Wells Fargo, The Private Bank
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Wells Fargo, The Private Bank Employees
Employee
Years
Job
Industry
Alisha Hill Koontz Alisha Hill Koontz's Wells Fargo, The Private Bank Experience 2002 - 2007
Job Commercial Real Estate Finance
Industry Financial Services
Experience
A10 Capital July 2013 - Present
A10 Capital February 2013 - July 2013
Clearwater Advisors, LLC May 2011 - August 2012
Wells Fargo, The Private Bank 2002 - 2007
Skills
Investments, Fixed Income, Asset Managment, Financial Analysis, Wealth Management..., Wealth Management, Structured Finance, Commodity, Currency, Marketing, Social Media Marketing, FINRA, Finance, Asset Management, Risk Management, Real Estate, Commercial Real Estate, Commercial Real Estate..., Private Banking, Strategy, Loans, Business Development, Funding
Education
Boise State University
Bachelor of Science (B.S.), Political Science and Communications
A10 Capital July 2013 - Present
A10 Capital February 2013 - July 2013
Clearwater Advisors, LLC May 2011 - August 2012
Wells Fargo, The Private Bank 2002 - 2007
Skills
Investments, Fixed Income, Asset Managment, Financial Analysis, Wealth Management..., Wealth Management, Structured Finance, Commodity, Currency, Marketing, Social Media Marketing, FINRA, Finance, Asset Management, Risk Management, Real Estate, Commercial Real Estate, Commercial Real Estate..., Private Banking, Strategy, Loans, Business Development, Funding
Education
Boise State University
Bachelor of Science (B.S.), Political Science and Communications
Kimberly Ryan, CFA's Wells Fargo, The Private Bank Experience September 2001 - June 2013
Job Partner, Senior Portfolio Manager, Nelson Capital Management
Industry Investment Management
Experience
Nelson Capital Management June 2013 - Present
Wells Fargo, The Private Bank September 2001 - June 2013
PlanetRx August 1999 - January 2001
Alex. Brown June 1997 - July 1999
Skills
Asset Management, Equities, Investments, Financial Analysis, Asset Allocation, Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Equity Research, Portfolio Management, Mutual Funds
Education
University of Notre Dame 1993 — 1997
BBA, Finance, Government
Nelson Capital Management June 2013 - Present
Wells Fargo, The Private Bank September 2001 - June 2013
PlanetRx August 1999 - January 2001
Alex. Brown June 1997 - July 1999
Skills
Asset Management, Equities, Investments, Financial Analysis, Asset Allocation, Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Equity Research, Portfolio Management, Mutual Funds
Education
University of Notre Dame 1993 — 1997
BBA, Finance, Government
Bill Bard's Wells Fargo, The Private Bank Experience November 1999 - December 2004
Job Managing Director at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business March 2009 - Present
Wells Fargo Family Wealth January 2005 - March 2009
Wells Fargo The Private Bank November 1999 - December 2004
Norwest Bank Private Client Services April 1996 - November 1999
Norwest Bank November 1992 - April 1996
Cooper & Lybrand January 1990 - November 1992
Skills
Strengthfinders..., Leadership, Sales, Asset Management, Wealth Management, Investments, Financial Services, Portfolio Management, Financial Planning, Private Banking, Mutual Funds, Alternative Investments, Financial Analysis, Management, Banking, Asset Allocation, Finance
Education
William Mitchell College of Law 1986 — 1989
Juris Doctor, Cum Laude, Law
Marquette University 1978 — 1982
Bachelor's degree, Philosohy
Abbot Downing, A Wells Fargo Business March 2009 - Present
Wells Fargo Family Wealth January 2005 - March 2009
Wells Fargo The Private Bank November 1999 - December 2004
Norwest Bank Private Client Services April 1996 - November 1999
Norwest Bank November 1992 - April 1996
Cooper & Lybrand January 1990 - November 1992
Skills
Strengthfinders..., Leadership, Sales, Asset Management, Wealth Management, Investments, Financial Services, Portfolio Management, Financial Planning, Private Banking, Mutual Funds, Alternative Investments, Financial Analysis, Management, Banking, Asset Allocation, Finance
Education
William Mitchell College of Law 1986 — 1989
Juris Doctor, Cum Laude, Law
Marquette University 1978 — 1982
Bachelor's degree, Philosohy
Ken Marsh, CFP® Ken Marsh, CFP®'s Wells Fargo, The Private Bank Experience January 2009 - March 2011
Job Client Advisor First Citizens Bank Private Wealth Advisory Services
Industry Financial Services
Experience
First Citizens Bank, Private Wealth Advisory Services March 2011 - Present
Wells Fargo, The Private Bank January 2009 - March 2011
Wachovia Wealth Management - Wachovia Bank, NA September 2001 - December 2008
Wachovia Bank, NA January 1997 - September 2001
Wachovia Bank, NA August 1990 - December 1996
Skills
Wealth Management, Finance, Wealth Management..., Retirement Planning, Investment Management, Portfolio Management, Loans, Series 7, Asset Allocation, Credit, Relationship Management
Education
Duke University 2005 — 2005
Executive Certificate, Financial Planning
University of North Carolina at Chapel Hill 1983 — 1988
BA
First Citizens Bank, Private Wealth Advisory Services March 2011 - Present
Wells Fargo, The Private Bank January 2009 - March 2011
Wachovia Wealth Management - Wachovia Bank, NA September 2001 - December 2008
Wachovia Bank, NA January 1997 - September 2001
Wachovia Bank, NA August 1990 - December 1996
Skills
Wealth Management, Finance, Wealth Management..., Retirement Planning, Investment Management, Portfolio Management, Loans, Series 7, Asset Allocation, Credit, Relationship Management
Education
Duke University 2005 — 2005
Executive Certificate, Financial Planning
University of North Carolina at Chapel Hill 1983 — 1988
BA
Reese Hunter Clark, Jr. Reese Hunter Clark, Jr.'s Wells Fargo, The Private Bank Experience August 2014 - Present
Job AVP, Assoc. Wealth Advisor, The Private Bank, San Francisco
Industry Financial Services
Experience
Wells Fargo- The Private Bank August 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo May 2010 - May 2012
Education
Clemson University 2005 — 2010
Bachelor of Science (BS), Marketing
Wells Fargo- The Private Bank August 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo May 2010 - May 2012
Education
Clemson University 2005 — 2010
Bachelor of Science (BS), Marketing
David Wilkins, CFP®'s Wells Fargo, The Private Bank Experience June 1989 - Present
Job Wells Fargo Private Bank Senior Private Banker and Senior Vice President
Industry Financial Services
Experience
Wells Fargo - The Private Bank June 1989 - Present
Skills
Commercial Real Estate..., Commercial Mortgages, Wealth Management, Certified Financial..., Financial Advisory, Investments, High Net Worth..., Investment Advisory, Series 7, Finance, Estate Planning, Asset Allocation, Financial Services, Business Transition..., Multi-generational..., Retirement, Accredited Investment...
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), Economics
College for Financial Planning 1996 — 1998
Certified Financial Planning Practitioner, Financial Planning
Wells Fargo - The Private Bank June 1989 - Present
Skills
Commercial Real Estate..., Commercial Mortgages, Wealth Management, Certified Financial..., Financial Advisory, Investments, High Net Worth..., Investment Advisory, Series 7, Finance, Estate Planning, Asset Allocation, Financial Services, Business Transition..., Multi-generational..., Retirement, Accredited Investment...
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), Economics
College for Financial Planning 1996 — 1998
Certified Financial Planning Practitioner, Financial Planning
Traci Mears's Wells Fargo, The Private Bank Experience January 2013 - January 2015
Job Owner/Member Attorney
Industry Law Practice
Experience
Garden Creek Law Offices, P.C. October 2004 - Present
ARAG January 2004 - Present
Hyatt Legal Plans March 2007 - Present
Wells Fargo, The Private Bank January 2013 - January 2015
CASA of Natrona County March 2007 - June 2010
Mears & Associates, PLLC January 2001 - February 2007
Hanis Greaney September 2003 - October 2004
Snohomish County Superior Court December 2000 - December 2001
National Annual Conference January 1999 - January 2000
Gary S. Wiese, Inc January 1995 - January 1999
Skills
Non-profit Consulting, Event Planning &..., Family Law, Courts, Management, Trials, Mediation, Hearings, Restraining Orders, Event Planning, Bankruptcy, Legal Writing, Research, Fundraising, Wills, Legal Research, Trusts, Public Speaking
Education
Seattle University School of Law 1997 — 2000
Juris Doctorate, Law
Seattle University 1993 — 1997
BA, Criminal Justice; Psychology
University of the Nations 1988 — 1990
Performing Arts/Religious Studies, Performing Arts/Voice/Theatre/Religious Philosophy
Kelly Walsh High School 1985 — 1987
Diploma
Garden Creek Law Offices, P.C. October 2004 - Present
ARAG January 2004 - Present
Hyatt Legal Plans March 2007 - Present
Wells Fargo, The Private Bank January 2013 - January 2015
CASA of Natrona County March 2007 - June 2010
Mears & Associates, PLLC January 2001 - February 2007
Hanis Greaney September 2003 - October 2004
Snohomish County Superior Court December 2000 - December 2001
National Annual Conference January 1999 - January 2000
Gary S. Wiese, Inc January 1995 - January 1999
Skills
Non-profit Consulting, Event Planning &..., Family Law, Courts, Management, Trials, Mediation, Hearings, Restraining Orders, Event Planning, Bankruptcy, Legal Writing, Research, Fundraising, Wills, Legal Research, Trusts, Public Speaking
Education
Seattle University School of Law 1997 — 2000
Juris Doctorate, Law
Seattle University 1993 — 1997
BA, Criminal Justice; Psychology
University of the Nations 1988 — 1990
Performing Arts/Religious Studies, Performing Arts/Voice/Theatre/Religious Philosophy
Kelly Walsh High School 1985 — 1987
Diploma
Arvelle Harewood's Wells Fargo, The Private Bank Experience October 2010 - December 2010
Job Marketing Professional
Industry Marketing and Advertising
Experience
SolomonEdwards September 2013 - Present
The Haverford Trust Company September 2012 - September 2013
The Haverford Trust Company April 2011 - September 2012
Wells Fargo, ISG Risk & Compliance January 2011 - March 2011
Wells Fargo, The Private Bank October 2010 - December 2010
Wellington Management Co. LLP August 2010 - October 2010
Saint Joseph's University August 2009 - May 2010
Saint Joseph's University August 2007 - May 2009
The Haverford Trust Company January 2008 - August 2008
eLeadCorp, LLC August 2006 - December 2006
Skills
Adobe InDesign CS5,..., Microsoft Office Suite, Market Research, PowerPoint, Marketing Communications, Microsoft Excel, Brand Management, Public Relations, Event Planning, Marketing, Event Management, Web design/maintenance, Video Editing, Microsoft CRM, Ektron Content..., Drupal Content..., QuarkXPress, Google Analytics, Basic HTML, Advertising, CMS, Integrated Marketing, Management, Microsoft Office, Online Marketing, Social Media Marketing, Social Media
Education
Saint Joseph's University 2009 — 2010
Master of Science, International Marketing
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration, Marketing
SolomonEdwards September 2013 - Present
The Haverford Trust Company September 2012 - September 2013
The Haverford Trust Company April 2011 - September 2012
Wells Fargo, ISG Risk & Compliance January 2011 - March 2011
Wells Fargo, The Private Bank October 2010 - December 2010
Wellington Management Co. LLP August 2010 - October 2010
Saint Joseph's University August 2009 - May 2010
Saint Joseph's University August 2007 - May 2009
The Haverford Trust Company January 2008 - August 2008
eLeadCorp, LLC August 2006 - December 2006
Skills
Adobe InDesign CS5,..., Microsoft Office Suite, Market Research, PowerPoint, Marketing Communications, Microsoft Excel, Brand Management, Public Relations, Event Planning, Marketing, Event Management, Web design/maintenance, Video Editing, Microsoft CRM, Ektron Content..., Drupal Content..., QuarkXPress, Google Analytics, Basic HTML, Advertising, CMS, Integrated Marketing, Management, Microsoft Office, Online Marketing, Social Media Marketing, Social Media
Education
Saint Joseph's University 2009 — 2010
Master of Science, International Marketing
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration, Marketing
John P. Moore John P. Moore's Wells Fargo, The Private Bank Experience July 2008 - Present
Job SVP Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo The Private Bank July 2008 - Present
Regions Bank March 2000 - July 2008
Regions Bank (f/k/a AmSouth Bank) June 1996 - March 2000
Regions Bank (f/k/a AmSouth Bank) January 1992 - June 1996
Skills
Loans, Commercial Lending, Wealth, Investment Management, Insurance, Credit, Banking, Mortgage Lending, Commercial Banking, Portfolio Management, Credit Analysis, Life Insurance, Investment Brokerage, Estate Planning
Education
Louisiana State University 1996 — 1998
Graduate School of Banking
Carson-Newman College 1977 — 1981
Bachelor of Arts (B.A.)
Wells Fargo The Private Bank July 2008 - Present
Regions Bank March 2000 - July 2008
Regions Bank (f/k/a AmSouth Bank) June 1996 - March 2000
Regions Bank (f/k/a AmSouth Bank) January 1992 - June 1996
Skills
Loans, Commercial Lending, Wealth, Investment Management, Insurance, Credit, Banking, Mortgage Lending, Commercial Banking, Portfolio Management, Credit Analysis, Life Insurance, Investment Brokerage, Estate Planning
Education
Louisiana State University 1996 — 1998
Graduate School of Banking
Carson-Newman College 1977 — 1981
Bachelor of Arts (B.A.)
Karen Rumsey Thomas's Wells Fargo, The Private Bank Experience April 2013 - Present
Job Trust Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo - The Private Bank April 2013 - Present
Wells Fargo September 1989 - Present
Education
Florida Atlantic University 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Wells Fargo - The Private Bank April 2013 - Present
Wells Fargo September 1989 - Present
Education
Florida Atlantic University 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Daniel T. Fleischer, Esq. Daniel T. Fleischer, Esq.'s Wells Fargo, The Private Bank Experience January 2009 - February 2010
Job Cofounding Partner at FL Trusts & Estates Law Firm, LLC
Industry Law Practice
Experience
Daniel T. Fleischer, P.A. July 2012 - Present
FL Trusts & Estates Law Firm, LLC June 2012 - Present
Craig Donoff PA February 2010 - July 2012
Wells Fargo, The Private Bank January 2009 - February 2010
Northern Trust NA April 2006 - January 2009
Northern Trust Bank of Florida October 2004 - April 2006
CCH Incorporated September 2002 - October 2004
Internal Revenue Service, Estate & Gift Tax Division September 2001 - September 2002
BDPB 2000 - 2001
Southern District of Florida June 1999 - August 1999
Skills
Estate Planning, Trusts, Wills, Legal Research, Corporate Law, Wealth Management, Financial Planners, Legal Writing, Tax, Strategic Financial..., Retirement, High Net Worth..., Trust Services, Fiduciary, Marketing, Powers of Attorney, Finance, Investments, Trust Management, Trust, Litigation, Wealth Management..., Real Estate, Gift Tax, Charitable Trusts, Contract Negotiation, Insurance, Probate, Revocable Living Trusts, Wealth Preservation, Asset Managment, Financial Services, Asset Allocation, Banking, Tax Law, Retirement Planning, Equities, Courts, Asset Protection, Financial Planning, Asset Management, Probation, Social Networking, Estate Tax Planning, Estate Administration, Estate Law
Education
University of Miami School of Law 1997 — 2000
Juris Doctor; School of Business ADMINISTRATION, Master; and Bachelor, Business Administration; Business Administration; Finance
University of Miami 1993 — 2000
BA,JD,MBA, Finance and Law
Deerfield High School 1990 — 1993
Camp Coleman
University of Miami
Daniel T. Fleischer, P.A. July 2012 - Present
FL Trusts & Estates Law Firm, LLC June 2012 - Present
Craig Donoff PA February 2010 - July 2012
Wells Fargo, The Private Bank January 2009 - February 2010
Northern Trust NA April 2006 - January 2009
Northern Trust Bank of Florida October 2004 - April 2006
CCH Incorporated September 2002 - October 2004
Internal Revenue Service, Estate & Gift Tax Division September 2001 - September 2002
BDPB 2000 - 2001
Southern District of Florida June 1999 - August 1999
Skills
Estate Planning, Trusts, Wills, Legal Research, Corporate Law, Wealth Management, Financial Planners, Legal Writing, Tax, Strategic Financial..., Retirement, High Net Worth..., Trust Services, Fiduciary, Marketing, Powers of Attorney, Finance, Investments, Trust Management, Trust, Litigation, Wealth Management..., Real Estate, Gift Tax, Charitable Trusts, Contract Negotiation, Insurance, Probate, Revocable Living Trusts, Wealth Preservation, Asset Managment, Financial Services, Asset Allocation, Banking, Tax Law, Retirement Planning, Equities, Courts, Asset Protection, Financial Planning, Asset Management, Probation, Social Networking, Estate Tax Planning, Estate Administration, Estate Law
Education
University of Miami School of Law 1997 — 2000
Juris Doctor; School of Business ADMINISTRATION, Master; and Bachelor, Business Administration; Business Administration; Finance
University of Miami 1993 — 2000
BA,JD,MBA, Finance and Law
Deerfield High School 1990 — 1993
Camp Coleman
University of Miami
Elizabeth Guest Elizabeth Guest's Wells Fargo, The Private Bank Experience February 2011 - July 2012
Job Manager, Corporate Recruiting at Landry's
Industry Hospitality
Experience
Landry's May 2013 - Present
Vaco Houston July 2012 - March 2013
Wells Fargo- The Private Bank February 2011 - July 2012
Wells Fargo/Wachovia August 2005 - February 2011
Pappas Restaurants December 2002 - August 2005
Skills
Sales, Account Management, Customer Service, Microsoft Excel, Sales Management, Credit, PowerPoint, Strategic Planning, Accounting, Marketing, Microsoft Office, Technical Recruiting, Talent Acquisition, Recruiting, Training, Management, CRM, Finance, Interviews, Team Building
Education
TEXAS A&M UNIVERSITY, College Station 1998 — 2002
Bachelor of Science, Economics
Sam Houston State University 1998 — 1999
Landry's May 2013 - Present
Vaco Houston July 2012 - March 2013
Wells Fargo- The Private Bank February 2011 - July 2012
Wells Fargo/Wachovia August 2005 - February 2011
Pappas Restaurants December 2002 - August 2005
Skills
Sales, Account Management, Customer Service, Microsoft Excel, Sales Management, Credit, PowerPoint, Strategic Planning, Accounting, Marketing, Microsoft Office, Technical Recruiting, Talent Acquisition, Recruiting, Training, Management, CRM, Finance, Interviews, Team Building
Education
TEXAS A&M UNIVERSITY, College Station 1998 — 2002
Bachelor of Science, Economics
Sam Houston State University 1998 — 1999
James Helton James Helton's Wells Fargo, The Private Bank Experience 2003 - 2011
Job Vice President at Comerica Bank
Industry Financial Services
Experience
Comerica Bank 2011 - Present
Wells Fargo-- The Private Bank 2003 - 2011
Education
South Texas College of Law 2011 — 2014
Juris Doctor (J.D.), Law
Texas A&M University 1999 — 2003
BS, Economics
Sam Houston State University
MBA, Banking and Financial Institutes
Comerica Bank 2011 - Present
Wells Fargo-- The Private Bank 2003 - 2011
Education
South Texas College of Law 2011 — 2014
Juris Doctor (J.D.), Law
Texas A&M University 1999 — 2003
BS, Economics
Sam Houston State University
MBA, Banking and Financial Institutes
Christopher J. Koehler Christopher J. Koehler's Wells Fargo, The Private Bank Experience December 2010 - Present
Job Private Mortgage Banker at Wells Fargo NMLSR 269107
Industry Financial Services
Experience
Wells Fargo - The Private Bank December 2010 - Present
Trident Mortgage Company June 2004 - November 2010
Skills
Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Residential Mortgages, Non-Conforming, Certified Mortgage..., Construction Loans, Loans, Mortgage Underwriting, Home Equity Lines of..., Home Equity Loans, Super-Jumbo Mortgages
Education
Cabrini College 2000 — 2004
Business Administration, Business & Finance
Wells Fargo - The Private Bank December 2010 - Present
Trident Mortgage Company June 2004 - November 2010
Skills
Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Residential Mortgages, Non-Conforming, Certified Mortgage..., Construction Loans, Loans, Mortgage Underwriting, Home Equity Lines of..., Home Equity Loans, Super-Jumbo Mortgages
Education
Cabrini College 2000 — 2004
Business Administration, Business & Finance
Lori Adams Lori Adams's Wells Fargo, The Private Bank Experience May 2001 - March 2012
Job Senior Vice President at Bank of Texas
Industry Financial Services
Experience
Bank of Texas - The Private Bank March 2012 - Present
Wells Fargo - The Private Bank May 2001 - March 2012
J.P. Morgan April 1995 - May 2001
First Professional Bank January 1990 - March 1995
Southwestern Commercial Capital, Inc. October 1986 - January 1990
Century 21 June 1984 - October 1986
Skills
Credit Analysis, Relationship Management, Credit, Series 7, Wealth Management, Private Banking, Commercial Lending, Mortgage Lending, Banking, Loans, Commercial Banking, Mortgage Banking, Investments, Small Business Lending, Finance
Education
Abilene Christian University
BBA, Finance
Securities Licensed - Series 7 and 63
Bank of Texas - The Private Bank March 2012 - Present
Wells Fargo - The Private Bank May 2001 - March 2012
J.P. Morgan April 1995 - May 2001
First Professional Bank January 1990 - March 1995
Southwestern Commercial Capital, Inc. October 1986 - January 1990
Century 21 June 1984 - October 1986
Skills
Credit Analysis, Relationship Management, Credit, Series 7, Wealth Management, Private Banking, Commercial Lending, Mortgage Lending, Banking, Loans, Commercial Banking, Mortgage Banking, Investments, Small Business Lending, Finance
Education
Abilene Christian University
BBA, Finance
Securities Licensed - Series 7 and 63
Glenn Thomas, Jr. Glenn Thomas, Jr.'s Wells Fargo, The Private Bank Experience September 2002 - August 2011
Job Managing Director, Private Client Wealth Services, MFP Strategies
Industry Financial Services
Experience
MFP Strategies April 2015 - Present
US Trust August 2011 - November 2014
Wells Fargo The Private Bank September 2002 - August 2011
Education
Penn State University 1964 — 1968
Bachelor of Science (BS), Finance
CFP
MFP Strategies April 2015 - Present
US Trust August 2011 - November 2014
Wells Fargo The Private Bank September 2002 - August 2011
Education
Penn State University 1964 — 1968
Bachelor of Science (BS), Finance
CFP
Molly McBride's Wells Fargo, The Private Bank Experience June 2012 - Present
Job Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank June 2012 - Present
Nordstrom 2008 - 2012
The Talent Group 2009 - 2011
Docherty Modeling Agency 2003 - October 2009
Hummer Paving Company 1990 - 2008
Ethan Allen July 2003 - January 2006
Nordstrom October 2003 - March 2005
Mary Hummer Interiors 1997 - 2004
PBM Office Products January 1986 - August 1986
Skills
Customer Service, Advertising, Event Planning, Interior Design, Sales, Fundraising, Project Management, Negotiation, Marketing, Budgets, Event Management, Time Management, Leadership, Microsoft Office, Retail
Education
Ohio University 1980 — 1983
BA, Interior Design
Mercyhurst College 1978 — 1980
Interior Design
Beaumont School 1974 — 1978
high school
Wells Fargo - The Private Bank June 2012 - Present
Nordstrom 2008 - 2012
The Talent Group 2009 - 2011
Docherty Modeling Agency 2003 - October 2009
Hummer Paving Company 1990 - 2008
Ethan Allen July 2003 - January 2006
Nordstrom October 2003 - March 2005
Mary Hummer Interiors 1997 - 2004
PBM Office Products January 1986 - August 1986
Skills
Customer Service, Advertising, Event Planning, Interior Design, Sales, Fundraising, Project Management, Negotiation, Marketing, Budgets, Event Management, Time Management, Leadership, Microsoft Office, Retail
Education
Ohio University 1980 — 1983
BA, Interior Design
Mercyhurst College 1978 — 1980
Interior Design
Beaumont School 1974 — 1978
high school
Lisa B. Siegel Lisa B. Siegel's Wells Fargo, The Private Bank Experience November 2006 - Present
Job Senior Wealth Planner and SVP at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo, The Private Bank November 2006 - Present
Law firm practice 1997 - 2006
Public accounting 1985 - 1992
Education
New York University School of Law 2005 — 2009
LL.M., Taxation
Nova Southeastern University—Shepard Broad Law Center 1992 — 1995
Doctor of Law (J.D.), Law
University of Florida 1981 — 1985
Bachelor of Science (B.S.), Accounting
Wells Fargo, The Private Bank November 2006 - Present
Law firm practice 1997 - 2006
Public accounting 1985 - 1992
Education
New York University School of Law 2005 — 2009
LL.M., Taxation
Nova Southeastern University—Shepard Broad Law Center 1992 — 1995
Doctor of Law (J.D.), Law
University of Florida 1981 — 1985
Bachelor of Science (B.S.), Accounting
Doug Woodward, CFP® Doug Woodward, CFP®'s Wells Fargo, The Private Bank Experience 2008 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo, The Private Bank 2008 - Present
U.S. Trust 2001 - 2008
Bank of America 1989 - 2001
Skills
Certified Financial..., Wealth Management, Commercial Real Estate, Investment Management, Banking, Mortgage Lending, Series 7, Commercial Banking, Investments, Estate Planning, Life Insurance, Premium Financing, Aircraft Finance
Education
University of Baltimore 1995 — 1998
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1983 — 1987
Bachelor of Arts (B.A.), History
Wells Fargo, The Private Bank 2008 - Present
U.S. Trust 2001 - 2008
Bank of America 1989 - 2001
Skills
Certified Financial..., Wealth Management, Commercial Real Estate, Investment Management, Banking, Mortgage Lending, Series 7, Commercial Banking, Investments, Estate Planning, Life Insurance, Premium Financing, Aircraft Finance
Education
University of Baltimore 1995 — 1998
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1983 — 1987
Bachelor of Arts (B.A.), History
Martha M. Villacis Martha M. Villacis's Wells Fargo, The Private Bank Experience 2009 - 2011
Job Social Services
Industry Primary/Secondary Education
Experience
Non Profit 2013 - Present
CT Public School 2011 - 2012
Wells Fargo The Private Bank 2009 - 2011
Wachovia Bank Wealth Management 2007 - 2009
Wachovia Bank Wealth Management 2000 - 2006
Skills
Foreign Language..., Notary Public:..., Cannon Financial..., Cannon Training, The..., Community Outreach, Learning Disabilities, ESL, Special Education
Education
University of Hartford
Bachelor of Arts (B.A.)
Non Profit 2013 - Present
CT Public School 2011 - 2012
Wells Fargo The Private Bank 2009 - 2011
Wachovia Bank Wealth Management 2007 - 2009
Wachovia Bank Wealth Management 2000 - 2006
Skills
Foreign Language..., Notary Public:..., Cannon Financial..., Cannon Training, The..., Community Outreach, Learning Disabilities, ESL, Special Education
Education
University of Hartford
Bachelor of Arts (B.A.)
George Lange, CTFA, TEP George Lange, CTFA, TEP's Wells Fargo, The Private Bank Experience January 2013 - Present
Job Senior Vice President/Regional Manager of Investment and Fiduciary Services/Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo The Private Bank January 2013 - Present
Regions Private Wealth Management January 2003 - January 2013
SSGA, N.A. (State Street Corporation) July 1997 - December 2002
Marshall & Ilsley Trust Company of Florida (now BMO) July 1994 - July 1997
Missouri Army Nation Guard June 1971 - October 1994
Bancorp Trust Company (First Bancorporation of Ohio which is now FirstMerit February 1990 - July 1994
American Pioneer Savings Bank July 1987 - January 1990
Mark Twain Bank, N.A. January 1984 - July 1987
Mercantile Trust Company, N.A. November 1979 - January 1984
Law Office of Thomas Green August 1977 - November 1979
Skills
Wealth Management, Estate Planning, High Net Worth..., Commercial Lending, Fiduciary, Small Business Lending, Loans, Wealth Management..., Real Estate, Commercial Mortgages, Trust Services, Trusts, Financial Advisory, Mortgage Lending, Small Business, Investments, Banking, Asset Management, Portfolio Management
Education
Saint Louis University 1974 — 1977
Doctor of Law (J.D.)
Southeast Missouri State University 1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo The Private Bank January 2013 - Present
Regions Private Wealth Management January 2003 - January 2013
SSGA, N.A. (State Street Corporation) July 1997 - December 2002
Marshall & Ilsley Trust Company of Florida (now BMO) July 1994 - July 1997
Missouri Army Nation Guard June 1971 - October 1994
Bancorp Trust Company (First Bancorporation of Ohio which is now FirstMerit February 1990 - July 1994
American Pioneer Savings Bank July 1987 - January 1990
Mark Twain Bank, N.A. January 1984 - July 1987
Mercantile Trust Company, N.A. November 1979 - January 1984
Law Office of Thomas Green August 1977 - November 1979
Skills
Wealth Management, Estate Planning, High Net Worth..., Commercial Lending, Fiduciary, Small Business Lending, Loans, Wealth Management..., Real Estate, Commercial Mortgages, Trust Services, Trusts, Financial Advisory, Mortgage Lending, Small Business, Investments, Banking, Asset Management, Portfolio Management
Education
Saint Louis University 1974 — 1977
Doctor of Law (J.D.)
Southeast Missouri State University 1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government
Lara Blake Lara Blake's Wells Fargo, The Private Bank Experience October 2008 - June 2012
Job Co Chair Executive Board at West Edmonds Cooperative Preschool
Industry Nonprofit Organization Management
Experience
West Edmonds Cooperative Preschool May 2015 - Present
West Edmonds Cooperative Preschool May 2014 - May 2015
EdLab Group May 2012 - May 2013
Wells Fargo, The Private Bank October 2008 - June 2012
Wells Fargo Bank September 2007 - October 2008
Wells Fargo Bank August 2006 - September 2007
Skills
Event Planning, Non-profits, Customer Service, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Public Speaking, Sales, Data Analysis, Volunteer Management
Education
Bay Path College 2010 — 2011
Graduate Certificate of Strategic Fundraising, Strategic Fundraising and Philanthropy
University of Washington 2002 — 2006
Bachelor of Arts, Art History
West Edmonds Cooperative Preschool May 2015 - Present
West Edmonds Cooperative Preschool May 2014 - May 2015
EdLab Group May 2012 - May 2013
Wells Fargo, The Private Bank October 2008 - June 2012
Wells Fargo Bank September 2007 - October 2008
Wells Fargo Bank August 2006 - September 2007
Skills
Event Planning, Non-profits, Customer Service, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Public Speaking, Sales, Data Analysis, Volunteer Management
Education
Bay Path College 2010 — 2011
Graduate Certificate of Strategic Fundraising, Strategic Fundraising and Philanthropy
University of Washington 2002 — 2006
Bachelor of Arts, Art History
Jonathan Henry, CPA, CFP® Jonathan Henry, CPA, CFP®'s Wells Fargo, The Private Bank Experience September 2007 - June 2011
Job Director of Financial Planning at Trust Company of the South
Industry Financial Services
Experience
The Trust Company of the South July 2011 - Present
Wells Fargo - The Private Bank September 2007 - June 2011
PricewaterhouseCoopers August 2005 - September 2007
PricewaterhouseCoopers January 2004 - April 2004
IBM January 2003 - July 2003
Skills
Strategic Financial..., Tax, Estate Planning, Wealth Management, CPA, Retirement Planning, Wealth, Investment Advisory, Finance, Asset Allocation, Retirement, Financial Planning
Education
East Carolina University
Master of Business Administration (MBA)
East Carolina University
MSA, Accounting
East Carolina University 1999 — 2002
BS, Economics
Elon University 1998 — 1999
Chantilly High School 1994 — 1998
The Trust Company of the South July 2011 - Present
Wells Fargo - The Private Bank September 2007 - June 2011
PricewaterhouseCoopers August 2005 - September 2007
PricewaterhouseCoopers January 2004 - April 2004
IBM January 2003 - July 2003
Skills
Strategic Financial..., Tax, Estate Planning, Wealth Management, CPA, Retirement Planning, Wealth, Investment Advisory, Finance, Asset Allocation, Retirement, Financial Planning
Education
East Carolina University
Master of Business Administration (MBA)
East Carolina University
MSA, Accounting
East Carolina University 1999 — 2002
BS, Economics
Elon University 1998 — 1999
Chantilly High School 1994 — 1998
Neville Javeri, CFA Neville Javeri, CFA's Wells Fargo, The Private Bank Experience 2009 - Present
Job
Industry Investment Management
Experience
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
Courtney Harris Courtney Harris's Wells Fargo, The Private Bank Experience September 2011 - Present
Job Private Banking Credit Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo The Private Bank September 2011 - Present
Wachovia 2007 - 2011
Wachovia Bank September 2005 - March 2007
Skills
Commercial Banking, Wealth Management, Finance, Wealth Management..., Series 63, Retirement Planning, Loans, Banking, Credit, Private Banking, Small Business Lending, Mortgage Banking, Strategic Financial..., Financial Services, Commercial Lending, Mortgage Lending, Retail Banking, Loan Origination, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2006
Masters of Business Administration
University of North Florida 1996 — 2000
Bachelor of Banking and Finance, Corporate Finance
Wells Fargo The Private Bank September 2011 - Present
Wachovia 2007 - 2011
Wachovia Bank September 2005 - March 2007
Skills
Commercial Banking, Wealth Management, Finance, Wealth Management..., Series 63, Retirement Planning, Loans, Banking, Credit, Private Banking, Small Business Lending, Mortgage Banking, Strategic Financial..., Financial Services, Commercial Lending, Mortgage Lending, Retail Banking, Loan Origination, Financial Planning
Education
University of Central Florida - College of Business Administration 2003 — 2006
Masters of Business Administration
University of North Florida 1996 — 2000
Bachelor of Banking and Finance, Corporate Finance
Jennifer R. Adams Jennifer R. Adams's Wells Fargo, The Private Bank Experience 2008 - 2013
Job Director of Business Development
Industry Management Consulting
Experience
World Class Consulting Inc 2013 - Present
Mentor Tech Group, Inc. December 2013 - Present
GK Training and Communications February 2015 - Present
Wells Fargo, The Private Bank 2008 - 2013
Draper & Kramer 2007 - 2008
GMAC 2006 - 2007
Washington Mutual 2004 - 2006
Regents, LLC 2003 - 2004
Suttle, Inc 2002 - 2003
Skills
Business Development, New Business Development, Strategy, Sales Management, Entrepreneurship, Sales, Management, Selling, Marketing, Training, Sales Process, Sales Operations, Real Estate, Start-up Consulting, B2B, Marketing Strategy, Consulting, Account Management, Leadership, Lead Generation, Strategic Partnerships, CRM, Strategic Planning, Team Building, Start-ups
Education
Concordia University-St. Paul
Communications Courses, PSEO
University of Minnesota-Morris
General Studies, PSEO
Dakota County Technical College
Associate in Applied Science Degree, Telecommunications Systems Technology
World Class Consulting Inc 2013 - Present
Mentor Tech Group, Inc. December 2013 - Present
GK Training and Communications February 2015 - Present
Wells Fargo, The Private Bank 2008 - 2013
Draper & Kramer 2007 - 2008
GMAC 2006 - 2007
Washington Mutual 2004 - 2006
Regents, LLC 2003 - 2004
Suttle, Inc 2002 - 2003
Skills
Business Development, New Business Development, Strategy, Sales Management, Entrepreneurship, Sales, Management, Selling, Marketing, Training, Sales Process, Sales Operations, Real Estate, Start-up Consulting, B2B, Marketing Strategy, Consulting, Account Management, Leadership, Lead Generation, Strategic Partnerships, CRM, Strategic Planning, Team Building, Start-ups
Education
Concordia University-St. Paul
Communications Courses, PSEO
University of Minnesota-Morris
General Studies, PSEO
Dakota County Technical College
Associate in Applied Science Degree, Telecommunications Systems Technology
William L. Barlow, CIMA, CPWA William L. Barlow, CIMA, CPWA's Wells Fargo, The Private Bank Experience August 2008 - Present
Job VP / Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Pamela Weems , CPA, PFS Pamela Weems , CPA, PFS's Wells Fargo, The Private Bank Experience 2009 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo, The Private Bank 2009 - Present
Wachovia September 2003 - December 2008
KPMG 1984 - 2002
Skills
Financial Planning, Estate Planning, Business Succession..., Income Tax, Gift Tax, Family Dynamics, Planning for Closely..., Planning for Corporate..., Trusts, Strategic Financial..., Succession Planning, Wealth Management, Retirement Planning, Financial Planners, Wealth Management..., Financial Advisory, Estate Tax Planning, Wealth, Investment Advisory, Asset Allocation, High Net Worth..., Trust Services, Financial Services, Portfolio Management, Finance
Education
University of Denver 1979 — 1980
MT, Taxation
Wells Fargo, The Private Bank 2009 - Present
Wachovia September 2003 - December 2008
KPMG 1984 - 2002
Skills
Financial Planning, Estate Planning, Business Succession..., Income Tax, Gift Tax, Family Dynamics, Planning for Closely..., Planning for Corporate..., Trusts, Strategic Financial..., Succession Planning, Wealth Management, Retirement Planning, Financial Planners, Wealth Management..., Financial Advisory, Estate Tax Planning, Wealth, Investment Advisory, Asset Allocation, High Net Worth..., Trust Services, Financial Services, Portfolio Management, Finance
Education
University of Denver 1979 — 1980
MT, Taxation
Paula Groth's Wells Fargo, The Private Bank Experience December 2002 - Present
Job Independent ConsultantArbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International August 2006 - Present
Wells Fargo- The Private Bank December 2002 - Present
Jones Harrison Residence August 1997 - July 2002
Education
University of Minnesota-Twin Cities 1991 — 1995
BS, Nutrition and Dietetics
Arbonne International August 2006 - Present
Wells Fargo- The Private Bank December 2002 - Present
Jones Harrison Residence August 1997 - July 2002
Education
University of Minnesota-Twin Cities 1991 — 1995
BS, Nutrition and Dietetics
Mitch Rowland Mitch Rowland's Wells Fargo, The Private Bank Experience June 2014 - August 2014
Job Student at the University of Minnesota Carlson School of Management
Industry Financial Services
Experience
Bloomington Activity Centers August 2011 - Present
U.S. Bank June 2015 - August 2015
Wells Fargo - The Private Bank June 2014 - August 2014
Cargill June 2013 - August 2013
Skills
Customer Service, Leadership, Investments, Microsoft Office, Financial Analysis
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance
Bloomington Activity Centers August 2011 - Present
U.S. Bank June 2015 - August 2015
Wells Fargo - The Private Bank June 2014 - August 2014
Cargill June 2013 - August 2013
Skills
Customer Service, Leadership, Investments, Microsoft Office, Financial Analysis
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance
Dustin Lee Dustin Lee's Wells Fargo, The Private Bank Experience 2008 - 2012
Job Summer Associate:Economic Valuation Services at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - Present
Wells Fargo Private Mortgage Bank NMLSR 915640 May 2012 - June 2015
Wells Fargo: The Private Bank 2008 - 2012
Merrill Lynch 2007 - 2008
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Underwriting, Financial Risk, Relationship Management, Cash Flow, Analysis, Financial Structuring, Sales, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Banking
Education
University of Southern California - Marshall School of Business 2013 — 2016
Candidate: Master of Business Administration (MBA), Master of Business Administration: Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), History
KPMG US June 2015 - Present
Wells Fargo Private Mortgage Bank NMLSR 915640 May 2012 - June 2015
Wells Fargo: The Private Bank 2008 - 2012
Merrill Lynch 2007 - 2008
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Underwriting, Financial Risk, Relationship Management, Cash Flow, Analysis, Financial Structuring, Sales, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Banking
Education
University of Southern California - Marshall School of Business 2013 — 2016
Candidate: Master of Business Administration (MBA), Master of Business Administration: Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), History
John Schutz John Schutz's Wells Fargo, The Private Bank Experience August 1995 - Present
Job Senior Vice President and Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo The Private Bank August 1995 - Present
Skills
Wealth Management, Investments, Risk Management, Debt Management, Insurance, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Allocation, Alternative Investments, High Net Worth..., Financial Planning, Portfolio Management, Leadership, Management, Finance, Financial Analysis, Asset Management, Series 7, Financial Services, Banking, Credit
Education
The University of Chicago - Booth School of Business 2010 — 2011
University of Saint Thomas 1992 — 2000
MBA
University of Minnesota-Twin Cities 1986 — 1991
St. Thomas Academy 1982 — 1986
Wells Fargo The Private Bank August 1995 - Present
Skills
Wealth Management, Investments, Risk Management, Debt Management, Insurance, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Allocation, Alternative Investments, High Net Worth..., Financial Planning, Portfolio Management, Leadership, Management, Finance, Financial Analysis, Asset Management, Series 7, Financial Services, Banking, Credit
Education
The University of Chicago - Booth School of Business 2010 — 2011
University of Saint Thomas 1992 — 2000
MBA
University of Minnesota-Twin Cities 1986 — 1991
St. Thomas Academy 1982 — 1986
Patricia Janco-Tupper Patricia Janco-Tupper's Wells Fargo, The Private Bank Experience November 2012 - Present
Job Wealth Advisor & SVP at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank November 2012 - Present
Deutsche Bank Private Wealth Management August 2009 - October 2012
Citi Private Bank 1999 - August 2009
JPMorgan Chase 1986 - 1999
People's Bank 1980 - 1986
Skills
Wealth Management, Banking, Estate Planning, Credit, Investment Advisory, Private Banking, Asset Management, Private Wealth..., Capital Markets, Alternative Investments, Investments, Portfolio Management, Securities, Private Equity, Equities, Asset Allocation, Financial Markets, Hedge Funds, Wealth Management..., Asset Managment, Series 7, Fixed Income, Strategic Financial..., Wealth, Investment Management, Financial Analysis, Due Diligence, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, High Net Worth..., Investment Banking, Financial Structuring, Bonds, Loans, Structured Products, Credit Analysis, Structured Finance, Derivatives, Financial Planning
Education
Convent of the Sacred Heart
High School Dipolma
Fairfield University
BS, Marketing & Computer Applications
Wells Fargo The Private Bank November 2012 - Present
Deutsche Bank Private Wealth Management August 2009 - October 2012
Citi Private Bank 1999 - August 2009
JPMorgan Chase 1986 - 1999
People's Bank 1980 - 1986
Skills
Wealth Management, Banking, Estate Planning, Credit, Investment Advisory, Private Banking, Asset Management, Private Wealth..., Capital Markets, Alternative Investments, Investments, Portfolio Management, Securities, Private Equity, Equities, Asset Allocation, Financial Markets, Hedge Funds, Wealth Management..., Asset Managment, Series 7, Fixed Income, Strategic Financial..., Wealth, Investment Management, Financial Analysis, Due Diligence, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, High Net Worth..., Investment Banking, Financial Structuring, Bonds, Loans, Structured Products, Credit Analysis, Structured Finance, Derivatives, Financial Planning
Education
Convent of the Sacred Heart
High School Dipolma
Fairfield University
BS, Marketing & Computer Applications
Sue Mickelberg, CFA Sue Mickelberg, CFA's Wells Fargo, The Private Bank Experience July 2005 - December 2009
Job Experienced investment management professional seeking new opportunity institutional or private wealth management
Industry Investment Management
Experience
Aimia Inc January 2015 - April 2015
Wells Fargo, The Private Bank July 2005 - December 2009
Northwest Airlines 2003 - 2005
US Bank, First Asset Management 2003 - 2003
Skills
Portfolio Management, Asset Management, Private Equity, Corporate Finance, Financial Analysis, Valuation, Mutual Funds, Fixed Income, Wealth Management, Financial Modeling, Non-profits, Industry Analysis, Asset Managment, Investment Banking, Equities, Asset Allocation, Nonprofits, Competitive Analysis, Investment Strategies, Investment Management, Alternative Investments, Investments, Equity Research
Education
Iowa State University
BBA, Finance
University of St. Thomas
MBA, Finance
Aimia Inc January 2015 - April 2015
Wells Fargo, The Private Bank July 2005 - December 2009
Northwest Airlines 2003 - 2005
US Bank, First Asset Management 2003 - 2003
Skills
Portfolio Management, Asset Management, Private Equity, Corporate Finance, Financial Analysis, Valuation, Mutual Funds, Fixed Income, Wealth Management, Financial Modeling, Non-profits, Industry Analysis, Asset Managment, Investment Banking, Equities, Asset Allocation, Nonprofits, Competitive Analysis, Investment Strategies, Investment Management, Alternative Investments, Investments, Equity Research
Education
Iowa State University
BBA, Finance
University of St. Thomas
MBA, Finance
Katie. Peterson Katie. Peterson's Wells Fargo, The Private Bank Experience January 2008 - December 2010
Job Senior Vice President Business Banking sales manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation December 2010 - Present
Wells Fargo - The Private Bank January 2008 - December 2010
JP Morgan Chase 2005 - 2008
SunTrust Bank 2002 - 2005
Skills
Banking, Commercial Banking, Finance, Investments, Loans, Portfolio Management
Education
Florida Atlantic University 1999 — 2002
BBA, Finance, Management
Midwest City High School 1991 — 1994
yes
Christian Heritage Academy
Regions Financial Corporation December 2010 - Present
Wells Fargo - The Private Bank January 2008 - December 2010
JP Morgan Chase 2005 - 2008
SunTrust Bank 2002 - 2005
Skills
Banking, Commercial Banking, Finance, Investments, Loans, Portfolio Management
Education
Florida Atlantic University 1999 — 2002
BBA, Finance, Management
Midwest City High School 1991 — 1994
yes
Christian Heritage Academy
Kent Lenon Kent Lenon's Wells Fargo, The Private Bank Experience November 2013 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo, The Private Bank November 2013 - Present
Wells Fargo Home Mortgage June 1994 - November 2013
Wells Fargo Home Mortgage November 1989 - June 1994
Skills
Mortgage Banking, Mortgage Lending, Refinance, Private Banking, Commercial Lending, Investment Banking, Asset Based Lending, Strategic Financial..., Asset Management, Management, Securities Lending, Loan Origination, Investment Properties, FHA, Government Loans, Residential Mortgages, Credit, Real Estate, Succession Planning, Retail Banking, Credit Analysis, Banking, FHA financing
Education
Idaho State University 1985 — 1989
Bachelor of Science (B.S.), Marketing and Finance
Wells Fargo, The Private Bank November 2013 - Present
Wells Fargo Home Mortgage June 1994 - November 2013
Wells Fargo Home Mortgage November 1989 - June 1994
Skills
Mortgage Banking, Mortgage Lending, Refinance, Private Banking, Commercial Lending, Investment Banking, Asset Based Lending, Strategic Financial..., Asset Management, Management, Securities Lending, Loan Origination, Investment Properties, FHA, Government Loans, Residential Mortgages, Credit, Real Estate, Succession Planning, Retail Banking, Credit Analysis, Banking, FHA financing
Education
Idaho State University 1985 — 1989
Bachelor of Science (B.S.), Marketing and Finance
Allison Elliott Allison Elliott's Wells Fargo, The Private Bank Experience May 2013 - Present
Job Senior Wealth Planning Strategist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo - The Private Bank May 2013 - Present
Briggs & Veselka Co. September 2010 - May 2013
Perkins & Co. January 2007 - August 2010
PKF Texas November 1999 - February 2005
Skills
Succession Planning, Tax, Trusts, Estate Planning, Income Tax, Gift Tax, Charitable Gift Planning
Education
The University of Texas at Austin
BBA, Accounting
Wells Fargo - The Private Bank May 2013 - Present
Briggs & Veselka Co. September 2010 - May 2013
Perkins & Co. January 2007 - August 2010
PKF Texas November 1999 - February 2005
Skills
Succession Planning, Tax, Trusts, Estate Planning, Income Tax, Gift Tax, Charitable Gift Planning
Education
The University of Texas at Austin
BBA, Accounting
Mario Facella Mario Facella's Wells Fargo, The Private Bank Experience March 2009 - January 2014
Job Senior Lender at Toronto Dominion Bank (TD Bank)
Industry Banking
Experience
TD January 2014 - Present
WELLS FARGO - THE PRIVATE BANK March 2009 - January 2014
BANC OF AMERICA SECURITIES January 2007 - February 2009
NATIONSBANK, N.A./BANK OF AMERICA January 1998 - December 2006
BARNETT BANK OF SOUTH FLORIDA January 1995 - January 1998
FIRST UNION NATIONAL BANK OF FLORIDA October 1993 - December 1994
FIRST AMERICAN METRO CORPORATION/FIRST UNION NATIONAL BANK January 1991 - September 1993
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Investments, Loan Origination, Structured Finance, Real Estate, Commercial Real Estate, Construction Loans, CMBS, Cross Selling, Wealth, High Net Worth..., Mortgage Lending, Banking, Financial Modeling, Series 7, Real Estate Economics, Private Banking, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Financial Analysis, Insurance, Securities, Strategic Financial..., Underwriting, Wealth Management, Asset Management, Credit Risk, Investment Advisory, Small Business Lending, Capital Markets, Treasury Management, Lines Of Credit
Education
James Madison University 1986 — 1990
MBA; BBA, Real Estate Finance; Finance; Real Estate Concentration), Economics
Langley High School 1982 — 1985
TD January 2014 - Present
WELLS FARGO - THE PRIVATE BANK March 2009 - January 2014
BANC OF AMERICA SECURITIES January 2007 - February 2009
NATIONSBANK, N.A./BANK OF AMERICA January 1998 - December 2006
BARNETT BANK OF SOUTH FLORIDA January 1995 - January 1998
FIRST UNION NATIONAL BANK OF FLORIDA October 1993 - December 1994
FIRST AMERICAN METRO CORPORATION/FIRST UNION NATIONAL BANK January 1991 - September 1993
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Investments, Loan Origination, Structured Finance, Real Estate, Commercial Real Estate, Construction Loans, CMBS, Cross Selling, Wealth, High Net Worth..., Mortgage Lending, Banking, Financial Modeling, Series 7, Real Estate Economics, Private Banking, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Financial Analysis, Insurance, Securities, Strategic Financial..., Underwriting, Wealth Management, Asset Management, Credit Risk, Investment Advisory, Small Business Lending, Capital Markets, Treasury Management, Lines Of Credit
Education
James Madison University 1986 — 1990
MBA; BBA, Real Estate Finance; Finance; Real Estate Concentration), Economics
Langley High School 1982 — 1985
William J. Meagher, Jr. CIMA William J. Meagher, Jr. CIMA's Wells Fargo, The Private Bank Experience September 2008 - Present
Job Senior Vice President at Wells Fargo The Private Bank
Industry Financial Services
Experience
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Vic Heineman Vic Heineman's Wells Fargo, The Private Bank Experience October 2007 - Present
Job Insurance Advisor at The Private Bank Wells Fargo
Industry Insurance
Experience
Wells Fargo - The Private Bank October 2007 - Present
Merrill Lynch January 2001 - April 2008
AXA Equitable January 1980 - March 1996
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Florida Institute of Technology 1975 — 1978
Marine Biology
Wells Fargo - The Private Bank October 2007 - Present
Merrill Lynch January 2001 - April 2008
AXA Equitable January 1980 - March 1996
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Florida Institute of Technology 1975 — 1978
Marine Biology
Mike Charter's Wells Fargo, The Private Bank Experience August 2010 - October 2011
Job President / Broker
Industry Commercial Real Estate
Experience
CHARTER FINANCE November 2011 - Present
Wells Fargo The Private Bank August 2010 - October 2011
Charter Finance June 2001 - July 2010
Citigroup January 1993 - May 2001
Skills
Commercial Lending, Finance, Banking, Risk Management, Commercial Mortgages, Disposition, Real Estate Economics, Real Estate Financing, Brokerage, Asset Managment, Location Intelligence, Real Estate Development, Real Estate Transactions, Investment Properties, Investments, Property Management, Underwriting, Land Acquisition, Small Business Lending, Loans, Due Diligence, Real Estate, Asset Management, Credit, Property, Commercial Real Estate, Portfolio Management, Corporate Real Estate, Condos
Education
University of California, Davis 1976 — 1980
BA
State of California, DEPARTMENT OF REAL ESTATE, Broker License #01109787
CHARTER FINANCE November 2011 - Present
Wells Fargo The Private Bank August 2010 - October 2011
Charter Finance June 2001 - July 2010
Citigroup January 1993 - May 2001
Skills
Commercial Lending, Finance, Banking, Risk Management, Commercial Mortgages, Disposition, Real Estate Economics, Real Estate Financing, Brokerage, Asset Managment, Location Intelligence, Real Estate Development, Real Estate Transactions, Investment Properties, Investments, Property Management, Underwriting, Land Acquisition, Small Business Lending, Loans, Due Diligence, Real Estate, Asset Management, Credit, Property, Commercial Real Estate, Portfolio Management, Corporate Real Estate, Condos
Education
University of California, Davis 1976 — 1980
BA
State of California, DEPARTMENT OF REAL ESTATE, Broker License #01109787
Helene Robbins's Wells Fargo, The Private Bank Experience September 1979 - Present
Job Vice President, Trust and Fiduciary Specialist at Wells Fargo, The Private Bank
Industry Banking
Experience
Fund for Women and Girls, Community Foundation for Greater New Haven 2009 - Present
Wells Fargo, The Private Bank September 1979 - Present
Wells Fargo Bank 1979 - Present
Skills
Wealth Management
Education
University of New Haven 1985 — 1988
Fund for Women and Girls, Community Foundation for Greater New Haven 2009 - Present
Wells Fargo, The Private Bank September 1979 - Present
Wells Fargo Bank 1979 - Present
Skills
Wealth Management
Education
University of New Haven 1985 — 1988
Todd Aquilina's Wells Fargo, The Private Bank Experience 2003 - May 2011
Job Wealth Management Consultant, The Private Client Reserve
Industry Banking
Experience
The Private Client Reserve September 2015 - Present
Wells Fargo Insurance Services January 2015 - September 2015
Wells Fargo May 2011 - January 2015
Wells Fargo - The Private Bank 2003 - May 2011
Skills
Credit Analysis, Commercial Lending, Loan Origination, Portfolio Management, Commercial Banking, Credit, Mortgage Banking
Education
California State University-Sacramento 1987 — 1992
The Private Client Reserve September 2015 - Present
Wells Fargo Insurance Services January 2015 - September 2015
Wells Fargo May 2011 - January 2015
Wells Fargo - The Private Bank 2003 - May 2011
Skills
Credit Analysis, Commercial Lending, Loan Origination, Portfolio Management, Commercial Banking, Credit, Mortgage Banking
Education
California State University-Sacramento 1987 — 1992
Duncan Corley's Wells Fargo, The Private Bank Experience August 2005 - June 2015
Job Director, Wealth Advisor at BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank July 2015 - Present
Wells Fargo - The Private Bank August 2005 - June 2015
JPMorgan Chase & Co. May 1995 - August 2005
Skills
Wealth Management
Education
University of Arizona 1979 — 1984
Bachelor of Arts (BA), Political Science
BMO Private Bank July 2015 - Present
Wells Fargo - The Private Bank August 2005 - June 2015
JPMorgan Chase & Co. May 1995 - August 2005
Skills
Wealth Management
Education
University of Arizona 1979 — 1984
Bachelor of Arts (BA), Political Science
Marc Barbeau's Wells Fargo, The Private Bank Experience March 2013 - Present
Job Vice President Sr. Private Banker at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank March 2013 - Present
The Northern Trust Company June 2006 - March 2013
LaSalle Bank / Bank of America 2002 - 2006
Amcore Bank 2001 - 2002
Bank One 1996 - 2001
Skills
Commercial Banking, Wealth Management, Portfolio Management, Commercial Lending, Entrepreneurship, Loans, Private Banking, Investment Management, Strategic Financial..., Credit Analysis, Small Business Lending, Small Business, Asset Management, Finance, Investments, Financial Services, Financial Risk, Series 7, Banking, Wealth Management..., Analysis, High Net Worth..., New Business Development, Wealth, Credit
Education
DePaul University 2005 — 2006
Wells Fargo - The Private Bank March 2013 - Present
The Northern Trust Company June 2006 - March 2013
LaSalle Bank / Bank of America 2002 - 2006
Amcore Bank 2001 - 2002
Bank One 1996 - 2001
Skills
Commercial Banking, Wealth Management, Portfolio Management, Commercial Lending, Entrepreneurship, Loans, Private Banking, Investment Management, Strategic Financial..., Credit Analysis, Small Business Lending, Small Business, Asset Management, Finance, Investments, Financial Services, Financial Risk, Series 7, Banking, Wealth Management..., Analysis, High Net Worth..., New Business Development, Wealth, Credit
Education
DePaul University 2005 — 2006
Brad Moore, CFA's Wells Fargo, The Private Bank Experience September 2005 - Present
Job SVP | Sr Investment Strategist Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank September 2005 - Present
Skills
Wealth Management...
Education
CFA Institute
Chartered Financial Analyst (CFA)
University of California, Davis
BS, Managerial Economics
University of San Francisco
MBA, Finance
Wells Fargo - The Private Bank September 2005 - Present
Skills
Wealth Management...
Education
CFA Institute
Chartered Financial Analyst (CFA)
University of California, Davis
BS, Managerial Economics
University of San Francisco
MBA, Finance
Robert Wallace, Jr., JD, MBT, CPA, PFS, CFP®'s Wells Fargo, The Private Bank Experience 2012 - Present
Job Vice President, Senior Wealth Planner at Wells Fargo, The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank 2012 - Present
Union Bank The Private Bank 2010 - 2012
Deloitte 2008 - 2010
KPMG LLP 2006 - 2008
Skills
Investments, Asset Managment, Private Equity, Financial Accounting, Finance, High Net Worth..., Big 4, Financial Planners, Cash Flow, Portfolio Management
Education
Indiana University School of Law—Bloomington 2001 — 2004
JD, Law
University of Southern California - Marshall School of Business
Master of Business Taxation, Business
Wells Fargo The Private Bank 2012 - Present
Union Bank The Private Bank 2010 - 2012
Deloitte 2008 - 2010
KPMG LLP 2006 - 2008
Skills
Investments, Asset Managment, Private Equity, Financial Accounting, Finance, High Net Worth..., Big 4, Financial Planners, Cash Flow, Portfolio Management
Education
Indiana University School of Law—Bloomington 2001 — 2004
JD, Law
University of Southern California - Marshall School of Business
Master of Business Taxation, Business
Bonnie Leibowitz-Carchi's Wells Fargo, The Private Bank Experience June 2011 - July 2013
Job Tax, Trusts and Estates Attorney
Industry Law Practice
Experience
Deloitte April 2015 - Present
McLaughlin & Stern, LLP July 2013 - November 2014
Wells Fargo, The Private Bank June 2011 - July 2013
Brach Eichler L.L.C./Wolf Block, LLP September 2007 - June 2011
Wolf Block May 2006 - July 2006
Skills
Estate Planning, Trusts, Wills, Estate Administration, Retirement Planning, Admitted to Practice, Personal Financial..., Tax, Investments, High Net Worth..., Financial Planning, Finance, Legal Research
Education
New York University 2012 — 2016
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Newark 2004 — 2007
Doctor of Law (JD), Law
Rutgers Business School 2002 — 2005
Master of Business Administration (MBA), Finance, General
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Deloitte April 2015 - Present
McLaughlin & Stern, LLP July 2013 - November 2014
Wells Fargo, The Private Bank June 2011 - July 2013
Brach Eichler L.L.C./Wolf Block, LLP September 2007 - June 2011
Wolf Block May 2006 - July 2006
Skills
Estate Planning, Trusts, Wills, Estate Administration, Retirement Planning, Admitted to Practice, Personal Financial..., Tax, Investments, High Net Worth..., Financial Planning, Finance, Legal Research
Education
New York University 2012 — 2016
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Newark 2004 — 2007
Doctor of Law (JD), Law
Rutgers Business School 2002 — 2005
Master of Business Administration (MBA), Finance, General
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Camille Bayer's Wells Fargo, The Private Bank Experience February 2013 - December 2013
Job Executive Assistant to Timothy Prichard at Wells Fargo Insurance Services
Industry Banking
Experience
Wells Fargo Insurance Services January 2014 - Present
Wells Fargo The Private Bank February 2013 - December 2013
Wells Fargo Bank October 2003 - February 2013
Texasweet Citrus Marketing 2000 - 2001
Skills
Credit, Banking, Administrative..., Financial Analysis
Education
University of Houston-Downtown
I
Wells Fargo Insurance Services January 2014 - Present
Wells Fargo The Private Bank February 2013 - December 2013
Wells Fargo Bank October 2003 - February 2013
Texasweet Citrus Marketing 2000 - 2001
Skills
Credit, Banking, Administrative..., Financial Analysis
Education
University of Houston-Downtown
I
Jeffrey Appleton, CFP®'s Wells Fargo, The Private Bank Experience June 1996 - Present
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo - The Private Bank June 1996 - Present
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management..., Portfolio Management, Asset Management, Mutual Funds, Banking, High Net Worth..., Investment Advisory
Education
Saint Mary's College of California
Metropolitan State College of Denver
Financial Planning
Wells Fargo - The Private Bank June 1996 - Present
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management..., Portfolio Management, Asset Management, Mutual Funds, Banking, High Net Worth..., Investment Advisory
Education
Saint Mary's College of California
Metropolitan State College of Denver
Financial Planning
Karen Fung's Wells Fargo, The Private Bank Experience May 2008 - Present
Job Assistant Vice President Senior Underwriter
Industry Banking
Experience
Wells Fargo - The Private Bank May 2008 - Present
Preferred Bank December 2004 - May 2008
Skills
Loans, Credit, Portfolio Management, Commercial Real Estate, Loan Origination, Credit Risk, Commercial Banking, Finance, Analysis, Cross Selling, Negotiation, Mortgage Lending, Credit Analysis, Commercial Lending, Banking, Underwriting, Risk Management, Financial Analysis, Investments, Consumer Lending, Financial Modeling, Retail Banking, risk m
Education
University of California, Riverside
Bachelor of Science, Business Administration, Management Information Systems, Accounting, and Economics
Wells Fargo - The Private Bank May 2008 - Present
Preferred Bank December 2004 - May 2008
Skills
Loans, Credit, Portfolio Management, Commercial Real Estate, Loan Origination, Credit Risk, Commercial Banking, Finance, Analysis, Cross Selling, Negotiation, Mortgage Lending, Credit Analysis, Commercial Lending, Banking, Underwriting, Risk Management, Financial Analysis, Investments, Consumer Lending, Financial Modeling, Retail Banking, risk m
Education
University of California, Riverside
Bachelor of Science, Business Administration, Management Information Systems, Accounting, and Economics
Francene Cole's Wells Fargo, The Private Bank Experience 1997 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo - The Private Bank 1997 - Present
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Series 7, Investments, Underwriting, Certified Financial...
Education
Duke University - The Fuqua School of Business
MBA, Business
University of California, Berkeley
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo - The Private Bank 1997 - Present
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Series 7, Investments, Underwriting, Certified Financial...
Education
Duke University - The Fuqua School of Business
MBA, Business
University of California, Berkeley
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jasmine Shodja's Wells Fargo, The Private Bank Experience 2002 - Present
Job Vice President at Wells Fargo, The Private Bank
Industry Banking
Experience
Wells Fargo, The Private Bank 2002 - Present
KPMG 1996 - 2000
BDO Seidman, LLP 1993 - 1996
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Mergers, Investments
Education
University of California, Irvine 1999 — 2001
MBA
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
Master of Business Administration (MBA)
Wells Fargo, The Private Bank 2002 - Present
KPMG 1996 - 2000
BDO Seidman, LLP 1993 - 1996
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Mergers, Investments
Education
University of California, Irvine 1999 — 2001
MBA
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
Master of Business Administration (MBA)
Duane Sanchez's Wells Fargo, The Private Bank Experience December 2013 - October 2014
Job VP / Senior Banker 4
Industry Banking
Experience
Wells Fargo - The Private Bank December 2013 - October 2014
United Federal Credit Union March 2013 - November 2013
RVM Capital Markets January 2012 - March 2013
Graystone Commercial October 2007 - March 2013
Intervest Mortgage Investment Company January 2006 - October 2007
First Independent Bank of Nevada June 2004 - January 2006
CBRE September 2002 - June 2004
Dermody Properties March 1997 - May 2002
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Investment Properties, Disposition, Commercial Real Estate, Investors, Property Management, Leases, Short Sales, Real Estate Economics, Location Intelligence, Land Acquisition, Real Estate Financing, Brokerage, Dispositions, Mortgage Lending, Investments
Education
Embry Riddle Aeronautical University-Prescott
Aeronautical Science
Wells Fargo - The Private Bank December 2013 - October 2014
United Federal Credit Union March 2013 - November 2013
RVM Capital Markets January 2012 - March 2013
Graystone Commercial October 2007 - March 2013
Intervest Mortgage Investment Company January 2006 - October 2007
First Independent Bank of Nevada June 2004 - January 2006
CBRE September 2002 - June 2004
Dermody Properties March 1997 - May 2002
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Investment Properties, Disposition, Commercial Real Estate, Investors, Property Management, Leases, Short Sales, Real Estate Economics, Location Intelligence, Land Acquisition, Real Estate Financing, Brokerage, Dispositions, Mortgage Lending, Investments
Education
Embry Riddle Aeronautical University-Prescott
Aeronautical Science
John Muller's Wells Fargo, The Private Bank Experience January 2010 - Present
Job Wealth Advisor at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank January 2010 - Present
Wachovia Bank, N.A. February 2007 - December 2009
Wachovia Bank, N.A. March 2001 - February 2007
Wachovia Bank, N.A. May 1996 - March 2001
Wachovia Bank, N.A. January 1992 - May 1996
Wachovia Bank, NA June 1988 - December 1991
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Series 7, Series 63, Investment Advisory, Relationship Management, Financial Risk, Securities, Fixed Income, Capital Markets, Wealth Management, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, Estate Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Loans, Consumer Lending, Risk Management, Financial Services, Due Diligence, Mortgage Lending, Retirement Planning, Valuation, Underwriting
Education
Wake Forest University School of Business 1993 — 1996
MBA, Finance
Hampden-Sydney College 1984 — 1988
The McCallie School 1981 — 1984
Virginia Program At Oxford University
Economics
University of Madrid
Spanish
Wells Fargo - The Private Bank January 2010 - Present
Wachovia Bank, N.A. February 2007 - December 2009
Wachovia Bank, N.A. March 2001 - February 2007
Wachovia Bank, N.A. May 1996 - March 2001
Wachovia Bank, N.A. January 1992 - May 1996
Wachovia Bank, NA June 1988 - December 1991
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Series 7, Series 63, Investment Advisory, Relationship Management, Financial Risk, Securities, Fixed Income, Capital Markets, Wealth Management, Asset Allocation, Asset Management, Banking, Credit, Credit Analysis, Estate Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Loans, Consumer Lending, Risk Management, Financial Services, Due Diligence, Mortgage Lending, Retirement Planning, Valuation, Underwriting
Education
Wake Forest University School of Business 1993 — 1996
MBA, Finance
Hampden-Sydney College 1984 — 1988
The McCallie School 1981 — 1984
Virginia Program At Oxford University
Economics
University of Madrid
Spanish
Lori Hauge-Gunther's Wells Fargo, The Private Bank Experience January 2012 - Present
Job Available for call coaching, client service training, development, compliance, project management
Industry Financial Services
Experience
Wells Fargo The Private Bank January 2012 - Present
Brokerage Financial Services October 2011 - Present
Wells Fargo Advisors June 2010 - October 2011
Wells Fargo Investments October 2000 - June 2011
Wells Fargo Investments February 2000 - October 2000
Wells Fargo Investments May 1998 - February 2000
Skills
Risk Management, Training, Employee Training, Management, Mutual Funds, Software Documentation, Financial Services, Team Building, Project Management, Coaching, Trading, Equities, Fixed Income, Relationship Management, Series 24, Series 63, Series 7, FINRA, Retirement Planning, Asset Managment, Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 1986 — 1989
b.s., finance
University of Minnesota-Morris 1984 — 1986
Bachelor of Science (B.S.), Finance
Wells Fargo The Private Bank January 2012 - Present
Brokerage Financial Services October 2011 - Present
Wells Fargo Advisors June 2010 - October 2011
Wells Fargo Investments October 2000 - June 2011
Wells Fargo Investments February 2000 - October 2000
Wells Fargo Investments May 1998 - February 2000
Skills
Risk Management, Training, Employee Training, Management, Mutual Funds, Software Documentation, Financial Services, Team Building, Project Management, Coaching, Trading, Equities, Fixed Income, Relationship Management, Series 24, Series 63, Series 7, FINRA, Retirement Planning, Asset Managment, Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 1986 — 1989
b.s., finance
University of Minnesota-Morris 1984 — 1986
Bachelor of Science (B.S.), Finance
Liliane Haddad's Wells Fargo, The Private Bank Experience 2003 - 2011
Job U.S.Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust 2013 - Present
J.P. Morgan 2011 - August 2013
Wells Fargo - The Private Bank 2003 - 2011
Education
HEC School of Management / HEC Paris
MBA, Business- Management
ESIB- Ecole Superieure D'Ingenieurs de Beyrouth-USJ
Ingenieur Civil- Section Economie
U.S. Trust 2013 - Present
J.P. Morgan 2011 - August 2013
Wells Fargo - The Private Bank 2003 - 2011
Education
HEC School of Management / HEC Paris
MBA, Business- Management
ESIB- Ecole Superieure D'Ingenieurs de Beyrouth-USJ
Ingenieur Civil- Section Economie
Marcy Robbins's Wells Fargo, The Private Bank Experience October 2009 - August 2010
Job Principal, MWR Consulting, Inc.
Industry Financial Services
Experience
MWR Consulting, Inc. August 2010 - Present
CM Wealth Advisors July 2013 - April 2015
Jewish Federation of South Palm Beach County April 2009 - March 2012
Wells Fargo - The Private Bank October 2009 - August 2010
Wachovia Wealth Management December 2006 - August 2009
Marcy W. Mendelsohn, Esq. Attorney August 2005 - December 2006
Internal Revenue Service, Attorney May 2001 - April 2005
Skills
Financial Planning, Insurance, Asset Protection, Estate Planning, Wealth Management, High Net Worth..., Tax, Strategic Financial..., Asset Allocation, Financial Planners, Wills, Small Business, Investment Advisory, Business Planning, Asset Managment, Wealth Management..., Alternative Investments, Securities, Legal Writing, Civil Litigation, Litigation, Investments, Trusts, Income Tax, Estate Tax Planning, Finance, Retirement Planning, Succession Planning, Banking, Wealth, Personal Finance, Retirement, Financial Services, Investment Management, Mergers & Acquisitions, Estate Administration, LLC, Mutual Funds, Series 63, Investment Strategies, Estate Law, Strategy, Series 7, Private Equity, Financial Advisory
Education
Georgetown University School of Law 1999 — 2000
LL.M, Taxation
University of Baltimore School of Law 1996 — 1999
Juris Doctor, Law
Union College 1988 — 1992
BS, Psychology
Dana Hall School 1985 — 1988
Diploma, General Studies
MWR Consulting, Inc. August 2010 - Present
CM Wealth Advisors July 2013 - April 2015
Jewish Federation of South Palm Beach County April 2009 - March 2012
Wells Fargo - The Private Bank October 2009 - August 2010
Wachovia Wealth Management December 2006 - August 2009
Marcy W. Mendelsohn, Esq. Attorney August 2005 - December 2006
Internal Revenue Service, Attorney May 2001 - April 2005
Skills
Financial Planning, Insurance, Asset Protection, Estate Planning, Wealth Management, High Net Worth..., Tax, Strategic Financial..., Asset Allocation, Financial Planners, Wills, Small Business, Investment Advisory, Business Planning, Asset Managment, Wealth Management..., Alternative Investments, Securities, Legal Writing, Civil Litigation, Litigation, Investments, Trusts, Income Tax, Estate Tax Planning, Finance, Retirement Planning, Succession Planning, Banking, Wealth, Personal Finance, Retirement, Financial Services, Investment Management, Mergers & Acquisitions, Estate Administration, LLC, Mutual Funds, Series 63, Investment Strategies, Estate Law, Strategy, Series 7, Private Equity, Financial Advisory
Education
Georgetown University School of Law 1999 — 2000
LL.M, Taxation
University of Baltimore School of Law 1996 — 1999
Juris Doctor, Law
Union College 1988 — 1992
BS, Psychology
Dana Hall School 1985 — 1988
Diploma, General Studies
Clara C. Parris's Wells Fargo, The Private Bank Experience June 2014 - January 2015
Job Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD January 2015 - Present
Wells Fargo, The Private Bank June 2014 - January 2015
Wells Fargo, The Private Bank January 2013 - May 2014
Adventures In Missions January 2011 - November 2011
Keel Point, LLC June 2008 - November 2010
Skills
Financial Planning, Wealth Management, Cash Flow Planning, Retirement Planning, Estate Planning, Risk Management, Income Tax Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Corporate Finance
University of Georgia - Terry College of Business
Certificate in Financial Planning
SignatureFD January 2015 - Present
Wells Fargo, The Private Bank June 2014 - January 2015
Wells Fargo, The Private Bank January 2013 - May 2014
Adventures In Missions January 2011 - November 2011
Keel Point, LLC June 2008 - November 2010
Skills
Financial Planning, Wealth Management, Cash Flow Planning, Retirement Planning, Estate Planning, Risk Management, Income Tax Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Corporate Finance
University of Georgia - Terry College of Business
Certificate in Financial Planning
Kurt Wegleitner's Wells Fargo, The Private Bank Experience January 2010 - Present
Job Credit Administration
Industry Financial Services
Experience
Wells Fargo -- The Private Bank January 2010 - Present
East West Bank March 2009 - December 2009
Buccola & Accociates 2008 - 2008
Hanmi Bank June 2005 - June 2007
DBS Bank January 2003 - June 2005
ING Capital Advisors June 1999 - December 2002
First Interstate Bank 1985 - 1997
Skills
Commercial Banking, Banking, Credit Analysis, Loans, Credit, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Management, Loan Origination, Lines Of Credit
Education
University of Minnesota-Twin Cities 1977 — 1978
MBA, Finance
University of Minnesota-Twin Cities 1975 — 1977
MAIR, Human Resources Management
Saint John's University 1969 — 1973
BA, Economics & History
Hopkins High School
diploma
Wells Fargo -- The Private Bank January 2010 - Present
East West Bank March 2009 - December 2009
Buccola & Accociates 2008 - 2008
Hanmi Bank June 2005 - June 2007
DBS Bank January 2003 - June 2005
ING Capital Advisors June 1999 - December 2002
First Interstate Bank 1985 - 1997
Skills
Commercial Banking, Banking, Credit Analysis, Loans, Credit, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Management, Loan Origination, Lines Of Credit
Education
University of Minnesota-Twin Cities 1977 — 1978
MBA, Finance
University of Minnesota-Twin Cities 1975 — 1977
MAIR, Human Resources Management
Saint John's University 1969 — 1973
BA, Economics & History
Hopkins High School
diploma
David Hornung's Wells Fargo, The Private Bank Experience June 2008 - Present
Job Sr. Fiduciary Advisory Specialist
Industry Financial Services
Experience
Wells Fargo The Private Bank June 2008 - Present
Wells Fargo, The Private Bank June 2008 - Present
Attorney At Law January 1998 - June 2008
Skills
Estate Planning, Wealth, Financial Advisory, Tax, Wealth Management, Succession Planning, Financial Services
Education
Western State University College of Law 1994 — 1997
Doctor of Law (J.D.), Taxation
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Servite
Wells Fargo The Private Bank June 2008 - Present
Wells Fargo, The Private Bank June 2008 - Present
Attorney At Law January 1998 - June 2008
Skills
Estate Planning, Wealth, Financial Advisory, Tax, Wealth Management, Succession Planning, Financial Services
Education
Western State University College of Law 1994 — 1997
Doctor of Law (J.D.), Taxation
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Servite
Brian Corley's Wells Fargo, The Private Bank Experience September 2002 - March 2008
Job Wealth Advisor & Senior Managing Director, Insurance Group Head
Industry Financial Services
Experience
First Republic Bank June 2012 - Present
Astera Financial Group March 2008 - June 2012
Wells Fargo - The Private Bank September 2002 - March 2008
Golden Triangle Securities 1998 - 2002
Skills
Investments, Portfolio Management, Asset Management, Wealth Management..., Wealth, Wealth Management, Management, Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds
Education
UC Berkeley CIMA 2004 — 2004
Certified Investment Management Analyst, Investment Consulting
Golden Gate University 1999 — 2002
Masters of Science in Finance, Finance/Financial Planning
CSU Chico 1990 — 1994
BA Economics, Economics/Political Science
First Republic Bank June 2012 - Present
Astera Financial Group March 2008 - June 2012
Wells Fargo - The Private Bank September 2002 - March 2008
Golden Triangle Securities 1998 - 2002
Skills
Investments, Portfolio Management, Asset Management, Wealth Management..., Wealth, Wealth Management, Management, Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds
Education
UC Berkeley CIMA 2004 — 2004
Certified Investment Management Analyst, Investment Consulting
Golden Gate University 1999 — 2002
Masters of Science in Finance, Finance/Financial Planning
CSU Chico 1990 — 1994
BA Economics, Economics/Political Science
TJ Marini's Wells Fargo, The Private Bank Experience January 2013 - Present
Job Vice President, Sr. Private Banker at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank January 2013 - Present
MACC Fund March 2010 - Present
The PrivateBank August 2008 - January 2013
Milwaukee Golf Charities 2008 - 2009
U.S. Bank April 1999 - August 2008
Skills
Wealth Management, Portfolio Management
Education
University of Phoenix 2002 — 2005
BSM
Lakeland College
New York University - Leonard N. Stern School of Business
Wells Fargo The Private Bank January 2013 - Present
MACC Fund March 2010 - Present
The PrivateBank August 2008 - January 2013
Milwaukee Golf Charities 2008 - 2009
U.S. Bank April 1999 - August 2008
Skills
Wealth Management, Portfolio Management
Education
University of Phoenix 2002 — 2005
BSM
Lakeland College
New York University - Leonard N. Stern School of Business
Chuck Kerrigan's Wells Fargo, The Private Bank Experience December 2008 - Present
Job Senior Vice President at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo - The Private Bank December 2008 - Present
Millennium Wealth Management and Private Banking July 2006 - December 2008
Education
Columbia University - Columbia Business School 2002 — 2002
Emerging Leaders Development Program
University of Pennsylvania - The Wharton School 1995 — 1995
Advanced Management Program
Temple University 1975 — 1977
MBA, Finance
Temple University 1971 — 1975
BBA, Organization and Management
Wells Fargo - The Private Bank December 2008 - Present
Millennium Wealth Management and Private Banking July 2006 - December 2008
Education
Columbia University - Columbia Business School 2002 — 2002
Emerging Leaders Development Program
University of Pennsylvania - The Wharton School 1995 — 1995
Advanced Management Program
Temple University 1975 — 1977
MBA, Finance
Temple University 1971 — 1975
BBA, Organization and Management
Doug Burrows's Wells Fargo, The Private Bank Experience April 2009 - August 2011
Job Senior Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2011 - Present
Wells Fargo - The Private Bank April 2009 - August 2011
Bank of America December 2008 - January 2009
Residential Pacific Mortgage February 2008 - December 2008
Mortgage Loan Specialists January 2005 - July 2007
Reach Communications 2000 - 2004
GreenPoint 1998 - 2000
Skills
Residential Homes
Education
University of California, Santa Barbara 1990 — 1994
BA, Psychology
First Republic Bank August 2011 - Present
Wells Fargo - The Private Bank April 2009 - August 2011
Bank of America December 2008 - January 2009
Residential Pacific Mortgage February 2008 - December 2008
Mortgage Loan Specialists January 2005 - July 2007
Reach Communications 2000 - 2004
GreenPoint 1998 - 2000
Skills
Residential Homes
Education
University of California, Santa Barbara 1990 — 1994
BA, Psychology
Greg Irwin's Wells Fargo, The Private Bank Experience 2008 - December 2010
Job Vice President & Private Banker at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2012 - Present
Arts Council of Ft. Worth 2008 - 2012
Northern Trust December 2010 - December 2011
Wells Fargo - The Private Bank 2008 - December 2010
Bank of America 2006 - 2008
World Savings 2003 - 2006
Citigroup 2000 - 2003
Associates 1993 - 2003
Skills
Credit, Banking, Wealth Management, Private Banking, Investments, Strategic Planning, Real Estate Lending, CRM, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Marketing, Mortgage Lending, Portfolio Management, Financial Analysis, Strategic Financial..., Loans, Asset Management, Small Business Lending, Loan Origination, Financial Services, Due Diligence, Underwriting, Financial Modeling, Risk Management
Education
The University of Texas at Arlington
BBVA Compass January 2012 - Present
Arts Council of Ft. Worth 2008 - 2012
Northern Trust December 2010 - December 2011
Wells Fargo - The Private Bank 2008 - December 2010
Bank of America 2006 - 2008
World Savings 2003 - 2006
Citigroup 2000 - 2003
Associates 1993 - 2003
Skills
Credit, Banking, Wealth Management, Private Banking, Investments, Strategic Planning, Real Estate Lending, CRM, Commercial Banking, Commercial Lending, Finance, Credit Analysis, Marketing, Mortgage Lending, Portfolio Management, Financial Analysis, Strategic Financial..., Loans, Asset Management, Small Business Lending, Loan Origination, Financial Services, Due Diligence, Underwriting, Financial Modeling, Risk Management
Education
The University of Texas at Arlington
Constantinos Mitoulis's Wells Fargo, The Private Bank Experience November 2010 - Present
Job Implementation/Project Management Professional
Industry Banking
Experience
Citi December 2012 - Present
Wells Fargo - The Private Bank November 2010 - Present
Wells Fargo - The Private Bank April 2010 - November 2010
Wells Fargo - The Private Bank March 2008 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2008
Skills
Insurance, Banking, Excel, PowerPoint, Word, Business Analysis, Customer Service, Risk Management, Wealth Management, Microsoft Word, Microsoft Excel
Education
Temple University
Bachelor's, Finance
Citi December 2012 - Present
Wells Fargo - The Private Bank November 2010 - Present
Wells Fargo - The Private Bank April 2010 - November 2010
Wells Fargo - The Private Bank March 2008 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2008
Skills
Insurance, Banking, Excel, PowerPoint, Word, Business Analysis, Customer Service, Risk Management, Wealth Management, Microsoft Word, Microsoft Excel
Education
Temple University
Bachelor's, Finance
Greg Pelachik, CFP®'s Wells Fargo, The Private Bank Experience February 2000 - Present
Job Senior Private Banker at Wells Fargo, The Private Bank
Industry Banking
Experience
Wells Fargo February 2000 - Present
Wells Fargo, The Private Bank February 2000 - Present
Skills
CFP®, NMLSR 595843, Wealth Management, Mortgage Lending, Loans, Commercial Lending, Credit, Banking, Series 7, Strategic Financial..., Small Business Lending, Mortgage Banking, Loan Origination, Private Banking, Investment Advisory, Wealth Management..., Lines Of Credit, Consumer Lending, Commercial Banking
Education
California Lutheran University 2009 — 2011
Master of Business Administration (MBA), Financial Planning and Services
UCI 2007 — 2009
Personal Financial Planning Certificate
Cal State Fullerton 2000 — 2005
Bachelor's degree, Marketing
Wells Fargo February 2000 - Present
Wells Fargo, The Private Bank February 2000 - Present
Skills
CFP®, NMLSR 595843, Wealth Management, Mortgage Lending, Loans, Commercial Lending, Credit, Banking, Series 7, Strategic Financial..., Small Business Lending, Mortgage Banking, Loan Origination, Private Banking, Investment Advisory, Wealth Management..., Lines Of Credit, Consumer Lending, Commercial Banking
Education
California Lutheran University 2009 — 2011
Master of Business Administration (MBA), Financial Planning and Services
UCI 2007 — 2009
Personal Financial Planning Certificate
Cal State Fullerton 2000 — 2005
Bachelor's degree, Marketing
Steve Imhof's Wells Fargo, The Private Bank Experience March 2013 - Present
Job Senior Private Banker
Industry Banking
Experience
Wells Fargo The Private Bank March 2013 - Present
Northern Trust October 2007 - February 2013
Skills
Wealth Management, Credit, Loans, Investments, Wealth Management..., Capital Markets, Commercial Banking, Commercial Lending, Corporate Finance, Portfolio Management, Investment Advisory, Banking, Equities, Asset Management, Treasury Management, Mutual Funds, Private Banking
Education
Northern Illinois University 1977 — 1979
B.S., Finance
Wells Fargo The Private Bank March 2013 - Present
Northern Trust October 2007 - February 2013
Skills
Wealth Management, Credit, Loans, Investments, Wealth Management..., Capital Markets, Commercial Banking, Commercial Lending, Corporate Finance, Portfolio Management, Investment Advisory, Banking, Equities, Asset Management, Treasury Management, Mutual Funds, Private Banking
Education
Northern Illinois University 1977 — 1979
B.S., Finance
Brian Saline's Wells Fargo, The Private Bank Experience October 2014 - Present
Job Wells Fargo Wealth Management/The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank October 2014 - Present
Wells Fargo The Private Bank April 2011 - Present
Wells Fargo The Private Bank 2006 - 2011
Wells Fargo The Private Bank 2005 - 2006
Wells Fargo The Private Bank 2001 - 2005
KBK Financial 2000 - 2001
CIT 1998 - 2000
City National Bank 1992 - 1998
Independence Bank 1988 - 1992
Security Pacific Bank 1977 - 1988
Skills
Customer Service, Customer Relations, Team Building, Analysis, Writing, Wealth Management, Loans, Financial Services, Portfolio Management, Credit, Banking, Investments, Private Banking, Financial Advisory, Commercial Lending, Series 7, Training, Leadership, High Net Worth..., Asset Based Lending, Financial Analysis, Series 63, Risk Management
Education
Pacific Coast Banking School at University of Washington
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Wells Fargo The Private Bank October 2014 - Present
Wells Fargo The Private Bank April 2011 - Present
Wells Fargo The Private Bank 2006 - 2011
Wells Fargo The Private Bank 2005 - 2006
Wells Fargo The Private Bank 2001 - 2005
KBK Financial 2000 - 2001
CIT 1998 - 2000
City National Bank 1992 - 1998
Independence Bank 1988 - 1992
Security Pacific Bank 1977 - 1988
Skills
Customer Service, Customer Relations, Team Building, Analysis, Writing, Wealth Management, Loans, Financial Services, Portfolio Management, Credit, Banking, Investments, Private Banking, Financial Advisory, Commercial Lending, Series 7, Training, Leadership, High Net Worth..., Asset Based Lending, Financial Analysis, Series 63, Risk Management
Education
Pacific Coast Banking School at University of Washington
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Jason Adams, MBA, CFP®'s Wells Fargo, The Private Bank Experience December 2007 - December 2009
Job Wealth Advisor, VP at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Private Wealth Management May 2013 - Present
SunTrust Bank - Private Wealth Management July 2011 - April 2013
Wells Fargo- The Private Bank December 2007 - December 2009
SunTrust Investment Services June 2005 - December 2007
SunTrust Bank June 1999 - June 2005
Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA, Finance
University of Central Florida - College of Business Administration 1996 — 2000
BS, Finance
Regions Private Wealth Management May 2013 - Present
SunTrust Bank - Private Wealth Management July 2011 - April 2013
Wells Fargo- The Private Bank December 2007 - December 2009
SunTrust Investment Services June 2005 - December 2007
SunTrust Bank June 1999 - June 2005
Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA, Finance
University of Central Florida - College of Business Administration 1996 — 2000
BS, Finance
Jennifer Southwick's Wells Fargo, The Private Bank Experience 2010 - Present
Job Investment Strategist at Wells Fargo The Private Bank
Industry Financial Services
Experience
Wells Fargo The Private Bank 2010 - Present
Wells Fargo The Private Bank 2009 - 2010
Wells Fargo Private Mortgage Banking 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Banking, Investment Advisory, Loans, Residential Mortgages, Wealth Management, Wealth, Investment Strategies, Alternative Investment..., Strategic Financial..., Private Banking, Investment Management, Finance
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Finance, General
Wells Fargo The Private Bank 2010 - Present
Wells Fargo The Private Bank 2009 - 2010
Wells Fargo Private Mortgage Banking 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Banking, Investment Advisory, Loans, Residential Mortgages, Wealth Management, Wealth, Investment Strategies, Alternative Investment..., Strategic Financial..., Private Banking, Investment Management, Finance
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Finance, General
Jason J. Leinberger's Wells Fargo, The Private Bank Experience October 2010 - Present
Job Sr Portfolio Manager & Investment Strategist, VP at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank October 2010 - Present
BNY Mellon September 2005 - October 2010
The Bank of New York June 2002 - September 2005
The Bank of New York June 2001 - June 2002
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Financial Services, Equity Research Analysis, Investment Selection, Insurance, Relationship Management, Equities, Series 7, Fixed Income, Wealth Management..., Investment Management, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Indiana University Bloomington 1990 — 1993
B.S., Public and Environmental Policy
Wells Fargo - The Private Bank October 2010 - Present
BNY Mellon September 2005 - October 2010
The Bank of New York June 2002 - September 2005
The Bank of New York June 2001 - June 2002
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Financial Services, Equity Research Analysis, Investment Selection, Insurance, Relationship Management, Equities, Series 7, Fixed Income, Wealth Management..., Investment Management, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Indiana University Bloomington 1990 — 1993
B.S., Public and Environmental Policy
Pamela Milstead's Wells Fargo, The Private Bank Experience June 2007 - October 2011
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Whitney Bank August 2013 - July 2014
Wells Fargo February 2013 - August 2013
Wells Fargo The Private Bank June 2007 - October 2011
Wells Fargo October 1998 - June 2007
Skills
Banking, Wealth Management, Credit, Series 7, Uniform Combined State..., Private Banking, Commercial Lending, Finance, Asset Management, Loans, Insurance, Credit Analysis, Portfolio Management, Commercial Banking, Mortgage Lending, Retirement Planning, Small Business Lending
Education
Sam Houston State University
BA, Marketing
Klein High School
Texas A&M University
Wells Fargo October 2014 - Present
Whitney Bank August 2013 - July 2014
Wells Fargo February 2013 - August 2013
Wells Fargo The Private Bank June 2007 - October 2011
Wells Fargo October 1998 - June 2007
Skills
Banking, Wealth Management, Credit, Series 7, Uniform Combined State..., Private Banking, Commercial Lending, Finance, Asset Management, Loans, Insurance, Credit Analysis, Portfolio Management, Commercial Banking, Mortgage Lending, Retirement Planning, Small Business Lending
Education
Sam Houston State University
BA, Marketing
Klein High School
Texas A&M University
Oscar Anguiano's Wells Fargo, The Private Bank Experience June 2005 - Present
Job Assistant Vice President Investment Management Specialist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo The Private Bank June 2005 - Present
Wells Fargo Investments December 2003 - June 2005
ING Direct July 2003 - December 2003
Skills
Financial Analysis, Banking, Strategic Financial..., Investments, Financial Modeling, Finance, Risk Management, Credit Analysis, Mortgage Lending, Loan Origination, Credit, Sales, Capital Markets
Education
University of Southern California 1999 — 2001
BA, Economics
University of La Verne 2008 — 2010
MBA, Finance
Wells Fargo The Private Bank June 2005 - Present
Wells Fargo Investments December 2003 - June 2005
ING Direct July 2003 - December 2003
Skills
Financial Analysis, Banking, Strategic Financial..., Investments, Financial Modeling, Finance, Risk Management, Credit Analysis, Mortgage Lending, Loan Origination, Credit, Sales, Capital Markets
Education
University of Southern California 1999 — 2001
BA, Economics
University of La Verne 2008 — 2010
MBA, Finance
thomas fasanella's Wells Fargo, The Private Bank Experience November 2010 - Present
Job Senior Investment Strategist in The Private Bank at Wells Fargo Corporation
Industry Banking
Experience
Wells Fargo, The Private Bank November 2010 - Present
Wells Fargo Company September 2009 - November 2010
Wachovia Bank January 2005 - September 2009
Evergreen Investments/Wachovia January 1992 - January 2005
First Fidelity Bank January 1990 - December 1992
Shearson Lehman Brothers September 1987 - December 1990
Bankers Trust Company August 1975 - January 1987
Skills
Asset Management, Risk Management, Portfolio Management, High Net Worth..., Asset Allocation, Strategic Financial..., Mutual Funds, Investment Management, Insurance, Financial Advisory, Investments, Estate Planning, Wealth Management, Equities, Management, Finance, Financial Risk, Series 7, Financial Planning
Education
New York University
Diploma, Economics
St. Francis College
BA, Languages
Wells Fargo, The Private Bank November 2010 - Present
Wells Fargo Company September 2009 - November 2010
Wachovia Bank January 2005 - September 2009
Evergreen Investments/Wachovia January 1992 - January 2005
First Fidelity Bank January 1990 - December 1992
Shearson Lehman Brothers September 1987 - December 1990
Bankers Trust Company August 1975 - January 1987
Skills
Asset Management, Risk Management, Portfolio Management, High Net Worth..., Asset Allocation, Strategic Financial..., Mutual Funds, Investment Management, Insurance, Financial Advisory, Investments, Estate Planning, Wealth Management, Equities, Management, Finance, Financial Risk, Series 7, Financial Planning
Education
New York University
Diploma, Economics
St. Francis College
BA, Languages
Richard Hightower's Wells Fargo, The Private Bank Experience 2009 - Present
Job Wealth Advisor
Industry Investment Management
Experience
Wells Fargo - The Private Bank 2009 - Present
Skills
Portfolio Management, Credit Analysis
Education
The University of Texas at Austin 1974 — 1978
BBA, Finance
Wells Fargo - The Private Bank 2009 - Present
Skills
Portfolio Management, Credit Analysis
Education
The University of Texas at Austin 1974 — 1978
BBA, Finance
Amy Frigm's Wells Fargo, The Private Bank Experience September 2000 - November 2011
Job Registered Sales Assistant at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors February 2012 - Present
Wells Fargo - The Private Bank September 2000 - November 2011
Houghton Mifflin Harcourt 1998 - 2000
Macy's 1993 - 1997
Education
College for Financial Planning 2008 — 2008
Registered Paraplanner
Lyman High School
Fulton Financial Advisors February 2012 - Present
Wells Fargo - The Private Bank September 2000 - November 2011
Houghton Mifflin Harcourt 1998 - 2000
Macy's 1993 - 1997
Education
College for Financial Planning 2008 — 2008
Registered Paraplanner
Lyman High School
Heather Jurenka's Wells Fargo, The Private Bank Experience April 2007 - Present
Job Senior Client Associate II at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank April 2007 - Present
Wells Fargo OC Phone Bank March 2000 - April 2007
Skills
Banking, Portfolio Management, Consumer Lending, Retail Banking, Customer Service, Financial Services, Team Leadership, Loans, Wealth Management, Relationship Management, Securities, Private Banking, Mutual Funds, Fixed Income, Finance, Process Improvement, Risk Management, Troubleshooting, Credit, Mortgage Lending, Problem Solving, Management
Education
Golden West College 2010 — 2014
Business Administration and Management, General, A
Fullerton College 2001 — 2010
Mathematics, A-B
Wells Fargo The Private Bank April 2007 - Present
Wells Fargo OC Phone Bank March 2000 - April 2007
Skills
Banking, Portfolio Management, Consumer Lending, Retail Banking, Customer Service, Financial Services, Team Leadership, Loans, Wealth Management, Relationship Management, Securities, Private Banking, Mutual Funds, Fixed Income, Finance, Process Improvement, Risk Management, Troubleshooting, Credit, Mortgage Lending, Problem Solving, Management
Education
Golden West College 2010 — 2014
Business Administration and Management, General, A
Fullerton College 2001 — 2010
Mathematics, A-B
Justin Butterfield's Wells Fargo, The Private Bank Experience July 2008 - July 2011
Job Senior Vice President Wealth Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Management July 2011 - Present
Wells Fargo The Private Bank July 2008 - July 2011
Wells Fargo Private Banking January 2001 - June 2008
Skills
Mortgage Lending, Banking, Commercial Lending, Loans, Commercial Banking, Consumer Lending, Investment Advisory, Wealth Management..., Financial Services, Sales Management, Credit Risk
Education
Utah State University - Jon M. Huntsman School of Business 1992 — 1994
Bachelor of Science (BS), Marketing/Marketing Management
Snow College 1991 — 1992
Sales Management
Wells Fargo Wealth Management July 2011 - Present
Wells Fargo The Private Bank July 2008 - July 2011
Wells Fargo Private Banking January 2001 - June 2008
Skills
Mortgage Lending, Banking, Commercial Lending, Loans, Commercial Banking, Consumer Lending, Investment Advisory, Wealth Management..., Financial Services, Sales Management, Credit Risk
Education
Utah State University - Jon M. Huntsman School of Business 1992 — 1994
Bachelor of Science (BS), Marketing/Marketing Management
Snow College 1991 — 1992
Sales Management