Wells Fargo Van Kasper
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Wells Fargo Van Kasper Employees
Employee
Years
Job
Industry
Glenn Andrade Glenn Andrade's Wells Fargo Van Kasper Experience October 1996 - June 2001
Job President at Andrade Financial Services, Inc.
Industry Financial Services
Experience
Andrade Financial Services, Inc. March 2012 - Present
Mutual Securities, Inc. Member FINRA, SIPC 2011 - Present
Capital Region Financial Group, LLC January 2006 - March 2012
NFP Advisor Services Group June 2001 - March 2011
Wells Fargo Van Kasper October 1996 - June 2001
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Securities, Bonds
Education
Willamette University 1978 — 1982
BS, Economics
Punahou School 1972 — 1978
Diploma
Andrade Financial Services, Inc. March 2012 - Present
Mutual Securities, Inc. Member FINRA, SIPC 2011 - Present
Capital Region Financial Group, LLC January 2006 - March 2012
NFP Advisor Services Group June 2001 - March 2011
Wells Fargo Van Kasper October 1996 - June 2001
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Securities, Bonds
Education
Willamette University 1978 — 1982
BS, Economics
Punahou School 1972 — 1978
Diploma
Sara (Ritter) Levine Sara (Ritter) Levine's Wells Fargo Van Kasper Experience March 2000 - February 2001
Job Family Center Manager at Neighbors Link Northern Westchester
Industry Nonprofit Organization Management
Experience
Neighbors Link Northern Westchester March 2014 - Present
Rivertown Artists Workshop 2013 - Present
Nanuet Union Free School District September 2008 - January 2013
Hudson Homes, LLC June 2006 - May 2008
Morgan Stanley March 2001 - August 2002
Wells Fargo Van Kasper March 2000 - February 2001
Skills
Teaching, Spanish-speaking, Microsoft Office, Accurate Record Keeping, Prioritize Workload, Administrative Work, Proactive self-starter, Customer Service, Strategic Planning, Editing, Public Speaking, Social Networking, Strategy, Leadership, Program Management, Event Management, CRM
Education
Manhattanville College 2008 — 2009
Master of Arts (MA), Foreign Language Teacher Education - Spanish
University of Washington 1994 — 1999
Bachelor of Arts (BA), Spanish Language and Literature
Fundacion CIMAS del Ecuador 1997 — 1998
Spanish, Development, Environment and Health
Capital High School
Neighbors Link Northern Westchester March 2014 - Present
Rivertown Artists Workshop 2013 - Present
Nanuet Union Free School District September 2008 - January 2013
Hudson Homes, LLC June 2006 - May 2008
Morgan Stanley March 2001 - August 2002
Wells Fargo Van Kasper March 2000 - February 2001
Skills
Teaching, Spanish-speaking, Microsoft Office, Accurate Record Keeping, Prioritize Workload, Administrative Work, Proactive self-starter, Customer Service, Strategic Planning, Editing, Public Speaking, Social Networking, Strategy, Leadership, Program Management, Event Management, CRM
Education
Manhattanville College 2008 — 2009
Master of Arts (MA), Foreign Language Teacher Education - Spanish
University of Washington 1994 — 1999
Bachelor of Arts (BA), Spanish Language and Literature
Fundacion CIMAS del Ecuador 1997 — 1998
Spanish, Development, Environment and Health
Capital High School
Steve Pene Steve Pene's Wells Fargo Van Kasper Experience 1999 - 2001
Job CFO/CCO at Windward Capital Management & S.L. Reed & Co.
Industry Investment Management
Experience
Windward Capital Management October 2004 - Present
S.L. Reed & Company October 2004 - Present
National Planning Holdings 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Securities, Cash Management, Series 24, Mergers, Trading, Budgets, Finance, Series 7, Alternative Investments, Financial Modeling, Internal Controls, Insurance, Capital Markets, Mutual Funds, Financial Reporting, Financial Services, FINRA, Auditing, Investment Banking, Asset Management, Fund Of Funds, Bloomberg, Private Equity
Education
Pepperdine University 1984 — 1986
MBA, Finance
California State University-Northridge
Bachelor of Science (BS), Accounting and Finance
Windward Capital Management October 2004 - Present
S.L. Reed & Company October 2004 - Present
National Planning Holdings 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Securities, Cash Management, Series 24, Mergers, Trading, Budgets, Finance, Series 7, Alternative Investments, Financial Modeling, Internal Controls, Insurance, Capital Markets, Mutual Funds, Financial Reporting, Financial Services, FINRA, Auditing, Investment Banking, Asset Management, Fund Of Funds, Bloomberg, Private Equity
Education
Pepperdine University 1984 — 1986
MBA, Finance
California State University-Northridge
Bachelor of Science (BS), Accounting and Finance
Bruce Nollenberger Bruce Nollenberger's Wells Fargo Van Kasper Experience July 1992 - August 2001
Job Nollenberger Investment Management LLC
Industry Investment Management
Experience
Nollenberger Investment Management LLC October 2012 - Present
ThinkEquity LLC August 2011 - October 2012
Nollenberger Investment Management Inc. 2010 - August 2011
Nollenberger Capital Partners December 2001 - January 2010
Wells Fargo Van Kasper July 1992 - August 2001
Skills
Asset Management, Securities, Portfolio Management, Financial Markets, Wealth Management, Series 7, Equities, Investment Advisory, Expert Witness, Financial Principal..., Asset Managment, Investment Banking, Investment Management, Fixed Income, Bonds, Investment Strategies, Investments, Retirement Planning, Financial Advisory, ETFs, Finance, FINRA, 401k
Education
University of Colorado at Boulder - Leeds School of Business 1972 — 1974
BS Finance, Accounting and Finance
Perrysburg High School
Nollenberger Investment Management LLC October 2012 - Present
ThinkEquity LLC August 2011 - October 2012
Nollenberger Investment Management Inc. 2010 - August 2011
Nollenberger Capital Partners December 2001 - January 2010
Wells Fargo Van Kasper July 1992 - August 2001
Skills
Asset Management, Securities, Portfolio Management, Financial Markets, Wealth Management, Series 7, Equities, Investment Advisory, Expert Witness, Financial Principal..., Asset Managment, Investment Banking, Investment Management, Fixed Income, Bonds, Investment Strategies, Investments, Retirement Planning, Financial Advisory, ETFs, Finance, FINRA, 401k
Education
University of Colorado at Boulder - Leeds School of Business 1972 — 1974
BS Finance, Accounting and Finance
Perrysburg High School
Liliana Capatori, CFA, CPA Liliana Capatori, CFA, CPA's Wells Fargo Van Kasper Experience 2000 - 2001
Job Wealth Management
Industry Financial Services
Experience
Silvercrest Asset Management 2013 - Present
Private 2012 - 2013
Acacia Wealth Advisors 2010 - 2011
ING 2005 - 2009
ING 2001 - 2004
Wells Fargo Van Kasper 2000 - 2001
Ernst & Young 1997 - 1999
Ernst & Young 1994 - 1997
Ernst & Young 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Wealth Management..., Investment Strategies, Capital Markets, Finance, Investment Research, Technical Writing, Tax Advisory, Emerging Markets, Tax Research & Tax..., Portfolio Assessment, Modeling Portfolios, Investment Selection
Education
Clark University
BA, Economics and Business Management
University of Southern California
MBT, Master of Business Taxation
University of Southern California
MACC, Master of Accounting
Silvercrest Asset Management 2013 - Present
Private 2012 - 2013
Acacia Wealth Advisors 2010 - 2011
ING 2005 - 2009
ING 2001 - 2004
Wells Fargo Van Kasper 2000 - 2001
Ernst & Young 1997 - 1999
Ernst & Young 1994 - 1997
Ernst & Young 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Wealth Management..., Investment Strategies, Capital Markets, Finance, Investment Research, Technical Writing, Tax Advisory, Emerging Markets, Tax Research & Tax..., Portfolio Assessment, Modeling Portfolios, Investment Selection
Education
Clark University
BA, Economics and Business Management
University of Southern California
MBT, Master of Business Taxation
University of Southern California
MACC, Master of Accounting
Douglas Clack's Wells Fargo Van Kasper Experience 1996 - 2002
Job Financial Services Representative
Industry Financial Services
Experience
C2 Financial Corporation 2012 - Present
First Priority Financial Inc. 2009 - 2012
Further Lane Securities 2010 - 2011
First Security Loan Corp 2002 - 2009
Wells Fargo Van Kasper 1996 - 2002
Israel A. Englander & Co. 1993 - 1996
Engmann Options Inc. 1988 - 1993
Dean Witter Reynolds Inc. 1985 - 1987
Skills
Fixed Income, Trading, Investments, Mortgage Lending, Banking, Securities, Bonds, Financial Analysis, Loans, Equities, Financial Structuring, Sales Operations, Asset Management, Equity Derivatives, Money Market
Education
The University of Texas at Austin
BBA, Finance and Financial Management Services
C2 Financial Corporation 2012 - Present
First Priority Financial Inc. 2009 - 2012
Further Lane Securities 2010 - 2011
First Security Loan Corp 2002 - 2009
Wells Fargo Van Kasper 1996 - 2002
Israel A. Englander & Co. 1993 - 1996
Engmann Options Inc. 1988 - 1993
Dean Witter Reynolds Inc. 1985 - 1987
Skills
Fixed Income, Trading, Investments, Mortgage Lending, Banking, Securities, Bonds, Financial Analysis, Loans, Equities, Financial Structuring, Sales Operations, Asset Management, Equity Derivatives, Money Market
Education
The University of Texas at Austin
BBA, Finance and Financial Management Services
Donna (Donna Miller Buchignani) Daitz's Wells Fargo Van Kasper Experience January 2001 - December 2001
Job Owner at Donna Daitz, Virtual Assistant
Industry Executive Office
Experience
Donna Daitz, Virtual Assistant March 2014 - Present
AccountAbility Marketing May 2007 - March 2014
Wells Fargo Van Kasper January 2001 - December 2001
First Security Van Kasper May 1999 - December 2000
Stormfront Studios June 1995 - April 1999
Skills
Executive..., Marketing, Advertising, Management, Social Media, Microsoft Office, QuickBooks, SmartPlus, Investment Management, Leadership, PowerPoint, Event Management, Team Leadership, User Experience, Event Planning, Project Management
Education
San Francisco State University 1988 — 1989
Worked towards Master of Arts (M.A.), Film
University at Albany, SUNY 1975 — 1979
BS, Business/Marketing
Donna Daitz, Virtual Assistant March 2014 - Present
AccountAbility Marketing May 2007 - March 2014
Wells Fargo Van Kasper January 2001 - December 2001
First Security Van Kasper May 1999 - December 2000
Stormfront Studios June 1995 - April 1999
Skills
Executive..., Marketing, Advertising, Management, Social Media, Microsoft Office, QuickBooks, SmartPlus, Investment Management, Leadership, PowerPoint, Event Management, Team Leadership, User Experience, Event Planning, Project Management
Education
San Francisco State University 1988 — 1989
Worked towards Master of Arts (M.A.), Film
University at Albany, SUNY 1975 — 1979
BS, Business/Marketing
Scott Toomasson's Wells Fargo Van Kasper Experience September 2000 - March 2003
Job Client Relationship Manager at Private Capital Management Associates, LLC
Industry Financial Services
Experience
Private Capital Management Associates, LLC August 2009 - Present
Merrill Lynch May 2008 - April 2009
Goldman Sachs January 2008 - April 2008
UBS Wealth Management September 2006 - January 2008
Wells Fargo Van Kasper September 2000 - March 2003
Education
University of California, Los Angeles 1996 — 1998
Bachelors, Economics
University of California, Davis 1994 — 1996
Bachelor of Science (B.S.), Economics
St. Ignatius 1990 — 1994
HS Diploma
Private Capital Management Associates, LLC August 2009 - Present
Merrill Lynch May 2008 - April 2009
Goldman Sachs January 2008 - April 2008
UBS Wealth Management September 2006 - January 2008
Wells Fargo Van Kasper September 2000 - March 2003
Education
University of California, Los Angeles 1996 — 1998
Bachelors, Economics
University of California, Davis 1994 — 1996
Bachelor of Science (B.S.), Economics
St. Ignatius 1990 — 1994
HS Diploma
Dave MacVean's Wells Fargo Van Kasper Experience 1999 - 2001
Job Owner, Collins MacVean, LLC
Industry Investment Management
Experience
Collins MacVean, LLC August 2005 - Present
The Private Bank 2003 - 2005
UBS 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Pt. Loma HS
Collins MacVean, LLC August 2005 - Present
The Private Bank 2003 - 2005
UBS 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Pt. Loma HS
Anne Czizek's Wells Fargo Van Kasper Experience April 1998 - February 2001
Job Operational Compliance Services, LLC
Industry Investment Management
Experience
Operational Compliance Services, LLC July 2001 - Present
Wells Fargo Van Kasper April 1998 - February 2001
Skills
Investment Advisory, Trading, FINRA, Series 24, Securities Regulation, Compliance, Asset Allocation, Strategic Planning, ETFs, Series 7, Financial Services, Series 63, Asset Managment, Equities, Securities, Wealth Management, Investments, Hedge Funds, Retirement Planning, AML
Education
Cardinal Stritch University 1994 — 1996
BSBA, Business
Whitefish Bay High School
Operational Compliance Services, LLC July 2001 - Present
Wells Fargo Van Kasper April 1998 - February 2001
Skills
Investment Advisory, Trading, FINRA, Series 24, Securities Regulation, Compliance, Asset Allocation, Strategic Planning, ETFs, Series 7, Financial Services, Series 63, Asset Managment, Equities, Securities, Wealth Management, Investments, Hedge Funds, Retirement Planning, AML
Education
Cardinal Stritch University 1994 — 1996
BSBA, Business
Whitefish Bay High School
Matthew Dobos's Wells Fargo Van Kasper Experience 1999 - 2001
Job
Industry Accounting
Experience
Lyndon Group July 2015 - Present
Silver Spring Networks September 2014 - July 2015
RingCentral April 2013 - February 2014
Progress Investment Management Company January 2006 - March 2012
Wells Fargo Van Kasper 1999 - 2001
Education
University of California, Davis
Bachelor of Science (B.S.), Agricultural Economics
University of California, Davis
Lyndon Group July 2015 - Present
Silver Spring Networks September 2014 - July 2015
RingCentral April 2013 - February 2014
Progress Investment Management Company January 2006 - March 2012
Wells Fargo Van Kasper 1999 - 2001
Education
University of California, Davis
Bachelor of Science (B.S.), Agricultural Economics
University of California, Davis