Buckeye Union High School 1986 — 1989
Wells Fargo Advisors June 2012 - Present
Wells Fargo Securities December 2011 - May 2012
Wells Fargo Advisors, LLC July 2006 - December 2011
Wells Fargo May 2004 - July 2006
Charles Schwab 1996 - 2004
Basha for Governor 1994 - 1994
Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching
Education
Apollo 1998 — 2000
Masters, Technology Management / Business Administration
University of Phoenix 1996 — 1999
Masters, Business Administration & Technology Management
Northern Arizona University 1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications
Buckeye Union High School 1986 — 1989
Chris Parks Chris Parks's Wells Fargo Securities Experience August 1996 - February 2010
Job President, Brink's Canada
Industry Logistics and Supply Chain
Experience
The Brink's Company April 2010 - Present
Wells Fargo Securities August 1996 - February 2010
Kensington Capital, LLC April 2002 - October 2006
The Robinson-Humphrey Company November 1993 - June 1995
SunTrust Bank July 1991 - November 1993
Skills
Strategic Planning, Investment Banking, Entrepreneurship, Business Strategy, Enterprise Risk..., Global Strategy, Management, Finance, Due Diligence, Management Consulting, Operations Management, Mergers & Acquisitions, Strategy, Business Development, Global Marketing, Cross-functional Team..., Mergers, Process Improvement, Analysis, Investments, Leadership, Valuation, Acquisition Integration, Negotiation
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Kellogg School of Management, 3.9/4.0
University of Virginia 1987 — 1991
BS McINTIRE SCHOOL OF COMMERCE, Commerce
The Brink's Company April 2010 - Present
Wells Fargo Securities August 1996 - February 2010
Kensington Capital, LLC April 2002 - October 2006
The Robinson-Humphrey Company November 1993 - June 1995
SunTrust Bank July 1991 - November 1993
Skills
Strategic Planning, Investment Banking, Entrepreneurship, Business Strategy, Enterprise Risk..., Global Strategy, Management, Finance, Due Diligence, Management Consulting, Operations Management, Mergers & Acquisitions, Strategy, Business Development, Global Marketing, Cross-functional Team..., Mergers, Process Improvement, Analysis, Investments, Leadership, Valuation, Acquisition Integration, Negotiation
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Kellogg School of Management, 3.9/4.0
University of Virginia 1987 — 1991
BS McINTIRE SCHOOL OF COMMERCE, Commerce
Vik Rajagopal Vik Rajagopal's Wells Fargo Securities Experience June 2003 - April 2008
Job Manager, Consumer Electronics Finance at Amazon
Industry Retail
Experience
Amazon April 2013 - Present
Amazon March 2011 - March 2013
Symantec August 2010 - March 2011
Apple Inc. June 2009 - August 2009
Wells Fargo Securities June 2003 - April 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Leveraged Finance, Corporate Development, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
M.B.A., Finance, Marketing, Management & Organizations
Yale University 1999 — 2003
B.A., History
Amazon April 2013 - Present
Amazon March 2011 - March 2013
Symantec August 2010 - March 2011
Apple Inc. June 2009 - August 2009
Wells Fargo Securities June 2003 - April 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Leveraged Finance, Corporate Development, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
M.B.A., Finance, Marketing, Management & Organizations
Yale University 1999 — 2003
B.A., History
Darren Heath Darren Heath's Wells Fargo Securities Experience 2002 - December 2010
Job Technology Manager Capital Markets at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo Financial January 2010 - January 2012
Wachovia June 2002 - December 2010
Wells Fargo Securities 2002 - December 2010
Skills
Derivatives, Quality Assurance, Calypso, Fixed Income, Testing, Unix, SQL, Investment Banking, Middle Office, Microsoft SQL Server
Education
North Carolina State University 1994 — 2000
Master's Degree, Engineering
Technology Campus
Certified Microsoft Sever Engineer
Wells Fargo January 2012 - Present
Wells Fargo Financial January 2010 - January 2012
Wachovia June 2002 - December 2010
Wells Fargo Securities 2002 - December 2010
Skills
Derivatives, Quality Assurance, Calypso, Fixed Income, Testing, Unix, SQL, Investment Banking, Middle Office, Microsoft SQL Server
Education
North Carolina State University 1994 — 2000
Master's Degree, Engineering
Technology Campus
Certified Microsoft Sever Engineer
Karen Hui-Ying Wang's Wells Fargo Securities Experience July 2013 - August 2013
Job Summer Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Maia Yogurt September 2013 - Present
Marriott International July 2014 - May 2015
Private Tutor March 2013 - 2014
Wells Fargo Securities July 2013 - August 2013
Wells Fargo Securities July 2012 - August 2012
Maimonides Medical Center June 2010 - June 2012
Brooklyn Public Library September 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, HTML, Communication, Public Speaking, Google Docs
Education
New York University 2012 — 2016
Bachelor of Science (B.S.)
NYU Prague Study Abroad
Deutsche Bank June 2015 - Present
Maia Yogurt September 2013 - Present
Marriott International July 2014 - May 2015
Private Tutor March 2013 - 2014
Wells Fargo Securities July 2013 - August 2013
Wells Fargo Securities July 2012 - August 2012
Maimonides Medical Center June 2010 - June 2012
Brooklyn Public Library September 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, HTML, Communication, Public Speaking, Google Docs
Education
New York University 2012 — 2016
Bachelor of Science (B.S.)
NYU Prague Study Abroad
Isabella Zelichenko's Wells Fargo Securities Experience July 2013 - August 2013
Job Student at Oberlin College
Industry
Experience
Clarient Global LLC June 2015 - August 2015
The Depository Trust & Clearing Corporation June 2014 - August 2014
Wells Fargo Securities July 2013 - August 2013
Wells Fargo Securities July 2012 - August 2012
Skills
Russian, Japanese, Music, Foreign Languages, Python, Microsoft Excel, Microsoft PowerPoint, Editing, Creative Writing, Research, French, PowerPoint, Event Planning, Java
Education
Oberlin College 2013 — 2017
Computer Science
Stuyvesant High School 2009 — 2013
Clarient Global LLC June 2015 - August 2015
The Depository Trust & Clearing Corporation June 2014 - August 2014
Wells Fargo Securities July 2013 - August 2013
Wells Fargo Securities July 2012 - August 2012
Skills
Russian, Japanese, Music, Foreign Languages, Python, Microsoft Excel, Microsoft PowerPoint, Editing, Creative Writing, Research, French, PowerPoint, Event Planning, Java
Education
Oberlin College 2013 — 2017
Computer Science
Stuyvesant High School 2009 — 2013
Michael Dundon Michael Dundon's Wells Fargo Securities Experience October 2012 - Present
Job Chief Risk Officer, Client Trade Services, Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities October 2012 - Present
International Derivatives Clearing Group LLC June 2008 - August 2012
The Clearing Corporation July 2005 - May 2008
MF Global August 2003 - September 2004
Carr Futures March 1999 - July 2003
AIB Capital Markets, plc January 1996 - February 1999
Calyon October 1988 - December 1995
Skills
Financial Risk, Derivatives, Market Risk, Regulations, Capital Markets, Fixed Income, Enterprise Risk..., Financial Analysis, Financial Services, Credit Risk, IT Risk Management, Risk Systems, Futures, Financial Futures, Regulatory Requirements, CFTC, Dodd-Frank, Clearing Houses, DCM, Regulatory Affairs, Regulatory Submissions, Interest Rate Swaps, Interest Rate..., Interest Rate Risk..., Exchange Traded..., Trading, FX Options, Hedge Funds, Operational Risk, Risk Management, Financial Markets
Education
Northwestern University 2000 — 2002
Master of Science (MS)
Penn State University 1981 — 1987
Bachelor of Science (BS)
Wells Fargo Securities October 2012 - Present
International Derivatives Clearing Group LLC June 2008 - August 2012
The Clearing Corporation July 2005 - May 2008
MF Global August 2003 - September 2004
Carr Futures March 1999 - July 2003
AIB Capital Markets, plc January 1996 - February 1999
Calyon October 1988 - December 1995
Skills
Financial Risk, Derivatives, Market Risk, Regulations, Capital Markets, Fixed Income, Enterprise Risk..., Financial Analysis, Financial Services, Credit Risk, IT Risk Management, Risk Systems, Futures, Financial Futures, Regulatory Requirements, CFTC, Dodd-Frank, Clearing Houses, DCM, Regulatory Affairs, Regulatory Submissions, Interest Rate Swaps, Interest Rate..., Interest Rate Risk..., Exchange Traded..., Trading, FX Options, Hedge Funds, Operational Risk, Risk Management, Financial Markets
Education
Northwestern University 2000 — 2002
Master of Science (MS)
Penn State University 1981 — 1987
Bachelor of Science (BS)
Natasha Prince's Wells Fargo Securities Experience January 2014 - Present
Job Research and Remediation Analyst
Industry Law Enforcement
Experience
Wells Fargo Securities January 2014 - Present
Law Offices of Fellom & Solorio July 2013 - November 2014
contract January 2011 - June 2013
Walmart December 2012 - January 2013
Catholic Charities of the Archdiocese of Galveston-Houston 2011 - 2013
Wells Fargo Insurance Services November 2012 - November 2012
Anadarko Petroleum October 2012 - October 2012
BP January 2011 - June 2012
LexisNexis February 2007 - January 2011
The Steele Foundation 2009 - 2010
Skills
Employment Law, Legal Research, Research, Negotiation, Microsoft Office, Analysis, Risk Management, Risk Assessment, Litigation Support, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Legal Writing, Document Review, Corporate Law, Immigration Law, Westlaw, Editing, Lexis, Visas, Civil Litigation, Criminal Law, Courts, International Law, Mediation, Vegetarian Cooking, Trials
Education
Northeastern University School of Law 2002 — 2005
Doctor of Law (J.D.)
Wellesley College 1998 — 2002
Bachelor's degree, International Relations and Spanish
Wells Fargo Securities January 2014 - Present
Law Offices of Fellom & Solorio July 2013 - November 2014
contract January 2011 - June 2013
Walmart December 2012 - January 2013
Catholic Charities of the Archdiocese of Galveston-Houston 2011 - 2013
Wells Fargo Insurance Services November 2012 - November 2012
Anadarko Petroleum October 2012 - October 2012
BP January 2011 - June 2012
LexisNexis February 2007 - January 2011
The Steele Foundation 2009 - 2010
Skills
Employment Law, Legal Research, Research, Negotiation, Microsoft Office, Analysis, Risk Management, Risk Assessment, Litigation Support, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Legal Writing, Document Review, Corporate Law, Immigration Law, Westlaw, Editing, Lexis, Visas, Civil Litigation, Criminal Law, Courts, International Law, Mediation, Vegetarian Cooking, Trials
Education
Northeastern University School of Law 2002 — 2005
Doctor of Law (J.D.)
Wellesley College 1998 — 2002
Bachelor's degree, International Relations and Spanish
Elliott Elbaz Elliott Elbaz's Wells Fargo Securities Experience 1998 - June 2004
Job Founder at Gordian Wealth Advisors
Industry Financial Services
Experience
Gordian Wealth Advisors November 2011 - Present
FBR June 2004 - October 2011
Wells Fargo Securities 1998 - June 2004
The Chatterjee Group 1992 - 1997
Bain & Company 1989 - 1992
Skills
Equities, Portfolio Management, Equity Research, Capital Markets, Hedge Funds, Asset Management, Investments, Corporate Finance, Wealth Management, Mutual Funds, Funding, Hedging, Valuation, Due Diligence, Financial Modeling, Private Equity
Education
Northeastern University
BA, International Business & Marketing
Gordian Wealth Advisors November 2011 - Present
FBR June 2004 - October 2011
Wells Fargo Securities 1998 - June 2004
The Chatterjee Group 1992 - 1997
Bain & Company 1989 - 1992
Skills
Equities, Portfolio Management, Equity Research, Capital Markets, Hedge Funds, Asset Management, Investments, Corporate Finance, Wealth Management, Mutual Funds, Funding, Hedging, Valuation, Due Diligence, Financial Modeling, Private Equity
Education
Northeastern University
BA, International Business & Marketing
Grayson Allison Grayson Allison's Wells Fargo Securities Experience June 2013 - June 2015
Job High Yield Research Associate at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
GCA AUTOMOTIVE May 2009 - May 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch August 2011 - May 2012
Skills
Microsoft Excel, Management, Analysis, Marketing, Market Research, Recruiting, Advertising, Finance, Software Documentation, PowerPoint, Microsoft Office, Microsoft Word, Investments, Purchasing, Teamwork, Access, Customer Service, Financial Analysis, Time Management, Data Analysis, Research, Event Planning, Financial Reporting, Leadership, Budgets, Start-ups
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
CHARLOTTE CATHOLIC HIGH SCHOOL 2005 — 2009
Fidelity Investments August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
GCA AUTOMOTIVE May 2009 - May 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch August 2011 - May 2012
Skills
Microsoft Excel, Management, Analysis, Marketing, Market Research, Recruiting, Advertising, Finance, Software Documentation, PowerPoint, Microsoft Office, Microsoft Word, Investments, Purchasing, Teamwork, Access, Customer Service, Financial Analysis, Time Management, Data Analysis, Research, Event Planning, Financial Reporting, Leadership, Budgets, Start-ups
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
CHARLOTTE CATHOLIC HIGH SCHOOL 2005 — 2009
Dain Zaitz Dain Zaitz's Wells Fargo Securities Experience March 2008 - July 2010
Job Vice President at SVB Financial Energy Innovation Practice
Industry Financial Services
Experience
Silicon Valley Bank June 2013 - Present
Aequitas Capital Management May 2012 - June 2013
Mantucket Capital January 2011 - April 2012
Wells Fargo Securities March 2008 - July 2010
NBC Universal January 2007 - August 2007
Intel July 2006 - January 2007
MSNBC June 2005 - September 2005
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Analysis, Mergers & Acquisitions, Investments, Investment Banking, Mergers, Strategy, Portfolio Management, Finance, Microsoft Excel, Business Development, Strategic Planning, Entrepreneurship, Business Strategy, Leadership
Education
University of Colorado at Boulder 2010 — 2012
MBA, Finance & Entrepreneurship
Oregon State University 2002 — 2006
BS, Finance
Silicon Valley Bank June 2013 - Present
Aequitas Capital Management May 2012 - June 2013
Mantucket Capital January 2011 - April 2012
Wells Fargo Securities March 2008 - July 2010
NBC Universal January 2007 - August 2007
Intel July 2006 - January 2007
MSNBC June 2005 - September 2005
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Analysis, Mergers & Acquisitions, Investments, Investment Banking, Mergers, Strategy, Portfolio Management, Finance, Microsoft Excel, Business Development, Strategic Planning, Entrepreneurship, Business Strategy, Leadership
Education
University of Colorado at Boulder 2010 — 2012
MBA, Finance & Entrepreneurship
Oregon State University 2002 — 2006
BS, Finance
Shane Goodwin's Wells Fargo Securities Experience 2010 - 2015
Job Investment Banker & Adjunct Professor of Finance (Visiting Research Scholar and Executive in Residence)
Industry Investment Banking
Experience
The University of Texas at Dallas January 2013 - Present
Argus Capital Partners 2009 - Present
Wells Fargo Securities 2010 - 2015
Goldman, Sachs & Co. 2006 - 2009
Citigroup Corporate and Investment Bank 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1999 - 2000
GE Capital 1995 - 1999
Skills
Capital Markets, Private Equity, Mergers, Corporate Governance, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Acquisitions, Financial Analysis, Fixed Income, Investments, Leadership, Entrepreneurship, Finance, Restructuring, LBO, Corporate Finance, Corporate Law, Venture Capital, Equities, Banking, Capital, Corporate Development, Capital Raising, M&A experience, Financial Structuring, Structured Finance, Due Diligence, Leveraged Finance, Private Placements, Bonds, Business Valuation, Alternative Investments, IPO, Investor Relations, Portfolio Management, Equity Research, Emerging Markets, Asset Management, Hedge Funds, Equity Valuation, Capital Structure, Securities, DCF, Debt Restructuring, Bloomberg, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance
The University of Chicago Booth School of Business
Graduate Studies, Economics
Oklahoma State University - Spears School of Business
Doctor of Philosophy (Ph.D.), Business Administration, Finance
The University of Tulsa - Collins College of Business
Bachelor of Business Administration (BBA), Business
The University of Texas at Dallas January 2013 - Present
Argus Capital Partners 2009 - Present
Wells Fargo Securities 2010 - 2015
Goldman, Sachs & Co. 2006 - 2009
Citigroup Corporate and Investment Bank 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1999 - 2000
GE Capital 1995 - 1999
Skills
Capital Markets, Private Equity, Mergers, Corporate Governance, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Acquisitions, Financial Analysis, Fixed Income, Investments, Leadership, Entrepreneurship, Finance, Restructuring, LBO, Corporate Finance, Corporate Law, Venture Capital, Equities, Banking, Capital, Corporate Development, Capital Raising, M&A experience, Financial Structuring, Structured Finance, Due Diligence, Leveraged Finance, Private Placements, Bonds, Business Valuation, Alternative Investments, IPO, Investor Relations, Portfolio Management, Equity Research, Emerging Markets, Asset Management, Hedge Funds, Equity Valuation, Capital Structure, Securities, DCF, Debt Restructuring, Bloomberg, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance
The University of Chicago Booth School of Business
Graduate Studies, Economics
Oklahoma State University - Spears School of Business
Doctor of Philosophy (Ph.D.), Business Administration, Finance
The University of Tulsa - Collins College of Business
Bachelor of Business Administration (BBA), Business
Michael D. Hayes Michael D. Hayes's Wells Fargo Securities Experience January 2000 - January 2003
Job Michael D. Hayes, Owner, Momentum Specialized Staffing
Industry Staffing and Recruiting
Experience
Momentum Specialized Staffing August 2003 - Present
Wells Fargo Securities January 2000 - January 2003
Peacock, Hislop, Staley, and Given 1990 - 2000
Skills
Interviewing, Economics, Common Sense, Recruiting, Human Resources, Time Management, Payroll, Business Development, Interviews, Sales, Marketing, Social Networking, Staffing Services, Public Speaking, Team Building, Coaching, Leadership, Employee Relations, Account Management, Sales Management, Training, New Business Development, Strategic Planning, Negotiation, Management, Budgets, Marketing Strategy, Team Leadership, Contract Negotiation, Hiring, Networking, Direct Sales, Insurance, Sourcing, Cold Calling, Talent Acquisition, Performance Management, Organizational..., Business Planning, Strategy, Entrepreneurship, CRM, Small Business, Executive Management, Management Consulting, Start-ups, Business Strategy, Sales Process, Sales Operations, Business
Education
Thunderbird School of Global Management 1984 — 1986
Master's Degree, International Marketing
Northern Arizona University, College of Business Administration 1980 — 1984
Bachelor's degree, Management
Momentum Specialized Staffing August 2003 - Present
Wells Fargo Securities January 2000 - January 2003
Peacock, Hislop, Staley, and Given 1990 - 2000
Skills
Interviewing, Economics, Common Sense, Recruiting, Human Resources, Time Management, Payroll, Business Development, Interviews, Sales, Marketing, Social Networking, Staffing Services, Public Speaking, Team Building, Coaching, Leadership, Employee Relations, Account Management, Sales Management, Training, New Business Development, Strategic Planning, Negotiation, Management, Budgets, Marketing Strategy, Team Leadership, Contract Negotiation, Hiring, Networking, Direct Sales, Insurance, Sourcing, Cold Calling, Talent Acquisition, Performance Management, Organizational..., Business Planning, Strategy, Entrepreneurship, CRM, Small Business, Executive Management, Management Consulting, Start-ups, Business Strategy, Sales Process, Sales Operations, Business
Education
Thunderbird School of Global Management 1984 — 1986
Master's Degree, International Marketing
Northern Arizona University, College of Business Administration 1980 — 1984
Bachelor's degree, Management
Ahmed Ismail Abdi's Wells Fargo Securities Experience January 2015 - Present
Job Mutual Funds Analyst at Wells Fargo Trust Operations
Industry Financial Services
Experience
Wells Fargo Securities January 2015 - Present
Shutterfly Inc. July 2014 - December 2014
Kaafi Resources Sdn Bhd June 2011 - May 2014
Christopher Heng & Co June 2009 - May 2010
Skills
Islamic Finance, Treasury Management, Trade Finance, Credit and Syndicated..., Strategic Financial..., Banking, Commercial Banking, Auditing, Investments, Credit Risk, Finance, Financial Risk, Financial Analysis, Credit, Leadership, Corporate Finance
Education
INCEIF:The Global University of Islamic Finance 2012 — 2013
CIFP: Chartered Islamic Finance Professional, Islamic Banking, Master
University Utara Malaysia 2010 — 2011
Master of Science (M.Sc.Banking), Banking and finance
Multimedia University 2005 — 2009
BBA Finance and Technology, Finance, Bachelor
Wells Fargo Securities January 2015 - Present
Shutterfly Inc. July 2014 - December 2014
Kaafi Resources Sdn Bhd June 2011 - May 2014
Christopher Heng & Co June 2009 - May 2010
Skills
Islamic Finance, Treasury Management, Trade Finance, Credit and Syndicated..., Strategic Financial..., Banking, Commercial Banking, Auditing, Investments, Credit Risk, Finance, Financial Risk, Financial Analysis, Credit, Leadership, Corporate Finance
Education
INCEIF:The Global University of Islamic Finance 2012 — 2013
CIFP: Chartered Islamic Finance Professional, Islamic Banking, Master
University Utara Malaysia 2010 — 2011
Master of Science (M.Sc.Banking), Banking and finance
Multimedia University 2005 — 2009
BBA Finance and Technology, Finance, Bachelor
Levi Neely Levi Neely's Wells Fargo Securities Experience July 2014 - Present
Job Cap Markets Analyst RMBS at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Credit Suisse March 2010 - June 2014
American Airlines October 2006 - March 2010
TigerDirect.com February 2008 - April 2008
Wilson's Leather July 2005 - October 2006
Electronics Boutique November 2004 - July 2005
Dick's Sporting Goods June 2000 - November 2004
Skills
People Management, Intellimatch, Marketing Research, Direct marketing, Scheduling, Logistics, Process Engineering, Process Improvement, Process Management, New Hire Orientation, New Hire Training, Inventory Management, Inventory Control, Operation Analysis, Business Analysis, Lean Sigma, Green Belt, Detail Orientation, Presenter, Music Teaching, Musical Performance, Acting, Microsoft Office, Windows 7, Mac OS X, Android, Fishing, People Skills, Woodworking, Electronics, Merchandising, Delegation, Customer Service, Documentation, Analysis, Customer Satisfaction, Retail Management, Management, Six Sigma, Software Documentation, Store Management, Operational Excellence, Sales, Cross-functional Team..., Vendor Management, Business Process..., Process Scheduler, Project Management, Microsoft Excel, Banking
Education
University of Phoenix 2005 — 2008
B.S. in Business Management, E-Commerce
North Carolina State University - College of Management 1998 — 2001
B.S., Business Management
Fuquay-Varina High School 1994 — 1998
H.S. Diploma, College Preparation
Wells Fargo Securities July 2014 - Present
Credit Suisse March 2010 - June 2014
American Airlines October 2006 - March 2010
TigerDirect.com February 2008 - April 2008
Wilson's Leather July 2005 - October 2006
Electronics Boutique November 2004 - July 2005
Dick's Sporting Goods June 2000 - November 2004
Skills
People Management, Intellimatch, Marketing Research, Direct marketing, Scheduling, Logistics, Process Engineering, Process Improvement, Process Management, New Hire Orientation, New Hire Training, Inventory Management, Inventory Control, Operation Analysis, Business Analysis, Lean Sigma, Green Belt, Detail Orientation, Presenter, Music Teaching, Musical Performance, Acting, Microsoft Office, Windows 7, Mac OS X, Android, Fishing, People Skills, Woodworking, Electronics, Merchandising, Delegation, Customer Service, Documentation, Analysis, Customer Satisfaction, Retail Management, Management, Six Sigma, Software Documentation, Store Management, Operational Excellence, Sales, Cross-functional Team..., Vendor Management, Business Process..., Process Scheduler, Project Management, Microsoft Excel, Banking
Education
University of Phoenix 2005 — 2008
B.S. in Business Management, E-Commerce
North Carolina State University - College of Management 1998 — 2001
B.S., Business Management
Fuquay-Varina High School 1994 — 1998
H.S. Diploma, College Preparation
Peter Na Peter Na's Wells Fargo Securities Experience June 2014 - Present
Job CVA Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Education
Princeton University 2010 — 2014
Bachelor's of Science in Engineering (B.S.E.), Mechanical and Aerospace Engineering
North Carolina School of Science and Mathematics 2008 — 2010
Wells Fargo Securities June 2014 - Present
Education
Princeton University 2010 — 2014
Bachelor's of Science in Engineering (B.S.E.), Mechanical and Aerospace Engineering
North Carolina School of Science and Mathematics 2008 — 2010
Kyle Potenski Kyle Potenski's Wells Fargo Securities Experience August 2015 - Present
Job AML Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
CARDIACS Sports & Memorabilia March 2014 - December 2014
Youth Marketing Connection August 2013 - January 2014
Skills
Microsoft Office, Economics, Communication, Highly Dedicated, Team-oriented, Time Management, Team Leadership, Learning Quickly, Team Building, Mathematics, Cooperative, Dependent, Quality Control, Spanish, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Economics, 3.0
Wells Fargo Securities August 2015 - Present
CARDIACS Sports & Memorabilia March 2014 - December 2014
Youth Marketing Connection August 2013 - January 2014
Skills
Microsoft Office, Economics, Communication, Highly Dedicated, Team-oriented, Time Management, Team Leadership, Learning Quickly, Team Building, Mathematics, Cooperative, Dependent, Quality Control, Spanish, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Economics, 3.0
William Fleet William Fleet's Wells Fargo Securities Experience May 2013 - June 2014
Job Senior Software Developer Ecommerce at Lowe's Companies, Inc.
Industry Financial Services
Experience
Lowe's Companies, Inc. April 2015 - Present
Lowe's Companies, Inc. September 2014 - Present
The Fleet Group July 2011 - Present
TEKsystems September 2014 - April 2015
TEKsystems May 2013 - June 2014
Wells Fargo Securities May 2013 - June 2014
Time Warner Cable February 2013 - May 2013
Duke Energy Corporation January 2012 - February 2013
SMCI January 2012 - February 2013
Vanguard November 2010 - June 2011
Skills
JavaScript, HTML, CSS, Java, Ruby, HTA, .NET, Web Applications, Unix, Web Development, Management
Education
Oakland City University 2001 — 2002
M.S., Management
University of Bridgeport 1977 — 1982
B.F.A., Graphic Design
Lowe's Companies, Inc. April 2015 - Present
Lowe's Companies, Inc. September 2014 - Present
The Fleet Group July 2011 - Present
TEKsystems September 2014 - April 2015
TEKsystems May 2013 - June 2014
Wells Fargo Securities May 2013 - June 2014
Time Warner Cable February 2013 - May 2013
Duke Energy Corporation January 2012 - February 2013
SMCI January 2012 - February 2013
Vanguard November 2010 - June 2011
Skills
JavaScript, HTML, CSS, Java, Ruby, HTA, .NET, Web Applications, Unix, Web Development, Management
Education
Oakland City University 2001 — 2002
M.S., Management
University of Bridgeport 1977 — 1982
B.F.A., Graphic Design
Sadhana Subramanian Sadhana Subramanian's Wells Fargo Securities Experience June 2015 - Present
Job Technology Analyst at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities June 2015 - Present
LifeWorx January 2015 - April 2015
University Learning Center, NYU September 2013 - December 2014
Wells Fargo Securities June 2014 - August 2014
LifeWorx May 2013 - August 2013
Slader September 2012 - December 2012
AetherPal June 2012 - August 2012
Skills
Microsoft Office, Java, Qbasic, Visual Basic, C++, C, HTML, CSS, PHP, MySQL, Quality Assurance, JavaScript, Windows, Online Marketing, Testing, Data Analysis
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Computer Science
Wells Fargo Securities June 2015 - Present
LifeWorx January 2015 - April 2015
University Learning Center, NYU September 2013 - December 2014
Wells Fargo Securities June 2014 - August 2014
LifeWorx May 2013 - August 2013
Slader September 2012 - December 2012
AetherPal June 2012 - August 2012
Skills
Microsoft Office, Java, Qbasic, Visual Basic, C++, C, HTML, CSS, PHP, MySQL, Quality Assurance, JavaScript, Windows, Online Marketing, Testing, Data Analysis
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Computer Science
Bradley Sheerin Bradley Sheerin's Wells Fargo Securities Experience September 2014 - Present
Job Compliance Consultant at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities September 2014 - Present
Ameritrust January 2014 - September 2014
R & A Services November 2012 - December 2013
Kelly Enterprises LLC 2011 - 2012
SLS Investments 2007 - 2011
Skills
Project Planning, Project Management, Microsoft Office, Finance, Management, Business Management, Negotiation, Internet Resources, Organization, Communication, Accounting, Business Networking, Economics, Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Marketing, CRM databases, Sales, Strategy, Leadership
Education
North Carolina State University 2008 — 2013
Bachelor of Science (BS), Business Management
North Carolina State University 2008 — 2013
Minor, Biology/Biological Sciences
North Carolina State University
Minor, Economics
North Carolina State University
Minor, Health
Wells Fargo Securities September 2014 - Present
Ameritrust January 2014 - September 2014
R & A Services November 2012 - December 2013
Kelly Enterprises LLC 2011 - 2012
SLS Investments 2007 - 2011
Skills
Project Planning, Project Management, Microsoft Office, Finance, Management, Business Management, Negotiation, Internet Resources, Organization, Communication, Accounting, Business Networking, Economics, Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Marketing, CRM databases, Sales, Strategy, Leadership
Education
North Carolina State University 2008 — 2013
Bachelor of Science (BS), Business Management
North Carolina State University 2008 — 2013
Minor, Biology/Biological Sciences
North Carolina State University
Minor, Economics
North Carolina State University
Minor, Health
Manuel Goti Manuel Goti's Wells Fargo Securities Experience June 2014 - August 2014
Job M.S. Candidate in Analytics at the Institute for Advanced Analytics at North Carolina State University
Industry Financial Services
Experience
Sageworks January 2015 - April 2015
Wells Fargo Securities June 2014 - August 2014
Mitsubishi Nuclear Energy Services June 2013 - August 2013
Southern Bridge International August 2012 - May 2013
Skills
Oracle PL/SQL..., C++, C#, Matlab, WPF, Fortran 95, Spanish, MathCAD, Microsoft Office, Research, English, Japanese, Social Media, Time Management, Strategic Planning, Microsoft Excel, SAS
Education
North Carolina State University 2015 — 2016
Master of Science (M.S.), Analytics
North Carolina State University 2011 — 2015
Nuclear Engineering
Green Hope High School 2006 — 2011
Sageworks January 2015 - April 2015
Wells Fargo Securities June 2014 - August 2014
Mitsubishi Nuclear Energy Services June 2013 - August 2013
Southern Bridge International August 2012 - May 2013
Skills
Oracle PL/SQL..., C++, C#, Matlab, WPF, Fortran 95, Spanish, MathCAD, Microsoft Office, Research, English, Japanese, Social Media, Time Management, Strategic Planning, Microsoft Excel, SAS
Education
North Carolina State University 2015 — 2016
Master of Science (M.S.), Analytics
North Carolina State University 2011 — 2015
Nuclear Engineering
Green Hope High School 2006 — 2011
Alan Neider Alan Neider's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry
Experience
ISBE January 2015 - Present
Wells Fargo Securities June 2015 - August 2015
RCP Advisors October 2014 - February 2015
Brookside Mezzanine Partners June 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Teamwork, Research, Event Planning, Salesforce.com, Capital IQ, Public Speaking, Microsoft Word, Social Media
Education
Northwestern University 2012 — 2016
Bachelor's Degree, Major: Political Science, Psychology Minor: Business Institutions Program
Briarcliff High School 2008 — 2012
ISBE January 2015 - Present
Wells Fargo Securities June 2015 - August 2015
RCP Advisors October 2014 - February 2015
Brookside Mezzanine Partners June 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Teamwork, Research, Event Planning, Salesforce.com, Capital IQ, Public Speaking, Microsoft Word, Social Media
Education
Northwestern University 2012 — 2016
Bachelor's Degree, Major: Political Science, Psychology Minor: Business Institutions Program
Briarcliff High School 2008 — 2012
Karina Rivas Karina Rivas's Wells Fargo Securities Experience October 2007 - May 2014
Job Talent Logistics Manager at Credit Karma
Industry Financial Services
Experience
Credit Karma May 2014 - Present
Wells Fargo Securities October 2007 - May 2014
AXIS Architecture + Design November 2005 - September 2007
Coldwell Banker July 1999 - November 2005
Skills
Process Improvement, Project Planning, Budgets, Access, Management, Microsoft Excel, Troubleshooting, Customer Service, SharePoint, Databases, Payroll, Project Management, Software Documentation, Sales, Microsoft Office, PowerPoint, Event Planning, Leadership
Education
Orange Coast College 2001 — 2003
Orange Coast College
Credit Karma May 2014 - Present
Wells Fargo Securities October 2007 - May 2014
AXIS Architecture + Design November 2005 - September 2007
Coldwell Banker July 1999 - November 2005
Skills
Process Improvement, Project Planning, Budgets, Access, Management, Microsoft Excel, Troubleshooting, Customer Service, SharePoint, Databases, Payroll, Project Management, Software Documentation, Sales, Microsoft Office, PowerPoint, Event Planning, Leadership
Education
Orange Coast College 2001 — 2003
Orange Coast College
Michelle Farren Michelle Farren's Wells Fargo Securities Experience 1990 - 1994
Job Vice President Of Operations, MinuteMen Staffing
Industry Staffing and Recruiting
Experience
Argenbright Security Inc 1994 - 1998
Wells Fargo Securities 1990 - 1994
Education
North Shore Community College 1987 — 1989
Associate's degree, Computer Science
Argenbright Security Inc 1994 - 1998
Wells Fargo Securities 1990 - 1994
Education
North Shore Community College 1987 — 1989
Associate's degree, Computer Science
Jamie Maida Jamie Maida's Wells Fargo Securities Experience May 2015 - July 2015
Job MBA Candidate, Kellogg School of Management
Industry Renewables & Environment
Experience
Wells Fargo Securities May 2015 - July 2015
Exelon Nuclear October 2012 - June 2014
Tiffany & Co. 2012 - 2012
US Navy 2006 - 2011
Skills
Program Management, Navy, Management, Operations Management, Nuclear, Military Experience, Security Clearance, National Security, Top Secret, Military Operations, Command, Intelligence, DoD, Military, Counterterrorism, Defense, Weapons, Organizational..., Army, Force Protection, Operational Planning, Military Logistics, Intelligence Analysis, Tactics, Systems Engineering, Homeland Security, Emergency Management, Government
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy, Marketing, Operations
United States Naval Academy 2002 — 2006
Bachelor’s Degree, Engineering Core Curriculum, Economics
Naval Nuclear Power School 2008 — 2009
Cathedral High School 1998 — 2002
Wells Fargo Securities May 2015 - July 2015
Exelon Nuclear October 2012 - June 2014
Tiffany & Co. 2012 - 2012
US Navy 2006 - 2011
Skills
Program Management, Navy, Management, Operations Management, Nuclear, Military Experience, Security Clearance, National Security, Top Secret, Military Operations, Command, Intelligence, DoD, Military, Counterterrorism, Defense, Weapons, Organizational..., Army, Force Protection, Operational Planning, Military Logistics, Intelligence Analysis, Tactics, Systems Engineering, Homeland Security, Emergency Management, Government
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy, Marketing, Operations
United States Naval Academy 2002 — 2006
Bachelor’s Degree, Engineering Core Curriculum, Economics
Naval Nuclear Power School 2008 — 2009
Cathedral High School 1998 — 2002
David Cheek, Jr. David Cheek, Jr.'s Wells Fargo Securities Experience April 2015 - Present
Job Agency Middle Office Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities October 2013 - April 2015
Wells Fargo August 2012 - October 2013
Merrill-Lynch Wealth Management, the Rutherford Group June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Queens University of Charlotte 2011 — 2012
Master of Business Administration
Queens University of Charlotte 2008 — 2011
Bachelor of Arts, Business Administration
North Carolina State University
Wells Fargo Securities April 2015 - Present
Wells Fargo Securities October 2013 - April 2015
Wells Fargo August 2012 - October 2013
Merrill-Lynch Wealth Management, the Rutherford Group June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Queens University of Charlotte 2011 — 2012
Master of Business Administration
Queens University of Charlotte 2008 — 2011
Bachelor of Arts, Business Administration
North Carolina State University
Brady Warner Brady Warner's Wells Fargo Securities Experience August 2011 - November 2014
Job Senior Strategy Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Wells Fargo Securities August 2011 - November 2014
Citadel LLC September 2010 - August 2011
KBW July 2009 - August 2010
PineBridge Investments May 2008 - June 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence, Business Planning, Securities, Finance, Strategy, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Management, Cum Laude
NYU in London 2007 — 2007
Semester Abroad
New York University
Bachelor of Science (B.Sc.), Finance, General
New York University
JPMorgan Chase & Co. November 2014 - Present
Wells Fargo Securities August 2011 - November 2014
Citadel LLC September 2010 - August 2011
KBW July 2009 - August 2010
PineBridge Investments May 2008 - June 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence, Business Planning, Securities, Finance, Strategy, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Management, Cum Laude
NYU in London 2007 — 2007
Semester Abroad
New York University
Bachelor of Science (B.Sc.), Finance, General
New York University
Kevin Davies Kevin Davies's Wells Fargo Securities Experience September 2002 - May 2005
Job Managing Director, Head of Healthcare Investment Banking, RBC Capital Markets
Industry Medical Devices
Experience
RBC Capital Markets May 2005 - Present
Wells Fargo Securities September 2002 - May 2005
Robertson Stephens & Company February 2000 - August 2002
Morgan Stanley July 1998 - February 2000
Lehman Brothers June 1995 - July 1998
Skills
Investment Banking, Healthcare, Venture Capital, Mergers, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Corporate Development, Business Valuation, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Equity Valuation, Financial Analysis, IPO, LBO, M&A experience, Private Placements, Start-ups, DCF, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
University of Toronto 1985 — 1989
B.Com, Accounting and Finance
RBC Capital Markets May 2005 - Present
Wells Fargo Securities September 2002 - May 2005
Robertson Stephens & Company February 2000 - August 2002
Morgan Stanley July 1998 - February 2000
Lehman Brothers June 1995 - July 1998
Skills
Investment Banking, Healthcare, Venture Capital, Mergers, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Corporate Development, Business Valuation, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Equity Valuation, Financial Analysis, IPO, LBO, M&A experience, Private Placements, Start-ups, DCF, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
University of Toronto 1985 — 1989
B.Com, Accounting and Finance
Will Yeatts Will Yeatts's Wells Fargo Securities Experience June 2013 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
Tobin & Company Investment Banking Group LLC May 2012 - August 2012
Ameriprise Financial Services, Inc. February 2011 - May 2012
Education
North Carolina State University 2008 — 2012
Undergrad, Economics; Finance
Wells Fargo Securities June 2013 - Present
Tobin & Company Investment Banking Group LLC May 2012 - August 2012
Ameriprise Financial Services, Inc. February 2011 - May 2012
Education
North Carolina State University 2008 — 2012
Undergrad, Economics; Finance
Shamus Schubert's Wells Fargo Securities Experience August 2011 - Present
Job Experienced Investment Banking/Capital Markets Technology Leader
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities September 2006 - August 2011
Wachovia Securities, LLC January 2004 - September 2006
Children's Hospital of Wisconsin June 2005 - January 2006
Corsatech , Inc July 2000 - January 2006
Newell Rubbermaid January 1998 - July 2000
Skills
C#, ASP.NET MVC, OOP, .NET, Software Development, Microsoft SQL Server, Web Services, Leadership, Quality Assurance, Oracle, Project Management, SDLC, Enterprise Software, Web Applications, WCF, Requirements Analysis, Mobile Applications, Requirements Gathering, Business Analysis, Integration, Business Intelligence, Testing
Education
Northern Illinois University 1997 — 2000
M.B.A, Master of Business Administration
Northern Illinois University 1989 — 1992
B.S, Business
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities September 2006 - August 2011
Wachovia Securities, LLC January 2004 - September 2006
Children's Hospital of Wisconsin June 2005 - January 2006
Corsatech , Inc July 2000 - January 2006
Newell Rubbermaid January 1998 - July 2000
Skills
C#, ASP.NET MVC, OOP, .NET, Software Development, Microsoft SQL Server, Web Services, Leadership, Quality Assurance, Oracle, Project Management, SDLC, Enterprise Software, Web Applications, WCF, Requirements Analysis, Mobile Applications, Requirements Gathering, Business Analysis, Integration, Business Intelligence, Testing
Education
Northern Illinois University 1997 — 2000
M.B.A, Master of Business Administration
Northern Illinois University 1989 — 1992
B.S, Business
Kirk Northington, CMT's Wells Fargo Securities Experience July 2013 - June 2014
Job Portfolio Manager, Author, CoFounder of Metaswing and Northington Dahlberg Research
Industry Capital Markets
Experience
Volatility-Based Technical Analysis - John Wiley & Sons Publishers October 2009 - Present
Wells Fargo Securities July 2013 - June 2014
Bank of America 2014 - 2014
Northington Dahlberg Research July 2011 - December 2013
Northington Trading, LLC 2005 - December 2013
Skills
Quantitative Analytics, Volatility-based..., Quantitative Research, Market Timing, VBSR, Quantitative Investing, Technical Trading, Stock Market Algorithm..., Volatility Based..., Back End Testing, Risk Management, Risk Control, Statistical Data..., Public Speaking, Speaker, National Speaker
Education
Nicholls State University 1977 — 1981
Hahnville HS
Market Technicians Association
Chartered Market Technician, Technical Analysis
Volatility-Based Technical Analysis - John Wiley & Sons Publishers October 2009 - Present
Wells Fargo Securities July 2013 - June 2014
Bank of America 2014 - 2014
Northington Dahlberg Research July 2011 - December 2013
Northington Trading, LLC 2005 - December 2013
Skills
Quantitative Analytics, Volatility-based..., Quantitative Research, Market Timing, VBSR, Quantitative Investing, Technical Trading, Stock Market Algorithm..., Volatility Based..., Back End Testing, Risk Management, Risk Control, Statistical Data..., Public Speaking, Speaker, National Speaker
Education
Nicholls State University 1977 — 1981
Hahnville HS
Market Technicians Association
Chartered Market Technician, Technical Analysis
Jay Stevens Jay Stevens's Wells Fargo Securities Experience August 2015 - Present
Job Trader Listed Derivatives at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse First Boston March 2010 - October 2013
Elevation LLC January 2010 - March 2010
Blackbird Holdings, Inc May 2008 - August 2008
Skills
Derivatives, Series 7, Back Office, FX Options, Equity Derivatives, Series 63, Prime Brokerage, Fixed Income, Options, Bloomberg, Wall Street, Microsoft Excel, GMI
Education
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Wells Fargo Securities August 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse First Boston March 2010 - October 2013
Elevation LLC January 2010 - March 2010
Blackbird Holdings, Inc May 2008 - August 2008
Skills
Derivatives, Series 7, Back Office, FX Options, Equity Derivatives, Series 63, Prime Brokerage, Fixed Income, Options, Bloomberg, Wall Street, Microsoft Excel, GMI
Education
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Ciapha Diggs Ciapha Diggs's Wells Fargo Securities Experience February 2011 - Present
Job Principal Consultant at Libra Technology Solutions, Inc
Industry Computer Software
Experience
Libra Technology Solutions, Inc July 2015 - Present
Wells Fargo Securities February 2011 - Present
Education
University of Saint Thomas 2009 — 2011
Master of Software Systems, Master Of Software Systems
North Dakota State University 1996 — 1999
BS, Management Information Systems
Cathedral Catholic High School 1987 — 1989
High School Diploma
Carrol High School
Libra Technology Solutions, Inc July 2015 - Present
Wells Fargo Securities February 2011 - Present
Education
University of Saint Thomas 2009 — 2011
Master of Software Systems, Master Of Software Systems
North Dakota State University 1996 — 1999
BS, Management Information Systems
Cathedral Catholic High School 1987 — 1989
High School Diploma
Carrol High School
Carolyn Ye's Wells Fargo Securities Experience June 2015 - August 2015
Job Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Sino-American Friendship Association January 2015 - May 2015
EZ-Sweetz May 2014 - August 2014
Tractenberg & Co. September 2013 - December 2013
Skills
E-commerce, Leadership, Microsoft Word, PowerPoint, Retail Sales, Facebook, Social Media Marketing, Microsoft Excel, Microsoft Office, Social Media
Education
New York University 2012 — 2016
Bachelor's Degree, Economics and Politics
South Brunswick High School 2008 — 2012
High School
Wells Fargo Securities June 2015 - August 2015
Sino-American Friendship Association January 2015 - May 2015
EZ-Sweetz May 2014 - August 2014
Tractenberg & Co. September 2013 - December 2013
Skills
E-commerce, Leadership, Microsoft Word, PowerPoint, Retail Sales, Facebook, Social Media Marketing, Microsoft Excel, Microsoft Office, Social Media
Education
New York University 2012 — 2016
Bachelor's Degree, Economics and Politics
South Brunswick High School 2008 — 2012
High School
Umar Saleemi's Wells Fargo Securities Experience May 2014 - Present
Job Investment Banking Associate at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities May 2014 - Present
Accenture August 2012 - April 2014
Avanade June 2005 - August 2010
Elixir Technologies Corporation January 2003 - December 2003
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Accounting, Management & Strategy
University of Illinois 2004 — 2005
M.S., Computer Science
National University of Computer and Emerging Sciences 1999 — 2002
B.S., Computer Science
Wells Fargo Securities May 2014 - Present
Accenture August 2012 - April 2014
Avanade June 2005 - August 2010
Elixir Technologies Corporation January 2003 - December 2003
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Accounting, Management & Strategy
University of Illinois 2004 — 2005
M.S., Computer Science
National University of Computer and Emerging Sciences 1999 — 2002
B.S., Computer Science
Jefferson Rives Jr's Wells Fargo Securities Experience 2015 - Present
Job Vice President, Healthcare Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Daniel Kaufman's Wells Fargo Securities Experience May 2013 - Present
Job Director, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2013 - Present
Goldman Sachs July 2012 - May 2013
BNY Mellon November 2011 - July 2012
Marex Spectron November 2010 - December 2011
FPL Energy September 2007 - June 2010
UBS September 2005 - April 2007
ABN AMRO 2005 - 2006
Synectics Financial Engineering 2003 - 2005
Prudential 2002 - 2002
Skills
Derivatives, Commodity Risk..., Energy Trading, Clearing, Risk Management, Commodity Markets, Portfolio Management, Risk Analysis, Commodity, Trading, Bloomberg, Hedging, Options, Hedge Funds, Financial Risk, Investments, Energy, Trading Systems, FX Options, Asset Management, Financial Modeling, Fixed Income, Structured Products, Swaps
Education
New York University 2001 — 2005
hun school of princeton 2001 — 2005
Wells Fargo Securities May 2013 - Present
Goldman Sachs July 2012 - May 2013
BNY Mellon November 2011 - July 2012
Marex Spectron November 2010 - December 2011
FPL Energy September 2007 - June 2010
UBS September 2005 - April 2007
ABN AMRO 2005 - 2006
Synectics Financial Engineering 2003 - 2005
Prudential 2002 - 2002
Skills
Derivatives, Commodity Risk..., Energy Trading, Clearing, Risk Management, Commodity Markets, Portfolio Management, Risk Analysis, Commodity, Trading, Bloomberg, Hedging, Options, Hedge Funds, Financial Risk, Investments, Energy, Trading Systems, FX Options, Asset Management, Financial Modeling, Fixed Income, Structured Products, Swaps
Education
New York University 2001 — 2005
hun school of princeton 2001 — 2005
Jeremy Salden's Wells Fargo Securities Experience July 2005 - November 2013
Job Audit Analytics Leader at Wells Fargo Audit Services
Industry Investment Management
Experience
Wells Fargo Audit Services November 2013 - Present
Wells Fargo Securities July 2005 - November 2013
Mystic Lake Casino Hotel June 2000 - June 2005
Skills
Customer Service, Team Leadership, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Project Planning, Account Management, SharePoint, Securities, Analysis, SQL, Fixed Income, Leadership, Management, Bloomberg, Bonds, Risk Management, Mutual Funds, Financial Services
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Economics
Normandale Community College 1998 — 1999
Post Secondary Enrollment Option, General Studies
Wells Fargo Audit Services November 2013 - Present
Wells Fargo Securities July 2005 - November 2013
Mystic Lake Casino Hotel June 2000 - June 2005
Skills
Customer Service, Team Leadership, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Project Planning, Account Management, SharePoint, Securities, Analysis, SQL, Fixed Income, Leadership, Management, Bloomberg, Bonds, Risk Management, Mutual Funds, Financial Services
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Economics
Normandale Community College 1998 — 1999
Post Secondary Enrollment Option, General Studies
David Brill's Wells Fargo Securities Experience September 2013 - March 2015
Job Research Analyst at EverPoint
Industry Financial Services
Experience
EverPoint Asset Management April 2015 - Present
Wells Fargo Securities September 2013 - March 2015
Medtronic July 2013 - September 2013
Medtronic January 2012 - July 2013
Medtronic August 2010 - January 2012
Medtronic June 2009 - August 2009
The Frankel Group March 2008 - May 2008
Foxhall Cardiology May 2007 - December 2007
The Advisory Board Company August 2007 - October 2007
Beijing United Family Hospital and Clinics June 2007 - August 2007
Skills
Medical Devices, Healthcare, Mergers & Acquisitions, Biotechnology, Competitive Analysis, Diabetes, Valuation, Business Development, Lifesciences, FDA, Cross-functional Team..., Venture Capital, Commercialization, Financial Modeling, Corporate Development, Market Research, Pharmaceutical Industry, Clinical Trials, Clinical Research, Oncology, R&D, DCF Valuation, Monte Carlo Simulation, Obesity, Neurological Disorders, Connectivity, Sensors, Cardiac Care, Due Diligence, Equity Research, Neurology, Equities
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Healthcare Management
Georgetown University School of Medicine 2006 — 2008
MD
Wake Forest University School of Medicine 2004 — 2006
MD
Northwestern University 2000 — 2004
BA, Biological Sciences
EverPoint Asset Management April 2015 - Present
Wells Fargo Securities September 2013 - March 2015
Medtronic July 2013 - September 2013
Medtronic January 2012 - July 2013
Medtronic August 2010 - January 2012
Medtronic June 2009 - August 2009
The Frankel Group March 2008 - May 2008
Foxhall Cardiology May 2007 - December 2007
The Advisory Board Company August 2007 - October 2007
Beijing United Family Hospital and Clinics June 2007 - August 2007
Skills
Medical Devices, Healthcare, Mergers & Acquisitions, Biotechnology, Competitive Analysis, Diabetes, Valuation, Business Development, Lifesciences, FDA, Cross-functional Team..., Venture Capital, Commercialization, Financial Modeling, Corporate Development, Market Research, Pharmaceutical Industry, Clinical Trials, Clinical Research, Oncology, R&D, DCF Valuation, Monte Carlo Simulation, Obesity, Neurological Disorders, Connectivity, Sensors, Cardiac Care, Due Diligence, Equity Research, Neurology, Equities
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Healthcare Management
Georgetown University School of Medicine 2006 — 2008
MD
Wake Forest University School of Medicine 2004 — 2006
MD
Northwestern University 2000 — 2004
BA, Biological Sciences
Matthew Karcher's Wells Fargo Securities Experience March 2011 - Present
Job Director at Wells Fargo Securities
Industry Renewables & Environment
Experience
Wells Fargo Securities March 2011 - Present
Deacon Harbor Financial June 2002 - December 2011
El Paso Corporation August 2000 - June 2002
Entergy Power Group January 2000 - July 2000
Entergy Services June 1998 - January 2000
Skills
Financial Modeling, Private Equity, Due Diligence, Wind, Valuation, Project Finance, Investments, Start-ups, Structured Finance, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA)
Muhlenberg College 1989 — 1993
B.A., Phsychology, Business
Wells Fargo Securities March 2011 - Present
Deacon Harbor Financial June 2002 - December 2011
El Paso Corporation August 2000 - June 2002
Entergy Power Group January 2000 - July 2000
Entergy Services June 1998 - January 2000
Skills
Financial Modeling, Private Equity, Due Diligence, Wind, Valuation, Project Finance, Investments, Start-ups, Structured Finance, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA)
Muhlenberg College 1989 — 1993
B.A., Phsychology, Business
Oleg Biller's Wells Fargo Securities Experience September 2015 - Present
Job Liquid Products Technology at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2015 - Present
RBC Capital Markets December 2009 - August 2015
Citadel Investment Group May 2007 - March 2009
Barclays Capital May 2004 - May 2007
Credit Suisse First Boston July 1994 - June 2004
Skills
Electronic Trading, Proprietary Trading, Fixed Income, Derivatives, Rates, Quantitative Finance, Credit Derivatives, Structured Products, Financial Markets, Trading Systems, Interest Rate..., SDLC, Risk Management, Capital Markets, Investment Banking, Financial Risk, Volatility, Swaps
Education
New York University 1991 — 1994
BA, Computer Science, Math
Wells Fargo Securities September 2015 - Present
RBC Capital Markets December 2009 - August 2015
Citadel Investment Group May 2007 - March 2009
Barclays Capital May 2004 - May 2007
Credit Suisse First Boston July 1994 - June 2004
Skills
Electronic Trading, Proprietary Trading, Fixed Income, Derivatives, Rates, Quantitative Finance, Credit Derivatives, Structured Products, Financial Markets, Trading Systems, Interest Rate..., SDLC, Risk Management, Capital Markets, Investment Banking, Financial Risk, Volatility, Swaps
Education
New York University 1991 — 1994
BA, Computer Science, Math
Ilya Karetsky's Wells Fargo Securities Experience 2014 - Present
Job Software
Industry Capital Markets
Experience
Wells Fargo Securities 2014 - Present
Liquidnet 2013 - 2014
Bloomberg LP 2012 - 2013
Credit Suisse 2009 - 2012
HSBC 2006 - 2009
Standard & Poor's 2003 - 2006
Lehman Brothers 2001 - 2003
Goldman Sachs 1998 - 2001
J.P. Morgan 1997 - 1999
Credit Suisse 1996 - 1997
Skills
Java, Multithreaded..., Java Concurrency, Linux, C++, C/C++ STL, Trading Systems, Electronic Trading, Unix, FIX, TCP/IP, Distributed Algorithms, Low Latency, Sybase, CORBA, Web Services, Market connectivity, FX Options, DCE, Shell Scripting, Derivatives, Fixed Income, SDLC, Multithreading, SQL, C
Education
New York University 1989 — 1993
Bachelor of Arts, Computer Science
Wells Fargo Securities 2014 - Present
Liquidnet 2013 - 2014
Bloomberg LP 2012 - 2013
Credit Suisse 2009 - 2012
HSBC 2006 - 2009
Standard & Poor's 2003 - 2006
Lehman Brothers 2001 - 2003
Goldman Sachs 1998 - 2001
J.P. Morgan 1997 - 1999
Credit Suisse 1996 - 1997
Skills
Java, Multithreaded..., Java Concurrency, Linux, C++, C/C++ STL, Trading Systems, Electronic Trading, Unix, FIX, TCP/IP, Distributed Algorithms, Low Latency, Sybase, CORBA, Web Services, Market connectivity, FX Options, DCE, Shell Scripting, Derivatives, Fixed Income, SDLC, Multithreading, SQL, C
Education
New York University 1989 — 1993
Bachelor of Arts, Computer Science
Amandeep Anand's Wells Fargo Securities Experience April 2013 - Present
Job Vice President, Software Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Jefferies & Company August 2010 - March 2013
UBS Investment Bank September 2009 - May 2010
Qualcomm, Inc. June 2006 - September 2007
Qualcomm, Inc. March 2004 - June 2006
Filtronic October 2003 - March 2004
Skyworks 2001 - 2003
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Venture Capital, Mergers, Product Management, Competitive Analysis, Start-ups, Corporate Finance, Corporate Development, Product Development, Strategy, Equity Research, Entrepreneurship, Due Diligence, M&A experience, Wireless, Business Strategy, Private Equity, Mergers & Acquisitions, Emerging Markets, Finance, Capital Markets, LBO, IPO, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Technology Industry Management
University of California, Santa Barbara 2001 — 2003
MS, Electrical Engineering
University of California, Santa Barbara 1998 — 2001
BS, Electrical Engineering
Wells Fargo Securities April 2013 - Present
Jefferies & Company August 2010 - March 2013
UBS Investment Bank September 2009 - May 2010
Qualcomm, Inc. June 2006 - September 2007
Qualcomm, Inc. March 2004 - June 2006
Filtronic October 2003 - March 2004
Skyworks 2001 - 2003
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Venture Capital, Mergers, Product Management, Competitive Analysis, Start-ups, Corporate Finance, Corporate Development, Product Development, Strategy, Equity Research, Entrepreneurship, Due Diligence, M&A experience, Wireless, Business Strategy, Private Equity, Mergers & Acquisitions, Emerging Markets, Finance, Capital Markets, LBO, IPO, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Technology Industry Management
University of California, Santa Barbara 2001 — 2003
MS, Electrical Engineering
University of California, Santa Barbara 1998 — 2001
BS, Electrical Engineering
Lance Spacek's Wells Fargo Securities Experience 2014 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Guggenheim Securities 2013 - 2014
Deutsche Bank 2007 - 2013
Citigroup Markets & Banking 2004 - 2007
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
North Carolina State University - College of Management 1987 — 1991
Wells Fargo Securities 2014 - Present
Guggenheim Securities 2013 - 2014
Deutsche Bank 2007 - 2013
Citigroup Markets & Banking 2004 - 2007
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
North Carolina State University - College of Management 1987 — 1991
Kyle Weaver's Wells Fargo Securities Experience March 2006 - June 2009
Job Executive Director at CoBank Capital Markets
Industry Financial Services
Experience
CoBank Capital Markets February 2010 - Present
JPMorgan Chase July 2009 - March 2010
Wells Fargo Securities March 2006 - June 2009
Wells Fargo Bank September 2005 - March 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Financial Modeling, Capital Markets, Credit Analysis, Portfolio Management, Credit, Loans, Valuation, Financial Analysis, Fixed Income, Investment Banking, Equities, Corporate Finance, Investments, Series 7, Asset Managment, Underwriting, Banking, Commercial Banking, Risk Management, Due Diligence
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Economics, Org. Change, History
CoBank Capital Markets February 2010 - Present
JPMorgan Chase July 2009 - March 2010
Wells Fargo Securities March 2006 - June 2009
Wells Fargo Bank September 2005 - March 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Financial Modeling, Capital Markets, Credit Analysis, Portfolio Management, Credit, Loans, Valuation, Financial Analysis, Fixed Income, Investment Banking, Equities, Corporate Finance, Investments, Series 7, Asset Managment, Underwriting, Banking, Commercial Banking, Risk Management, Due Diligence
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Economics, Org. Change, History
Michael Alberter's Wells Fargo Securities Experience August 2012 - April 2015
Job Vice President Reservoir Engineering at Rock Oil II
Industry Oil & Energy
Experience
Rock Oil II April 2015 - Present
Wells Fargo Securities August 2012 - April 2015
Rosetta Resources November 2009 - August 2012
Shell Oil Inc. June 2007 - November 2009
Education
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelor of Science (BS), Mechanical Engineering
Rock Oil II April 2015 - Present
Wells Fargo Securities August 2012 - April 2015
Rosetta Resources November 2009 - August 2012
Shell Oil Inc. June 2007 - November 2009
Education
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelor of Science (BS), Mechanical Engineering
Jessica Blatt Smith's Wells Fargo Securities Experience November 2012 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2012 - Present
Nomura Securities May 2010 - October 2012
Banc of America Merrill Lynch March 2006 - May 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2003 - March 2006
Skills
Investment Banking, Investments, FINRA, Due Diligence, Securities, Hedge Funds, Capital Markets, Asset Management, Bloomberg, Derivatives, Equities, Fixed Income, Securities Regulation, Series 7
Education
New York Law School 1997 — 2000
JD, Law
The Ohio State University 1989 — 1993
BA, Political Science
Wells Fargo Securities November 2012 - Present
Nomura Securities May 2010 - October 2012
Banc of America Merrill Lynch March 2006 - May 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2003 - March 2006
Skills
Investment Banking, Investments, FINRA, Due Diligence, Securities, Hedge Funds, Capital Markets, Asset Management, Bloomberg, Derivatives, Equities, Fixed Income, Securities Regulation, Series 7
Education
New York Law School 1997 — 2000
JD, Law
The Ohio State University 1989 — 1993
BA, Political Science
Michael Kevin Walsh, CFA, CPA's Wells Fargo Securities Experience April 2013 - Present
Job Fixed Income Research at Wells Fargo Securities, LLC, Consumer & Retail, Associate Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2013 - Present
Wells Fargo Securities January 2010 - April 2013
Wells Fargo July 2003 - January 2010
Deloitte & Touche September 2001 - July 2003
Education
Ohio University 1997 — 2001
B.B.A., Accounting/Finance, Management Information Systems
Wells Fargo Securities April 2013 - Present
Wells Fargo Securities January 2010 - April 2013
Wells Fargo July 2003 - January 2010
Deloitte & Touche September 2001 - July 2003
Education
Ohio University 1997 — 2001
B.B.A., Accounting/Finance, Management Information Systems
Jerry Hullinger's Wells Fargo Securities Experience July 1997 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 1997 - Present
Education
Northwestern University - Kellogg School of Management 1995 — 1997
University of Illinois at Urbana-Champaign 1988 — 1992
Wells Fargo Securities July 1997 - Present
Education
Northwestern University - Kellogg School of Management 1995 — 1997
University of Illinois at Urbana-Champaign 1988 — 1992
Mohammed Hassan's Wells Fargo Securities Experience July 2013 - Present
Job Assistant Vice President at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities July 2013 - Present
Weight Watchers February 2012 - July 2013
National Grid December 2010 - February 2012
sanofi-aventis July 2009 - December 2010
US Tech Solutions October 2008 - June 2009
eGeneration March 2007 - September 2008
Financial Management Reform Programme October 2006 - February 2007
Domain Technologies January 2004 - September 2006
Skills
OOP, Requirements Analysis, HTML, Agile Methodologies, ASP.NET, AJAX, C#, Oracle, Software Engineering, Design Patterns, SQL, .NET, WCF, XML, Leadership, Testing, CSS, Microsoft SQL Server, UML, Web Services, Databases, JavaScript
Education
North Carolina State University 2015 — 2018
Master's degree, Computer Science
North South University
Bachelor of Science, Computer Science
Willes Little Flower School
Wells Fargo Securities July 2013 - Present
Weight Watchers February 2012 - July 2013
National Grid December 2010 - February 2012
sanofi-aventis July 2009 - December 2010
US Tech Solutions October 2008 - June 2009
eGeneration March 2007 - September 2008
Financial Management Reform Programme October 2006 - February 2007
Domain Technologies January 2004 - September 2006
Skills
OOP, Requirements Analysis, HTML, Agile Methodologies, ASP.NET, AJAX, C#, Oracle, Software Engineering, Design Patterns, SQL, .NET, WCF, XML, Leadership, Testing, CSS, Microsoft SQL Server, UML, Web Services, Databases, JavaScript
Education
North Carolina State University 2015 — 2018
Master's degree, Computer Science
North South University
Bachelor of Science, Computer Science
Willes Little Flower School
Koontz, Amy's Wells Fargo Securities Experience 2013 - Present
Job Wells Fargo Securities' Institutional Relationship Management
Industry Capital Markets
Experience
Wells Fargo Securities 2013 - Present
Wachovia 2005 - Present
Wells Fargo Securities, LLC 2002 - Present
Skills
Marketing Strategy, Marketing, Corporate Finance, Capital Markets, Business Development, Management, Financial Services
Education
North Carolina State University 1988 — 1991
Wells Fargo Securities 2013 - Present
Wachovia 2005 - Present
Wells Fargo Securities, LLC 2002 - Present
Skills
Marketing Strategy, Marketing, Corporate Finance, Capital Markets, Business Development, Management, Financial Services
Education
North Carolina State University 1988 — 1991
Terry Denoux's Wells Fargo Securities Experience 1994 - 1996
Job Managing Principal Broker & Owner Better Homes and Gardens Real Estate Northwest Living
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Northwest Living July 2007 - Present
RE/MAX Equity Group September 2001 - July 2007
Innuity January 2000 - March 2001
Orcom Solutions January 1999 - January 2000
The Private Consulting Group 1999 - 2000
Marketing One 1998 - 1999
Japan America Beverage Company 1997 - 1998
Wells Fargo Securities 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Data Documents 1990 - 1992
Skills
Investment Properties, Investors, Real Estate, Buyers, Sellers, Real Property, Real Estate Marketing, HUD, SFR, Listings, Due Diligence, REO, Foreclosures, Short Sales, Referrals, Single Family Homes, Vacation Homes, 1031 Exchanges, Residential Homes, National Association of..., Luxury, Council of Residential..., e-PRO, First Time Home Buyers, Investments, New Home Sales, Buyer Representation, Relocation, Move Up Buyers, New Homes, Waterfront, Seniors, Townhomes, Rentals, Condos, ABR, Real Estate Transactions, Relocation Buyers, Income Properties, Property, Seller Representation, Resellers, Real Estate Financing, Real Estate License, Brokerage, Negotiation & Contract..., Outstanding written and..., Strong Strategic..., Extreme Attention to..., Success Driven
Education
Portland State University - School of Business 1985 — 1990
Finance/Law, Finance
Oregon State University 1985 — 1986
Better Homes and Gardens Real Estate Northwest Living July 2007 - Present
RE/MAX Equity Group September 2001 - July 2007
Innuity January 2000 - March 2001
Orcom Solutions January 1999 - January 2000
The Private Consulting Group 1999 - 2000
Marketing One 1998 - 1999
Japan America Beverage Company 1997 - 1998
Wells Fargo Securities 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Data Documents 1990 - 1992
Skills
Investment Properties, Investors, Real Estate, Buyers, Sellers, Real Property, Real Estate Marketing, HUD, SFR, Listings, Due Diligence, REO, Foreclosures, Short Sales, Referrals, Single Family Homes, Vacation Homes, 1031 Exchanges, Residential Homes, National Association of..., Luxury, Council of Residential..., e-PRO, First Time Home Buyers, Investments, New Home Sales, Buyer Representation, Relocation, Move Up Buyers, New Homes, Waterfront, Seniors, Townhomes, Rentals, Condos, ABR, Real Estate Transactions, Relocation Buyers, Income Properties, Property, Seller Representation, Resellers, Real Estate Financing, Real Estate License, Brokerage, Negotiation & Contract..., Outstanding written and..., Strong Strategic..., Extreme Attention to..., Success Driven
Education
Portland State University - School of Business 1985 — 1990
Finance/Law, Finance
Oregon State University 1985 — 1986
Ishan Malik's Wells Fargo Securities Experience January 2014 - May 2014
Job Portfolio Manager at Thiel Capital
Industry Financial Services
Experience
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Nicholas Collins's Wells Fargo Securities Experience 2007 - 2009
Job Investment Banking Director at Duff and Phelps Securities
Industry Investment Banking
Experience
Duff & Phelps 2010 - Present
Wells Fargo Securities 2007 - 2009
Wells Fargo Bank 2005 - 2007
Golf Digest June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, M, DCF, Series 7, Capital IQ, LBO, Investments
Education
Northwestern University 2001 — 2005
B.S., Economics and Journalism
Duff & Phelps 2010 - Present
Wells Fargo Securities 2007 - 2009
Wells Fargo Bank 2005 - 2007
Golf Digest June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, M, DCF, Series 7, Capital IQ, LBO, Investments
Education
Northwestern University 2001 — 2005
B.S., Economics and Journalism
Lance H. Mathis's Wells Fargo Securities Experience September 2007 - March 2014
Job VP Operational Risk Consultant at Wells Fargo Corporation (WBR)
Industry Financial Services
Experience
Wells Fargo Corporation March 2014 - Present
Wells Fargo Securities September 2007 - March 2014
Education
North Carolina Agricultural and Technical State University
Wells Fargo Corporation March 2014 - Present
Wells Fargo Securities September 2007 - March 2014
Education
North Carolina Agricultural and Technical State University
Venugopal Reddy cheedu, CFA's Wells Fargo Securities Experience March 2013 - Present
Job AVP ASE at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Bank of America October 2006 - Present
Multivision Inc. February 2006 - October 2006
Fiserv April 2004 - February 2006
Skills
Agile Methodologies, Enterprise Architecture, Data Warehousing, SDLC, Business Analysis
Education
Oregon State University 2001 — 2003
Wells Fargo Securities March 2013 - Present
Bank of America October 2006 - Present
Multivision Inc. February 2006 - October 2006
Fiserv April 2004 - February 2006
Skills
Agile Methodologies, Enterprise Architecture, Data Warehousing, SDLC, Business Analysis
Education
Oregon State University 2001 — 2003
Karen Peifer's Wells Fargo Securities Experience January 2001 - May 2010
Job Computer Validation Specialist at Cardiovascular Systems, Inc.
Industry Medical Devices
Experience
Cardiovascular Systems, Inc. December 2014 - Present
St. Jude Medical - Cardiovascular and Ablation Technologies Division June 2012 - December 2014
Data Recognition Corporation November 2010 - June 2012
Wells Fargo Bank August 2010 - November 2010
Wells Fargo Securities January 2001 - May 2010
Wells Fargo Brokerage Services now Wells Fargo Securities April 1998 - December 2000
Skills
Software Testing and..., Requirements Gathering, Research, Customer Collaboration, Quality Assurance, Testing, Quality Center, CRM, Waterfall, Software Quality..., SDLC, Cross-functional Team..., Software Documentation, Business Analysis, Visio, Agile Methodologies, User Acceptance Testing, Test Planning, Software Project..., SharePoint, Requirements Analysis, Business Requirements, HP Quality Center
Education
Northern Illinois University 1982 — 1986
BGS in Psychology, Art Therapy & Psychology
Cardiovascular Systems, Inc. December 2014 - Present
St. Jude Medical - Cardiovascular and Ablation Technologies Division June 2012 - December 2014
Data Recognition Corporation November 2010 - June 2012
Wells Fargo Bank August 2010 - November 2010
Wells Fargo Securities January 2001 - May 2010
Wells Fargo Brokerage Services now Wells Fargo Securities April 1998 - December 2000
Skills
Software Testing and..., Requirements Gathering, Research, Customer Collaboration, Quality Assurance, Testing, Quality Center, CRM, Waterfall, Software Quality..., SDLC, Cross-functional Team..., Software Documentation, Business Analysis, Visio, Agile Methodologies, User Acceptance Testing, Test Planning, Software Project..., SharePoint, Requirements Analysis, Business Requirements, HP Quality Center
Education
Northern Illinois University 1982 — 1986
BGS in Psychology, Art Therapy & Psychology
David Josepho's Wells Fargo Securities Experience July 2010 - Present
Job Distressed Credit Trader
Industry Capital Markets
Experience
Wells Fargo Securities July 2010 - Present
Cantor Fitzgerald June 2009 - July 2010
KeyBanc Capital Markets November 2005 - June 2009
Education
Ohio University 1999 — 2003
BBA, Finance and Business Economics
Wells Fargo Securities July 2010 - Present
Cantor Fitzgerald June 2009 - July 2010
KeyBanc Capital Markets November 2005 - June 2009
Education
Ohio University 1999 — 2003
BBA, Finance and Business Economics
Anuprita Ratnaparkhi's Wells Fargo Securities Experience November 2011 - Present
Job
Industry Financial Services
Experience
Wells Fargo Securities November 2011 - Present
Skills
Software Project..., Agile Methodologies, Unix, SDLC, Requirements Analysis, Software Development, Java Enterprise Edition
Education
Nagpur University 1998 — 2001
B.E., Telecommunication
Somalwar Nikalas
Wells Fargo Securities November 2011 - Present
Skills
Software Project..., Agile Methodologies, Unix, SDLC, Requirements Analysis, Software Development, Java Enterprise Edition
Education
Nagpur University 1998 — 2001
B.E., Telecommunication
Somalwar Nikalas
Jim Fagan's Wells Fargo Securities Experience October 2007 - May 2013
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Saunak Chakrabarti's Wells Fargo Securities Experience November 2011 - Present
Job Algorithmic Trading Technology at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities November 2011 - Present
Nomura Securities October 2009 - November 2010
Wachovia Securities May 2005 - October 2009
Goldman Sachs September 2001 - May 2005
Skills
C++, Java, Perl, Trading, Trading System, Electronic Trading, Low Latency, Algorithms, High Frequency Trading, Order Management, Trading Systems, Market Data, Portfolio Management, Equity Trading, Equity Derivatives
Education
North Carolina State University 1997 — 2001
B.S., Computer Science, Philosophy
Wells Fargo Securities November 2011 - Present
Nomura Securities October 2009 - November 2010
Wachovia Securities May 2005 - October 2009
Goldman Sachs September 2001 - May 2005
Skills
C++, Java, Perl, Trading, Trading System, Electronic Trading, Low Latency, Algorithms, High Frequency Trading, Order Management, Trading Systems, Market Data, Portfolio Management, Equity Trading, Equity Derivatives
Education
North Carolina State University 1997 — 2001
B.S., Computer Science, Philosophy
Pratiti Raha's Wells Fargo Securities Experience December 2012 - Present
Job Asst. Vice President at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Securities December 2012 - Present
State Street August 2012 - December 2012
Headstrong October 2009 - July 2012
Headstrong 2008 - 2009
Headstrong 2008 - October 2008
IBM Global Business Services February 2006 - February 2008
Skills
Unix, Trading Systems, Test Execution, Business Analysis, Requirements Analysis, Calypso, Quality Center, User Acceptance Testing, Derivatives, Financial Risk, Back Office, Quality Assurance, FX Options, Test Planning, Testing
Education
National Institute of Technology Kurukshetra 2000 — 2004
B.TECH, Electrical Engineering
Wells Fargo Securities December 2012 - Present
State Street August 2012 - December 2012
Headstrong October 2009 - July 2012
Headstrong 2008 - 2009
Headstrong 2008 - October 2008
IBM Global Business Services February 2006 - February 2008
Skills
Unix, Trading Systems, Test Execution, Business Analysis, Requirements Analysis, Calypso, Quality Center, User Acceptance Testing, Derivatives, Financial Risk, Back Office, Quality Assurance, FX Options, Test Planning, Testing
Education
National Institute of Technology Kurukshetra 2000 — 2004
B.TECH, Electrical Engineering
Kelly McPhilliamy's Wells Fargo Securities Experience 2003 - Present
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2003 - Present
Morgan Stanley 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
Wells Fargo Securities 2003 - Present
Morgan Stanley 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
Gregory McMahon's Wells Fargo Securities Experience August 2013 - Present
Job Fixed Income Sales Assistant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Barclays Capital March 2009 - August 2013
UBS Wealth Management May 2006 - December 2008
Merrill Lynch February 2001 - May 2006
Skills
Series 7, Series 66, Fixed Income, Derivatives, Settlement, Bloomberg, Markitwire, Series 63, Equities, Bonds, Securities, Mutual Funds, Hedge Funds, Uniform Combined State...
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Wells Fargo Securities August 2013 - Present
Barclays Capital March 2009 - August 2013
UBS Wealth Management May 2006 - December 2008
Merrill Lynch February 2001 - May 2006
Skills
Series 7, Series 66, Fixed Income, Derivatives, Settlement, Bloomberg, Markitwire, Series 63, Equities, Bonds, Securities, Mutual Funds, Hedge Funds, Uniform Combined State...
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Yoon Lee's Wells Fargo Securities Experience August 2013 - Present
Job Director, Public Finance, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2013 - Present
The Medical Center Company August 2011 - August 2013
University of California March 2009 - July 2011
J.P. Morgan Securities Inc. May 2003 - March 2009
Public Resources Advisory Group March 2001 - May 2003
Skills
Public Finance, Investment Banking, Non-profits, Managerial Finance, Nonprofits, Strategic Planning, Renewable Energy, Financial Analysis, Strategic Financial..., Energy Efficiency, Financial Reporting, Financial Modeling, Higher Education, Financial Management, Debt, Treasury Management, Certified Treasury..., Treasury, Tax-Exempt Finance, Taxable Bonds, Risk Management, Healthcare Finance, Capital Markets, Corporate Finance, Fixed Income, Business Strategy, Bonds, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
New York University School of Medicine 1997 — 1998
Yale University 1993 — 1997
B.S.
Wells Fargo Securities August 2013 - Present
The Medical Center Company August 2011 - August 2013
University of California March 2009 - July 2011
J.P. Morgan Securities Inc. May 2003 - March 2009
Public Resources Advisory Group March 2001 - May 2003
Skills
Public Finance, Investment Banking, Non-profits, Managerial Finance, Nonprofits, Strategic Planning, Renewable Energy, Financial Analysis, Strategic Financial..., Energy Efficiency, Financial Reporting, Financial Modeling, Higher Education, Financial Management, Debt, Treasury Management, Certified Treasury..., Treasury, Tax-Exempt Finance, Taxable Bonds, Risk Management, Healthcare Finance, Capital Markets, Corporate Finance, Fixed Income, Business Strategy, Bonds, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
New York University School of Medicine 1997 — 1998
Yale University 1993 — 1997
B.S.
Shanik Patel's Wells Fargo Securities Experience August 2008 - January 2013
Job Head of Paid Acquisition Marketing at Grammarly
Industry Internet
Experience
Grammarly January 2015 - Present
Grammarly May 2013 - December 2014
Wells Fargo Securities August 2008 - January 2013
Merrill Lynch November 2007 - April 2008
Skills
Online Marketing, Paid Search Strategy, Display Advertising, Remarketing, Facebook Marketing, Radio Advertising, Video Advertising, Derivatives, Start-ups, Structured Products, Equities, Investments, Financial Modeling, Hedge Funds, Alternative Investments, Options, Valuation, Fixed Income, Equity Derivatives, Bloomberg, Capital Markets, Digital Marketing, Marketing
Education
Northwestern University 2004 — 2008
Bachelor's degree, Mathematical Statistics and Probability; Economics
Grammarly January 2015 - Present
Grammarly May 2013 - December 2014
Wells Fargo Securities August 2008 - January 2013
Merrill Lynch November 2007 - April 2008
Skills
Online Marketing, Paid Search Strategy, Display Advertising, Remarketing, Facebook Marketing, Radio Advertising, Video Advertising, Derivatives, Start-ups, Structured Products, Equities, Investments, Financial Modeling, Hedge Funds, Alternative Investments, Options, Valuation, Fixed Income, Equity Derivatives, Bloomberg, Capital Markets, Digital Marketing, Marketing
Education
Northwestern University 2004 — 2008
Bachelor's degree, Mathematical Statistics and Probability; Economics
Ash Khan's Wells Fargo Securities Experience October 2011 - Present
Job Sr. Data Architect at Capco
Industry Information Technology and Services
Experience
Capco May 2012 - Present
Wells Fargo Securities October 2011 - Present
Orion IT Inc. November 2009 - Present
Credit Suisse May 2011 - September 2011
Rainbow Media September 2010 - May 2011
Thwapr, Inc. November 2009 - September 2010
NBTY Inc. May 2009 - December 2009
IncentOne September 2008 - December 2008
Accenture, Ltd. July 2007 - August 2008
Cellfish Media August 2006 - July 2007
Skills
Business Intelligence, ETL, Software Design, Microsoft SQL Server, Bids, Data Warehouse..., SSIS, Data Warehousing
Education
New York Institute of Technology 1998 — 2002
MBA, Management Information Systems
Capco May 2012 - Present
Wells Fargo Securities October 2011 - Present
Orion IT Inc. November 2009 - Present
Credit Suisse May 2011 - September 2011
Rainbow Media September 2010 - May 2011
Thwapr, Inc. November 2009 - September 2010
NBTY Inc. May 2009 - December 2009
IncentOne September 2008 - December 2008
Accenture, Ltd. July 2007 - August 2008
Cellfish Media August 2006 - July 2007
Skills
Business Intelligence, ETL, Software Design, Microsoft SQL Server, Bids, Data Warehouse..., SSIS, Data Warehousing
Education
New York Institute of Technology 1998 — 2002
MBA, Management Information Systems
Robian Lemmons's Wells Fargo Securities Experience August 2008 - May 2011
Job Project Technition
Industry Oil & Energy
Experience
Jones Contractors, Inc. July 2013 - Present
North Star Energy & Construction, LLC June 2012 - April 2013
North Star Energy & Construction November 2011 - June 2012
Wells Fargo Home Mortgage January 2011 - March 2012
Wells Fargo Securities August 2008 - May 2011
Wells Fargo IBS August 2008 - October 2009
Wells Fargo Investments February 2006 - December 2007
Xcel Energy April 2007 - October 2007
North Central University September 2003 - April 2007
Skills
Leadership, Sales, Microsoft Excel, Analysis, Real Estate, Operations Management, Management, Leadership Development, Public Speaking, Investments
Education
North Central University 2005 — 2008
BS, Business Administration
St. Catherine University 2005 — 2006
Associates, Nursing
New Auburn High School 1998 — 2001
HS Diploma
Jones Contractors, Inc. July 2013 - Present
North Star Energy & Construction, LLC June 2012 - April 2013
North Star Energy & Construction November 2011 - June 2012
Wells Fargo Home Mortgage January 2011 - March 2012
Wells Fargo Securities August 2008 - May 2011
Wells Fargo IBS August 2008 - October 2009
Wells Fargo Investments February 2006 - December 2007
Xcel Energy April 2007 - October 2007
North Central University September 2003 - April 2007
Skills
Leadership, Sales, Microsoft Excel, Analysis, Real Estate, Operations Management, Management, Leadership Development, Public Speaking, Investments
Education
North Central University 2005 — 2008
BS, Business Administration
St. Catherine University 2005 — 2006
Associates, Nursing
New Auburn High School 1998 — 2001
HS Diploma
Courtney Sullivan's Wells Fargo Securities Experience June 2011 - February 2013
Job Associate at KKR
Industry Financial Services
Experience
KKR May 2014 - Present
Brookfield Asset Management March 2013 - April 2014
Wells Fargo Securities June 2011 - February 2013
Fortress Investment Group May 2010 - May 2011
Skills
Investment Banking, Equities, Bloomberg, Bloomberg Terminal, Capital Markets, Hedge Funds, Private Equity, Alternative Investments, Capital IQ, Investments, Economics, Equity Capital Markets, Investor Relations, Fundraising
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Nolan Catholic High School
KKR May 2014 - Present
Brookfield Asset Management March 2013 - April 2014
Wells Fargo Securities June 2011 - February 2013
Fortress Investment Group May 2010 - May 2011
Skills
Investment Banking, Equities, Bloomberg, Bloomberg Terminal, Capital Markets, Hedge Funds, Private Equity, Alternative Investments, Capital IQ, Investments, Economics, Equity Capital Markets, Investor Relations, Fundraising
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Nolan Catholic High School
Don Solow's Wells Fargo Securities Experience April 2006 - September 2011
Job Manager at Regatta Holdings & CoChairman, Alpha Re (U.S.) Inc.
Industry Financial Services
Experience
Regatta Holdings September 2011 - Present
Wells Fargo Securities April 2006 - September 2011
BNP Paribas 2005 - 2006
Skills
Insurance, Reinsurance, Underwriting, Actuarial, Pricing, Structuring, Investments, Capital Markets, Due Diligence, Annuities, Structured Finance, Financial Modeling, Alternative Investments, Actuarial Science, Life Settlements, Economic Capital, Annuity, Expert Witness, Arbitration, Mathematics, Securitization, Fixed Annuities, Financial Structuring, Investment Banking, Financial Risk, Securities, Hedging, Risk Management, Credit Derivatives, Structured Products, ABS, Life Insurance
Education
New York University - Polytechnic School of Engineering 1984 — 1988
B.S., Mathematics
Regatta Holdings September 2011 - Present
Wells Fargo Securities April 2006 - September 2011
BNP Paribas 2005 - 2006
Skills
Insurance, Reinsurance, Underwriting, Actuarial, Pricing, Structuring, Investments, Capital Markets, Due Diligence, Annuities, Structured Finance, Financial Modeling, Alternative Investments, Actuarial Science, Life Settlements, Economic Capital, Annuity, Expert Witness, Arbitration, Mathematics, Securitization, Fixed Annuities, Financial Structuring, Investment Banking, Financial Risk, Securities, Hedging, Risk Management, Credit Derivatives, Structured Products, ABS, Life Insurance
Education
New York University - Polytechnic School of Engineering 1984 — 1988
B.S., Mathematics
Brian Zalaznick's Wells Fargo Securities Experience June 2010 - June 2015
Job Proprietor at Angel Camp Vineyard
Industry Financial Services
Experience
Angel Camp Vineyard July 2015 - Present
Wells Fargo Securities June 2010 - June 2015
Angel Camp Vineyard November 2009 - June 2010
Barclays Global Investors January 2002 - October 2009
Donaldson, Lufkin & Jenrette January 1999 - March 2001
Skills
Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Equities, Capital Markets, Bonds, Investments, MBS, Structured Finance, Derivatives, Trading, High Yield, Asset Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance and Marketing
Tufts University 1981 — 1985
BA, Economics
Angel Camp Vineyard July 2015 - Present
Wells Fargo Securities June 2010 - June 2015
Angel Camp Vineyard November 2009 - June 2010
Barclays Global Investors January 2002 - October 2009
Donaldson, Lufkin & Jenrette January 1999 - March 2001
Skills
Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Equities, Capital Markets, Bonds, Investments, MBS, Structured Finance, Derivatives, Trading, High Yield, Asset Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance and Marketing
Tufts University 1981 — 1985
BA, Economics
Paul Bueti's Wells Fargo Securities Experience October 2012 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2012 - Present
UBS Investment Bank February 2011 - October 2012
CIT June 2010 - February 2011
Credit Suisse January 2009 - July 2009
MAQUET Cardiopulmonary AG January 2008 - June 2008
BR+A Consulting Engineers January 2007 - June 2007
Skills
Valuation, Financial Modeling, Investment Banking, REIT Conversions, Equity Derivatives, Capital Structure, Capital Allocation, Capital Markets, Spin-offs, Share Repurchase, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg, Factset, Capital IQ, ThomsonOne, Series 63, Series 79, Excel, PowerPoint, Word
Education
Northeastern University 2005 — 2010
Bachelors, Mechanical Engineering
Wells Fargo Securities October 2012 - Present
UBS Investment Bank February 2011 - October 2012
CIT June 2010 - February 2011
Credit Suisse January 2009 - July 2009
MAQUET Cardiopulmonary AG January 2008 - June 2008
BR+A Consulting Engineers January 2007 - June 2007
Skills
Valuation, Financial Modeling, Investment Banking, REIT Conversions, Equity Derivatives, Capital Structure, Capital Allocation, Capital Markets, Spin-offs, Share Repurchase, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg, Factset, Capital IQ, ThomsonOne, Series 63, Series 79, Excel, PowerPoint, Word
Education
Northeastern University 2005 — 2010
Bachelors, Mechanical Engineering
Jatin Chitkara's Wells Fargo Securities Experience July 2011 - March 2014
Job Investment Banking Associate Leveraged Finance at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Wells Fargo Securities July 2011 - March 2014
Wells Fargo Securities June 2010 - August 2010
Accenture March 2005 - February 2009
Cedar Management Consulting International LLC May 2003 - November 2004
Skills
Private Equity, Investment Banking, Strategy, Finance, Financial Modeling, Valuation, Business Analysis, Capital Markets, Corporate Finance, Financial Analysis, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Mergers & Acquisitions, Structured Finance
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Accounting, Strategy
New York University 2002 — 2003
Financial Analysis Program, Finance & Accounting
New York University 1996 — 2000
Bachelor of Science (BS), Economics & Computer Science
RBC Capital Markets April 2014 - Present
Wells Fargo Securities July 2011 - March 2014
Wells Fargo Securities June 2010 - August 2010
Accenture March 2005 - February 2009
Cedar Management Consulting International LLC May 2003 - November 2004
Skills
Private Equity, Investment Banking, Strategy, Finance, Financial Modeling, Valuation, Business Analysis, Capital Markets, Corporate Finance, Financial Analysis, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Mergers & Acquisitions, Structured Finance
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Accounting, Strategy
New York University 2002 — 2003
Financial Analysis Program, Finance & Accounting
New York University 1996 — 2000
Bachelor of Science (BS), Economics & Computer Science
Bryan Burroughs's Wells Fargo Securities Experience September 2013 - Present
Job Applications Developer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Euclid Innovations Inc March 2012 - September 2013
SCANA Corporation November 2011 - February 2012
Savannah River Nuclear Solutions June 2007 - February 2011
Skills
Engineering, Microsoft Office, C#, .NET
Education
North Carolina State University 1999 — 2007
Bachelor of Science (BS), Computer Science
Wells Fargo Securities September 2013 - Present
Euclid Innovations Inc March 2012 - September 2013
SCANA Corporation November 2011 - February 2012
Savannah River Nuclear Solutions June 2007 - February 2011
Skills
Engineering, Microsoft Office, C#, .NET
Education
North Carolina State University 1999 — 2007
Bachelor of Science (BS), Computer Science
John Fulvimar, CFA's Wells Fargo Securities Experience October 2014 - Present
Job Commercial AssetBacked Finance and Securitization
Industry Investment Banking
Experience
Wells Fargo Securities October 2014 - Present
Bank of America Merrill Lynch November 2012 - October 2014
Bank of America June 2011 - November 2012
Bank of America July 2010 - July 2011
Deloitte & Touche January 2010 - March 2010
Education
Ohio University 2006 — 2010
Bachelor's, Finance, Accounting
Wells Fargo Securities October 2014 - Present
Bank of America Merrill Lynch November 2012 - October 2014
Bank of America June 2011 - November 2012
Bank of America July 2010 - July 2011
Deloitte & Touche January 2010 - March 2010
Education
Ohio University 2006 — 2010
Bachelor's, Finance, Accounting
Vikram Tipirneni's Wells Fargo Securities Experience April 2011 - Present
Job Vice President, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2011 - Present
Wells Fargo Securities April 2005 - April 2011
Infosys December 2000 - February 2005
Education
National Institute of Technology Surat 1996 — 2000
BS
Wells Fargo Securities April 2011 - Present
Wells Fargo Securities April 2005 - April 2011
Infosys December 2000 - February 2005
Education
National Institute of Technology Surat 1996 — 2000
BS
Jonathan Cancilla's Wells Fargo Securities Experience January 2011 - Present
Job Accountant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - January 2011
Wachovia Securities, LLC July 2007 - October 2009
Skills
Series 7, Financial Analysis, Securities, Bloomberg, Banking, Finance, Capital Markets, Analysis, Equities
Education
Ohio University 2003 — 2007
Bachelors, Finance
Wells Fargo Securities January 2011 - Present
Wachovia, A Wells Fargo Company October 2009 - January 2011
Wachovia Securities, LLC July 2007 - October 2009
Skills
Series 7, Financial Analysis, Securities, Bloomberg, Banking, Finance, Capital Markets, Analysis, Equities
Education
Ohio University 2003 — 2007
Bachelors, Finance
Alomgir Miah, CFA, FRM's Wells Fargo Securities Experience December 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2014 - Present
UBS Investment Bank July 2013 - December 2014
UBS November 2008 - July 2013
AIG 2008 - 2008
Morgan Stanley 2004 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Skills
Financial Risk..., Derivatives, Investment Banking, Fixed Income, Trading Systems, Equities, Financial Modeling, Capital Markets, Valuation, Trading, Portfolio Management, Hedge Funds, Equity Derivatives, Market Risk, Options, Credit Derivatives, Financial Markets, Chartered Financial..., Business Analysis
Education
CFA Institute 2010 — 2013
CFA Charterholder
National Institute of Technology Kurukshetra 1997 — 2001
B. Tech, Electronics
Wells Fargo Securities December 2014 - Present
UBS Investment Bank July 2013 - December 2014
UBS November 2008 - July 2013
AIG 2008 - 2008
Morgan Stanley 2004 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Skills
Financial Risk..., Derivatives, Investment Banking, Fixed Income, Trading Systems, Equities, Financial Modeling, Capital Markets, Valuation, Trading, Portfolio Management, Hedge Funds, Equity Derivatives, Market Risk, Options, Credit Derivatives, Financial Markets, Chartered Financial..., Business Analysis
Education
CFA Institute 2010 — 2013
CFA Charterholder
National Institute of Technology Kurukshetra 1997 — 2001
B. Tech, Electronics
Angela Walton's Wells Fargo Securities Experience 2007 - 2011
Job Fund Accountant Galliard Capital Management
Industry Investment Banking
Experience
Galliard Capital Management June 2014 - Present
Wells Fargo Securities, LLC March 2006 - June 2014
Wells Fargo Securities LLC March 2006 - June 2014
Wells Fargo Securities 2007 - 2011
Wells Fargo Bank NA December 2004 - March 2006
Skills
Securities, Banking, Trading, Settlement, Credit, Customer Service, Fixed Income, Funding, Bloomberg, Investment Banking, Risk Management, Financial Services, Mutual Funds, Investments, Asset Management, Financial Analysis, Relationship Management, Bonds, Financial Risk, Research, Business Analysis, Valuation, Finance, Wealth Management, Credit Risk, Process Improvement, Corporate Finance, Middle Office, Financial Markets, Derivatives, Capital Markets, Back Office, Leadership, Analysis, FINRA, Retail, Equities, Portfolio Management, Series 7, Management
Education
St. Cloud State University 2002 — 2004
BA, Political Science, Criminal Justice
North Hennepin Community College
Associates of Arts
Galliard Capital Management June 2014 - Present
Wells Fargo Securities, LLC March 2006 - June 2014
Wells Fargo Securities LLC March 2006 - June 2014
Wells Fargo Securities 2007 - 2011
Wells Fargo Bank NA December 2004 - March 2006
Skills
Securities, Banking, Trading, Settlement, Credit, Customer Service, Fixed Income, Funding, Bloomberg, Investment Banking, Risk Management, Financial Services, Mutual Funds, Investments, Asset Management, Financial Analysis, Relationship Management, Bonds, Financial Risk, Research, Business Analysis, Valuation, Finance, Wealth Management, Credit Risk, Process Improvement, Corporate Finance, Middle Office, Financial Markets, Derivatives, Capital Markets, Back Office, Leadership, Analysis, FINRA, Retail, Equities, Portfolio Management, Series 7, Management
Education
St. Cloud State University 2002 — 2004
BA, Political Science, Criminal Justice
North Hennepin Community College
Associates of Arts
Avery Ramin's Wells Fargo Securities Experience July 2015 - Present
Job Associate Commodities Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities July 2014 - June 2015
Wells Fargo Securities December 2013 - July 2014
Wells Fargo Securities June 2012 - November 2013
Barclays Capital June 2011 - August 2011
South African Chamber of Commerce in America February 2011 - June 2011
The Kuyasa Fund June 2010 - August 2010
Skills
Research, Endur, Bloomberg Terminal, Commodity Risk..., Derivatives, Options, Financial Markets, Commodity, Swaps, Capital Markets, Financial Structuring, Trading
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Political Economy Concentration in Financial Crises, Honors Scholar
Tamalpais HS
Wells Fargo Securities July 2015 - Present
Wells Fargo Securities July 2014 - June 2015
Wells Fargo Securities December 2013 - July 2014
Wells Fargo Securities June 2012 - November 2013
Barclays Capital June 2011 - August 2011
South African Chamber of Commerce in America February 2011 - June 2011
The Kuyasa Fund June 2010 - August 2010
Skills
Research, Endur, Bloomberg Terminal, Commodity Risk..., Derivatives, Options, Financial Markets, Commodity, Swaps, Capital Markets, Financial Structuring, Trading
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Political Economy Concentration in Financial Crises, Honors Scholar
Tamalpais HS
Tahsanul Hoque's Wells Fargo Securities Experience November 2011 - March 2012
Job Financial Analyst at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
ICAP September 2014 - January 2015
Morgan Stanley April 2013 - September 2014
Nationwide Insurance March 2012 - June 2012
Wells Fargo Securities November 2011 - March 2012
Eastern Bank Limited July 2008 - February 2011
Citi May 2008 - June 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters
North South University 2004 — 2008
Bachelor of Business Administration (BBA)
AIG March 2015 - Present
ICAP September 2014 - January 2015
Morgan Stanley April 2013 - September 2014
Nationwide Insurance March 2012 - June 2012
Wells Fargo Securities November 2011 - March 2012
Eastern Bank Limited July 2008 - February 2011
Citi May 2008 - June 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters
North South University 2004 — 2008
Bachelor of Business Administration (BBA)
Rajesh Selokar's Wells Fargo Securities Experience May 2013 - Present
Job Application System Engineer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2013 - Present
Northern Trust August 2009 - April 2013
AT&T April 2008 - December 2008
Wachovia, A Wells Fargo Company December 2006 - April 2008
Citi Singapore May 2004 - October 2006
Hewlett-Packard Singapore October 2002 - April 2004
Maxis Communications Bhd July 2002 - September 2002
Agilent Technologies Penang Malaysia February 2001 - June 2002
Western Digital Malayisa April 2000 - February 2001
Skills
Unix, PL/SQL, Oracle, Data Warehousing, ETL, Unix Shell Scripting, SQL, SDLC, Shell Scripting, Teradata, Perl, Sybase, Performance Tuning, Solaris, Microsoft SQL Server, Business Intelligence, Requirements Analysis
Education
Nagpur University 1992 — 1994
Master of Science (M.Sc.), Statistics
Nagpur University 1989 — 1992
Bachelor of Science (B.Sc.), Statistics
Wells Fargo Securities May 2013 - Present
Northern Trust August 2009 - April 2013
AT&T April 2008 - December 2008
Wachovia, A Wells Fargo Company December 2006 - April 2008
Citi Singapore May 2004 - October 2006
Hewlett-Packard Singapore October 2002 - April 2004
Maxis Communications Bhd July 2002 - September 2002
Agilent Technologies Penang Malaysia February 2001 - June 2002
Western Digital Malayisa April 2000 - February 2001
Skills
Unix, PL/SQL, Oracle, Data Warehousing, ETL, Unix Shell Scripting, SQL, SDLC, Shell Scripting, Teradata, Perl, Sybase, Performance Tuning, Solaris, Microsoft SQL Server, Business Intelligence, Requirements Analysis
Education
Nagpur University 1992 — 1994
Master of Science (M.Sc.), Statistics
Nagpur University 1989 — 1992
Bachelor of Science (B.Sc.), Statistics
Stephen Rhoden's Wells Fargo Securities Experience March 2014 - Present
Job Wells Fargo Bank
Industry Investment Banking
Ben Mathan's Wells Fargo Securities Experience June 2011 - Present
Job Private Equity Associate at Tenex Capital Management
Industry Investment Banking
Experience
Tenex Capital Management July 2014 - Present
Wells Fargo Securities June 2011 - Present
Wells Fargo Securities June 2010 - August 2010
Morgan Stanley June 2009 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Financial Analysis, Fixed Income, Equities, Portfolio Management, Investments, Banking, Equity Research, Corporate Finance, Data Analysis, SAS, Private Equity, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Finance, Due Diligence, Mergers & Acquisitions, Economics, Hedge Funds, Risk Management, Credit Risk
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
GSPI
GSPI
Tenex Capital Management July 2014 - Present
Wells Fargo Securities June 2011 - Present
Wells Fargo Securities June 2010 - August 2010
Morgan Stanley June 2009 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Financial Analysis, Fixed Income, Equities, Portfolio Management, Investments, Banking, Equity Research, Corporate Finance, Data Analysis, SAS, Private Equity, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Finance, Due Diligence, Mergers & Acquisitions, Economics, Hedge Funds, Risk Management, Credit Risk
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
GSPI
GSPI
Tatyana Shestopalova's Wells Fargo Securities Experience August 2013 - August 2014
Job Co Founder at Chimney Roommates
Industry Internet
Experience
Chimney Roommates January 2015 - Present
Wells Fargo Securities August 2013 - August 2014
Wells Fargo Securities June 2012 - August 2013
Wells Fargo Securities June 2011 - August 2011
FGI Finance January 2010 - May 2011
Skills
Asset Based Lending, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Microsoft Word, Bloomberg, Financial Modeling, Valuation, Banking, Facebook, Financial Statement..., Equity Valuation, Fixed Income Analysis, Corporate Finance, Investment Banking
Education
New York University 2008 — 2012
Bachelor's Degree, Mathematics and Economic Theory, GPA: 3.62
New York University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Chimney Roommates January 2015 - Present
Wells Fargo Securities August 2013 - August 2014
Wells Fargo Securities June 2012 - August 2013
Wells Fargo Securities June 2011 - August 2011
FGI Finance January 2010 - May 2011
Skills
Asset Based Lending, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Microsoft Word, Bloomberg, Financial Modeling, Valuation, Banking, Facebook, Financial Statement..., Equity Valuation, Fixed Income Analysis, Corporate Finance, Investment Banking
Education
New York University 2008 — 2012
Bachelor's Degree, Mathematics and Economic Theory, GPA: 3.62
New York University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Jim Stenson's Wells Fargo Securities Experience February 2004 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2004 - Present
Education
Ohio Wesleyan University 1986 — 1990
Wells Fargo Securities February 2004 - Present
Education
Ohio Wesleyan University 1986 — 1990
P. Alexander Schofield's Wells Fargo Securities Experience March 2014 - Present
Job Apps Systems Engineer at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2014 - Present
Principle Solutions Group September 2013 - March 2014
Bank of America October 2010 - September 2013
SystemTec March 2010 - October 2010
Apprise Software August 2004 - December 2009
Skills
Visual Studio, SQL, Software Development, C#, XML, Microsoft SQL Server, Agile Methodologies, ASP.NET, .NET, WinForms, VB.NET, Databases, SDLC, T-SQL, ADO.NET, Web Services, Visual Basic, LINQ, OOP, Software Engineering, jQuery, SharePoint, Windows, TFS, ASP.NET MVC, SSIS
Education
New Jersey Institute of Technology
BA, Computer Science
Wells Fargo Securities March 2014 - Present
Principle Solutions Group September 2013 - March 2014
Bank of America October 2010 - September 2013
SystemTec March 2010 - October 2010
Apprise Software August 2004 - December 2009
Skills
Visual Studio, SQL, Software Development, C#, XML, Microsoft SQL Server, Agile Methodologies, ASP.NET, .NET, WinForms, VB.NET, Databases, SDLC, T-SQL, ADO.NET, Web Services, Visual Basic, LINQ, OOP, Software Engineering, jQuery, SharePoint, Windows, TFS, ASP.NET MVC, SSIS
Education
New Jersey Institute of Technology
BA, Computer Science
Charles Dorsey's Wells Fargo Securities Experience June 2014 - Present
Job IT Analyst at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities June 2014 - Present
Target October 2009 - September 2013
Wells Fargo Securities June 2013 - August 2013
Skills
Mainframe, COBOL, JCL, REXX, Java, JavaScript, C++, VB.NET, HTML, CSS, jQuery, Microsoft Office, Visual Basic, Microsoft SQL Server
Education
North Carolina Agricultural and Technical State University 2010 — 2014
Bachelor of Science (B.S.), Information Technology, 3.29
Wells Fargo Securities June 2014 - Present
Target October 2009 - September 2013
Wells Fargo Securities June 2013 - August 2013
Skills
Mainframe, COBOL, JCL, REXX, Java, JavaScript, C++, VB.NET, HTML, CSS, jQuery, Microsoft Office, Visual Basic, Microsoft SQL Server
Education
North Carolina Agricultural and Technical State University 2010 — 2014
Bachelor of Science (B.S.), Information Technology, 3.29
Richard Compton's Wells Fargo Securities Experience March 2014 - Present
Job Apps Systems Engineer 4 at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities November 2012 - Present
Northeast Textiles, Inc. February 2006 - November 2012
Rausch Industries March 2005 - February 2006
Skills
Web Design, JavaScript, jQuery, CSS, Mixed OS Competency, Enterprise Level..., Hardware Support, Software Support, jQuery UI, Node.js, MongoDB, HTML, Agile Methodologies, MVC Architecture, AOP, OOP, Express.JS, Jade, GIMP, HTML5, Technical Support, Ubuntu, Troubleshooting
Education
Odessa College 2003 — 2004
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities November 2012 - Present
Northeast Textiles, Inc. February 2006 - November 2012
Rausch Industries March 2005 - February 2006
Skills
Web Design, JavaScript, jQuery, CSS, Mixed OS Competency, Enterprise Level..., Hardware Support, Software Support, jQuery UI, Node.js, MongoDB, HTML, Agile Methodologies, MVC Architecture, AOP, OOP, Express.JS, Jade, GIMP, HTML5, Technical Support, Ubuntu, Troubleshooting
Education
Odessa College 2003 — 2004
Will Rothermel's Wells Fargo Securities Experience August 2009 - May 2014
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
Wells Fargo Securities August 2009 - May 2014
Skills
Bloomberg, Derivatives, Financial Analysis, Investments, Risk Management, Equities, Capital Markets, Financial Modeling, Investment Banking, Valuation, Alternative Investments
Education
Northwestern University 2005 — 2009
Credit Suisse May 2014 - Present
Wells Fargo Securities August 2009 - May 2014
Skills
Bloomberg, Derivatives, Financial Analysis, Investments, Risk Management, Equities, Capital Markets, Financial Modeling, Investment Banking, Valuation, Alternative Investments
Education
Northwestern University 2005 — 2009
Robert Buckman's Wells Fargo Securities Experience June 2012 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2012 - Present
Bank of America November 1986 - June 2012
Fleet Bank August 1994 - April 2004
National Westminster Bank November 1988 - April 2004
Skills
New Business Development, Client Retention, Liquidity Management, Financial Advisory, Team Leadership, Series 7, Series 63, Series 53, Series 9, Series 10, Money Market Sales, Money Market, Structured Products, Customer Retention, Bloomberg, Fixed Income, Securities, Capital Markets
Education
Mount Saint Mary's College 1981 — 1984
Bachelor's degree, Business and Finance
Wells Fargo Securities June 2012 - Present
Bank of America November 1986 - June 2012
Fleet Bank August 1994 - April 2004
National Westminster Bank November 1988 - April 2004
Skills
New Business Development, Client Retention, Liquidity Management, Financial Advisory, Team Leadership, Series 7, Series 63, Series 53, Series 9, Series 10, Money Market Sales, Money Market, Structured Products, Customer Retention, Bloomberg, Fixed Income, Securities, Capital Markets
Education
Mount Saint Mary's College 1981 — 1984
Bachelor's degree, Business and Finance
Jason Brafford's Wells Fargo Securities Experience August 2007 - July 2012
Job Vice President at Fifth Third Securities
Industry Real Estate
Experience
Fifth Third Securities February 2013 - Present
Brafford Investments, LLC February 2010 - Present
The Adelphos Group 2012 - Present
Wells Fargo Securities August 2007 - July 2012
Wachovia Securities August 2005 - August 2007
Accenture February 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management
Education
North Carolina State University 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Fifth Third Securities February 2013 - Present
Brafford Investments, LLC February 2010 - Present
The Adelphos Group 2012 - Present
Wells Fargo Securities August 2007 - July 2012
Wachovia Securities August 2005 - August 2007
Accenture February 2005 - August 2005
Skills
Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management
Education
North Carolina State University 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
lesa shoya's Wells Fargo Securities Experience January 2012 - Present
Job Sr. Data Architect at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2012 - Present
Capco January 2011 - December 2011
Skills
Data Warehousing, Data Modeling, Oracle, SQL, Database Design, Oracle Applications, oracle developer, Data Architecture, Master Data Management, Erwin, Data Governance, rational, IT Security Best..., Oracle E-Business Suite
Education
NJIT
MBA, Management Information Systems
Wells Fargo Securities January 2012 - Present
Capco January 2011 - December 2011
Skills
Data Warehousing, Data Modeling, Oracle, SQL, Database Design, Oracle Applications, oracle developer, Data Architecture, Master Data Management, Erwin, Data Governance, rational, IT Security Best..., Oracle E-Business Suite
Education
NJIT
MBA, Management Information Systems
Latonia Green Moody's Wells Fargo Securities Experience 2000 - 2011
Job
Industry
Experience
BAE Systems 2011 - Present
Wells Fargo Securities 2000 - 2011
Education
North Carolina Agricultural and Technical State University
Bachelor's Degree
University of North Carolina at Charlotte
Paralegal Studies
BAE Systems 2011 - Present
Wells Fargo Securities 2000 - 2011
Education
North Carolina Agricultural and Technical State University
Bachelor's Degree
University of North Carolina at Charlotte
Paralegal Studies
hakima todd's Wells Fargo Securities Experience September 2014 - Present
Job Business support manager
Industry Retail
Experience
Wells Fargo Securities September 2014 - Present
Walmart December 2003 - Present
chesapeake public school June 2005 - June 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, New Business Development, Microsoft Office, Acoounting, Peachtree, Public Speaking, Statistics, Employee Training, Financial Analysis, Management
Education
Old Dominion University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Mjor accounting, minor Frensh
Tidewater Community College 2008 — 2010
Associate's Degree, Business Administration and Management, General, GPA 3.5
Strasford Career & Institut 2004 — 2007
Accounting, Acoounting, 3.0
Institut Technology University PARIS 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Wells Fargo Securities September 2014 - Present
Walmart December 2003 - Present
chesapeake public school June 2005 - June 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, New Business Development, Microsoft Office, Acoounting, Peachtree, Public Speaking, Statistics, Employee Training, Financial Analysis, Management
Education
Old Dominion University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Mjor accounting, minor Frensh
Tidewater Community College 2008 — 2010
Associate's Degree, Business Administration and Management, General, GPA 3.5
Strasford Career & Institut 2004 — 2007
Accounting, Acoounting, 3.0
Institut Technology University PARIS 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Hillary Cacanando, CFA, CPA's Wells Fargo Securities Experience October 2014 - Present
Job Equity Research at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2014 - Present
TD December 2012 - October 2014
Skills
Credit, Financial Analysis, Capital Markets, Investments, Fixed Income, Portfolio Management, Credit Risk
Education
New York University
Master of Business Administration (MBA)
Wells Fargo Securities October 2014 - Present
TD December 2012 - October 2014
Skills
Credit, Financial Analysis, Capital Markets, Investments, Fixed Income, Portfolio Management, Credit Risk
Education
New York University
Master of Business Administration (MBA)
Vincent Mclean's Wells Fargo Securities Experience January 2013 - Present
Job Calypso QA at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities June 2012 - August 2012
North Carolina A&T State University May 2011 - May 2012
Deloitte June 2011 - July 2011
Skills
HTML, Java, JavaScript, PHP, CSS, Computer Science, Databases, Networking, Programming, SQL, Microsoft Excel, Calypso, Regression Testing, Software Development, NetBeans, MySQL, Python
Education
North Carolina A&T State University 2009 — 2012
Bachelor of Science (BS), Computer Science
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities June 2012 - August 2012
North Carolina A&T State University May 2011 - May 2012
Deloitte June 2011 - July 2011
Skills
HTML, Java, JavaScript, PHP, CSS, Computer Science, Databases, Networking, Programming, SQL, Microsoft Excel, Calypso, Regression Testing, Software Development, NetBeans, MySQL, Python
Education
North Carolina A&T State University 2009 — 2012
Bachelor of Science (BS), Computer Science
Michelle Phillips Neumann's Wells Fargo Securities Experience May 2014 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Merrill Lynch November 2005 - April 2014
Cargill Investor Services February 2004 - November 2005
Cargill Inc. October 1999 - January 2004
ConAgra Foods May 1993 - September 1999
Skills
Commodity, Trading, Procurement, Risk Management, Derivatives, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Options, Hedging, Electronic Trading, Commodity Markets, Commodity Risk...
Education
Northwest Missouri State University
Bachelor of Science (B.S.), International Business
Wells Fargo Securities May 2014 - Present
Merrill Lynch November 2005 - April 2014
Cargill Investor Services February 2004 - November 2005
Cargill Inc. October 1999 - January 2004
ConAgra Foods May 1993 - September 1999
Skills
Commodity, Trading, Procurement, Risk Management, Derivatives, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Options, Hedging, Electronic Trading, Commodity Markets, Commodity Risk...
Education
Northwest Missouri State University
Bachelor of Science (B.S.), International Business
Carisse Moody's Wells Fargo Securities Experience March 2015 - Present
Job Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Raleigh Orthopaedic May 2004 - May 2014
Champs Sports January 1999 - March 2013
Skills
PowerPoint, Microsoft Word, Medical Terminology, Customer Service, Data Entry, Cpr Certified, Healthcare, Time Management, Orthopedic, Microsoft Office, Public Speaking, Microsoft Excel, Management, Leadership
Education
North Carolina State University 2005 — 2010
Master of Science (MS), Zoology/Animal Biology
North Carolina State University 1999 — 2004
Bachelor of Science (BS), Zoology/Animal Biology
Wells Fargo Securities March 2015 - Present
Raleigh Orthopaedic May 2004 - May 2014
Champs Sports January 1999 - March 2013
Skills
PowerPoint, Microsoft Word, Medical Terminology, Customer Service, Data Entry, Cpr Certified, Healthcare, Time Management, Orthopedic, Microsoft Office, Public Speaking, Microsoft Excel, Management, Leadership
Education
North Carolina State University 2005 — 2010
Master of Science (MS), Zoology/Animal Biology
North Carolina State University 1999 — 2004
Bachelor of Science (BS), Zoology/Animal Biology
jackie oneill's Wells Fargo Securities Experience 1987 - 2014
Job
Industry Financial Services
Experience
Wells Fargo Securities 1987 - 2014
Education
North Dakota State University
Bachelor of Science (BS), Dietetics/Dietitian
Wells Fargo Securities 1987 - 2014
Education
North Dakota State University
Bachelor of Science (BS), Dietetics/Dietitian
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial