Wells Fargo Wealth Management
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Wells Fargo Wealth Management Employees
Employee
Years
Job
Industry
R. Anthony Nicosia CFP® R. Anthony Nicosia CFP®'s Wells Fargo Wealth Management Experience December 2014 - March 2015
Job Sr. Investment Strategist/ Wealth Advisor 719 6484127
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
Helen Gunnoe Helen Gunnoe's Wells Fargo Wealth Management Experience 1990 - 2005
Job Realtor, Investor, Property Manager, R E Entrepreneur
Industry Real Estate
Experience
Self-employed December 2012 - Present
H&R Real Estate Solutions 1999 - Present
Wells Fargo Wealth Management 1990 - 2005
Skills
Creative Problem Solving, Superior Management and..., Short Sales, Buyers, Property, Investment Properties, Selling, Real Property, Sellers, Property Management, Investors, Rentals, Real Estate Transactions, Negotiation, Asset Management, Foreclosures, New Homes, Sales, REO
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance, Banking
Self-employed December 2012 - Present
H&R Real Estate Solutions 1999 - Present
Wells Fargo Wealth Management 1990 - 2005
Skills
Creative Problem Solving, Superior Management and..., Short Sales, Buyers, Property, Investment Properties, Selling, Real Property, Sellers, Property Management, Investors, Rentals, Real Estate Transactions, Negotiation, Asset Management, Foreclosures, New Homes, Sales, REO
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance, Banking
Wallace Louie's Wells Fargo Wealth Management Experience 2010 - 2011
Job Director of Communications and Marketing at SEED
Industry Consumer Services
Experience
Stanford Institute for Innovation in Developing Economies (SEED) 2014 - Present
Teen Esteem 2013 - Present
WGL Consulting 2013 - 2014
World Vision 2012 - 2013
Wells Fargo Wealth Management 2010 - 2011
Joie de Vivre Hospitality 2008 - 2009
Taleo 2007 - 2008
E*TRADE Financial 2006 - 2007
Charles Schwab 1989 - 2005
Skills
Marketing Strategy, Product Development, Direct Marketing, Product Marketing, Marketing Communications, Leadership, Coaching, Customer-focused, Brand Management, Cross-functional Team..., Strategy, Entrepreneurship, Integrated Marketing, Online Advertising, Marketing, Social Media Marketing, Market Research, SaaS, B2B, E-commerce, Advertising, Business Planning, Strategic Planning, Management, SEM, Social Networking, Enterprise Software, Public Relations, Team Leadership, Mobile Devices, Sales, Cloud Computing, Segmentation, Strategic Partnerships, B2B Marketing
Education
Stanford University Graduate School of Business
Strategic Marketing Management Executive Program (MMP)
Northwestern University - Kellogg School of Management
Executive Development Program (EDP)
San Francisco State University, College of Business
MBA, Finance
University of California, Berkeley
BA, Economics
Lowell High School
Stanford Institute for Innovation in Developing Economies (SEED) 2014 - Present
Teen Esteem 2013 - Present
WGL Consulting 2013 - 2014
World Vision 2012 - 2013
Wells Fargo Wealth Management 2010 - 2011
Joie de Vivre Hospitality 2008 - 2009
Taleo 2007 - 2008
E*TRADE Financial 2006 - 2007
Charles Schwab 1989 - 2005
Skills
Marketing Strategy, Product Development, Direct Marketing, Product Marketing, Marketing Communications, Leadership, Coaching, Customer-focused, Brand Management, Cross-functional Team..., Strategy, Entrepreneurship, Integrated Marketing, Online Advertising, Marketing, Social Media Marketing, Market Research, SaaS, B2B, E-commerce, Advertising, Business Planning, Strategic Planning, Management, SEM, Social Networking, Enterprise Software, Public Relations, Team Leadership, Mobile Devices, Sales, Cloud Computing, Segmentation, Strategic Partnerships, B2B Marketing
Education
Stanford University Graduate School of Business
Strategic Marketing Management Executive Program (MMP)
Northwestern University - Kellogg School of Management
Executive Development Program (EDP)
San Francisco State University, College of Business
MBA, Finance
University of California, Berkeley
BA, Economics
Lowell High School
Craig Wheeler Craig Wheeler's Wells Fargo Wealth Management Experience 2011 - Present
Job Business Initiatives Manager
Industry Financial Services
Experience
Wells Fargo Wealth Management 2011 - Present
Wells Fargo Advisors October 1998 - November 2011
Skills
Investments, Banking, Management, Series 7, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Asset Management, Credit, Relationship Management, Securities, Financial Planning, Finance
Education
Abilene Christian University 1979 — 1982
Bachelor of Business Administration (B.B.A.)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Wells Fargo Wealth Management 2011 - Present
Wells Fargo Advisors October 1998 - November 2011
Skills
Investments, Banking, Management, Series 7, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Asset Management, Credit, Relationship Management, Securities, Financial Planning, Finance
Education
Abilene Christian University 1979 — 1982
Bachelor of Business Administration (B.B.A.)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Robyn Timmerman Robyn Timmerman's Wells Fargo Wealth Management Experience December 2001 - Present
Job Recruiter for Wells Fargo, Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2001 - Present
Wells Fargo; WF Home Mortgage team December 2001 - February 2006
Addeco/Charles Schwab February 2001 - October 2001
Olsten Staffing Services/Adecco 1997 - 2001
Skills
Wealth Management, Mortgage Lending, Series 7, Recruiting, Investment Management, Banking, Investments, Financial Services, Private Banking, Strategic Financial..., Management, Risk Management, Portfolio Management, Loans, Financial Analysis, Credit, Finance, Financial Planning
Education
Texas State University 1981 — 1986
Wells Fargo Wealth Management December 2001 - Present
Wells Fargo; WF Home Mortgage team December 2001 - February 2006
Addeco/Charles Schwab February 2001 - October 2001
Olsten Staffing Services/Adecco 1997 - 2001
Skills
Wealth Management, Mortgage Lending, Series 7, Recruiting, Investment Management, Banking, Investments, Financial Services, Private Banking, Strategic Financial..., Management, Risk Management, Portfolio Management, Loans, Financial Analysis, Credit, Finance, Financial Planning
Education
Texas State University 1981 — 1986
Laura May, CCIM Laura May, CCIM's Wells Fargo Wealth Management Experience 2012 - Present
Job Vice President Real Estate Investment Strategist & Wealth Advisor
Industry Investment Management
Experience
Wells Fargo Wealth Management 2012 - Present
Bull Realty, Inc. 2005 - 2012
Ventyx (formerly Indus International) 1996 - 2004
Skills
Real Estate, Asset Management, Due Diligence, Investments, Investment Properties, Valuation, Acquisitions, Leases, Portfolio Management, Real Estate Transactions, Business Development, Market Analysis, Account Management, Project Management, CRM, Negotiation, Strategic Planning, CCIM, Underwriting, Trust Services, Capital Budgeting, Sales, Strategic Consulting, Investment & Financial..., Real Estate Investment, Estate Planning, Financial Analysis, Asset Disposition, Capital Markets, Fiduciary Real Estate, International Project..., Portfolio Strategy, Client Relationship..., Exit Strategies, Asset Optimization, Repositioning /..., 1031 Exchanges, Sales Management, Asset Allocation, Asset Protection
Education
Georgia State University - J. Mack Robinson College of Business
MS, Decision Sciences
University of California, Los Angeles
Finance
Wells Fargo Wealth Management 2012 - Present
Bull Realty, Inc. 2005 - 2012
Ventyx (formerly Indus International) 1996 - 2004
Skills
Real Estate, Asset Management, Due Diligence, Investments, Investment Properties, Valuation, Acquisitions, Leases, Portfolio Management, Real Estate Transactions, Business Development, Market Analysis, Account Management, Project Management, CRM, Negotiation, Strategic Planning, CCIM, Underwriting, Trust Services, Capital Budgeting, Sales, Strategic Consulting, Investment & Financial..., Real Estate Investment, Estate Planning, Financial Analysis, Asset Disposition, Capital Markets, Fiduciary Real Estate, International Project..., Portfolio Strategy, Client Relationship..., Exit Strategies, Asset Optimization, Repositioning /..., 1031 Exchanges, Sales Management, Asset Allocation, Asset Protection
Education
Georgia State University - J. Mack Robinson College of Business
MS, Decision Sciences
University of California, Los Angeles
Finance
Nicolas Downs's Wells Fargo Wealth Management Experience November 2013 - Present
Job Technical Support at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Wealth Management November 2013 - Present
U.S. Army Reserve October 2010 - Present
U.S. Army Reserve (Deployed) 2012 - 2013
Discover Financial Services March 2006 - August 2006
Skills
Security Clearance, Priority Management, DoD, Troubleshooting, Information Assurance, Security+, Network Administration, Active Directory, Network Security, Windows 7, Computer Hardware, A+, Networking, Security, Help Desk Support, Management, Software Installation, Technical Support, CompTIA Security+
Education
Salt Lake Community College 2010 — 2016
Associate's Degree, General Studies
Alta High School 2004 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Wells Fargo Wealth Management November 2013 - Present
U.S. Army Reserve October 2010 - Present
U.S. Army Reserve (Deployed) 2012 - 2013
Discover Financial Services March 2006 - August 2006
Skills
Security Clearance, Priority Management, DoD, Troubleshooting, Information Assurance, Security+, Network Administration, Active Directory, Network Security, Windows 7, Computer Hardware, A+, Networking, Security, Help Desk Support, Management, Software Installation, Technical Support, CompTIA Security+
Education
Salt Lake Community College 2010 — 2016
Associate's Degree, General Studies
Alta High School 2004 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Sierra Georgia's Wells Fargo Wealth Management Experience January 2014 - April 2014
Job Sales and Operations Manager at Dolci Gelati
Industry Food & Beverages
Experience
Dolci Gelati September 2014 - Present
Dolci Gelati Truck February 2013 - Present
Wells Fargo Wealth Management January 2014 - April 2014
FAA June 2007 - August 2013
Skills
Microsoft Office, Training, Executive Support, Office Management, Database Administration, Management, Business Process..., Administrative..., Logistics, Government, Analysis, Databases, Access, Project Planning, Inventory Management, Customer Service, Event Planning, Microsoft Excel, Public Speaking
Education
Howard University 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Dolci Gelati September 2014 - Present
Dolci Gelati Truck February 2013 - Present
Wells Fargo Wealth Management January 2014 - April 2014
FAA June 2007 - August 2013
Skills
Microsoft Office, Training, Executive Support, Office Management, Database Administration, Management, Business Process..., Administrative..., Logistics, Government, Analysis, Databases, Access, Project Planning, Inventory Management, Customer Service, Event Planning, Microsoft Excel, Public Speaking
Education
Howard University 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
John Weitzer, CFA John Weitzer, CFA's Wells Fargo Wealth Management Experience September 2008 - December 2008
Job Wealth Advisor & Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
Heike Jennings's Wells Fargo Wealth Management Experience June 2005 - October 2011
Job AVP Compliance at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo October 2011 - May 2013
Wells Fargo Wealth Management June 2005 - October 2011
Skills
Finance, Loans, Analysis, Wealth Management, Asset Managment, Securities, Series 7, Business Development, Portfolio Management, Strategic Financial..., Financial Risk, Credit, Strategy, Investments, Banking, Tax, Financial Planning, Asset Management, Wealth Management..., Estate Planning
Education
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Western International University
Bachelor of Science (BS), Business /Finance
Regions Financial Corporation June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo October 2011 - May 2013
Wells Fargo Wealth Management June 2005 - October 2011
Skills
Finance, Loans, Analysis, Wealth Management, Asset Managment, Securities, Series 7, Business Development, Portfolio Management, Strategic Financial..., Financial Risk, Credit, Strategy, Investments, Banking, Tax, Financial Planning, Asset Management, Wealth Management..., Estate Planning
Education
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Western International University
Bachelor of Science (BS), Business /Finance
Travis Frisk, CWS(R)'s Wells Fargo Wealth Management Experience May 2012 - Present
Job Regional Private Banking Manager Alaska
Industry Banking
Experience
Wells Fargo Wealth Management May 2012 - Present
South Central Alaska Hockey Association 2004 - Present
Junior Achievement of Alaska January 2002 - Present
ASHA 2006 - 2013
KeyBank 1997 - 2012
Bank of America January 1993 - January 1997
Skills
Small Business Lending, Credit, Lines Of Credit, Consumer Lending, Commercial Banking, Investments, Portfolio Management, Wealth Management, Commercial Mortgages, Loans, Sales Management, Retirement Planning, Financial Services, Private Banking, Finance, Commercial Lending, High Net Worth..., Banking, Relationship Management
Education
University of Alaska Anchorage 1990 — 1991
BBA, Finance and Marketing
University of Arizona 1988 — 1990
None, Finance and Marketing
Wells Fargo Wealth Management May 2012 - Present
South Central Alaska Hockey Association 2004 - Present
Junior Achievement of Alaska January 2002 - Present
ASHA 2006 - 2013
KeyBank 1997 - 2012
Bank of America January 1993 - January 1997
Skills
Small Business Lending, Credit, Lines Of Credit, Consumer Lending, Commercial Banking, Investments, Portfolio Management, Wealth Management, Commercial Mortgages, Loans, Sales Management, Retirement Planning, Financial Services, Private Banking, Finance, Commercial Lending, High Net Worth..., Banking, Relationship Management
Education
University of Alaska Anchorage 1990 — 1991
BBA, Finance and Marketing
University of Arizona 1988 — 1990
None, Finance and Marketing
Sean Faeth Sean Faeth's Wells Fargo Wealth Management Experience February 2006 - Present
Job SVP, Director of Private Banking Solutions at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management February 2006 - Present
Wells Fargo November 2000 - February 2006
Dougherty & Company November 1997 - November 2000
American Express Small Business Services June 1996 - November 1997
KPMG January 1989 - June 1996
Skills
Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Banking, Strategy, Finance, Product Management, Financial Accounting
Education
University of Minnesota - Carlson School of Management 2001 — 2007
MBA, Finance and Strategy
University of Wisconsin-La Crosse 1984 — 1988
BS, Accounting
Wells Fargo Wealth Management February 2006 - Present
Wells Fargo November 2000 - February 2006
Dougherty & Company November 1997 - November 2000
American Express Small Business Services June 1996 - November 1997
KPMG January 1989 - June 1996
Skills
Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Banking, Strategy, Finance, Product Management, Financial Accounting
Education
University of Minnesota - Carlson School of Management 2001 — 2007
MBA, Finance and Strategy
University of Wisconsin-La Crosse 1984 — 1988
BS, Accounting
Monti Midgette's Wells Fargo Wealth Management Experience November 2011 - June 2012
Job Branch Sales Manager at Wells Fargo Home Mortgage, NMLSR ID # 859761
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2012 - Present
Wells Fargo Wealth Management November 2011 - June 2012
Bank of America September 2010 - April 2011
JPMorgan Chase December 2008 - January 2010
Encore Credit Corp June 2002 - December 2007
New Century Mortgage April 1996 - June 2002
Admiral Mortgage Company September 1994 - April 1996
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Banking, FHA, Refinance, Consumer Lending, Credit Analysis, Residential Mortgages, Retail Banking, Sales Management, Leadership, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2001
Bachelor of Science (BS), Management
John Burroughs HS
Wells Fargo Home Mortgage June 2012 - Present
Wells Fargo Wealth Management November 2011 - June 2012
Bank of America September 2010 - April 2011
JPMorgan Chase December 2008 - January 2010
Encore Credit Corp June 2002 - December 2007
New Century Mortgage April 1996 - June 2002
Admiral Mortgage Company September 1994 - April 1996
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Banking, FHA, Refinance, Consumer Lending, Credit Analysis, Residential Mortgages, Retail Banking, Sales Management, Leadership, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2001
Bachelor of Science (BS), Management
John Burroughs HS
Kelli Rehfield, PMP Kelli Rehfield, PMP's Wells Fargo Wealth Management Experience August 2015 - Present
Job Business Initiatives Consultant at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management August 2015 - Present
Wells Fargo Wealth Management March 2014 - August 2015
Parallon Business Solutions April 2011 - March 2014
iVantage Health Analytics June 2010 - April 2011
Wells Fargo Wealth Management May 2002 - August 2009
United Liquors 2000 - 2002
AT&T 1995 - 1999
Skills
Vendor Management, Project Management, Project Portfolio..., SDLC, Process Improvement, PMP, Visio, PMO, Management, Business Process..., Business Analysis, MS Project, Program Management, Strategy, SharePoint
Education
Springfield College 1987 — 1991
Bachelor of Science
Duxbury High School 1984 — 1987
Boston University
Wine & Spirit Education Trust Wine Certificate
College for Financial Planning
Accredited Asset Management Specialist
San Diego State University-California State University
Project Management Certification
San Francisco State University
Human Resource Management Certification
Wells Fargo Wealth Management August 2015 - Present
Wells Fargo Wealth Management March 2014 - August 2015
Parallon Business Solutions April 2011 - March 2014
iVantage Health Analytics June 2010 - April 2011
Wells Fargo Wealth Management May 2002 - August 2009
United Liquors 2000 - 2002
AT&T 1995 - 1999
Skills
Vendor Management, Project Management, Project Portfolio..., SDLC, Process Improvement, PMP, Visio, PMO, Management, Business Process..., Business Analysis, MS Project, Program Management, Strategy, SharePoint
Education
Springfield College 1987 — 1991
Bachelor of Science
Duxbury High School 1984 — 1987
Boston University
Wine & Spirit Education Trust Wine Certificate
College for Financial Planning
Accredited Asset Management Specialist
San Diego State University-California State University
Project Management Certification
San Francisco State University
Human Resource Management Certification
Barbara Horciza Barbara Horciza's Wells Fargo Wealth Management Experience March 2005 - August 2006
Job Business Initiatives Manager
Industry Financial Services
Experience
Wells Fargo Private Bank March 2005 - Present
Wells Fargo Wealth Management March 2005 - August 2006
Charles Schwab & Co July 1999 - March 2005
Fellows Placement Executive Search October 1998 - June 1999
Royal Palms Resort January 1998 - October 1998
Skills
Analytics, Marketing Strategy, Business Development, Strategy, Leadership, Sales Operations, Marketing, Sales Management, Project Management, Private Banking, Wealth Management..., Business Strategy, Strategic Planning, Training
Education
Arizona State University
BA, Sociology, Minor, Psychology
UC Berkeley
Certicicate in Marketing
Wells Fargo Private Bank March 2005 - Present
Wells Fargo Wealth Management March 2005 - August 2006
Charles Schwab & Co July 1999 - March 2005
Fellows Placement Executive Search October 1998 - June 1999
Royal Palms Resort January 1998 - October 1998
Skills
Analytics, Marketing Strategy, Business Development, Strategy, Leadership, Sales Operations, Marketing, Sales Management, Project Management, Private Banking, Wealth Management..., Business Strategy, Strategic Planning, Training
Education
Arizona State University
BA, Sociology, Minor, Psychology
UC Berkeley
Certicicate in Marketing
Ryan Kraft Ryan Kraft's Wells Fargo Wealth Management Experience September 2010 - September 2011
Job Senior Event Manager at Kinetic Events, Inc
Industry Real Estate
Experience
AHK Limited September 2013 - Present
Kinetic Events, Inc September 2012 - Present
Chad Mitchell Associates 2013 - 2014
Kendall-Jackson Wine Estates February 2012 - July 2012
Wells Fargo Wealth Management September 2010 - September 2011
Ascend January 2010 - May 2010
Nikita Clothing USA October 2008 - December 2009
BMW of San Francisco March 2007 - December 2007
Capital Relocation Services June 2003 - March 2007
Wells Fargo Wealth Management November 2004 - October 2006
Skills
QuickBooks, Access, Team-oriented, Multi Tasking, JD Edwards, Sales, Project Management, Real Estate Development, Property Management, Invoicing, Accounting, Finance, Accounts Payable, Budgets, Financial Reporting, Leadership, Analysis, Financial Analysis, Customer Service, Time Management, Bank Reconciliation, Cost Accounting
Education
San Francisco State University 2007 — 2010
BS, Accounting
AHK Limited September 2013 - Present
Kinetic Events, Inc September 2012 - Present
Chad Mitchell Associates 2013 - 2014
Kendall-Jackson Wine Estates February 2012 - July 2012
Wells Fargo Wealth Management September 2010 - September 2011
Ascend January 2010 - May 2010
Nikita Clothing USA October 2008 - December 2009
BMW of San Francisco March 2007 - December 2007
Capital Relocation Services June 2003 - March 2007
Wells Fargo Wealth Management November 2004 - October 2006
Skills
QuickBooks, Access, Team-oriented, Multi Tasking, JD Edwards, Sales, Project Management, Real Estate Development, Property Management, Invoicing, Accounting, Finance, Accounts Payable, Budgets, Financial Reporting, Leadership, Analysis, Financial Analysis, Customer Service, Time Management, Bank Reconciliation, Cost Accounting
Education
San Francisco State University 2007 — 2010
BS, Accounting
Madelyn Caple, CFP®'s Wells Fargo Wealth Management Experience Regional Managing DirectorWells Fargo2008 - 2013
Job Regional Managing Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Wealth Management Regional Managing DirectorWells Fargo2008 - 2013
Education
Florida State University
Finance and Real Estate
Wells Fargo Wealth Management Regional Managing DirectorWells Fargo2008 - 2013
Education
Florida State University
Finance and Real Estate
Summar Rodriguez Summar Rodriguez's Wells Fargo Wealth Management Experience July 1991 - Present
Job AVP & Trust Officer at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management July 1991 - Present
Southwest Savings & Loan October 1989 - June 1991
Education
El Camino College 1988 — 1991
Criminal Justice/Police Science
West High School 1984 — 1988
Wells Fargo Wealth Management July 1991 - Present
Southwest Savings & Loan October 1989 - June 1991
Education
El Camino College 1988 — 1991
Criminal Justice/Police Science
West High School 1984 — 1988
Dennis Tygart, CFP, ChFC, CTFA Dennis Tygart, CFP, ChFC, CTFA's Wells Fargo Wealth Management Experience November 2009 - September 2011
Job Senior Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank February 2012 - Present
Wells Fargo Wealth Management November 2009 - September 2011
First National Bank of Omaha December 2006 - February 2009
AXA Financial August 2004 - December 2006
AXA Financial October 2002 - August 2004
AXA Distributors August 1999 - October 2002
American Express Financial March 1985 - June 1998
American Express Financial Advisors 1991 - 1995
American Express Financial Advisors 1988 - 1991
United States Navy Reserve June 1984 - May 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...
Education
ABA National Trust School 2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services
The American College 2009 — 2009
ChFC, Financial Planning
College for Financial Planning 1997 — 2002
CFP Designation, Certified Financial Planner
Gustavus Adolphus College 1975 — 1979
BA, Economics
SunTrust Bank February 2012 - Present
Wells Fargo Wealth Management November 2009 - September 2011
First National Bank of Omaha December 2006 - February 2009
AXA Financial August 2004 - December 2006
AXA Financial October 2002 - August 2004
AXA Distributors August 1999 - October 2002
American Express Financial March 1985 - June 1998
American Express Financial Advisors 1991 - 1995
American Express Financial Advisors 1988 - 1991
United States Navy Reserve June 1984 - May 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...
Education
ABA National Trust School 2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services
The American College 2009 — 2009
ChFC, Financial Planning
College for Financial Planning 1997 — 2002
CFP Designation, Certified Financial Planner
Gustavus Adolphus College 1975 — 1979
BA, Economics
Nora Miller Nora Miller's Wells Fargo Wealth Management Experience October 2011 - May 2013
Job VP Trust and Fiduciary Specialist at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo June 2013 - Present
Wells Fargo Wealth Management October 2011 - May 2013
Wells Fargo August 2007 - October 2011
Wells Fargo May 2003 - March 2007
Wells Fargo September 2001 - April 2003
Bank of the West September 2000 - March 2001
Comerica Bank January 1999 - June 2000
Chemo International December 1992 - July 1995
Entrepreneur Chamber of Guatemala, Guatemala City, Project for Enterprise Development, U.S. AID January 1990 - November 1992
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Wealth Management, Estate Planning, Wealth Management..., Credit, Financial Planning, Coaching
Education
Universidad Rafael Landívar 1990 — 1995
Ciencias Juridicas y Sociales
Wells Fargo June 2013 - Present
Wells Fargo Wealth Management October 2011 - May 2013
Wells Fargo August 2007 - October 2011
Wells Fargo May 2003 - March 2007
Wells Fargo September 2001 - April 2003
Bank of the West September 2000 - March 2001
Comerica Bank January 1999 - June 2000
Chemo International December 1992 - July 1995
Entrepreneur Chamber of Guatemala, Guatemala City, Project for Enterprise Development, U.S. AID January 1990 - November 1992
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Wealth Management, Estate Planning, Wealth Management..., Credit, Financial Planning, Coaching
Education
Universidad Rafael Landívar 1990 — 1995
Ciencias Juridicas y Sociales
Justin Taruc Justin Taruc's Wells Fargo Wealth Management Experience January 2012 - January 2013
Job Associate Attorney at Hawkins Melendrez PC
Industry Law Practice
Experience
Hawkins Melendrez P.C. November 2014 - Present
Kring & Chung, LLP May 2013 - October 2014
Wells Fargo Wealth Management January 2012 - January 2013
Legal Aid Center of Southern Nevada October 2011 - November 2011
Legal Aid Center of Southern Nevada January 2011 - April 2011
United States Immigration Court August 2010 - November 2010
Legal Aid Center of Southern Nevada May 2010 - August 2010
Thomas and Mack Legal Clinic January 2010 - May 2010
Legal Aid Center of Southern Nevada August 2009 - December 2009
Legal Aid Center of Southern Nevada May 2009 - August 2009
Skills
Legal Research, Legal Writing, Personal Injury, Immigration Law, Family Law, Westlaw, Civil Litigation, Trucking Litigation, Construction Defect, Pleadings, Commercial Litigation, Litigation, Estate Planning
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2008 — 2011
Juris Doctorate, Law
University of Nevada-Las Vegas 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.84
Advanced Technologies Academy 2000 — 2004
High School Diploma, Law Related Education
Hawkins Melendrez P.C. November 2014 - Present
Kring & Chung, LLP May 2013 - October 2014
Wells Fargo Wealth Management January 2012 - January 2013
Legal Aid Center of Southern Nevada October 2011 - November 2011
Legal Aid Center of Southern Nevada January 2011 - April 2011
United States Immigration Court August 2010 - November 2010
Legal Aid Center of Southern Nevada May 2010 - August 2010
Thomas and Mack Legal Clinic January 2010 - May 2010
Legal Aid Center of Southern Nevada August 2009 - December 2009
Legal Aid Center of Southern Nevada May 2009 - August 2009
Skills
Legal Research, Legal Writing, Personal Injury, Immigration Law, Family Law, Westlaw, Civil Litigation, Trucking Litigation, Construction Defect, Pleadings, Commercial Litigation, Litigation, Estate Planning
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2008 — 2011
Juris Doctorate, Law
University of Nevada-Las Vegas 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.84
Advanced Technologies Academy 2000 — 2004
High School Diploma, Law Related Education
Teresa Ridge, CTFA, CFP®, ChFC Teresa Ridge, CTFA, CFP®, ChFC's Wells Fargo Wealth Management Experience March 2013 - Present
Job Fiduciary Svcs Strategic Planning Cons at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management March 2013 - Present
Wells Fargo Wealth Management April 2011 - February 2013
Wells Fargo Wealth Management January 2008 - April 2011
Wells Fargo Private Client Services March 2004 - December 2007
Wells Fargo Private Client Services January 1990 - March 2004
Skills
Coaching and Motivating, Sales&Marketing, Development of Diverse..., Strategic Planning, Leadership..., Risk Management, Strategic Financial..., CRM, Wealth Management, Strategy, Investments, Retirement Planning, Women of Wealth, Financial Advisory, Wealth, Wealth Management..., Leadership, Asset Management, Fiduciary Services, Relationship Management, Cross-functional Team..., Management, High Net Worth..., Finance, Financial Planners, Portfolio Management, Financial Services, Investment Advisory, Financial Risk, Loans, Sales & Marketing, Financial Planning
Education
University of San Diego 2004 — 2006
Masters of Science in Executive Leadership (MSEL), Organizational Leadership
San Diego State University-California State University 1992 — 1997
Bachelor of Science (B.S.), International Business Latin American and Spanish Language Focus
Wells Fargo Wealth Management March 2013 - Present
Wells Fargo Wealth Management April 2011 - February 2013
Wells Fargo Wealth Management January 2008 - April 2011
Wells Fargo Private Client Services March 2004 - December 2007
Wells Fargo Private Client Services January 1990 - March 2004
Skills
Coaching and Motivating, Sales&Marketing, Development of Diverse..., Strategic Planning, Leadership..., Risk Management, Strategic Financial..., CRM, Wealth Management, Strategy, Investments, Retirement Planning, Women of Wealth, Financial Advisory, Wealth, Wealth Management..., Leadership, Asset Management, Fiduciary Services, Relationship Management, Cross-functional Team..., Management, High Net Worth..., Finance, Financial Planners, Portfolio Management, Financial Services, Investment Advisory, Financial Risk, Loans, Sales & Marketing, Financial Planning
Education
University of San Diego 2004 — 2006
Masters of Science in Executive Leadership (MSEL), Organizational Leadership
San Diego State University-California State University 1992 — 1997
Bachelor of Science (B.S.), International Business Latin American and Spanish Language Focus
Blake Bellin Blake Bellin's Wells Fargo Wealth Management Experience March 2009 - Present
Job Private/Business Loan Underwriter at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Management March 2009 - Present
Wells Fargo Retirement Plan Services July 2006 - March 2009
Skills
Loans
Education
University of Minnesota - Carlson School of Management 2008 — 2013
Pursuing MBA, Concentration in Finance
Augsburg College 2002 — 2006
B.A. in Business Administration, Minor in MIS, Business Administration
Wells Fargo Wealth Management March 2009 - Present
Wells Fargo Retirement Plan Services July 2006 - March 2009
Skills
Loans
Education
University of Minnesota - Carlson School of Management 2008 — 2013
Pursuing MBA, Concentration in Finance
Augsburg College 2002 — 2006
B.A. in Business Administration, Minor in MIS, Business Administration
Tammy R. Taylor's Wells Fargo Wealth Management Experience January 2008 - Present
Job SVP, Brand and Advertising Director
Industry Marketing and Advertising
Experience
Wells Fargo Wealth Management January 2008 - Present
Wells Fargo Bank September 2003 - January 2008
Wells Fargo Bank April 2000 - September 2003
Wells Fargo Bank September 1998 - April 2000
Norwest Bank January 1997 - September 1998
Norwest Bank November 1995 - January 1997
Skills
Creative Direction, Corporate Branding, Integrated Marketing, Direct Marketing, Marketing Communications, Advertising, Marketing Strategy, Brand Development, Brand Management, Marketing, Graphic Design, Brand Awareness, Art Direction, Program Management, Market Research, Online Advertising, Leadership, Creative Strategy, Management
Education
Yale School of Management 2011 — 2011
Business Perspectives For Creative Leaders
University of Nebraska-Lincoln 1988 — 1992
BFA - Graphic Design & Illustration, English Minor
Wells Fargo Wealth Management January 2008 - Present
Wells Fargo Bank September 2003 - January 2008
Wells Fargo Bank April 2000 - September 2003
Wells Fargo Bank September 1998 - April 2000
Norwest Bank January 1997 - September 1998
Norwest Bank November 1995 - January 1997
Skills
Creative Direction, Corporate Branding, Integrated Marketing, Direct Marketing, Marketing Communications, Advertising, Marketing Strategy, Brand Development, Brand Management, Marketing, Graphic Design, Brand Awareness, Art Direction, Program Management, Market Research, Online Advertising, Leadership, Creative Strategy, Management
Education
Yale School of Management 2011 — 2011
Business Perspectives For Creative Leaders
University of Nebraska-Lincoln 1988 — 1992
BFA - Graphic Design & Illustration, English Minor
Ernest Dawal Ernest Dawal's Wells Fargo Wealth Management Experience 2009 - June 2011
Job Chief Investment Officer
Industry Financial Services
Experience
SunTrust Bank July 2011 - Present
GenSpring Family Offices November 2012 - Present
Wells Fargo, Wealth Management 2009 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 1998 - 2002
Wachovia, A Wells Fargo Company 1996 - 1998
SunTrust Bank 1992 - 1996
Barnett Banks Trust Company 1988 - 1992
US Airways 1985 - 1986
Skills
Alternative Investments, Equities, Asset Allocation, Portfolio Management, Investments, Finance, Asset Management, Banking, Analysis, Wealth Management, Risk Management, Financial Services, Leadership, Management, Strategic Planning, Relationship Management, Entrepreneurship
Education
Wake Forest University 1985 — 1988
MBA, Business Admin. & Finance
American University 1981 — 1983
BA, Int'l Studies & Business Administration
Occidental College 1979 — 1981
Diplomacy & World Affairs, Economics
SunTrust Bank July 2011 - Present
GenSpring Family Offices November 2012 - Present
Wells Fargo, Wealth Management 2009 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 1998 - 2002
Wachovia, A Wells Fargo Company 1996 - 1998
SunTrust Bank 1992 - 1996
Barnett Banks Trust Company 1988 - 1992
US Airways 1985 - 1986
Skills
Alternative Investments, Equities, Asset Allocation, Portfolio Management, Investments, Finance, Asset Management, Banking, Analysis, Wealth Management, Risk Management, Financial Services, Leadership, Management, Strategic Planning, Relationship Management, Entrepreneurship
Education
Wake Forest University 1985 — 1988
MBA, Business Admin. & Finance
American University 1981 — 1983
BA, Int'l Studies & Business Administration
Occidental College 1979 — 1981
Diplomacy & World Affairs, Economics
Alokenanda Lahiri Alokenanda Lahiri's Wells Fargo Wealth Management Experience April 2010 - August 2011
Job Independent Professional
Industry Information Technology and Services
Experience
Divestry August 2015 - Present
Zafin September 2013 - December 2014
Calypso Technology August 2011 - August 2013
Wells Fargo Wealth Management April 2010 - August 2011
Accenture January 2006 - April 2010
HCl Capital Market Services May 2003 - January 2006
Citicorp/iflex 2002 - 2002
Caltiger 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Derivatives, Investment Banking, Team Management, Management, Project Management, Capital Markets, Financial Markets, SDLC, Risk Management, Fixed Income, Data Analysis, Integration, Management Consulting, Banking, Interest Rate..., Business Continuity..., Asset Management, Consulting, E-Learning, Software Project..., Vendor Management, BPO, Calypso Collateral..., Elearning, Wealth Management..., Asset Managment, Business Process..., Calypso Back Office, Adobe Captivate, Balsamiq, Ragic, Prezi, Salesforce.com, Product Management, Google Sites
Education
Indian Institute Of Information Technology 2001 — 2002
PGCIT, IBM technologies (Websphere, VA Java, MQ, DB2, AIX etc)
Bangalore University 1994 — 2000
Bachelor of Engineering, Electrical & Electronics
South Point High School
Divestry August 2015 - Present
Zafin September 2013 - December 2014
Calypso Technology August 2011 - August 2013
Wells Fargo Wealth Management April 2010 - August 2011
Accenture January 2006 - April 2010
HCl Capital Market Services May 2003 - January 2006
Citicorp/iflex 2002 - 2002
Caltiger 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Derivatives, Investment Banking, Team Management, Management, Project Management, Capital Markets, Financial Markets, SDLC, Risk Management, Fixed Income, Data Analysis, Integration, Management Consulting, Banking, Interest Rate..., Business Continuity..., Asset Management, Consulting, E-Learning, Software Project..., Vendor Management, BPO, Calypso Collateral..., Elearning, Wealth Management..., Asset Managment, Business Process..., Calypso Back Office, Adobe Captivate, Balsamiq, Ragic, Prezi, Salesforce.com, Product Management, Google Sites
Education
Indian Institute Of Information Technology 2001 — 2002
PGCIT, IBM technologies (Websphere, VA Java, MQ, DB2, AIX etc)
Bangalore University 1994 — 2000
Bachelor of Engineering, Electrical & Electronics
South Point High School
Greg Negron Greg Negron's Wells Fargo Wealth Management Experience July 2009 - December 2010
Job Client Lead and Wealth Management Practice Leader at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group November 2013 - Present
Ernst & Young January 2011 - November 2013
Wells Fargo Wealth Management July 2009 - December 2010
Open Finance Network December 2007 - July 2009
Smith Barney July 1993 - March 2006
Skills
Financial Analysis, Asset Managment, Wealth Management, Finance, Asset Management, Business Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Risk Management, Equities, Investments, Financial Advisory, Mutual Funds, Fixed Income, Strategic Financial..., Due Diligence, Project Management, Financial Services, Financial Planning
Education
Marist College 2006 — 2010
MBA, Business Administration, Management and Operations
State University of New York at New Paltz 1990 — 1993
BS, Accounting
Carlisle & Gallagher Consulting Group November 2013 - Present
Ernst & Young January 2011 - November 2013
Wells Fargo Wealth Management July 2009 - December 2010
Open Finance Network December 2007 - July 2009
Smith Barney July 1993 - March 2006
Skills
Financial Analysis, Asset Managment, Wealth Management, Finance, Asset Management, Business Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Risk Management, Equities, Investments, Financial Advisory, Mutual Funds, Fixed Income, Strategic Financial..., Due Diligence, Project Management, Financial Services, Financial Planning
Education
Marist College 2006 — 2010
MBA, Business Administration, Management and Operations
State University of New York at New Paltz 1990 — 1993
BS, Accounting
Tiffany Lynn, MBA Tiffany Lynn, MBA's Wells Fargo Wealth Management Experience June 2010 - March 2012
Job Marketing Specialist at CBRE
Industry Real Estate
Experience
CBRE February 2014 - Present
Convenience Corner, Inc. September 2003 - Present
Avison Young - North Carolina, LLC April 2012 - February 2014
Wells Fargo Wealth Management June 2010 - March 2012
US Trust, Bank of America May 2008 - August 2008
Skills
Personal Financial..., Wealth Management, Wealth Management..., Marketing, Marketing Research, Email Marketing, Product Marketing, Accounting, Bookkeeping, Customer Service, Commercial Real Estate, Notary Public, Mutual Funds, Management, Real Estate
Education
Ohio Christian University 2015 — 2015
Certificate, Crisis/Emergency/Disaster Management
Campbell University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, Marketing, 3.30
Campbell University 2005 — 2010
Bachelor of Business Administration (BBA), Trust and Wealth Management, Financial Planning, 3.50
Richmond Senior High 2002 — 2005
CBRE February 2014 - Present
Convenience Corner, Inc. September 2003 - Present
Avison Young - North Carolina, LLC April 2012 - February 2014
Wells Fargo Wealth Management June 2010 - March 2012
US Trust, Bank of America May 2008 - August 2008
Skills
Personal Financial..., Wealth Management, Wealth Management..., Marketing, Marketing Research, Email Marketing, Product Marketing, Accounting, Bookkeeping, Customer Service, Commercial Real Estate, Notary Public, Mutual Funds, Management, Real Estate
Education
Ohio Christian University 2015 — 2015
Certificate, Crisis/Emergency/Disaster Management
Campbell University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, Marketing, 3.30
Campbell University 2005 — 2010
Bachelor of Business Administration (BBA), Trust and Wealth Management, Financial Planning, 3.50
Richmond Senior High 2002 — 2005
Chris Wieland's Wells Fargo Wealth Management Experience September 2011 - August 2012
Job Investment Professional at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan August 2012 - Present
The University of Texas at Austin September 2012 - October 2014
Wells Fargo Wealth Management September 2011 - August 2012
Wells Fargo June 2007 - September 2011
Texas Longhorns Football Team January 2006 - January 2009
Wells Fargo Investments May 2008 - August 2008
Skills
Tactical Asset..., Portfolio Management, Financial Advisory, Banking, Equity Valuation, Equities, Equity Research, ETFs, High Net Worth..., Risk Management, Investments, Investment Strategies, Alternative Investments, Portfolio Optimization, Series 7, Series 63, Management, Fixed Income, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
Passed Level I of the CFA Program
J.P. Morgan August 2012 - Present
The University of Texas at Austin September 2012 - October 2014
Wells Fargo Wealth Management September 2011 - August 2012
Wells Fargo June 2007 - September 2011
Texas Longhorns Football Team January 2006 - January 2009
Wells Fargo Investments May 2008 - August 2008
Skills
Tactical Asset..., Portfolio Management, Financial Advisory, Banking, Equity Valuation, Equities, Equity Research, ETFs, High Net Worth..., Risk Management, Investments, Investment Strategies, Alternative Investments, Portfolio Optimization, Series 7, Series 63, Management, Fixed Income, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
Passed Level I of the CFA Program
Archie Martin, CFP® Archie Martin, CFP®'s Wells Fargo Wealth Management Experience December 2008 - September 2012
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Wealth Management December 2008 - September 2012
US Trust/Bank of America Wealth Management June 2006 - December 2008
Skills
Retirement Planning, Investments, Long-term Care, Life Insurance, High Net Worth..., Financial Analysis, 401k Rollovers, College Education..., Wealth Preservation..., Variable Annuities, Strategic Planning
Education
Campbell University 2001 — 2006
BS, Trust Management
Campbell University 2001 — 2006
Masters, Business Administration
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Wealth Management December 2008 - September 2012
US Trust/Bank of America Wealth Management June 2006 - December 2008
Skills
Retirement Planning, Investments, Long-term Care, Life Insurance, High Net Worth..., Financial Analysis, 401k Rollovers, College Education..., Wealth Preservation..., Variable Annuities, Strategic Planning
Education
Campbell University 2001 — 2006
BS, Trust Management
Campbell University 2001 — 2006
Masters, Business Administration
Joe Walkenbach, CFA, CFP® Joe Walkenbach, CFA, CFP®'s Wells Fargo Wealth Management Experience December 2005 - Present
Job Vice President & Lead Investment Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management December 2005 - Present
CFA Society of St. Louis July 2010 - Present
Edward Jones January 1999 - December 2005
Skills
Portfolio Management, Wealth Management
Education
Webster University 1999 — 2001
MBA
Southeast Missouri State University 1995 — 1998
Finance
Wells Fargo Wealth Management December 2005 - Present
CFA Society of St. Louis July 2010 - Present
Edward Jones January 1999 - December 2005
Skills
Portfolio Management, Wealth Management
Education
Webster University 1999 — 2001
MBA
Southeast Missouri State University 1995 — 1998
Finance
Donna Slater, PMP Donna Slater, PMP's Wells Fargo Wealth Management Experience October 2011 - January 2014
Job Business Consultant & Coach, Founder / Owner of Women4WomenClub
Industry Management Consulting
Experience
Women4WomenClub 2014 - Present
Women4WomenClub 2014 - Present
Wells Fargo Wealth Management October 2011 - January 2014
Wells Fargo Wealth Management May 2001 - October 2011
Morgan Stanley June 1997 - May 2001
Balboa Thrift & Loan January 1990 - June 1997
Skills
Risk Management, Finance, Strategy, Fixed Income, Strategic Planning, Portfolio Management, Financial Services, Critical Thinking, Solution Implementation, Securities, Commercial Banking, Mutual Funds, Equities, Banking, Wealth Management, Private Banking, Investments, Strategic Financial..., Financial Analysis, Leadership, Investment Management, Analytics, Cash Management, Corporate Finance, Operational Risk, Financial Reporting, Operational Risk..., Data Analysis, Project Management, Strategic Partnerships, Analytical Skills, Management, Business Coaching, Financial Planning
Education
The University of Texas at El Paso
San Diego State University-California State University
National University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Women4WomenClub 2014 - Present
Women4WomenClub 2014 - Present
Wells Fargo Wealth Management October 2011 - January 2014
Wells Fargo Wealth Management May 2001 - October 2011
Morgan Stanley June 1997 - May 2001
Balboa Thrift & Loan January 1990 - June 1997
Skills
Risk Management, Finance, Strategy, Fixed Income, Strategic Planning, Portfolio Management, Financial Services, Critical Thinking, Solution Implementation, Securities, Commercial Banking, Mutual Funds, Equities, Banking, Wealth Management, Private Banking, Investments, Strategic Financial..., Financial Analysis, Leadership, Investment Management, Analytics, Cash Management, Corporate Finance, Operational Risk, Financial Reporting, Operational Risk..., Data Analysis, Project Management, Strategic Partnerships, Analytical Skills, Management, Business Coaching, Financial Planning
Education
The University of Texas at El Paso
San Diego State University-California State University
National University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Nicole Suresky Nicole Suresky's Wells Fargo Wealth Management Experience July 2011 - Present
Job Vice President, Regional Marketing Manager, Northeast at Wells Fargo Wealth Management
Industry Marketing and Advertising
Experience
Wells Fargo Wealth Management July 2011 - Present
UBS Investment Bank August 2010 - July 2011
theeventcatalyst November 2007 - August 2010
US Trust March 2005 - November 2007
U.S. Trust, Bank of America Wealth Management 2006 - 2007
TheStreet.com March 2001 - March 2005
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Marketing Communications, Strategy, CRM, Management, Sponsorship, Entertainment, Leadership
Education
Syracuse University 1990 — 1994
Bachelor of Science (BS)
Wells Fargo Wealth Management July 2011 - Present
UBS Investment Bank August 2010 - July 2011
theeventcatalyst November 2007 - August 2010
US Trust March 2005 - November 2007
U.S. Trust, Bank of America Wealth Management 2006 - 2007
TheStreet.com March 2001 - March 2005
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Marketing Communications, Strategy, CRM, Management, Sponsorship, Entertainment, Leadership
Education
Syracuse University 1990 — 1994
Bachelor of Science (BS)
Adrie Maciel Adrie Maciel's Wells Fargo Wealth Management Experience August 2011 - Present
Job Credit Associate
Industry Financial Services
Experience
Wells Fargo Wealth Management August 2011 - Present
Wells Fargo Private Bank October 2008 - July 2011
Century 21 2011 - 2011
Wells Fargo Bank September 2005 - October 2008
Skills
Loans, Banking, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Wealth Management, Private Banking, Retail Banking, Finance, Financial Services
Education
Fresno Pacific University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Wells Fargo Wealth Management August 2011 - Present
Wells Fargo Private Bank October 2008 - July 2011
Century 21 2011 - 2011
Wells Fargo Bank September 2005 - October 2008
Skills
Loans, Banking, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Wealth Management, Private Banking, Retail Banking, Finance, Financial Services
Education
Fresno Pacific University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Janelle Palfreyman's Wells Fargo Wealth Management Experience April 2014 - Present
Job Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management April 2014 - Present
Wells Fargo February 2013 - Present
Wells Fargo Bank November 2011 - Present
Skills
Banking, Financial Analysis, Microsoft Office, Sales, Credit Analysis, Deposits, Management, Team Building, Marketing, Loans, Public Speaking, Credit, Customer Service, Product Marketing, Process Improvement, Microsoft Word, Strategic Planning, Training, Forecasting
Education
Austin Community College 2014 — 2015
Associate's degree, Banking, Corporate, Finance, and Securities Law
Dallas County Community College 2011 — 2014
Wells Fargo Wealth Management April 2014 - Present
Wells Fargo February 2013 - Present
Wells Fargo Bank November 2011 - Present
Skills
Banking, Financial Analysis, Microsoft Office, Sales, Credit Analysis, Deposits, Management, Team Building, Marketing, Loans, Public Speaking, Credit, Customer Service, Product Marketing, Process Improvement, Microsoft Word, Strategic Planning, Training, Forecasting
Education
Austin Community College 2014 — 2015
Associate's degree, Banking, Corporate, Finance, and Securities Law
Dallas County Community College 2011 — 2014
Melinda Poirier Melinda Poirier's Wells Fargo Wealth Management Experience 2008 - 2010
Job Allocations Analyst Outlet Apparel at Puma
Industry Apparel & Fashion
Experience
Puma April 2012 - Present
Cobra Puma Golf January 2011 - April 2012
Wells Fargo Wealth Management 2008 - 2010
1-800 MY MORTGAGE 2004 - 2007
First Call Mortgage 2002 - 2004
Education
Bishop Stang High School 1996 — 2000
Merrimack College
Business Degree with Concentration in Communications
Puma April 2012 - Present
Cobra Puma Golf January 2011 - April 2012
Wells Fargo Wealth Management 2008 - 2010
1-800 MY MORTGAGE 2004 - 2007
First Call Mortgage 2002 - 2004
Education
Bishop Stang High School 1996 — 2000
Merrimack College
Business Degree with Concentration in Communications
Alexa McQuistan's Wells Fargo Wealth Management Experience June 2010 - March 2012
Job Senior Accountant North America Operations at Insights
Industry Marketing and Advertising
Experience
Insights January 2015 - Present
Insights February 2012 - Present
Wells Fargo Wealth Management June 2010 - March 2012
Northwest Missouri State University January 2009 - May 2010
Skills
Microsoft Excel, Accounting, Finance, Real Estate, Invoicing, Budgets, Time Management, Analysis, Forecasting, Strategic Planning, Outlook, Policy, Strategy
Education
Northwest Missouri State University 2005 — 2010
MBA, Business, Marketing, Management
Insights January 2015 - Present
Insights February 2012 - Present
Wells Fargo Wealth Management June 2010 - March 2012
Northwest Missouri State University January 2009 - May 2010
Skills
Microsoft Excel, Accounting, Finance, Real Estate, Invoicing, Budgets, Time Management, Analysis, Forecasting, Strategic Planning, Outlook, Policy, Strategy
Education
Northwest Missouri State University 2005 — 2010
MBA, Business, Marketing, Management
Mary Ann Coker Mary Ann Coker's Wells Fargo Wealth Management Experience March 2011 - December 2011
Job Account Executive at Red Leaf IT Asset Recovery and Recycling
Industry Investment Management
Experience
Red Leaf IT Asset Recovery and Recycling August 2014 - Present
Clutter Tamer & Sews Like Crazy December 2010 - Present
Wells Fargo Wealth Management March 2011 - December 2011
Wells Fargo Home Mortgage October 2010 - February 2011
AppleOne, Wells Fargo Advisors March 2010 - August 2010
St. Louis Community College - Meramec Campus August 2007 - July 2008
University of Missouri–St. Louis January 2005 - May 2008
BJC Health System June 1998 - December 2001
Skills
Strategic Planning, Business Analysis, Statistics, Microsoft Office, Management, Teaching, Social Media, Data Analysis, University Teaching, Accounting
Education
University of Missouri-Saint Louis 2003 — 2007
MA and BA, Sociology - summa cum laude, BS, Criminology and Criminal Justice - summa cum laude
University of Missouri-Saint Louis 2003 — 2007
Master's degree, Sociology
Red Leaf IT Asset Recovery and Recycling August 2014 - Present
Clutter Tamer & Sews Like Crazy December 2010 - Present
Wells Fargo Wealth Management March 2011 - December 2011
Wells Fargo Home Mortgage October 2010 - February 2011
AppleOne, Wells Fargo Advisors March 2010 - August 2010
St. Louis Community College - Meramec Campus August 2007 - July 2008
University of Missouri–St. Louis January 2005 - May 2008
BJC Health System June 1998 - December 2001
Skills
Strategic Planning, Business Analysis, Statistics, Microsoft Office, Management, Teaching, Social Media, Data Analysis, University Teaching, Accounting
Education
University of Missouri-Saint Louis 2003 — 2007
MA and BA, Sociology - summa cum laude, BS, Criminology and Criminal Justice - summa cum laude
University of Missouri-Saint Louis 2003 — 2007
Master's degree, Sociology
Diego A. Velez's Wells Fargo Wealth Management Experience September 2015 - Present
Job Investment Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management September 2015 - Present
Wells Fargo Private Bank September 2013 - August 2015
FBR & Co. July 2012 - August 2012
Cambridge Associates July 2009 - July 2011
Cambridge Associates January 2009 - June 2009
Cambridge Associates January 2008 - December 2008
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Strategies, Equities, Corporate Finance, Alternative Investments, Bloomberg Terminal, Asset Allocation, Hedge Funds, Economics, Quantitative Analytics, Asset Managment, Data Analysis, Investment Management, Capital Markets, Fixed Income, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
James Madison University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, International Business
Wells Fargo Wealth Management September 2015 - Present
Wells Fargo Private Bank September 2013 - August 2015
FBR & Co. July 2012 - August 2012
Cambridge Associates July 2009 - July 2011
Cambridge Associates January 2009 - June 2009
Cambridge Associates January 2008 - December 2008
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Strategies, Equities, Corporate Finance, Alternative Investments, Bloomberg Terminal, Asset Allocation, Hedge Funds, Economics, Quantitative Analytics, Asset Managment, Data Analysis, Investment Management, Capital Markets, Fixed Income, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
James Madison University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, International Business
Alyson Vaughan's Wells Fargo Wealth Management Experience 2009 - Present
Job Marketing Database Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Wealth Management 2009 - Present
Wachovia July 2008 - June 2009
Wachovia November 2005 - July 2008
Wachovia June 2004 - November 2005
Skills
PowerPoint, Marketing, Banking, Analysis, Strategic Planning, Program Management, Team Building, Financial Analysis, Customer Analysis, Leadership, Segmentation
Education
University of North Carolina at Chapel Hill 2000 — 2004
BSBA, Marketing
Wells Fargo Wealth Management 2009 - Present
Wachovia July 2008 - June 2009
Wachovia November 2005 - July 2008
Wachovia June 2004 - November 2005
Skills
PowerPoint, Marketing, Banking, Analysis, Strategic Planning, Program Management, Team Building, Financial Analysis, Customer Analysis, Leadership, Segmentation
Education
University of North Carolina at Chapel Hill 2000 — 2004
BSBA, Marketing
Frederick Wahl Frederick Wahl's Wells Fargo Wealth Management Experience March 1992 - January 2012
Job Managing Director at Cinque Partners LLC
Industry Financial Services
Experience
Cinque Partners LLC January 2012 - Present
Wells Fargo March 2003 - January 2012
Wells Fargo - Wealth Management March 1992 - January 2012
Wells Fargo Private Client Services 1998 - 2003
Education
Lehigh University 1971 — 1975
Bachelor of Science, Economics / Finance
Cinque Partners LLC January 2012 - Present
Wells Fargo March 2003 - January 2012
Wells Fargo - Wealth Management March 1992 - January 2012
Wells Fargo Private Client Services 1998 - 2003
Education
Lehigh University 1971 — 1975
Bachelor of Science, Economics / Finance
Paige Lubawy Paige Lubawy's Wells Fargo Wealth Management Experience July 2009 - January 2010
Job Demand Generation, Institutional Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Charles Schwab January 2010 - Present
Wells Fargo Wealth Management July 2009 - January 2010
Univeristy of Manchester - Manchester Business School August 2007 - July 2009
Syngenta January 2009 - March 2009
Shopmobility Manchester September 2007 - March 2009
Manchester Business School 2007 - 2009
American Express June 2008 - August 2008
iTeddy.com April 2008 - June 2008
Accenture April 2000 - September 2007
Education
University of Manchester - Manchester Business School 2007 — 2009
MBA
Miami University 1995 — 2000
BFA, Theatre
Miami University 1995 — 1999
BS, Accountancy
Charles Schwab May 2012 - Present
Charles Schwab January 2010 - Present
Wells Fargo Wealth Management July 2009 - January 2010
Univeristy of Manchester - Manchester Business School August 2007 - July 2009
Syngenta January 2009 - March 2009
Shopmobility Manchester September 2007 - March 2009
Manchester Business School 2007 - 2009
American Express June 2008 - August 2008
iTeddy.com April 2008 - June 2008
Accenture April 2000 - September 2007
Education
University of Manchester - Manchester Business School 2007 — 2009
MBA
Miami University 1995 — 2000
BFA, Theatre
Miami University 1995 — 1999
BS, Accountancy
Holly (Lyons) Olson's Wells Fargo Wealth Management Experience September 2011 - Present
Job Securities Operations Service Specialist 3 at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management September 2011 - Present
Cafe On The Green October 2010 - October 2011
CFE Federal Credit Union October 2007 - August 2010
CFE Federal Credit Union May 2006 - October 2007
CFE Federal Credit Union June 2005 - May 2006
Skills
Banking, Payments, Debit Cards, Spreadsheets, Securities, Loans, Time Management, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Financial Services, Cash Management, Credit, Credit Cards, Financial Risk
Education
Purdue University 1998 — 2005
B.A., Sociology
Wells Fargo Wealth Management September 2011 - Present
Cafe On The Green October 2010 - October 2011
CFE Federal Credit Union October 2007 - August 2010
CFE Federal Credit Union May 2006 - October 2007
CFE Federal Credit Union June 2005 - May 2006
Skills
Banking, Payments, Debit Cards, Spreadsheets, Securities, Loans, Time Management, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Financial Services, Cash Management, Credit, Credit Cards, Financial Risk
Education
Purdue University 1998 — 2005
B.A., Sociology
Ron Florance Ron Florance's Wells Fargo Wealth Management Experience October 2005 - June 2014
Job President at RMF Consulting
Industry Investment Management
Experience
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Kristi soli Kristi soli's Wells Fargo Wealth Management Experience January 2009 - Present
Job Product Developer
Industry Consumer Goods
Experience
Wells Fargo Wealth Management January 2009 - Present
Evale’ Innovations January 2003 - Present
2010Health Source Global Staffing June 2010 - June 2010
Vested Business Brokers January 2005 - January 2006
Foxwoods Resort Casino June 1993 - June 1998
Various Companies January 1984 - January 1992
Education
The University of North Dakota
BS, Airway Science / Aircraft Systems Management
Wells Fargo Wealth Management January 2009 - Present
Evale’ Innovations January 2003 - Present
2010Health Source Global Staffing June 2010 - June 2010
Vested Business Brokers January 2005 - January 2006
Foxwoods Resort Casino June 1993 - June 1998
Various Companies January 1984 - January 1992
Education
The University of North Dakota
BS, Airway Science / Aircraft Systems Management
Greg Calvelo Greg Calvelo's Wells Fargo Wealth Management Experience July 2005 - October 2009
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Randstad Managed Services - Charles Schwab July 2011 - November 2011
Wells Fargo Wealth, Brokerage, and Retirement October 2009 - July 2011
Wells Fargo Wealth Management July 2005 - October 2009
Wells Fargo Wealth Management January 2002 - July 2005
Charles Schwab August 1995 - January 2002
Skills
Training Delivery, Training Course..., Project Management, Project Implementation, Strategic Consulting, Project Facilitation, Blended Learning, Instructional Design, Series 7, Series 66, Training, Workshop Facilitation, Management, Business Development, Leadership, Wealth Management, Strategic Planning, CRM, Team Management, Banking, Investments, Marketing, Financial Services, Business Analysis, Product Management, Change Management, Cross-functional Team..., Management Consulting, Executive Management, Vendor Management
Education
University of California, Berkeley 1989 — 1994
B.A.
Institute for Social and International Studies (Barcelona, Spain) 1993 — 1993
Justin-Siena 1986 — 1989
Charles Schwab March 2012 - Present
Randstad Managed Services - Charles Schwab July 2011 - November 2011
Wells Fargo Wealth, Brokerage, and Retirement October 2009 - July 2011
Wells Fargo Wealth Management July 2005 - October 2009
Wells Fargo Wealth Management January 2002 - July 2005
Charles Schwab August 1995 - January 2002
Skills
Training Delivery, Training Course..., Project Management, Project Implementation, Strategic Consulting, Project Facilitation, Blended Learning, Instructional Design, Series 7, Series 66, Training, Workshop Facilitation, Management, Business Development, Leadership, Wealth Management, Strategic Planning, CRM, Team Management, Banking, Investments, Marketing, Financial Services, Business Analysis, Product Management, Change Management, Cross-functional Team..., Management Consulting, Executive Management, Vendor Management
Education
University of California, Berkeley 1989 — 1994
B.A.
Institute for Social and International Studies (Barcelona, Spain) 1993 — 1993
Justin-Siena 1986 — 1989
Barbara Goldstein Barbara Goldstein's Wells Fargo Wealth Management Experience June 2008 - November 2008
Job Project Manager at Dole Fresh Vegetables
Industry Information Technology and Services
Experience
Dole Fresh Vegetables 2011 - Present
Fox & Associates, Solicitors June 2010 - June 2011
US Census Bureau March 2010 - August 2010
Wells Fargo Wealth Management June 2008 - November 2008
Genentech 2007 - 2008
SFBAC - PMI January 2007 - December 2007
KP-IT June 2004 - October 2006
Fireman's Fund Insurance Company 2003 - 2004
Critical Path 2000 - 2001
Skills
Business Analysis, Program Management, PMO
Education
KP-IT 2004 — 2005
Certification
University of California, Berkeley
Certificate
University of Nevada-Las Vegas
BS
Dole Fresh Vegetables 2011 - Present
Fox & Associates, Solicitors June 2010 - June 2011
US Census Bureau March 2010 - August 2010
Wells Fargo Wealth Management June 2008 - November 2008
Genentech 2007 - 2008
SFBAC - PMI January 2007 - December 2007
KP-IT June 2004 - October 2006
Fireman's Fund Insurance Company 2003 - 2004
Critical Path 2000 - 2001
Skills
Business Analysis, Program Management, PMO
Education
KP-IT 2004 — 2005
Certification
University of California, Berkeley
Certificate
University of Nevada-Las Vegas
BS
Duane Allen Duane Allen's Wells Fargo Wealth Management Experience July 1994 - May 2012
Job Managing Director Private Banking at Union Bank Private Bank
Industry Financial Services
Experience
Union Bank April 2014 - Present
Union Bank June 2012 - Present
Wells Fargo, Wealth Management July 1994 - May 2012
Wells Fargo Bank July 1994 - July 2003
Ralph's Grocery January 1987 - January 1994
Skills
Private Wealth..., Wealth Management, Private Banking, Retail Banking, Executive Management, P&L Management, Sales Management, Sales Process, Strategic Leadership, Strategic Planning, Business Strategy, Business Planning, Coaching, Training &..., Team Leadership, Team Building, Customer Service, New Business Development, Cross Selling, Credit, Wealth Management..., Leadership, Business Development, Financial Services, Investments, Loans, Management, Finance, Sales, Portfolio Management, Banking, Strategic Financial..., Strategy, Series 7, Series 63, Small Business Lending, Retirement Planning, Financial Planning
Education
University of California, Irvine 2001 — 2003
Personal Planning Certificate (PFP), Financial Planning
Pepperdine University 1998 — 2000
MBA, Business and Finance
California State University-Fullerton 1989 — 1994
BA, Business, Finance, and Communications
Union Bank April 2014 - Present
Union Bank June 2012 - Present
Wells Fargo, Wealth Management July 1994 - May 2012
Wells Fargo Bank July 1994 - July 2003
Ralph's Grocery January 1987 - January 1994
Skills
Private Wealth..., Wealth Management, Private Banking, Retail Banking, Executive Management, P&L Management, Sales Management, Sales Process, Strategic Leadership, Strategic Planning, Business Strategy, Business Planning, Coaching, Training &..., Team Leadership, Team Building, Customer Service, New Business Development, Cross Selling, Credit, Wealth Management..., Leadership, Business Development, Financial Services, Investments, Loans, Management, Finance, Sales, Portfolio Management, Banking, Strategic Financial..., Strategy, Series 7, Series 63, Small Business Lending, Retirement Planning, Financial Planning
Education
University of California, Irvine 2001 — 2003
Personal Planning Certificate (PFP), Financial Planning
Pepperdine University 1998 — 2000
MBA, Business and Finance
California State University-Fullerton 1989 — 1994
BA, Business, Finance, and Communications
Cindy Nofi Cindy Nofi's Wells Fargo Wealth Management Experience October 2010 - June 2015
Job Senior Vice President, Private Wealth Advisor
Industry Financial Services
Experience
SunTrust June 2015 - Present
Wells Fargo Wealth Management October 2010 - June 2015
U.S. Trust, Bank of America Private Wealth Management February 1999 - October 2010
Bank of America December 1991 - January 1999
Bank of America September 1988 - November 1991
Skills
Investments, Banking, Estate Planning, Wealth Management, Leadership, Wealth, Portfolio Management, Financial Services, Credit, Fundraising, Marketing, Training, Series 7, Investment Management, High Net Worth..., Loans, Commercial Lending, Sales, Customer Service, Finance, Management, Managerial Finance, Nonprofits, Wealth Management..., Financial Analysis
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Finance, Marketing
Ridgefield High School 1976 — 1980
SunTrust June 2015 - Present
Wells Fargo Wealth Management October 2010 - June 2015
U.S. Trust, Bank of America Private Wealth Management February 1999 - October 2010
Bank of America December 1991 - January 1999
Bank of America September 1988 - November 1991
Skills
Investments, Banking, Estate Planning, Wealth Management, Leadership, Wealth, Portfolio Management, Financial Services, Credit, Fundraising, Marketing, Training, Series 7, Investment Management, High Net Worth..., Loans, Commercial Lending, Sales, Customer Service, Finance, Management, Managerial Finance, Nonprofits, Wealth Management..., Financial Analysis
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Finance, Marketing
Ridgefield High School 1976 — 1980
Christopher Orndorff Christopher Orndorff's Wells Fargo Wealth Management Experience July 2015 - Present
Job Graduate Assistant at Gonzaga University CCASL
Industry Accounting
Experience
Wells Fargo Wealth Management July 2015 - Present
Gonzaga University CCASL August 2014 - May 2015
Bulldog Investment Group September 2010 - May 2015
Abbot Downing June 2014 - August 2014
Battelle May 2012 - August 2013
Skills
Accounting, Analysis, Microsoft Excel, Leadership, Entrepreneurship, Research, Statistics, Writing, Investments, Access
Education
Gonzaga University - School of Business Administration 2013 — 2015
Master’s Degree, Accounting - Financial Accounting and Reporting, 4.00 GPA
Gonzaga University 2010 — 2014
Bachelor's Degree, Accounting; Business Administration, 3.99 GPA
Kamiakin High School 2006 — 2010
High School, High School/Secondary Diplomas and Certificates, 4.00
Wells Fargo Wealth Management July 2015 - Present
Gonzaga University CCASL August 2014 - May 2015
Bulldog Investment Group September 2010 - May 2015
Abbot Downing June 2014 - August 2014
Battelle May 2012 - August 2013
Skills
Accounting, Analysis, Microsoft Excel, Leadership, Entrepreneurship, Research, Statistics, Writing, Investments, Access
Education
Gonzaga University - School of Business Administration 2013 — 2015
Master’s Degree, Accounting - Financial Accounting and Reporting, 4.00 GPA
Gonzaga University 2010 — 2014
Bachelor's Degree, Accounting; Business Administration, 3.99 GPA
Kamiakin High School 2006 — 2010
High School, High School/Secondary Diplomas and Certificates, 4.00
Kyong Porreco Kyong Porreco's Wells Fargo Wealth Management Experience October 2003 - October 2009
Job Director of Client Services at Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management June 2014 - Present
First Citizens Bank December 2010 - June 2014
Wells Fargo Wealth Management October 2003 - October 2009
Skills
Banking, Commercial Banking, Finance, Financial Services, Small Business, Treasury Management, Business Development, Loans, Small Business Lending, Mortgage Lending, Sales, Relationship Management, Commercial Lending, Private Banking, Cash Management, Personal Banking, Credit
Education
University of Phoenix 2002 — 2004
BS, Business Management
Cascadia Wealth Management June 2014 - Present
First Citizens Bank December 2010 - June 2014
Wells Fargo Wealth Management October 2003 - October 2009
Skills
Banking, Commercial Banking, Finance, Financial Services, Small Business, Treasury Management, Business Development, Loans, Small Business Lending, Mortgage Lending, Sales, Relationship Management, Commercial Lending, Private Banking, Cash Management, Personal Banking, Credit
Education
University of Phoenix 2002 — 2004
BS, Business Management
Jeffery Slade Jeffery Slade's Wells Fargo Wealth Management Experience August 2010 - February 2012
Job Lending Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage January 2014 - October 2014
Wells Fargo Home Mortgage July 2013 - January 2014
Wells Fargo Home Mortgage February 2012 - July 2013
Wells Fargo Wealth Management August 2010 - February 2012
Wells Fargo Bank, N.A. January 2008 - August 2010
Staples December 2005 - January 2008
Skills
Banking, Consumer Lending, Customer Service, Government Loans, Operational Risk..., Branch Banking, Operations Management, Operational Risk, Asset Allocation, Mortgage Lending, Mortgage Servicing, Home Equity Loans, Credit, Leadership, Loans, Loss Mitigation, Management, Risk Management, Sales, Analysis, Underwriting, Training, Time Management
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, Psychology
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage January 2014 - October 2014
Wells Fargo Home Mortgage July 2013 - January 2014
Wells Fargo Home Mortgage February 2012 - July 2013
Wells Fargo Wealth Management August 2010 - February 2012
Wells Fargo Bank, N.A. January 2008 - August 2010
Staples December 2005 - January 2008
Skills
Banking, Consumer Lending, Customer Service, Government Loans, Operational Risk..., Branch Banking, Operations Management, Operational Risk, Asset Allocation, Mortgage Lending, Mortgage Servicing, Home Equity Loans, Credit, Leadership, Loans, Loss Mitigation, Management, Risk Management, Sales, Analysis, Underwriting, Training, Time Management
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, Psychology
Luis A. Rivera Luis A. Rivera's Wells Fargo Wealth Management Experience July 2010 - July 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Wealth Management July 2010 - July 2014
U.S. Trust, Bank of America Private Wealth Management July 2009 - July 2010
Bank of America 2008 - 2008
Skills
Fluent in Spanish, Insurance, Asset Allocation, Financial Services, Investment Strategies, Retirement-Plan..., Retirement Planning, Risk Management, Estate Investment..., Financial Analysis
Education
Campbell University
BBA, Trust & Wealth Management, Financial Planning
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Wealth Management July 2010 - July 2014
U.S. Trust, Bank of America Private Wealth Management July 2009 - July 2010
Bank of America 2008 - 2008
Skills
Fluent in Spanish, Insurance, Asset Allocation, Financial Services, Investment Strategies, Retirement-Plan..., Retirement Planning, Risk Management, Estate Investment..., Financial Analysis
Education
Campbell University
BBA, Trust & Wealth Management, Financial Planning
Sharon Barquin Sharon Barquin's Wells Fargo Wealth Management Experience August 2003 - Present
Job Trust Administrator at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management August 2003 - Present
Bank of America October 1999 - June 2003
Skills
Investments, Loans, Credit, Banking, Portfolio Management
Education
Cal State Fullerton
Wells Fargo Wealth Management August 2003 - Present
Bank of America October 1999 - June 2003
Skills
Investments, Loans, Credit, Banking, Portfolio Management
Education
Cal State Fullerton
Scott Summerford Scott Summerford's Wells Fargo Wealth Management Experience August 2008 - Present
Job Senior Investment Strategist at Wells Fargo Wealth Management, Senior Vice President
Industry Investment Management
Experience
Wells Fargo Wealth Management August 2008 - Present
1st Global October 2000 - August 2008
AXA Advisors 1999 - 2000
Dean, Jacobson Financial Services, LLC 1995 - 1999
Toombs, Hall and Foster, LLP 1992 - 1995
Arthur Andersen, LLP 1991 - 1992
Skills
Asset Allocation, Equities, Securities, Hedge Funds, Wealth Management, Investments, Fixed Income, Portfolio Optimization, Risk Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1988 — 1990
MSA, Taxation
Texas Tech University 1984 — 1988
BBA Accounting, Accounting
Wells Fargo Wealth Management August 2008 - Present
1st Global October 2000 - August 2008
AXA Advisors 1999 - 2000
Dean, Jacobson Financial Services, LLC 1995 - 1999
Toombs, Hall and Foster, LLP 1992 - 1995
Arthur Andersen, LLP 1991 - 1992
Skills
Asset Allocation, Equities, Securities, Hedge Funds, Wealth Management, Investments, Fixed Income, Portfolio Optimization, Risk Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1988 — 1990
MSA, Taxation
Texas Tech University 1984 — 1988
BBA Accounting, Accounting
Ian Pavlekovich, CTFA Ian Pavlekovich, CTFA's Wells Fargo Wealth Management Experience October 2010 - August 2013
Job Senior Trust Officer at UBS Trust Company, N.A.
Industry Investment Management
Experience
UBS Trust Company, N.A. August 2013 - Present
Wells Fargo Wealth Management October 2010 - August 2013
BNY Mellon Wealth Management 2004 - 2010
Mellon Financial Services 2000 - 2004
Skills
Leadership, Asset Management, Wealth Management, Portfolio Management, Management, Investments
Education
PBA Trust School - Bucknell University 2006 — 2008
Trust Administration
Clarion University of Pennsylvania 1994 — 1998
Bachelor of Science, Small Business Management
UBS Trust Company, N.A. August 2013 - Present
Wells Fargo Wealth Management October 2010 - August 2013
BNY Mellon Wealth Management 2004 - 2010
Mellon Financial Services 2000 - 2004
Skills
Leadership, Asset Management, Wealth Management, Portfolio Management, Management, Investments
Education
PBA Trust School - Bucknell University 2006 — 2008
Trust Administration
Clarion University of Pennsylvania 1994 — 1998
Bachelor of Science, Small Business Management
Thomas Bustamante, CFP® Thomas Bustamante, CFP®'s Wells Fargo Wealth Management Experience June 2001 - October 2011
Job Bustamante Financial Planning | Provides Personal Financial Planning & Investment Advisory Services
Industry Financial Services
Experience
Bustamante Financial Planning, LLC 2012 - Present
Wells Fargo Wealth Management June 2001 - October 2011
Santa Fe Community Foundation 2001 - 2003
The Bank of Santa Fe October 1988 - June 2002
Skills
Certified Financial..., Financial Goals, Compilation Of..., Personal Budgeting, Savings, Debt Management, Retirement Planning, Investment Advisory, Risk Management, Education Funding, Personal Tax Planning, Estate Planning, Charitable Gift Planning, Life Change, Investments
Education
College for Financial Planning 1984 — 1986
Financial Planning, Certified Financial Planning
The University of New Mexico - Robert O. Anderson School of Management 1974 — 1979
Bachelors of Business Adminstration, Finance
Bustamante Financial Planning, LLC 2012 - Present
Wells Fargo Wealth Management June 2001 - October 2011
Santa Fe Community Foundation 2001 - 2003
The Bank of Santa Fe October 1988 - June 2002
Skills
Certified Financial..., Financial Goals, Compilation Of..., Personal Budgeting, Savings, Debt Management, Retirement Planning, Investment Advisory, Risk Management, Education Funding, Personal Tax Planning, Estate Planning, Charitable Gift Planning, Life Change, Investments
Education
College for Financial Planning 1984 — 1986
Financial Planning, Certified Financial Planning
The University of New Mexico - Robert O. Anderson School of Management 1974 — 1979
Bachelors of Business Adminstration, Finance
Kristen Sawicki Kristen Sawicki's Wells Fargo Wealth Management Experience October 2014 - Present
Job Attorney & Trust Administrator
Industry Law Practice
Experience
Wells Fargo Wealth Management October 2014 - Present
Sacks Weston & Petrelli, LLC November 2012 - October 2014
Sacks Weston & Petrelli, LLC October 2011 - May 2012
SeniorLAW Center May 2011 - August 2011
United States Bankruptcy Court June 2010 - August 2010
Skills
Research, Estate Planning
Education
Drexel University 2009 — 2012
J.D., Law
Tufts University 2004 — 2008
B.A., Economics, French
Marple Newtown High School
Wells Fargo Wealth Management October 2014 - Present
Sacks Weston & Petrelli, LLC November 2012 - October 2014
Sacks Weston & Petrelli, LLC October 2011 - May 2012
SeniorLAW Center May 2011 - August 2011
United States Bankruptcy Court June 2010 - August 2010
Skills
Research, Estate Planning
Education
Drexel University 2009 — 2012
J.D., Law
Tufts University 2004 — 2008
B.A., Economics, French
Marple Newtown High School
Lauren Hannan Lauren Hannan's Wells Fargo Wealth Management Experience September 2013 - September 2014
Job Associate Attorney
Industry Law Practice
Experience
Simeone & Raynor September 2014 - Present
Wells Fargo Wealth Management September 2013 - September 2014
Crawford Law January 2012 - August 2013
Law Practice September 2011 - December 2011
Skills
Criminal Law, Public Speaking, Legal Research, Legal Writing, Legal Advice, Legal Documents, Revocable Trusts, Irrevocable Trusts, Managing Agency..., English grammar, Wealth Management..., Proofreading, Legal Assistance, Preparation of Wills
Education
Villanova Law School 2011 — 2013
Master of Laws (LL.M.), Taxation
Hofstra University School of Law 2007 — 2010
J.D., Law
Muhlenberg College 2003 — 2007
Bachelor's Degree, Communication and Media Studies & Political Science
Simeone & Raynor September 2014 - Present
Wells Fargo Wealth Management September 2013 - September 2014
Crawford Law January 2012 - August 2013
Law Practice September 2011 - December 2011
Skills
Criminal Law, Public Speaking, Legal Research, Legal Writing, Legal Advice, Legal Documents, Revocable Trusts, Irrevocable Trusts, Managing Agency..., English grammar, Wealth Management..., Proofreading, Legal Assistance, Preparation of Wills
Education
Villanova Law School 2011 — 2013
Master of Laws (LL.M.), Taxation
Hofstra University School of Law 2007 — 2010
J.D., Law
Muhlenberg College 2003 — 2007
Bachelor's Degree, Communication and Media Studies & Political Science
Jordan Narron Ashley Jordan Narron Ashley's Wells Fargo Wealth Management Experience June 2011 - Present
Job Trust Officer at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management June 2011 - Present
U.S. Trust, Bank of America June 2010 - August 2010
Skills
Private Banking, Trust Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Retirement Planning, Banking, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Mutual Funds, Strategic Financial..., Investment Advisory, Financial Planning
Education
Campbell University 2008 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning
SSS
Wells Fargo Wealth Management June 2011 - Present
U.S. Trust, Bank of America June 2010 - August 2010
Skills
Private Banking, Trust Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Retirement Planning, Banking, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Mutual Funds, Strategic Financial..., Investment Advisory, Financial Planning
Education
Campbell University 2008 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning
SSS
LaTosha Perry LaTosha Perry's Wells Fargo Wealth Management Experience 2011 - Present
Job Attorney
Industry Legal Services
Experience
Wells Fargo Wealth Management 2011 - Present
The Budding Ivey Foundation 2007 - Present
Rosnik & Associates 2009 - 2010
Education
William Mitchell College of Law
J.D.
Wells Fargo Wealth Management 2011 - Present
The Budding Ivey Foundation 2007 - Present
Rosnik & Associates 2009 - 2010
Education
William Mitchell College of Law
J.D.
Bill Nimmo Bill Nimmo's Wells Fargo Wealth Management Experience January 2014 - Present
Job Senior Vice President and National DirectorReal Estate Asset Management at Wells Fargo Wealth Management
Industry Commercial Real Estate
Experience
Wells Fargo Wealth Management January 2014 - Present
Wells Fargo Wealth Management October 2011 - December 2013
Folsom Capital Company 2007 - October 2011
Presidium Asset Solutions April 2010 - August 2011
Opus Northwest March 2006 - December 2007
CB Richard Ellis Investors 2003 - 2005
US Bancorp/FAF Advisors 1996 - 2003
Washington Square Capital, Inc. 1990 - 1996
Trammell Crow Company 1987 - 1990
Skills
Real Estate, Capital Markets, Restructures, REO, Banking, Investors, Asset, Commercial Lending, Real Estate Development, Real Estate Economics, Due Diligence
Education
Northwestern University School of Law 1981 — 1984
J.D., Law
University of Oregon 1977 — 1981
B.S., Economics
Wells Fargo Wealth Management January 2014 - Present
Wells Fargo Wealth Management October 2011 - December 2013
Folsom Capital Company 2007 - October 2011
Presidium Asset Solutions April 2010 - August 2011
Opus Northwest March 2006 - December 2007
CB Richard Ellis Investors 2003 - 2005
US Bancorp/FAF Advisors 1996 - 2003
Washington Square Capital, Inc. 1990 - 1996
Trammell Crow Company 1987 - 1990
Skills
Real Estate, Capital Markets, Restructures, REO, Banking, Investors, Asset, Commercial Lending, Real Estate Development, Real Estate Economics, Due Diligence
Education
Northwestern University School of Law 1981 — 1984
J.D., Law
University of Oregon 1977 — 1981
B.S., Economics
Bhavani Radhakrishnan's Wells Fargo Wealth Management Experience August 2012 - July 2014
Job Senior Manager, Business Strategy
Industry Management Consulting
Experience
Charles Schwab July 2014 - Present
Wells Fargo, Women Team Member Network July 2013 - July 2014
Wells Fargo, Wealth Management August 2012 - July 2014
Wells Fargo, Wealth Brokerage and Retirement December 2009 - August 2012
Wells Fargo Bank, Wealth Management Group March 2008 - December 2009
Micron Technology January 2007 - March 2008
Dell January 2006 - August 2006
Oracle 2003 - July 2005
Skills
Strategy, Business Intelligence, Analytics, Data Analysis, SQL, Business Process..., Business Strategy, Business Analytics, Designs, Data, Strategy Formulation, scope/roadmap..., requirements/functional..., Data Analytics, Quantitative Modeling, data design, Reporting, Strategic Planning, Financial Modeling, Essbase, M&A / LBO Analysis, Investment Management, Business Analysis, Competitive Analysis, Regression Testing, Data Mining
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA, Strategy & Finance
Texas A&M University 2005 — 2006
MS, Management Information Systems
Birla Institute of Technology and Science, Pilani 1999 — 2003
BE(Hons), Electrical & Electronics Engineering
sboa
High School, Mathematics and Science
Charles Schwab July 2014 - Present
Wells Fargo, Women Team Member Network July 2013 - July 2014
Wells Fargo, Wealth Management August 2012 - July 2014
Wells Fargo, Wealth Brokerage and Retirement December 2009 - August 2012
Wells Fargo Bank, Wealth Management Group March 2008 - December 2009
Micron Technology January 2007 - March 2008
Dell January 2006 - August 2006
Oracle 2003 - July 2005
Skills
Strategy, Business Intelligence, Analytics, Data Analysis, SQL, Business Process..., Business Strategy, Business Analytics, Designs, Data, Strategy Formulation, scope/roadmap..., requirements/functional..., Data Analytics, Quantitative Modeling, data design, Reporting, Strategic Planning, Financial Modeling, Essbase, M&A / LBO Analysis, Investment Management, Business Analysis, Competitive Analysis, Regression Testing, Data Mining
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA, Strategy & Finance
Texas A&M University 2005 — 2006
MS, Management Information Systems
Birla Institute of Technology and Science, Pilani 1999 — 2003
BE(Hons), Electrical & Electronics Engineering
sboa
High School, Mathematics and Science
Vincent Rosalia's Wells Fargo Wealth Management Experience April 2010 - February 2011
Job Senior Consultant
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2011 - Present
Rosalia & Associates, LLC August 2003 - Present
Wells Fargo Wealth Management April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2004 - April 2010
Computer Research, Inc. January 2009 - December 2009
UBS August 2007 - December 2008
Municipal Mortgage & Equity, LLC May 2007 - July 2007
Fannie Mae July 2005 - February 2007
Regions Bank February 2005 - May 2005
H.D. Vest Financial Services December 2003 - July 2004
Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management
Education
Pace University
M.B.A, Finance
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2011 - Present
Rosalia & Associates, LLC August 2003 - Present
Wells Fargo Wealth Management April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2004 - April 2010
Computer Research, Inc. January 2009 - December 2009
UBS August 2007 - December 2008
Municipal Mortgage & Equity, LLC May 2007 - July 2007
Fannie Mae July 2005 - February 2007
Regions Bank February 2005 - May 2005
H.D. Vest Financial Services December 2003 - July 2004
Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management
Education
Pace University
M.B.A, Finance
Craig Poucher's Wells Fargo Wealth Management Experience 2014 - Present
Job Trust Asset Manager at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management 2014 - Present
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of Colorado at Boulder 2003 — 2007
Finance
Wells Fargo Wealth Management 2014 - Present
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of Colorado at Boulder 2003 — 2007
Finance
Christine (Sweet) Bryant's Wells Fargo Wealth Management Experience August 2007 - August 2010
Job Business Systems Consultant at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2010 - Present
Wells Fargo Wealth Management August 2007 - August 2010
Evergreen Investments January 2002 - August 2007
Skills
Fixed Income, Portfolio Management, Risk Management, Asset Management, Equities, Bloomberg, Securities, Business Analysis, Analysis, Mutual Funds, Investments, Trading, Trading Systems, Back Office
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
MBA, Finance
Villanova University 1997 — 2001
Wells Capital Management August 2010 - Present
Wells Fargo Wealth Management August 2007 - August 2010
Evergreen Investments January 2002 - August 2007
Skills
Fixed Income, Portfolio Management, Risk Management, Asset Management, Equities, Bloomberg, Securities, Business Analysis, Analysis, Mutual Funds, Investments, Trading, Trading Systems, Back Office
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
MBA, Finance
Villanova University 1997 — 2001
Lezlie Iannone's Wells Fargo Wealth Management Experience August 2009 - February 2011
Job Director iShares Fund Governance at BlackRock, Inc.
Industry Financial Services
Experience
BlackRock, Inc. May 2013 - Present
BlackRock, Inc. May 2011 - May 2013
Wells Fargo Wealth Management August 2009 - February 2011
Pew Charitable Trusts March 2008 - December 2008
Wachovia Corporation January 2007 - February 2008
Golden West Financial July 1990 - February 2008
Education
California State University-East Bay
MBA, Management
Santa Clara University 1975 — 1979
BS, Finance
BlackRock, Inc. May 2013 - Present
BlackRock, Inc. May 2011 - May 2013
Wells Fargo Wealth Management August 2009 - February 2011
Pew Charitable Trusts March 2008 - December 2008
Wachovia Corporation January 2007 - February 2008
Golden West Financial July 1990 - February 2008
Education
California State University-East Bay
MBA, Management
Santa Clara University 1975 — 1979
BS, Finance
Steve Eldredge's Wells Fargo Wealth Management Experience February 2010 - Present
Job Senior Investment Manager
Industry Investment Management
Experience
Wells Fargo Wealth Management February 2010 - Present
Education
University of Central Florida - College of Business Administration 1974 — 1977
Wells Fargo Wealth Management February 2010 - Present
Education
University of Central Florida - College of Business Administration 1974 — 1977
Monica Shirley's Wells Fargo Wealth Management Experience March 2004 - October 2005
Job Account Director at BlessingWhite
Industry Utilities
Experience
BlessingWhite February 2014 - Present
SanDisk August 2013 - February 2014
Pacific Gas and Electric Company April 2012 - 2013
Wells Fargo Wealth Management Group October 2005 - December 2009
Wells Fargo Wealth Management March 2004 - October 2005
Wells Fargo Wealth Management March 2003 - March 2004
Greenlight 2000 - 2001
Results Plus 1999 - 2000
Skills
Program Management, Project Management, Group Presentations, Managing Employees, Training & Development, Training Delivery, Change Management, Strategic Partnerships, Product Management, Cross-functional Team..., Recruiting, Employee Training, Analysis, Human Resources, Business Process..., CRM, Leadership, SDLC, Strategy, Management, Vendor Management, Training, SharePoint, Team Leadership, Process Improvement, Consulting, Project Planning
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, English
BlessingWhite February 2014 - Present
SanDisk August 2013 - February 2014
Pacific Gas and Electric Company April 2012 - 2013
Wells Fargo Wealth Management Group October 2005 - December 2009
Wells Fargo Wealth Management March 2004 - October 2005
Wells Fargo Wealth Management March 2003 - March 2004
Greenlight 2000 - 2001
Results Plus 1999 - 2000
Skills
Program Management, Project Management, Group Presentations, Managing Employees, Training & Development, Training Delivery, Change Management, Strategic Partnerships, Product Management, Cross-functional Team..., Recruiting, Employee Training, Analysis, Human Resources, Business Process..., CRM, Leadership, SDLC, Strategy, Management, Vendor Management, Training, SharePoint, Team Leadership, Process Improvement, Consulting, Project Planning
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, English
Namaine Coombs's Wells Fargo Wealth Management Experience May 2006 - Present
Job Investment Manager/Equity Research Analyst at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management May 2006 - Present
Wells Fargo Wealth Management May 2012 - Present
Evergreen Investments February 2005 - May 2006
Evergreen Investments February 2002 - February 2005
Wachovia Asset & Wealth Management January 2001 - February 2002
Skills
Wealth Management, Asset Management, Fixed Income, Asset Allocation, Investments, Bloomberg, Investment Management, Equities, Portfolio Management, High Net Worth..., ETFs, Risk Management, Financial Markets, Wealth Management..., Equity Research, Investment Strategies, Valuation
Education
CFA Level III Candidate
Northeastern University 2007 — 2009
MBA, Finance
University of South Carolina - The Moore School of Business 1996 — 2000
BS, Business Administration
Wells Fargo Wealth Management May 2006 - Present
Wells Fargo Wealth Management May 2012 - Present
Evergreen Investments February 2005 - May 2006
Evergreen Investments February 2002 - February 2005
Wachovia Asset & Wealth Management January 2001 - February 2002
Skills
Wealth Management, Asset Management, Fixed Income, Asset Allocation, Investments, Bloomberg, Investment Management, Equities, Portfolio Management, High Net Worth..., ETFs, Risk Management, Financial Markets, Wealth Management..., Equity Research, Investment Strategies, Valuation
Education
CFA Level III Candidate
Northeastern University 2007 — 2009
MBA, Finance
University of South Carolina - The Moore School of Business 1996 — 2000
BS, Business Administration
Liane Fuji's Wells Fargo Wealth Management Experience January 2006 - Present
Job Creative Director at Wells Fargo
Industry Design
Experience
Wells Fargo Wealth Management January 2006 - Present
Deloitte 2004 - 2006
KPMG September 1997 - April 2004
Skills
Creative Direction, Art Direction, Graphic Design, Adobe Creative Suite, Corporate Branding, Web Design, Packaging, Typography, Creative Strategy, Brand Development, Design Management, Marketing Strategy, Marketing Communications, Presentation Design, Keynote, Corporate Identity, InDesign, Video Production, Brochures, Template Creation, User Experience, Information Architecture, Concept Development
Education
New York University 1990 — 1994
Bachelor of Science (B.S.), Graphic Communications Management, Minor in East Asian Studies
AIGA/Yale School of Management 2011 — 2011
Business Perspectives for Creative Leaders
Wells Fargo Wealth Management January 2006 - Present
Deloitte 2004 - 2006
KPMG September 1997 - April 2004
Skills
Creative Direction, Art Direction, Graphic Design, Adobe Creative Suite, Corporate Branding, Web Design, Packaging, Typography, Creative Strategy, Brand Development, Design Management, Marketing Strategy, Marketing Communications, Presentation Design, Keynote, Corporate Identity, InDesign, Video Production, Brochures, Template Creation, User Experience, Information Architecture, Concept Development
Education
New York University 1990 — 1994
Bachelor of Science (B.S.), Graphic Communications Management, Minor in East Asian Studies
AIGA/Yale School of Management 2011 — 2011
Business Perspectives for Creative Leaders
Taylor Sacha's Wells Fargo Wealth Management Experience 2013 - Present
Job VP, Business Initiatives Manager with Wells Fargo Wealth Managment
Industry Financial Services
Experience
Wells Fargo Wealth Management 2013 - Present
U.S. Trust, BofA Private Wealth Managment 2007 - 2013
Bank of America 2001 - 2006
Skills
Investment Banking, Financial Analysis, Financial Modeling, Investments, Equities, Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Securities, Valuation, Strategic Financial..., Credit, Credit Analysis, Private Equity, Commercial Banking, Banking, Loans, Due Diligence, Commercial Lending, Corporate Finance, Finance, Risk Management
Education
University of Central Florida - College of Business Administration 2008 — 2010
EMBA, Executive MBA
Clemson University 1997 — 2001
BS Economics, Economics
Wells Fargo Wealth Management 2013 - Present
U.S. Trust, BofA Private Wealth Managment 2007 - 2013
Bank of America 2001 - 2006
Skills
Investment Banking, Financial Analysis, Financial Modeling, Investments, Equities, Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Securities, Valuation, Strategic Financial..., Credit, Credit Analysis, Private Equity, Commercial Banking, Banking, Loans, Due Diligence, Commercial Lending, Corporate Finance, Finance, Risk Management
Education
University of Central Florida - College of Business Administration 2008 — 2010
EMBA, Executive MBA
Clemson University 1997 — 2001
BS Economics, Economics
Aurora Basa's Wells Fargo Wealth Management Experience July 2014 - Present
Job Vice President and Sr. Fiduciary Advisory Specialist at Wells Fargo
Industry Legal Services
Experience
Wells Fargo Wealth Management July 2014 - Present
Farmer & Ridley, LLP December 2006 - December 2013
U.S. Department of Labor - EBSA June 2005 - May 2006
Honorable S. James Otero, U.S. District Court August 2005 - December 2005
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Civil Litigation, Intellectual Property, Legal Advice, Courts, Corporate Governance, Legal Assistance, Arbitration, Dispute Resolution, Due Diligence, Westlaw, Appeals, Employment Law, Mediation
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
Doctor of Law (JD)
University of California Berkely 1999 — 2003
Bachelor of Arts (BA), Legal Studies, General
Wells Fargo Wealth Management July 2014 - Present
Farmer & Ridley, LLP December 2006 - December 2013
U.S. Department of Labor - EBSA June 2005 - May 2006
Honorable S. James Otero, U.S. District Court August 2005 - December 2005
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Civil Litigation, Intellectual Property, Legal Advice, Courts, Corporate Governance, Legal Assistance, Arbitration, Dispute Resolution, Due Diligence, Westlaw, Appeals, Employment Law, Mediation
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
Doctor of Law (JD)
University of California Berkely 1999 — 2003
Bachelor of Arts (BA), Legal Studies, General
Justin Bailey, CFA's Wells Fargo Wealth Management Experience June 2007 - Present
Job Fixed Income Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management June 2007 - Present
Education
University of Georgia - Terry College of Business 1996 — 2000
Wells Fargo Wealth Management June 2007 - Present
Education
University of Georgia - Terry College of Business 1996 — 2000
Darlene Park, CTFA, MBA's Wells Fargo Wealth Management Experience June 2008 - May 2010
Job Trust Officer at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2011 - June 2014
Wells Fargo Advisors December 2010 - July 2011
Wells Fargo Wealth Management June 2008 - May 2010
A. G. Edwards Trust Co 2000 - 2008
Commerce Bank, N.A. June 1997 - January 2000
Skills
Financial Services, Asset Management, Relationship Management, Trust Management, High Net Worth..., Banking, Fiduciary Services, Compliance Remediation, Loans, Asset Allocation, Finance, Asset Managment, Estate Planning, Tax-planning, Trust Services, Wealth Management..., Estate Administration, Anti Money Laundering, Compliance oversight, Risk Management, Investments, Mutual Funds, Wealth Management
Education
Southeast Missouri State University
Bachelor of Science, Business Administration
Webster University
Master of Business Administration (M.B.A.), Business Administration
Morgan Stanley Private Wealth Management July 2011 - June 2014
Wells Fargo Advisors December 2010 - July 2011
Wells Fargo Wealth Management June 2008 - May 2010
A. G. Edwards Trust Co 2000 - 2008
Commerce Bank, N.A. June 1997 - January 2000
Skills
Financial Services, Asset Management, Relationship Management, Trust Management, High Net Worth..., Banking, Fiduciary Services, Compliance Remediation, Loans, Asset Allocation, Finance, Asset Managment, Estate Planning, Tax-planning, Trust Services, Wealth Management..., Estate Administration, Anti Money Laundering, Compliance oversight, Risk Management, Investments, Mutual Funds, Wealth Management
Education
Southeast Missouri State University
Bachelor of Science, Business Administration
Webster University
Master of Business Administration (M.B.A.), Business Administration
Breanne Kennedy's Wells Fargo Wealth Management Experience January 2012 - Present
Job Assistant Vice President & Trust Asset Manager Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2012 - Present
Wells Fargo Wealth Management July 2010 - December 2011
Prager, Sealy & Co., LLC January 2008 - July 2010
Skills
Financial Modeling, Investment Banking, Risk Management, Portfolio Management, Investments, Banking
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Wells Fargo Wealth Management January 2012 - Present
Wells Fargo Wealth Management July 2010 - December 2011
Prager, Sealy & Co., LLC January 2008 - July 2010
Skills
Financial Modeling, Investment Banking, Risk Management, Portfolio Management, Investments, Banking
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Raj Shah, MTWM's Wells Fargo Wealth Management Experience 2010 - 2012
Job Trust Officer
Industry Financial Services
Experience
PGB Trust & Investments of Delaware 2013 - Present
Wells Fargo Wealth Management 2010 - 2012
UBS Financial Services 2004 - 2008
Skills
Asset Managment, Estate Planning, Retirement Planning, Strategic Financial..., Wealth Management, Banking, Series 7, Portfolio Management, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Financial Planning, Leadership, Management, Financial Analysis
Education
Campbell University 2008 — 2009
Master's Degree, Trust and Wealth Management
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Bachelor of Science Degree, Finance
PGB Trust & Investments of Delaware 2013 - Present
Wells Fargo Wealth Management 2010 - 2012
UBS Financial Services 2004 - 2008
Skills
Asset Managment, Estate Planning, Retirement Planning, Strategic Financial..., Wealth Management, Banking, Series 7, Portfolio Management, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Financial Planning, Leadership, Management, Financial Analysis
Education
Campbell University 2008 — 2009
Master's Degree, Trust and Wealth Management
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Bachelor of Science Degree, Finance
Graydon Stevens's Wells Fargo Wealth Management Experience September 2008 - August 2010
Job Data Analyst at IDEXX Laboratories
Industry Veterinary
Experience
IDEXX Laboratories December 2014 - Present
IDEXX Laboratories March 2012 - December 2014
Pierce Promotions December 2010 - December 2011
Wells Fargo Wealth Management September 2008 - August 2010
Evergreen Investments March 2007 - September 2008
Skills
Microsoft Excel, Salesforce.com, Account Management, PowerPoint, Analytics, Sales, Data Analysis, Strategy, Leadership, Public Speaking, Process Improvement, Social Media Marketing
Education
University of Colorado Boulder 2001 — 2005
IDEXX Laboratories December 2014 - Present
IDEXX Laboratories March 2012 - December 2014
Pierce Promotions December 2010 - December 2011
Wells Fargo Wealth Management September 2008 - August 2010
Evergreen Investments March 2007 - September 2008
Skills
Microsoft Excel, Salesforce.com, Account Management, PowerPoint, Analytics, Sales, Data Analysis, Strategy, Leadership, Public Speaking, Process Improvement, Social Media Marketing
Education
University of Colorado Boulder 2001 — 2005
Peter Deakos, CFA's Wells Fargo Wealth Management Experience August 2006 - April 2010
Job Portfolio Manager at Wells Fargo Compass
Industry Financial Services
Experience
Wells Fargo Compass September 2013 - Present
Wells Fargo Advisors May 2010 - August 2013
Wells Fargo Wealth Management August 2006 - April 2010
A.G. Edwards & Sons, Inc. November 1999 - July 2006
A.G. Edwards & Sons, Inc. January 1999 - November 1999
Skills
Portfolio Management, Investments, Equities, Bonds
Education
Saint Louis University 2000 — 2003
MBA
Saint Louis University 1997 — 1998
BS, Finance
Loyola University Chicago 1995 — 1997
Wells Fargo Compass September 2013 - Present
Wells Fargo Advisors May 2010 - August 2013
Wells Fargo Wealth Management August 2006 - April 2010
A.G. Edwards & Sons, Inc. November 1999 - July 2006
A.G. Edwards & Sons, Inc. January 1999 - November 1999
Skills
Portfolio Management, Investments, Equities, Bonds
Education
Saint Louis University 2000 — 2003
MBA
Saint Louis University 1997 — 1998
BS, Finance
Loyola University Chicago 1995 — 1997
Nancy Lyon's Wells Fargo Wealth Management Experience April 2006 - Present
Job Fiduciary Tax Administrator at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management April 2006 - Present
Northern Trust Bank, N.A. March 2000 - April 2006
Breen Capital Investments July 1993 - December 1999
Skills
Relationship Management, Wealth Management, Financial Reporting, Asset Management, Accounting, Investments, Fiduciary Management, Tax Accounting
Education
Duke University
BA, Psychology
Inst. for Paralegal Training
Paralegal, Tax & Financial Planning
Wells Fargo Wealth Management April 2006 - Present
Northern Trust Bank, N.A. March 2000 - April 2006
Breen Capital Investments July 1993 - December 1999
Skills
Relationship Management, Wealth Management, Financial Reporting, Asset Management, Accounting, Investments, Fiduciary Management, Tax Accounting
Education
Duke University
BA, Psychology
Inst. for Paralegal Training
Paralegal, Tax & Financial Planning
Andrew Halverson's Wells Fargo Wealth Management Experience May 2009 - Present
Job Regional Marketing Manager
Industry Financial Services
Experience
Wells Fargo Wealth Management May 2009 - Present
Wachovia Wealth Management December 2003 - May 2009
Coyne Beahm, Inc. 2000 - 2001
Long Haymes Carr Lintas (now Mullen) 1998 - 2000
RJ Reynolds 1995 - 1998
Walt Klein and Associates 1989 - 1995
Skills
Marketing Strategy, Brand Development, Direct Marketing, Brand Awareness, Customer Acquisition, Event Management, Sports Marketing, Market Planning, New Business Development, Sponsorship, Account Management, Strategic Planning, Brand Management, Integrated Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, E-commerce, Public Relations, Relationship Marketing, Management, Leadership
Education
Wake Forest University - Babcock Graduate School of Management 1986 — 1988
MBA, Emphasis in Marketing
Appalachian State University 1982 — 1986
BSBA, Marketing, Management
Wells Fargo Wealth Management May 2009 - Present
Wachovia Wealth Management December 2003 - May 2009
Coyne Beahm, Inc. 2000 - 2001
Long Haymes Carr Lintas (now Mullen) 1998 - 2000
RJ Reynolds 1995 - 1998
Walt Klein and Associates 1989 - 1995
Skills
Marketing Strategy, Brand Development, Direct Marketing, Brand Awareness, Customer Acquisition, Event Management, Sports Marketing, Market Planning, New Business Development, Sponsorship, Account Management, Strategic Planning, Brand Management, Integrated Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, E-commerce, Public Relations, Relationship Marketing, Management, Leadership
Education
Wake Forest University - Babcock Graduate School of Management 1986 — 1988
MBA, Emphasis in Marketing
Appalachian State University 1982 — 1986
BSBA, Marketing, Management
Angela DiSanto's Wells Fargo Wealth Management Experience September 2008 - May 2010
Job Vice President, Strategy Consultant
Industry Banking
Experience
Wells Fargo, Commercial Banking April 2013 - Present
Wells Fargo, Merchant Services June 2012 - April 2013
Wells Fargo, Commercial Banking May 2010 - May 2012
Wells Fargo, Wealth Management September 2008 - May 2010
State Farm Insurance January 2007 - August 2008
Edward Jones Investments June 2001 - December 2006
LaBranche & Co. November 2000 - June 2001
Skills
Leadership, Strategy, Marketing, Cross-functional Team..., Lead Generation, Management, Product Management, Integrated Marketing, Finance, Sales
Education
Greenville College 1997 — 2001
Bachelor of Science, Business Management
Wells Fargo, Commercial Banking April 2013 - Present
Wells Fargo, Merchant Services June 2012 - April 2013
Wells Fargo, Commercial Banking May 2010 - May 2012
Wells Fargo, Wealth Management September 2008 - May 2010
State Farm Insurance January 2007 - August 2008
Edward Jones Investments June 2001 - December 2006
LaBranche & Co. November 2000 - June 2001
Skills
Leadership, Strategy, Marketing, Cross-functional Team..., Lead Generation, Management, Product Management, Integrated Marketing, Finance, Sales
Education
Greenville College 1997 — 2001
Bachelor of Science, Business Management
Mohammad Nourai's Wells Fargo Wealth Management Experience January 2015 - August 2015
Job QA/BSA Analyst: Actively seeking new opportunities.
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2015 - August 2015
State Street Global Markets, Boston, MA December 2013 - March 2014
Eagle Investment Systems LLC, Wellesley, MA. August 2011 - March 2013
State Street Global Investment January 2011 - August 2011
SSgA Global Investment Operations, Boston, MA January 2008 - January 2011
Federal Home Loan Bank May 2006 - January 2008
Pioneer Investments March 2006 - May 2006
Western Asset Management September 2005 - March 2006
Deutshe Bank Asset Management March 2005 - September 2005
Grantham, Mayo, Van Otterloo & Co. December 2004 - March 2005
Skills
Account Reconciliation, Asset Managment, Portfolio Management, Investments, Securities, Financial Services, Financial Analysis, Trading, Financial Modeling, Valuation, Risk Management, Bonds, Options, Strategy, Finance, Banking, Financial Risk, Accounting, SDLC, Mergers & Acquisitions, Back Office, Analysis, Middle Office, Asset Management, Fixed Income, Equities, Bloomberg, Derivatives, Mutual Funds, Investment Management
Education
University of Massachusetts Boston
B.S, Business Management; Accounting/Finance
Wells Fargo Wealth Management January 2015 - August 2015
State Street Global Markets, Boston, MA December 2013 - March 2014
Eagle Investment Systems LLC, Wellesley, MA. August 2011 - March 2013
State Street Global Investment January 2011 - August 2011
SSgA Global Investment Operations, Boston, MA January 2008 - January 2011
Federal Home Loan Bank May 2006 - January 2008
Pioneer Investments March 2006 - May 2006
Western Asset Management September 2005 - March 2006
Deutshe Bank Asset Management March 2005 - September 2005
Grantham, Mayo, Van Otterloo & Co. December 2004 - March 2005
Skills
Account Reconciliation, Asset Managment, Portfolio Management, Investments, Securities, Financial Services, Financial Analysis, Trading, Financial Modeling, Valuation, Risk Management, Bonds, Options, Strategy, Finance, Banking, Financial Risk, Accounting, SDLC, Mergers & Acquisitions, Back Office, Analysis, Middle Office, Asset Management, Fixed Income, Equities, Bloomberg, Derivatives, Mutual Funds, Investment Management
Education
University of Massachusetts Boston
B.S, Business Management; Accounting/Finance
Sylvia Miravet d'Amato's Wells Fargo Wealth Management Experience December 2010 - Present
Job Attorney
Industry Legal Services
Experience
Wells Fargo - Wealth Management December 2010 - Present
Gerald L. Kane & Associates February 2006 - August 2010
Estate Services Group February 2005 - February 2006
The Ayco Company, L.P. September 2002 - February 2005
Skills
Wealth Management, Estate Planning, Estate Law, Legal Research, Litigation
Education
Loyola Law School, Loyola Marymount University 1999 — 2002
Juris Doctor
UCLA 1995 — 1999
BA, Sociology and Spanish Literature
Wells Fargo - Wealth Management December 2010 - Present
Gerald L. Kane & Associates February 2006 - August 2010
Estate Services Group February 2005 - February 2006
The Ayco Company, L.P. September 2002 - February 2005
Skills
Wealth Management, Estate Planning, Estate Law, Legal Research, Litigation
Education
Loyola Law School, Loyola Marymount University 1999 — 2002
Juris Doctor
UCLA 1995 — 1999
BA, Sociology and Spanish Literature
John Hannon, CFA, PMP's Wells Fargo Wealth Management Experience 2009 - Present
Job Risk and Finance Management Professional
Industry Banking
Experience
Wells Fargo Wealth Management 2009 - Present
Wachovia 2007 - 2008
Wachovia Securities 2002 - 2007
Wachovia Securities 1995 - 2002
First Charter Bank 1993 - 1995
Deutsche Financial Services Corp. 1991 - 1992
Skills
Financial Analysis, Credit Risk, Financial Risk, Financial Advisory, Operational Risk, Risk Management, Mortgage Banking, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Credit, Underwriting, Banking, Commercial Lending
Education
Roosevelt University 1991 — 1992
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Wells Fargo Wealth Management 2009 - Present
Wachovia 2007 - 2008
Wachovia Securities 2002 - 2007
Wachovia Securities 1995 - 2002
First Charter Bank 1993 - 1995
Deutsche Financial Services Corp. 1991 - 1992
Skills
Financial Analysis, Credit Risk, Financial Risk, Financial Advisory, Operational Risk, Risk Management, Mortgage Banking, Mortgage Lending, Loans, Credit Analysis, Loan Origination, Credit, Underwriting, Banking, Commercial Lending
Education
Roosevelt University 1991 — 1992
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Anne K. Knapp's Wells Fargo Wealth Management Experience December 2013 - Present
Job Trust Officer at Wells Fargo
Industry Pharmaceuticals
Experience
Wells Fargo Wealth Management December 2013 - Present
East Greenwich Family Medicine September 2008 - December 2013
The Superior Court of New Jersey Chancery Division Probate Part January 2013 - May 2013
Borders Bookstore July 2006 - February 2007
Skills
Lifesciences, Pharmaceutical Industry, Healthcare, Biotechnology, Pharmaceutical Sales, Pharmacy, Data Analysis, Analysis, Market Research
Education
Rutgers University School of Law - Camden 2010 — 2013
JD, Law
University of the Sciences in Philadelphia 2008 — 2010
MBA, Pharmaceutical and Healthcare Business
Colgate University 2002 — 2006
B.A, Religion and Cellular Neuroscience
Westtown
Wells Fargo Wealth Management December 2013 - Present
East Greenwich Family Medicine September 2008 - December 2013
The Superior Court of New Jersey Chancery Division Probate Part January 2013 - May 2013
Borders Bookstore July 2006 - February 2007
Skills
Lifesciences, Pharmaceutical Industry, Healthcare, Biotechnology, Pharmaceutical Sales, Pharmacy, Data Analysis, Analysis, Market Research
Education
Rutgers University School of Law - Camden 2010 — 2013
JD, Law
University of the Sciences in Philadelphia 2008 — 2010
MBA, Pharmaceutical and Healthcare Business
Colgate University 2002 — 2006
B.A, Religion and Cellular Neuroscience
Westtown
Sean McGroarty's Wells Fargo Wealth Management Experience June 2011 - Present
Job PostMortem Planner, Estate Tax, Wells Fargo Wealth Management
Industry Legal Services
Experience
Wells Fargo Wealth Management June 2011 - Present
Wells Fargo Wealth Management January 2008 - June 2011
a.g edwards 2000 - 2009
A.G. Edwards Trust Company FSB September 2000 - July 2007
Missouri Court of Appeals 1999 - 2000
Skills
Estate Planning, Commercial Litigation, Wills, Trusts, Powers of Attorney, Legal Writing, Litigation, Civil Litigation, Estate Tax Planning, Insurance, Corporate Law, Public Speaking, Non-profits, Competition Law, Mergers, Legal Research, Asset Protection, Tax, Inheritance Tax Planning, Securities
Education
Saint Louis University School of Law 1996 — 1999
JD
Georgetown University 1991 — 1995
BA, English, Theology
Wells Fargo Wealth Management June 2011 - Present
Wells Fargo Wealth Management January 2008 - June 2011
a.g edwards 2000 - 2009
A.G. Edwards Trust Company FSB September 2000 - July 2007
Missouri Court of Appeals 1999 - 2000
Skills
Estate Planning, Commercial Litigation, Wills, Trusts, Powers of Attorney, Legal Writing, Litigation, Civil Litigation, Estate Tax Planning, Insurance, Corporate Law, Public Speaking, Non-profits, Competition Law, Mergers, Legal Research, Asset Protection, Tax, Inheritance Tax Planning, Securities
Education
Saint Louis University School of Law 1996 — 1999
JD
Georgetown University 1991 — 1995
BA, English, Theology
Morgan Sullivan's Wells Fargo Wealth Management Experience March 2015 - Present
Job Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management March 2015 - Present
Wells Fargo February 2009 - Present
Financial Solutions Group July 2008 - July 2009
Mismo Gymnastics January 2005 - September 2008
Skills
Banking, Credit, Management
Education
University of Montana 2004 — 2008
Business Administration
Wells Fargo Wealth Management March 2015 - Present
Wells Fargo February 2009 - Present
Financial Solutions Group July 2008 - July 2009
Mismo Gymnastics January 2005 - September 2008
Skills
Banking, Credit, Management
Education
University of Montana 2004 — 2008
Business Administration
TJ Dieveney's Wells Fargo Wealth Management Experience March 2014 - Present
Job Executive Vice President Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management March 2014 - Present
Wells Fargo -- Wealth Management September 2009 - Present
TD Waterhouse 1990 - 2006
Skills
Equities, Financial Services, Series 7, Wealth Management, Portfolio Management, Securities, Risk Management, Investments, Fixed Income, Strategy, Banking, Asset Allocation, Series 63, Asset Management
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Science (BS), Economics
Wells Fargo Wealth Management March 2014 - Present
Wells Fargo -- Wealth Management September 2009 - Present
TD Waterhouse 1990 - 2006
Skills
Equities, Financial Services, Series 7, Wealth Management, Portfolio Management, Securities, Risk Management, Investments, Fixed Income, Strategy, Banking, Asset Allocation, Series 63, Asset Management
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Science (BS), Economics
Joe McGovern, CFP®'s Wells Fargo Wealth Management Experience October 2010 - March 2012
Job Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank Wealth & Investment Management May 2012 - December 2013
Wells Fargo Wealth Management October 2010 - March 2012
National City Bank, now part of PNC October 2008 - November 2009
SunTrust Bank 1998 - 2008
Daniels, Sheen & Howlett, Ltd. 1992 - 1998
Skills
Estate Planning, Trusts, Banking, Asset Protection, Compliance, Financial Planning, Risk Management, Succession Planning, Probate, High Net Worth..., Wealth Management, Strategic Financial..., Securities, Portfolio Management, Management, Leadership, Investments, Financial Services, Finance, Asset Management
Education
Loyola University Chicago School of Law 1987 — 1990
JD
University of Florida 1984 — 1987
BA, Political Science and Government
SunTrust Bank Wealth & Investment Management May 2012 - December 2013
Wells Fargo Wealth Management October 2010 - March 2012
National City Bank, now part of PNC October 2008 - November 2009
SunTrust Bank 1998 - 2008
Daniels, Sheen & Howlett, Ltd. 1992 - 1998
Skills
Estate Planning, Trusts, Banking, Asset Protection, Compliance, Financial Planning, Risk Management, Succession Planning, Probate, High Net Worth..., Wealth Management, Strategic Financial..., Securities, Portfolio Management, Management, Leadership, Investments, Financial Services, Finance, Asset Management
Education
Loyola University Chicago School of Law 1987 — 1990
JD
University of Florida 1984 — 1987
BA, Political Science and Government
Mark Litzerman's Wells Fargo Wealth Management Experience June 2014 - January 2015
Job Senior Vice President, Cohead Real Asset Strategy
Industry Investment Management
Experience
Wells Fargo Investment Institute January 2015 - Present
Wells Fargo Wealth Management June 2014 - January 2015
Wells Fargo Wealth Management June 2012 - June 2014
Skills
Asset Allocation, Asset Management, Investments, Equities, Portfolio Management, Wealth Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1983
MBA, Finance
Purdue University 1974 — 1978
BA, Communications
Wells Fargo Investment Institute January 2015 - Present
Wells Fargo Wealth Management June 2014 - January 2015
Wells Fargo Wealth Management June 2012 - June 2014
Skills
Asset Allocation, Asset Management, Investments, Equities, Portfolio Management, Wealth Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1983
MBA, Finance
Purdue University 1974 — 1978
BA, Communications
Derek Ciernia's Wells Fargo Wealth Management Experience February 2010 - June 2010
Job Compliance Attorney
Industry Investment Management
Experience
Winslow Capital Management April 2015 - Present
U.S. Bank November 2012 - April 2015
Local Broker/Dealer December 2011 - November 2012
Virtus Law June 2010 - December 2011
Wells Fargo Wealth Management February 2010 - June 2010
The National Arbitration Forum December 2007 - June 2010
Education
University of Saint Thomas School of Law 2006 — 2009
Juris Doctor, Law
The College of St. Scholastica 2001 — 2005
Bachelor of Arts, Applied Economics
Winslow Capital Management April 2015 - Present
U.S. Bank November 2012 - April 2015
Local Broker/Dealer December 2011 - November 2012
Virtus Law June 2010 - December 2011
Wells Fargo Wealth Management February 2010 - June 2010
The National Arbitration Forum December 2007 - June 2010
Education
University of Saint Thomas School of Law 2006 — 2009
Juris Doctor, Law
The College of St. Scholastica 2001 — 2005
Bachelor of Arts, Applied Economics
Kathi Liddle's Wells Fargo Wealth Management Experience June 2014 - January 2015
Job Executive Assistant at Emdeon
Industry Executive Office
Experience
Emdeon February 2015 - Present
Wells Fargo Wealth Management June 2014 - January 2015
Beecher Carlson December 2004 - September 2013
Spherion March 2002 - December 2004
Right Management June 1999 - March 2002
Skills
Time Management, Accounting, Office Management, Proposal Writing, Spreadsheets, Teamwork, Insurance, Workers Compensation, Accounts Receivable, Risk Management, Human Resources, Leadership, Management, Project Management, Budgets, Outlook, Administration, Customer Service, Training, Sales
Education
Lipscomb University 1982 — 1984
Associate, Accounting
Sawyer Business College
Certificate, Administrative Assistant and Secretarial Science, General
Emdeon February 2015 - Present
Wells Fargo Wealth Management June 2014 - January 2015
Beecher Carlson December 2004 - September 2013
Spherion March 2002 - December 2004
Right Management June 1999 - March 2002
Skills
Time Management, Accounting, Office Management, Proposal Writing, Spreadsheets, Teamwork, Insurance, Workers Compensation, Accounts Receivable, Risk Management, Human Resources, Leadership, Management, Project Management, Budgets, Outlook, Administration, Customer Service, Training, Sales
Education
Lipscomb University 1982 — 1984
Associate, Accounting
Sawyer Business College
Certificate, Administrative Assistant and Secretarial Science, General
Ryan Kuhn, CFA's Wells Fargo Wealth Management Experience December 2006 - Present
Job Vice President and Investment Manager
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2006 - Present
A.G. Edwards September 2005 - December 2006
A.G. Edwards May 2000 - September 2005
KPMG January 1998 - May 2000
Skills
Investments, Mutual Funds, Investment Strategies, Asset Management
Education
Murray State University 1993 — 1997
B.A., Accounting
Wells Fargo Wealth Management December 2006 - Present
A.G. Edwards September 2005 - December 2006
A.G. Edwards May 2000 - September 2005
KPMG January 1998 - May 2000
Skills
Investments, Mutual Funds, Investment Strategies, Asset Management
Education
Murray State University 1993 — 1997
B.A., Accounting
Chris Koeller's Wells Fargo Wealth Management Experience July 2004 - May 2011
Job Portfolio Strategist for Wells Fargo Institutional Asset Advisors
Industry Investment Management
Experience
Wells Fargo Institutional Asset Advisors May 2011 - Present
Wells Fargo Wealth Management July 2004 - May 2011
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Investments
Education
University of St. Thomas 2000 — 2003
MBA, Finance
Florida State University - College of Business 1995 — 1997
Wells Fargo Institutional Asset Advisors May 2011 - Present
Wells Fargo Wealth Management July 2004 - May 2011
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Investments
Education
University of St. Thomas 2000 — 2003
MBA, Finance
Florida State University - College of Business 1995 — 1997
Barbara LiVecchi's Wells Fargo Wealth Management Experience September 1999 - August 2007
Job Client Sales and Service Officer at US Trust/Bank of America
Industry Banking
Experience
US Trust/Bank of America August 2007 - March 2011
Wells Fargo Wealth Management September 1999 - August 2007
Skills
Banking, Customer Service, Credit, Risk Management, Retail Banking, Financial Analysis, Microsoft Word, Portfolio Management, Commercial Banking, Finance
Education
Rowan College at Burlington County 1983 — 1989
Associate’s Degree, Bank Management-Business Adminstration, 3.8 GPA
US Trust/Bank of America August 2007 - March 2011
Wells Fargo Wealth Management September 1999 - August 2007
Skills
Banking, Customer Service, Credit, Risk Management, Retail Banking, Financial Analysis, Microsoft Word, Portfolio Management, Commercial Banking, Finance
Education
Rowan College at Burlington County 1983 — 1989
Associate’s Degree, Bank Management-Business Adminstration, 3.8 GPA
Jeff Landuyt's Wells Fargo Wealth Management Experience May 2010 - Present
Job AML Compliance Consultant at Wells Fargo Wealth Management
Industry Accounting
Experience
Wells Fargo Wealth Management May 2010 - Present
Wells Fargo October 2009 - May 2010
Saga Communications of Iowa LLC October 2004 - February 2009
Grinnell Mutual Reinsurance Company November 2003 - October 2004
Meredith Corporation June 2001 - September 2003
Annett Holdings, Inc November 1999 - June 2001
KPMG, LLP October 1997 - November 1999
Mosebach, Griffith and Company July 1996 - October 1997
Education
University of Northern Iowa
Bachelor of Arts degree, Accounting
Wells Fargo Wealth Management May 2010 - Present
Wells Fargo October 2009 - May 2010
Saga Communications of Iowa LLC October 2004 - February 2009
Grinnell Mutual Reinsurance Company November 2003 - October 2004
Meredith Corporation June 2001 - September 2003
Annett Holdings, Inc November 1999 - June 2001
KPMG, LLP October 1997 - November 1999
Mosebach, Griffith and Company July 1996 - October 1997
Education
University of Northern Iowa
Bachelor of Arts degree, Accounting
JANN WATENPAUGH's Wells Fargo Wealth Management Experience March 2008 - May 2013
Job Pacifica Advisory Group
Industry Banking
Experience
Pacifica Associates Wealth,Health and Life Advisory Group May 2005 - Present
Banc of California June 2013 - November 2014
Wells Fargo Wealth Management March 2008 - May 2013
US Bank Wealth Management and Trust 2005 - 2008
UNION BANK OF CALIFORNIA 2003 - 2005
Skills
Wealth Management, Relationship Management, Management, Treasury Management, Personal Trust..., Financial Planning, Business Development, Marketing, Concierge Services, Manage Client..., Customer Experience, Collaborative Problem..., Multi Tasking, Customer Insight, Top Performance, Tailored Services, Progressive Thinking, Marketing Director, Wealth Management..., Building Client..., General Investment..., Team-oriented, Bottom Line Results, High Performance..., AML & Risk Management, Charitable Services, Financial Planning &..., Budget Management, High-Net-Worth Client..., PR/Brand & Marketing..., Customer Acquisition, Ad-hoc Project..., Collaborative..., Implementing..., Legislative Compliance, Team Performance..., Sales, Sales Management, Financial Services, Consulting, Management Consulting, Portfolio Management, Investments, Banking, Finance, Leadership, Credit
Education
Cannon Trust School 2006 — 2006
Trust and Financial Management
University of California, Berkeley
Bachelor of Science Degrees, Environmental Design/Architecture/Engineering
Pacifica Associates Wealth,Health and Life Advisory Group May 2005 - Present
Banc of California June 2013 - November 2014
Wells Fargo Wealth Management March 2008 - May 2013
US Bank Wealth Management and Trust 2005 - 2008
UNION BANK OF CALIFORNIA 2003 - 2005
Skills
Wealth Management, Relationship Management, Management, Treasury Management, Personal Trust..., Financial Planning, Business Development, Marketing, Concierge Services, Manage Client..., Customer Experience, Collaborative Problem..., Multi Tasking, Customer Insight, Top Performance, Tailored Services, Progressive Thinking, Marketing Director, Wealth Management..., Building Client..., General Investment..., Team-oriented, Bottom Line Results, High Performance..., AML & Risk Management, Charitable Services, Financial Planning &..., Budget Management, High-Net-Worth Client..., PR/Brand & Marketing..., Customer Acquisition, Ad-hoc Project..., Collaborative..., Implementing..., Legislative Compliance, Team Performance..., Sales, Sales Management, Financial Services, Consulting, Management Consulting, Portfolio Management, Investments, Banking, Finance, Leadership, Credit
Education
Cannon Trust School 2006 — 2006
Trust and Financial Management
University of California, Berkeley
Bachelor of Science Degrees, Environmental Design/Architecture/Engineering
Treeva Kary's Wells Fargo Wealth Management Experience February 2002 - Present
Job Trust and Fiduciary Specialist
Industry Financial Services
Experience
Wells Fargo Wealth Management February 2002 - Present
Skills
Series 63, Investments, 401k, Investment Advisory, Series 7, Retirement, Mutual Funds, Wealth Management..., Strategic Financial..., Portfolio Management, Investment Strategies, Loans
Education
The University of North Dakota 1997 — 2001
Bachelor's of Business Administration, Finance
Wells Fargo Wealth Management February 2002 - Present
Skills
Series 63, Investments, 401k, Investment Advisory, Series 7, Retirement, Mutual Funds, Wealth Management..., Strategic Financial..., Portfolio Management, Investment Strategies, Loans
Education
The University of North Dakota 1997 — 2001
Bachelor's of Business Administration, Finance
Christi Cottrell, Esq's Wells Fargo Wealth Management Experience July 2013 - April 2015
Job Attorney
Industry Banking
Experience
New York Life Insurance Company May 2015 - Present
Wells Fargo Wealth Management July 2013 - April 2015
Attorney at Law October 2010 - July 2013
Columns Resource Group of Northwestern Mutual Financial Network May 2008 - October 2010
The Garlough Law Firm, PLLC 2006 - 2009
Hamline University School of Law 2005 - 2009
Aging Services of Minnesota (fka Minnesota Health & Housing Alliance) 2008 - 2008
National Arbitration Forum 2006 - 2007
CalibanCo Theatre 2002 - 2007
Wood Executive Search (fka The Wood Group) 2001 - 2006
Skills
Public Speaking, Fundraising, Estate Planning, Litigation, Nonprofits, Leadership, Public Relations, Legal Research, Wills, Event Planning, Trusts, Legal Writing, Research, Marketing, Management, Strategic Planning, Contract Negotiation, Sales, Civil Litigation, Mediation, Social Media, Business Development, Time Management, Corporate Law
Education
Hamline University School of Law 2005 — 2009
JD
Louisiana State University 1998 — 2001
MFA, Performance in Theatre
Southwestern University 1994 — 1998
BA, Theatre
New York Life Insurance Company May 2015 - Present
Wells Fargo Wealth Management July 2013 - April 2015
Attorney at Law October 2010 - July 2013
Columns Resource Group of Northwestern Mutual Financial Network May 2008 - October 2010
The Garlough Law Firm, PLLC 2006 - 2009
Hamline University School of Law 2005 - 2009
Aging Services of Minnesota (fka Minnesota Health & Housing Alliance) 2008 - 2008
National Arbitration Forum 2006 - 2007
CalibanCo Theatre 2002 - 2007
Wood Executive Search (fka The Wood Group) 2001 - 2006
Skills
Public Speaking, Fundraising, Estate Planning, Litigation, Nonprofits, Leadership, Public Relations, Legal Research, Wills, Event Planning, Trusts, Legal Writing, Research, Marketing, Management, Strategic Planning, Contract Negotiation, Sales, Civil Litigation, Mediation, Social Media, Business Development, Time Management, Corporate Law
Education
Hamline University School of Law 2005 — 2009
JD
Louisiana State University 1998 — 2001
MFA, Performance in Theatre
Southwestern University 1994 — 1998
BA, Theatre
Justin Janda's Wells Fargo Wealth Management Experience 2006 - 2008
Job IT Field Technician at Herman Miller
Industry Computer Networking
Experience
(e)leet Technology Solutions, LLC IT Field TechnicianHerman MillerSeptember 2014 - Present
Farmers Insurance Group November 2011 - September 2014
MarketSource Inc. January 2011 - November 2011
Fast-teks January 2011 - November 2011
Central Ceiling West 2008 - 2009
Geek Squad 2005 - 2009
Wells Fargo Wealth Management 2006 - 2008
Skills
Home Networking, Windows, Outlook, Customer Service, Computer Hardware, Windows 7, Team Building, A+ Certified, Computer Repair, Networking, Web Development, Microsoft Office, Hardware
Education
Grand Valley State University 2003 — 2008
B.S., Criminal Justice
(e)leet Technology Solutions, LLC IT Field TechnicianHerman MillerSeptember 2014 - Present
Farmers Insurance Group November 2011 - September 2014
MarketSource Inc. January 2011 - November 2011
Fast-teks January 2011 - November 2011
Central Ceiling West 2008 - 2009
Geek Squad 2005 - 2009
Wells Fargo Wealth Management 2006 - 2008
Skills
Home Networking, Windows, Outlook, Customer Service, Computer Hardware, Windows 7, Team Building, A+ Certified, Computer Repair, Networking, Web Development, Microsoft Office, Hardware
Education
Grand Valley State University 2003 — 2008
B.S., Criminal Justice
Lisa Podgur's Wells Fargo Wealth Management Experience 2007 - Present
Job Assistant Vice President at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo - Wealth Management 2007 - Present
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Series 7
Education
Mitchell College
University of Massachusetts Lowell
Wells Fargo - Wealth Management 2007 - Present
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Series 7
Education
Mitchell College
University of Massachusetts Lowell
Troy Kozak's Wells Fargo Wealth Management Experience January 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2011 - Present
Frazier & Deeter, LLC September 2008 - September 2009
Deloitte Tax, LLP July 2007 - September 2008
Bank of America Private Bank July 2005 - July 2007
Wachovia Bank, N.A. September 2000 - July 2005
Wachovia Bank, N.A. August 1998 - September 2000
Skills
Estate Planning, Wealth Management, Estate Tax Planning, Tax, Banking, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Financial Planners, Leadership, Investments
Education
Rollins College 1980 — 1984
Bachelor of Arts, Business Administration/Economics
Emory University School of Law
Juris Doctorate
Wells Fargo Wealth Management January 2011 - Present
Frazier & Deeter, LLC September 2008 - September 2009
Deloitte Tax, LLP July 2007 - September 2008
Bank of America Private Bank July 2005 - July 2007
Wachovia Bank, N.A. September 2000 - July 2005
Wachovia Bank, N.A. August 1998 - September 2000
Skills
Estate Planning, Wealth Management, Estate Tax Planning, Tax, Banking, Accounting, High Net Worth..., Strategic Financial..., Financial Analysis, Financial Planners, Leadership, Investments
Education
Rollins College 1980 — 1984
Bachelor of Arts, Business Administration/Economics
Emory University School of Law
Juris Doctorate
Jim Gilland's Wells Fargo Wealth Management Experience December 2011 - Present
Job SVP at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2011 - Present
Morgan Stanley Private Bank November 2009 - July 2011
Citi 2006 - 2009
Bank of America 1994 - 2004
Manufacturers Hanover Trust 1978 - 1991
Education
Colgate University 1974 — 1978
BA, Economics
Wells Fargo Wealth Management December 2011 - Present
Morgan Stanley Private Bank November 2009 - July 2011
Citi 2006 - 2009
Bank of America 1994 - 2004
Manufacturers Hanover Trust 1978 - 1991
Education
Colgate University 1974 — 1978
BA, Economics
Randy Fariss's Wells Fargo Wealth Management Experience 2010 - Present
Job Vice President, Sr. Tax Relationship Advisor at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management 2010 - Present
Deloitte July 2008 - March 2010
Bank of America November 2006 - June 2008
Bank of America August 2001 - November 2006
Bank of America August 1996 - July 2001
Andrews & Company, P.C. - Certified Public Accountants October 1987 - July 1996
Skills
Tax, High Net Worth..., Estate Tax Planning
Education
James Madison University
Bachelors, Accounting
Wells Fargo Wealth Management 2010 - Present
Deloitte July 2008 - March 2010
Bank of America November 2006 - June 2008
Bank of America August 2001 - November 2006
Bank of America August 1996 - July 2001
Andrews & Company, P.C. - Certified Public Accountants October 1987 - July 1996
Skills
Tax, High Net Worth..., Estate Tax Planning
Education
James Madison University
Bachelors, Accounting
Paige Henderson, CFA, CPA, CFP's Wells Fargo Wealth Management Experience June 2012 - Present
Job WBR Global Equity Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Gerald Tennison's Wells Fargo Wealth Management Experience July 2013 - Present
Job Vice President Senior Trust & Fiduciary Specialist Estate Services at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management July 2013 - Present
Wells Fargo Wealth Management January 2011 - Present
Home National Bank July 2009 - November 2010
US Trust/ Bank of America Private Bank January 2006 - January 2009
M&I Trust Company AZ January 2000 - January 2006
Bank of America January 1993 - January 2000
Skills
Leadership, Management, Trusts, CRM, Credit, Accounting, Real Estate, New Business Development, Tax, Wealth, Investment Management, Wealth Management
Education
University of Denver - Sturm College of Law 1982 — 1987
Juris Doctor.
University of Colorado Denver 1975 — 1980
BA, Business Administration
Wells Fargo Wealth Management July 2013 - Present
Wells Fargo Wealth Management January 2011 - Present
Home National Bank July 2009 - November 2010
US Trust/ Bank of America Private Bank January 2006 - January 2009
M&I Trust Company AZ January 2000 - January 2006
Bank of America January 1993 - January 2000
Skills
Leadership, Management, Trusts, CRM, Credit, Accounting, Real Estate, New Business Development, Tax, Wealth, Investment Management, Wealth Management
Education
University of Denver - Sturm College of Law 1982 — 1987
Juris Doctor.
University of Colorado Denver 1975 — 1980
BA, Business Administration
Jennifer Fukumae's Wells Fargo Wealth Management Experience March 2014 - December 2014
Job Treasury Service Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America September 2015 - Present
Bank of America December 2014 - August 2015
Wells Fargo Wealth Management March 2014 - December 2014
Wells Fargo October 2011 - February 2014
Wells Fargo January 2011 - October 2011
US EPA May 2008 - December 2010
Wells Fargo Bank November 2005 - July 2010
Glass McClure May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Credit, Customer Service, Financial Analysis, Banking, Outlook, Microsoft Word, Access, Data Analysis, Accounting, Loans, Finance, Data Entry
Education
California State University-Sacramento 2007 — 2010
Bachelors Degree, Public Relations and Marketing
Bank of America September 2015 - Present
Bank of America December 2014 - August 2015
Wells Fargo Wealth Management March 2014 - December 2014
Wells Fargo October 2011 - February 2014
Wells Fargo January 2011 - October 2011
US EPA May 2008 - December 2010
Wells Fargo Bank November 2005 - July 2010
Glass McClure May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Credit, Customer Service, Financial Analysis, Banking, Outlook, Microsoft Word, Access, Data Analysis, Accounting, Loans, Finance, Data Entry
Education
California State University-Sacramento 2007 — 2010
Bachelors Degree, Public Relations and Marketing
Nathan O'Tool, JD's Wells Fargo Wealth Management Experience July 2005 - March 2013
Job Swett & Crawford
Industry Insurance
Experience
Swett & Crawford 2013 - Present
Wells Fargo Wealth Management July 2005 - March 2013
Skills
Banking, Insurance, Investments, Wealth Management
Education
William Mitchell College of Law 2008 — 2011
Juris Doctor, magna cum laude
University of Minnesota Duluth 2001 — 2005
BA, Political Science
NAPSLO E&S
Swett & Crawford 2013 - Present
Wells Fargo Wealth Management July 2005 - March 2013
Skills
Banking, Insurance, Investments, Wealth Management
Education
William Mitchell College of Law 2008 — 2011
Juris Doctor, magna cum laude
University of Minnesota Duluth 2001 — 2005
BA, Political Science
NAPSLO E&S
Chris Carlin's Wells Fargo Wealth Management Experience November 2010 - Present
Job Private Banker at Wells Fargo Legal Specialty Group
Industry Banking
Experience
Wells Fargo Legal Specialty Group June 2014 - Present
Wells Fargo Wealth Management November 2010 - Present
Wachovia, A Wells Fargo Company May 2004 - November 2010
Skills
Loans, Series 7, Series 63, Series 65, Life and Health
Education
James Madison University 1996 — 2000
BBA, Finance
Wells Fargo Legal Specialty Group June 2014 - Present
Wells Fargo Wealth Management November 2010 - Present
Wachovia, A Wells Fargo Company May 2004 - November 2010
Skills
Loans, Series 7, Series 63, Series 65, Life and Health
Education
James Madison University 1996 — 2000
BBA, Finance
Jacquelyn Neri's Wells Fargo Wealth Management Experience June 2010 - August 2010
Job California Department of Social Services
Industry Research
Experience
California Department of Social Services August 2015 - Present
Elite Studio of Dance September 2006 - Present
Elk Grove Youth Dance, Inc. August 2012 - September 2015
Pacific Coast Building Products May 2012 - July 2015
Fliptastic July 2011 - August 2012
Sacramento Family Court Civil Bureau July 2011 - January 2012
Wells Fargo Wealth Management June 2010 - August 2010
Tony's Fine Foods June 2009 - August 2009
Sacramento Jail's Medical Records June 2007 - September 2007
Skills
Accounts Payable, PowerPoint, Invoicing, Data Analysis, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Customer Service, Outlook, Access
Education
University of Oregon 2007 — 2011
BS, Business Administration- Finance
California Department of Social Services August 2015 - Present
Elite Studio of Dance September 2006 - Present
Elk Grove Youth Dance, Inc. August 2012 - September 2015
Pacific Coast Building Products May 2012 - July 2015
Fliptastic July 2011 - August 2012
Sacramento Family Court Civil Bureau July 2011 - January 2012
Wells Fargo Wealth Management June 2010 - August 2010
Tony's Fine Foods June 2009 - August 2009
Sacramento Jail's Medical Records June 2007 - September 2007
Skills
Accounts Payable, PowerPoint, Invoicing, Data Analysis, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Customer Service, Outlook, Access
Education
University of Oregon 2007 — 2011
BS, Business Administration- Finance
Jason Bebler's Wells Fargo Wealth Management Experience November 2011 - Present
Job Assistant Vice President Equity & Options Trader at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
Savada Bosse's Wells Fargo Wealth Management Experience September 2012 - Present
Job WM WA Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Management September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2007 - September 2012
Skills
Credit, Series 63, Mortgage Lending, Wealth Management, Series 7, Uniform Combined State..., Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Banking, Commercial Lending
Education
University of Houston 1997 — 2004
graphic communications
Wells Fargo Wealth Management September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2007 - September 2012
Skills
Credit, Series 63, Mortgage Lending, Wealth Management, Series 7, Uniform Combined State..., Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Banking, Commercial Lending
Education
University of Houston 1997 — 2004
graphic communications
Diane Goad's Wells Fargo Wealth Management Experience March 2000 - January 2011
Job relationship manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo Wealth Management\ March 2000 - January 2011
Skills
Trust administration
Education
St. Joseph's University 2008 — 2013
Master of Science (M.S.), Financial Planning and Services
Wharton School, University of Pennsylvania 2005 — 2007
graduate certificate, Finance and Accounting
Wells Fargo Bank January 2011 - Present
Wells Fargo Wealth Management\ March 2000 - January 2011
Skills
Trust administration
Education
St. Joseph's University 2008 — 2013
Master of Science (M.S.), Financial Planning and Services
Wharton School, University of Pennsylvania 2005 — 2007
graduate certificate, Finance and Accounting
Roxana Habibi's Wells Fargo Wealth Management Experience October 2004 - Present
Job Trust Administrator at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management October 2004 - Present
Skills
Small Business Lending, Mortgage Lending, Credit, Loans, Banking, Private Banking, Commercial Lending, Retail Banking, Commercial Banking, Wealth Management, Leadership, Microsoft Office
Education
California State University, Los Angeles - College of Professional and Global Education
Bachelor's degree, Fine Arts
Wells Fargo Wealth Management October 2004 - Present
Skills
Small Business Lending, Mortgage Lending, Credit, Loans, Banking, Private Banking, Commercial Lending, Retail Banking, Commercial Banking, Wealth Management, Leadership, Microsoft Office
Education
California State University, Los Angeles - College of Professional and Global Education
Bachelor's degree, Fine Arts
Julia Bond's Wells Fargo Wealth Management Experience March 2006 - October 2014
Job Research Director at Wells Fargo Investment Institute
Industry Research
Experience
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo Wealth Management March 2006 - October 2014
Evergreen Investments September 2000 - March 2006
TIAA-CREF March 2000 - August 2000
First Union National Bank April 1995 - January 1999
Skills
Investment Management, Capital Markets, Quantitative Finance, Investment Advisory, Asset Allocation, Due Diligence, Wealth Management, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equities, Fixed Income, Equity Research
Education
Columbia Business School 1999 — 2000
MBA, International Business, Finance
Duke University 1990 — 1994
BA
Wells Fargo Investment Institute November 2014 - Present
Wells Fargo Wealth Management March 2006 - October 2014
Evergreen Investments September 2000 - March 2006
TIAA-CREF March 2000 - August 2000
First Union National Bank April 1995 - January 1999
Skills
Investment Management, Capital Markets, Quantitative Finance, Investment Advisory, Asset Allocation, Due Diligence, Wealth Management, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equities, Fixed Income, Equity Research
Education
Columbia Business School 1999 — 2000
MBA, International Business, Finance
Duke University 1990 — 1994
BA
Charles Chuck Cutter's Wells Fargo Wealth Management Experience January 2009 - Present
Job Testamentary Wealth Transfer Facilitator
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2009 - Present
First Union, Wachovia August 1987 - December 2008
Phila. Natl. Bank, CoreStates May 1980 - July 1987
Skills
CFP, CTFA, Wealth Management, Asset Management, Asset Allocation, Wealth Management...
Education
Drexel University - College of Business and Administration 1971 — 1976
BS, Business Administration
Wells Fargo Wealth Management January 2009 - Present
First Union, Wachovia August 1987 - December 2008
Phila. Natl. Bank, CoreStates May 1980 - July 1987
Skills
CFP, CTFA, Wealth Management, Asset Management, Asset Allocation, Wealth Management...
Education
Drexel University - College of Business and Administration 1971 — 1976
BS, Business Administration
Ross Heavener's Wells Fargo Wealth Management Experience March 2012 - Present
Job Securities Operations Service Specialist
Industry Oil & Energy
Experience
Wells Fargo Wealth Management March 2012 - Present
Accountemps: Wells Fargo December 2011 - March 2012
OfficeMax July 2008 - October 2011
Education
Gemological Institute of America
Graduate Gemologist, Gemology
Wells Fargo Wealth Management March 2012 - Present
Accountemps: Wells Fargo December 2011 - March 2012
OfficeMax July 2008 - October 2011
Education
Gemological Institute of America
Graduate Gemologist, Gemology
Kevin Boylan's Wells Fargo Wealth Management Experience
Job Investment Manager at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management
Skills
Portfolio Management, Equities, Wealth Management, Investments, Financial Modeling, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth...
Education
University of Missouri-Columbia
University of North Carolina at Greensboro
Bachelor of Science, Financial Management
Wells Fargo Wealth Management
Skills
Portfolio Management, Equities, Wealth Management, Investments, Financial Modeling, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth...
Education
University of Missouri-Columbia
University of North Carolina at Greensboro
Bachelor of Science, Financial Management
Steven De Boer's Wells Fargo Wealth Management Experience October 2008 - March 2014
Job Private Banking Specialist at US Trust Bank of America Wealth Management
Industry Financial Services
Experience
US Trust - Bank of America Wealth Management March 2014 - Present
Wells Fargo - Wealth Management October 2008 - March 2014
Bank of America Premier Banking October 2005 - October 2008
Skills
Estate Planning, Management, Trusts, Banking, Investments, Loans, Credit, Wealth Management, Relationship Management, Financial Services
Education
California State University-Long Beach 1999 — 2000
Bachelor of Arts (B.A.), Geography
US Trust - Bank of America Wealth Management March 2014 - Present
Wells Fargo - Wealth Management October 2008 - March 2014
Bank of America Premier Banking October 2005 - October 2008
Skills
Estate Planning, Management, Trusts, Banking, Investments, Loans, Credit, Wealth Management, Relationship Management, Financial Services
Education
California State University-Long Beach 1999 — 2000
Bachelor of Arts (B.A.), Geography
Kathryn Hix-Boyette's Wells Fargo Wealth Management Experience February 1992 - Present
Job Trust Administrator at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management February 1992 - Present
Wachovia Corporation October 1988 - February 1992
Skills
Credit, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Investments, Loans
Education
Campbell University, Lundy-Fetterman School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
High Point University
Bachelor of Science (BS), Accounting
Wells Fargo Wealth Management February 1992 - Present
Wachovia Corporation October 1988 - February 1992
Skills
Credit, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Investments, Loans
Education
Campbell University, Lundy-Fetterman School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
High Point University
Bachelor of Science (BS), Accounting
Tom Barbano, CFP(R)'s Wells Fargo Wealth Management Experience 2001 - 2009
Job Antique Dealer/20th century focus
Industry Retail
Experience
BeauxArts Vintage 1000 Spruce November 2011 - Present
beaux arts vintage 2011 - 2013
beaux arts vintage 2011 - 2013
beaux arts vintage 2011 - 2013
beaux arts vintage 2011 - 2013
Citizens Bank 2010 - 2011
Wells Fargo Wealth Management 2001 - 2009
Skills
Certified Financial..., Series 7, Life Insurance, Wealth Management, Inventory Management, Asset Allocation, Store Management, Portfolio Management, Mutual Funds, Series 63, Estate Planning, Investments, Investment Advisory, Retirement Planning
Education
Rutgers College
Bachelor's degree Economics
Sorbonne University
BeauxArts Vintage 1000 Spruce November 2011 - Present
beaux arts vintage 2011 - 2013
beaux arts vintage 2011 - 2013
beaux arts vintage 2011 - 2013
beaux arts vintage 2011 - 2013
Citizens Bank 2010 - 2011
Wells Fargo Wealth Management 2001 - 2009
Skills
Certified Financial..., Series 7, Life Insurance, Wealth Management, Inventory Management, Asset Allocation, Store Management, Portfolio Management, Mutual Funds, Series 63, Estate Planning, Investments, Investment Advisory, Retirement Planning
Education
Rutgers College
Bachelor's degree Economics
Sorbonne University
Kristen Middleton Allen's Wells Fargo Wealth Management Experience 2003 - 2011
Job Health Care Professional
Industry Hospital & Health Care
Experience
Managed Health 2012 - Present
Wells Fargo Wealth Management 2003 - 2011
Education
National University 2015 — 2017
Master of Science (M.S.), Educational Counseling Psychology
Kaplan University
Bachelor of Science (B.S.), Developmental and Child Psychology
Managed Health 2012 - Present
Wells Fargo Wealth Management 2003 - 2011
Education
National University 2015 — 2017
Master of Science (M.S.), Educational Counseling Psychology
Kaplan University
Bachelor of Science (B.S.), Developmental and Child Psychology
Jason Bridegum's Wells Fargo Wealth Management Experience July 2013 - Present
Job Vice President & Senior Trust Administrator at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management July 2013 - Present
Merrill Lynch Trust Company July 2006 - June 2013
Skills
Wealth Management, Trusts, IRAs, Financial Services, Estate Planning, Mutual Funds, Trust Services, Charitable Trusts, Asset Allocation, Financial Advisory, Investment Management, Investments, Securities
Education
Campbell University 2004 — 2005
Masters, Trust & Investment Management
East Carolina University 1994 — 1999
Bachelor of Science in Business Administration, Finance
Wells Fargo Wealth Management July 2013 - Present
Merrill Lynch Trust Company July 2006 - June 2013
Skills
Wealth Management, Trusts, IRAs, Financial Services, Estate Planning, Mutual Funds, Trust Services, Charitable Trusts, Asset Allocation, Financial Advisory, Investment Management, Investments, Securities
Education
Campbell University 2004 — 2005
Masters, Trust & Investment Management
East Carolina University 1994 — 1999
Bachelor of Science in Business Administration, Finance
Justin Butterfield's Wells Fargo Wealth Management Experience July 2011 - Present
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
Angie Roussel's Wells Fargo Wealth Management Experience July 2010 - Present
Job Vice President Senior Commercial UW at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management July 2010 - Present
Bank of america August 2006 - July 2010
Bank of America April 2004 - August 2006
Bank of America May 2001 - April 2004
SunTrust Bank January 1998 - May 2001
Purple W.I.N.G.S Organization May 1995 - December 1997
NationsBank/ C&S Sovran/ C&S Banks August 1990 - May 1995
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Business Analysis, Loans, Project Management, Strategic Planning, Community Journalism
Education
Georgia College and State University
Wells Fargo Wealth Management July 2010 - Present
Bank of america August 2006 - July 2010
Bank of America April 2004 - August 2006
Bank of America May 2001 - April 2004
SunTrust Bank January 1998 - May 2001
Purple W.I.N.G.S Organization May 1995 - December 1997
NationsBank/ C&S Sovran/ C&S Banks August 1990 - May 1995
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Business Analysis, Loans, Project Management, Strategic Planning, Community Journalism
Education
Georgia College and State University
Andrew Severson's Wells Fargo Wealth Management Experience December 2013 - Present
Job Attorney
Industry Law Practice
Experience
Wells Fargo Wealth Management December 2013 - Present
Burns & Severson PA August 2002 - October 2012
19th Judicial Circuit Courts September 2001 - August 2002
Skills
Estate Tax Planning, Estate Planning, Trust Management, Preparation of Wills
Education
Nova Southeastern University—Shepard Broad Law Center 1998 — 2001
Doctor of Law (J.D.)
Furman University 1994 — 1998
Bachelor of Arts (BA), History
Wells Fargo Wealth Management December 2013 - Present
Burns & Severson PA August 2002 - October 2012
19th Judicial Circuit Courts September 2001 - August 2002
Skills
Estate Tax Planning, Estate Planning, Trust Management, Preparation of Wills
Education
Nova Southeastern University—Shepard Broad Law Center 1998 — 2001
Doctor of Law (J.D.)
Furman University 1994 — 1998
Bachelor of Arts (BA), History
Rebecca (Becky) Adams's Wells Fargo Wealth Management Experience August 2010 - Present
Job Trust Administrator at Wells Fargo Wealth Management
Industry
Experience
Wells Fargo Wealth Management August 2010 - Present
Skills
Management, Accounting, Analysis, Wealth Management, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Investments, Mortgage Lending, Estate Planning, Asset Allocation, Wealth Management..., Financial Analysis, Consumer Lending, Financial Advisory, Trust Management, Risk Management, Trust Services, High Net Worth..., Economics, Funding, Finance, Uniform Combined State..., Private Banking, Investment Advisory, Financial Risk, IRAs
Education
Texas A&M University 1985 — 1988
Bachelor of Science (BS), Agricultural Economics
Wells Fargo Wealth Management August 2010 - Present
Skills
Management, Accounting, Analysis, Wealth Management, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Investments, Mortgage Lending, Estate Planning, Asset Allocation, Wealth Management..., Financial Analysis, Consumer Lending, Financial Advisory, Trust Management, Risk Management, Trust Services, High Net Worth..., Economics, Funding, Finance, Uniform Combined State..., Private Banking, Investment Advisory, Financial Risk, IRAs
Education
Texas A&M University 1985 — 1988
Bachelor of Science (BS), Agricultural Economics
Debbie Sink's Wells Fargo Wealth Management Experience January 2004 - Present
Job Trust Associate Philanthropic at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management January 2004 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
College of Charleston 1975 — 1980
Bachelor's Degree, Business Administration
Wells Fargo Wealth Management January 2004 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
College of Charleston 1975 — 1980
Bachelor's Degree, Business Administration
Vishal Patel, CFA's Wells Fargo Wealth Management Experience October 2013 - Present
Job Investment Manager at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management October 2013 - Present
BMO Harris Private Banking January 2012 - October 2013
Edward Jones January 2009 - December 2012
Skills
Investment Strategies, Investment Management, Trading, Financial Modeling, Financial Analysis, Financial Research, Fixed Income, Equity Valuation, Bloomberg, Supply Chain Management, Bonds
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.)
Wells Fargo Wealth Management October 2013 - Present
BMO Harris Private Banking January 2012 - October 2013
Edward Jones January 2009 - December 2012
Skills
Investment Strategies, Investment Management, Trading, Financial Modeling, Financial Analysis, Financial Research, Fixed Income, Equity Valuation, Bloomberg, Supply Chain Management, Bonds
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.)
Noel Yao's Wells Fargo Wealth Management Experience November 2008 - September 2010
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo Securities LLC September 2010 - October 2012
Wells Fargo Wealth Management November 2008 - September 2010
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government
Wells Fargo October 2012 - Present
Wells Fargo Securities LLC September 2010 - October 2012
Wells Fargo Wealth Management November 2008 - September 2010
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government