Wells Fargo Wealth Management Group
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Wells Fargo Wealth Management Group Employees
Employee
Years
Job
Industry
Clark Pingree Clark Pingree's Wells Fargo Wealth Management Group Experience October 2007 - March 2010
Job Senior Vice President / National Affluent Sales Development Director
Industry Financial Services
Experience
Wells Fargo Bank March 2010 - Present
National Adoption Center December 2011 - May 2012
Wells Fargo Wealth Management Group October 2007 - March 2010
Wells Fargo Investments, LLC January 2002 - October 2007
General Mills July 2001 - June 2002
American Society to Prevent Blindness January 1999 - January 2001
Skills
FINRA Series 9, FINRA Series 10, Social Justice, Series 66, Series 24, Series 7
Education
College for Financial Planning 2005 — 2007
AAMS, CFP in Process
Brigham Young University 1997 — 2001
Bachelor of Science, Finance
Wells Fargo Bank March 2010 - Present
National Adoption Center December 2011 - May 2012
Wells Fargo Wealth Management Group October 2007 - March 2010
Wells Fargo Investments, LLC January 2002 - October 2007
General Mills July 2001 - June 2002
American Society to Prevent Blindness January 1999 - January 2001
Skills
FINRA Series 9, FINRA Series 10, Social Justice, Series 66, Series 24, Series 7
Education
College for Financial Planning 2005 — 2007
AAMS, CFP in Process
Brigham Young University 1997 — 2001
Bachelor of Science, Finance
Kathleen Golden Leary Kathleen Golden Leary's Wells Fargo Wealth Management Group Experience February 2006 - July 2009
Job SVP, Communications Director at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo July 2009 - Present
Leukemia & Lymphoma Society April 2007 - April 2013
Wells Fargo Wealth Management Group February 2006 - July 2009
Advent Software, Inc January 1999 - January 2006
Trimedia Public Relations (now Intermarket) January 1996 - January 1999
Miller Freeman, Inc (now CMP) May 1992 - January 1996
Skills
Marketing Communications, Media Relations, Internal Communications, Social Media, Strategic Planning, Leadership, Crisis Communications, Spokesperson, Strategic Partnerships, Corporate Communications, Strategy, Editing, Public Relations, Publications, Strategic Communications, Press Releases, Speech Writing
Education
Le Moyne College 1987 — 1991
BA
Troy High School 1984 — 1987
Wells Fargo July 2009 - Present
Leukemia & Lymphoma Society April 2007 - April 2013
Wells Fargo Wealth Management Group February 2006 - July 2009
Advent Software, Inc January 1999 - January 2006
Trimedia Public Relations (now Intermarket) January 1996 - January 1999
Miller Freeman, Inc (now CMP) May 1992 - January 1996
Skills
Marketing Communications, Media Relations, Internal Communications, Social Media, Strategic Planning, Leadership, Crisis Communications, Spokesperson, Strategic Partnerships, Corporate Communications, Strategy, Editing, Public Relations, Publications, Strategic Communications, Press Releases, Speech Writing
Education
Le Moyne College 1987 — 1991
BA
Troy High School 1984 — 1987
Gordon Willis Gordon Willis's Wells Fargo Wealth Management Group Experience May 2000 - August 2015
Job Retired Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank May 2000 - August 2015
Wells Fargo Wealth Management Group May 2000 - August 2015
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Consumer Lending, Wealth Management, Mortgage Lending, Portfolio Management, Series 7, Underwriting, Loan Origination, Lines Of Credit, Private Equity
Education
Western Illinois University 1976 — 1979
B.A., Political Science
Southern Illinois University, Carbondale 1975 — 1976
Wells Fargo Private Bank May 2000 - August 2015
Wells Fargo Wealth Management Group May 2000 - August 2015
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Consumer Lending, Wealth Management, Mortgage Lending, Portfolio Management, Series 7, Underwriting, Loan Origination, Lines Of Credit, Private Equity
Education
Western Illinois University 1976 — 1979
B.A., Political Science
Southern Illinois University, Carbondale 1975 — 1976
Jacob Demsey Jacob Demsey's Wells Fargo Wealth Management Group Experience October 2012 - Present
Job Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo, Wealth Management Group October 2012 - Present
Wells Fargo, Wealth Management Group December 2008 - October 2012
Mid-State Bank & Trust May 2007 - September 2007
Skills
SEI Trust 3000, Wealth Management, Portfolio Management, Financial Analysis, Relationship Management, Microsoft Excel, Customer Service, CTFA, Bloomberg Terminal, FactSet Data Research, Finance
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Business Economics, Accounting, Sports Management
University of Nevada Las Vegas Lee Business School
Master of Business Administration (MBA), Finance, General
Wells Fargo, Wealth Management Group October 2012 - Present
Wells Fargo, Wealth Management Group December 2008 - October 2012
Mid-State Bank & Trust May 2007 - September 2007
Skills
SEI Trust 3000, Wealth Management, Portfolio Management, Financial Analysis, Relationship Management, Microsoft Excel, Customer Service, CTFA, Bloomberg Terminal, FactSet Data Research, Finance
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Business Economics, Accounting, Sports Management
University of Nevada Las Vegas Lee Business School
Master of Business Administration (MBA), Finance, General
Jason Koellner Jason Koellner's Wells Fargo Wealth Management Group Experience June 2005 - July 2006
Job Information Security Analyst at Mayo Clinic
Industry Retail
Experience
Mayo Clinic July 2015 - Present
Donaldson Company, Inc. August 2014 - July 2015
Target December 2012 - August 2014
Wells Fargo Home Mortgage April 2012 - November 2012
Wells Fargo Bank June 2006 - April 2012
Wells Fargo Wealth Management Group June 2005 - July 2006
Skills
Risk Assessment, Risk Management, Analysis, Policy, Risk, Emergency Management, Risk Mitigation, Security, Risk Analysis, Public Speaking, Financial Risk, Program Management, Computer Security, Call Centers, Wealth Management, Business Continuity, Information Security, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2011
Master of Science, Security Technologies
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Political Science
Mayo Clinic July 2015 - Present
Donaldson Company, Inc. August 2014 - July 2015
Target December 2012 - August 2014
Wells Fargo Home Mortgage April 2012 - November 2012
Wells Fargo Bank June 2006 - April 2012
Wells Fargo Wealth Management Group June 2005 - July 2006
Skills
Risk Assessment, Risk Management, Analysis, Policy, Risk, Emergency Management, Risk Mitigation, Security, Risk Analysis, Public Speaking, Financial Risk, Program Management, Computer Security, Call Centers, Wealth Management, Business Continuity, Information Security, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2011
Master of Science, Security Technologies
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Political Science
Sajid Siddiqi Sajid Siddiqi's Wells Fargo Wealth Management Group Experience 2001 - 2003
Job CFO | Corporate Development & Strategy | M&A | Financial Services
Industry Financial Services
Experience
Rain Strategy, LLC January 2015 - Present
Comerica Bank - Wealth Management Group 2007 - 2014
Comerica Bank - Wealth Management Group 2007 - 2014
Wells Fargo - Asset Management Group 2005 - 2007
Wells Fargo - Asset Management Group 2003 - 2005
Wells Fargo - Wealth Management Group 2001 - 2003
Wells Fargo - Corporate Development 1999 - 2001
National City Corporation (acquired by PNC Bank) Cleveland, OH 1996 - 1999
Skills
Mergers & Acquisitions, Risk Management, Corporate Finance, Portfolio Management, Banking, Financial Modeling, Financial Analysis, Strategy, Management, Credit Analysis, Executive Management, Credit, Asset Management, Commercial Banking, Wealth Management, Financial Services, Investment Management, Mergers, Actuarial Science, Corporate Development, Merger Control, Investment Banking, Risk Assessment, Financial Accounting, Financial Regulation, Regulatory Documentation, Regulatory Affairs, Strategic Negotiations, Business Strategy, Business Development, Growth Strategies, Analytics, Performance Metrics, Brokerage Strategies, Treasury, Restructuring, Strategic Planning, Corporate FP&A, Contract Negotiation, Finance, Investments, Due Diligence, Strategic Financial..., Valuation
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
University of Nebraska-Lincoln
BSBA, Actuarial Science
Rain Strategy, LLC January 2015 - Present
Comerica Bank - Wealth Management Group 2007 - 2014
Comerica Bank - Wealth Management Group 2007 - 2014
Wells Fargo - Asset Management Group 2005 - 2007
Wells Fargo - Asset Management Group 2003 - 2005
Wells Fargo - Wealth Management Group 2001 - 2003
Wells Fargo - Corporate Development 1999 - 2001
National City Corporation (acquired by PNC Bank) Cleveland, OH 1996 - 1999
Skills
Mergers & Acquisitions, Risk Management, Corporate Finance, Portfolio Management, Banking, Financial Modeling, Financial Analysis, Strategy, Management, Credit Analysis, Executive Management, Credit, Asset Management, Commercial Banking, Wealth Management, Financial Services, Investment Management, Mergers, Actuarial Science, Corporate Development, Merger Control, Investment Banking, Risk Assessment, Financial Accounting, Financial Regulation, Regulatory Documentation, Regulatory Affairs, Strategic Negotiations, Business Strategy, Business Development, Growth Strategies, Analytics, Performance Metrics, Brokerage Strategies, Treasury, Restructuring, Strategic Planning, Corporate FP&A, Contract Negotiation, Finance, Investments, Due Diligence, Strategic Financial..., Valuation
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
University of Nebraska-Lincoln
BSBA, Actuarial Science
Cynthia Cegielski, Trainer/Project Manager Cynthia Cegielski, Trainer/Project Manager's Wells Fargo Wealth Management Group Experience March 1999 - January 2012
Job Corporate Trainer
Industry Financial Services
Experience
Dallas and Fort Worth February 2013 - Present
PrimeLending January 2012 - January 2013
Wells Fargo Wealth Management Group March 1999 - January 2012
Skills
Coaching, Team Building, Training, Onboarding, Leadership, CRM, Strategic Planning, Team Leadership, Change Management, Social Networking, Strategic Partnerships, Management, New Business Development, Analysis, Banking, Employee Training, Leadership Development, Time Management, Finance, Training Delivery, Customer Satisfaction, Performance Management, Integration, Organizational..., Process Improvement, Strategy, Organizational..., Project Management, Team Management, Operations Management, Management Consulting, Program Management, Workshop Facilitation, Employee Engagement, Cross-functional Team..., Call Centers, Business Development, Account Management
Education
The University of Texas at Dallas
BFA, Fine Arts & Education, Fine Arts
Texas State University-San Marcos
Fine Arts
Dallas and Fort Worth February 2013 - Present
PrimeLending January 2012 - January 2013
Wells Fargo Wealth Management Group March 1999 - January 2012
Skills
Coaching, Team Building, Training, Onboarding, Leadership, CRM, Strategic Planning, Team Leadership, Change Management, Social Networking, Strategic Partnerships, Management, New Business Development, Analysis, Banking, Employee Training, Leadership Development, Time Management, Finance, Training Delivery, Customer Satisfaction, Performance Management, Integration, Organizational..., Process Improvement, Strategy, Organizational..., Project Management, Team Management, Operations Management, Management Consulting, Program Management, Workshop Facilitation, Employee Engagement, Cross-functional Team..., Call Centers, Business Development, Account Management
Education
The University of Texas at Dallas
BFA, Fine Arts & Education, Fine Arts
Texas State University-San Marcos
Fine Arts
Gregg Orlik Gregg Orlik's Wells Fargo Wealth Management Group Experience October 2013 - February 2014
Job Wells Fargo Bank, Wealth Digital and Desktop Business Solutions, AVP, Project Manager
Industry Information Technology and Services
Experience
Wells Fargo Bank February 2014 - Present
Wells Fargo Wealth Management Group October 2013 - February 2014
Silicon Valley Bank May 2013 - September 2013
Berkshire Hathaway Homestate Companies October 2012 - April 2013
ComSys December 2010 - June 2012
GMB Services June 2003 - June 2012
Wells Fargo January 2009 - June 2010
State of California - Administrative Offices of the Courts February 2008 - December 2008
Wells Fargo Bank 2006 - 2008
Calif Admin Offices of the Courts 2005 - 2006
Skills
SDLC, RUP Methodologies, Scrum, Project Management, MS Project, Agile & Waterfall..., Meeting Planning and..., Business Analysis, Risk Management, Vendor Management, Program Management, Software Project..., Requirements Gathering, Agile Methodologies, Strategy, Databases, Leadership, Testing, Business Process..., Business Process, Team Building, Project Planning, Software Documentation, Management, Integration, Oracle, Requirements Analysis, Data Center, PMO, PMP, Visio, Banking, Business Intelligence, IT Strategy, Project Portfolio..., IT Management, Process Improvement, SharePoint, Resource Management, Consulting, Business Requirements, Enterprise Architecture, Project Delivery, Agile Project Management, Software Development, Systems Analysis, Data Warehousing, Cross-functional Team..., Information Technology, CRM
Education
University of Maryland College Park 1976 — 1980
B A, Independent Studies - Modern Jewish History and Hebrew Literature
The Hebrew University 1977 — 1978
Hebrew, Jewish history
Machon LeMadrechei Chutz La'Aretz
Wells Fargo Bank February 2014 - Present
Wells Fargo Wealth Management Group October 2013 - February 2014
Silicon Valley Bank May 2013 - September 2013
Berkshire Hathaway Homestate Companies October 2012 - April 2013
ComSys December 2010 - June 2012
GMB Services June 2003 - June 2012
Wells Fargo January 2009 - June 2010
State of California - Administrative Offices of the Courts February 2008 - December 2008
Wells Fargo Bank 2006 - 2008
Calif Admin Offices of the Courts 2005 - 2006
Skills
SDLC, RUP Methodologies, Scrum, Project Management, MS Project, Agile & Waterfall..., Meeting Planning and..., Business Analysis, Risk Management, Vendor Management, Program Management, Software Project..., Requirements Gathering, Agile Methodologies, Strategy, Databases, Leadership, Testing, Business Process..., Business Process, Team Building, Project Planning, Software Documentation, Management, Integration, Oracle, Requirements Analysis, Data Center, PMO, PMP, Visio, Banking, Business Intelligence, IT Strategy, Project Portfolio..., IT Management, Process Improvement, SharePoint, Resource Management, Consulting, Business Requirements, Enterprise Architecture, Project Delivery, Agile Project Management, Software Development, Systems Analysis, Data Warehousing, Cross-functional Team..., Information Technology, CRM
Education
University of Maryland College Park 1976 — 1980
B A, Independent Studies - Modern Jewish History and Hebrew Literature
The Hebrew University 1977 — 1978
Hebrew, Jewish history
Machon LeMadrechei Chutz La'Aretz
Stella McCarter Stella McCarter's Wells Fargo Wealth Management Group Experience August 2008 - June 2013
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Wells Fargo Wealth Management Group August 2008 - June 2013
MortgageIT December 2005 - June 2007
Hertz October 2004 - December 2005
Skills
Investments, Loans, Management, Marketing, Portfolio Management, Sales, Time Management, Customer Service, Insurance, Strategic Financial..., Finance, Banking, Due Diligence, Credit, Financial Advisory, Social Media, Financial Planning, Microsoft Excel
Education
California State University-Northridge 2001 — 2005
B.S., Business Administration, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. December 2013 - Present
Wells Fargo Wealth Management Group August 2008 - June 2013
MortgageIT December 2005 - June 2007
Hertz October 2004 - December 2005
Skills
Investments, Loans, Management, Marketing, Portfolio Management, Sales, Time Management, Customer Service, Insurance, Strategic Financial..., Finance, Banking, Due Diligence, Credit, Financial Advisory, Social Media, Financial Planning, Microsoft Excel
Education
California State University-Northridge 2001 — 2005
B.S., Business Administration, Business, Management, Marketing, and Related Support Services
Edward Gali Edward Gali's Wells Fargo Wealth Management Group Experience April 2006 - June 2008
Job Manager of Analytics & Targeting at HackerAgency
Industry Marketing and Advertising
Experience
HackerAgency April 2014 - Present
HackerAgency November 2010 - April 2014
Wunderman - Microsoft Account July 2010 - November 2010
Hyper Local Media January 2009 - April 2010
Microsoft September 2009 - January 2010
Puget Sound Energy June 2009 - December 2009
Microsoft (U.W. Consulting Engagement) January 2009 - April 2009
Wells Fargo - Wealth Management Group April 2006 - June 2008
ING DIRECT - ShareBuilder 2005 - 2006
Skills
Business Strategy, Financial Modeling, Segmentation, Competitive Analysis, Marketing Strategy, Project Management, Strategic Planning, Marketing, Product Management, Analytics, Data Analysis, Digital Marketing, Social Media, Market Analysis, Direct Marketing, CRM, Cross-functional Team..., Strategy
Education
University of Washington, Foster School of Business 2008 — 2010
MBA, MBA Graduate
Beloit College
B.A.
HackerAgency April 2014 - Present
HackerAgency November 2010 - April 2014
Wunderman - Microsoft Account July 2010 - November 2010
Hyper Local Media January 2009 - April 2010
Microsoft September 2009 - January 2010
Puget Sound Energy June 2009 - December 2009
Microsoft (U.W. Consulting Engagement) January 2009 - April 2009
Wells Fargo - Wealth Management Group April 2006 - June 2008
ING DIRECT - ShareBuilder 2005 - 2006
Skills
Business Strategy, Financial Modeling, Segmentation, Competitive Analysis, Marketing Strategy, Project Management, Strategic Planning, Marketing, Product Management, Analytics, Data Analysis, Digital Marketing, Social Media, Market Analysis, Direct Marketing, CRM, Cross-functional Team..., Strategy
Education
University of Washington, Foster School of Business 2008 — 2010
MBA, MBA Graduate
Beloit College
B.A.
Dawn Bellini-Billingsley Dawn Bellini-Billingsley's Wells Fargo Wealth Management Group Experience September 2013 - June 2014
Job Solution Consulting Principal at Kaiser Permanente
Industry Information Technology and Services
Experience
Wells Fargo - Wealth Management Group September 2013 - June 2014
Wells Fargo - Technology Information Systems - Distributed Tools & Support Team January 2012 - October 2012
Wells Fargo - Technology & Operations Group - Enterprise Capacity Analysis & Performance September 2004 - 2011
Wells Fargo - Technology Information Group - Enterprise Field Operations 2002 - 2004
Wells Fargo - Technology Information Group - Network Services 1996 - 2002
Skills
SDLC, Business Analysis, Business Requirements, Requirements Gathering, Process Improvement, Visio, Project Management, Strategic Planning, Project Planning, Software Project..., Business Process Design, Collaboration, Problem Solving, Leadership, Diversity, Business Relationship..., Communication, Program Management, Leading Change, Strategic Roadmaps, Continuous Improvement, IT Strategy, Risk Management, Governance, Business Process..., Project Portfolio..., Banking, Enterprise Architecture, PMO, Enterprise Software, Information Technology, Requirements Analysis, PMP, Resource Management, Quality Assurance
Education
National University
BA, Business Administration, Information Technology
Wells Fargo - Wealth Management Group September 2013 - June 2014
Wells Fargo - Technology Information Systems - Distributed Tools & Support Team January 2012 - October 2012
Wells Fargo - Technology & Operations Group - Enterprise Capacity Analysis & Performance September 2004 - 2011
Wells Fargo - Technology Information Group - Enterprise Field Operations 2002 - 2004
Wells Fargo - Technology Information Group - Network Services 1996 - 2002
Skills
SDLC, Business Analysis, Business Requirements, Requirements Gathering, Process Improvement, Visio, Project Management, Strategic Planning, Project Planning, Software Project..., Business Process Design, Collaboration, Problem Solving, Leadership, Diversity, Business Relationship..., Communication, Program Management, Leading Change, Strategic Roadmaps, Continuous Improvement, IT Strategy, Risk Management, Governance, Business Process..., Project Portfolio..., Banking, Enterprise Architecture, PMO, Enterprise Software, Information Technology, Requirements Analysis, PMP, Resource Management, Quality Assurance
Education
National University
BA, Business Administration, Information Technology
Jason Laskey, CFA Jason Laskey, CFA's Wells Fargo Wealth Management Group Experience November 1999 - Present
Job SVP/Senior Investment Manager at Wells Fargo, The Private Bank
Industry Investment Management
Experience
Wells Fargo, Wealth Management Group November 1999 - Present
Skills
Portfolio Management, Asset Managment, Investments, Wealth Management, Alternative Investments, Equities, Asset Management, Financial Analysis, Investment Strategies, Investment Management, Valuation, Business Strategy, Financial Modeling, Mutual Funds, Investment Advisory, Series 7, Chartered Financial..., Asset Allocation, Hedge Funds, Fixed Income, Private Equity, Bloomberg, Securities, Strategic Financial..., Financial Services
Education
University of Puget Sound 1995 — 1999
BA, International Business
Nanzan University 1998 — 1999
Japanese Language
Punahou School 1982 — 1995
Wells Fargo, Wealth Management Group November 1999 - Present
Skills
Portfolio Management, Asset Managment, Investments, Wealth Management, Alternative Investments, Equities, Asset Management, Financial Analysis, Investment Strategies, Investment Management, Valuation, Business Strategy, Financial Modeling, Mutual Funds, Investment Advisory, Series 7, Chartered Financial..., Asset Allocation, Hedge Funds, Fixed Income, Private Equity, Bloomberg, Securities, Strategic Financial..., Financial Services
Education
University of Puget Sound 1995 — 1999
BA, International Business
Nanzan University 1998 — 1999
Japanese Language
Punahou School 1982 — 1995
Ashley Grosh's Wells Fargo Wealth Management Group Experience September 2003 - September 2008
Job Environmental Affairs at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2009 - Present
Wells Fargo Wealth Management Group September 2003 - September 2008
Skills
Financial Analysis, Investments
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2010
RETOOL, Energy Certificate
DePaul University 2006 — 2007
College of Financial Planning
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts, Economics, Finance
Wells Fargo March 2009 - Present
Wells Fargo Wealth Management Group September 2003 - September 2008
Skills
Financial Analysis, Investments
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2010
RETOOL, Energy Certificate
DePaul University 2006 — 2007
College of Financial Planning
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts, Economics, Finance
Moses Harris Moses Harris's Wells Fargo Wealth Management Group Experience June 2009 - August 2009
Job Loan Originations Associate at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo Bank January 2011 - July 2013
National Football League - St. Louis Rams April 2010 - September 2010
Wells Fargo - Wealth Management Group June 2009 - August 2009
Skills
Credit, Credit Analysis, Financial Analysis, Loans, Commercial Lending, Banking, Financial Statement..., Credit Risk, Real Estate Financing, Financial Accounting, Financial Modeling, Investments, Commercial Banking, Finance, Portfolio Management, Treasury Management
Education
California State University-Fresno 2009 — 2010
MBA
California State University-Fresno 2005 — 2009
BS, Finance
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo Bank January 2011 - July 2013
National Football League - St. Louis Rams April 2010 - September 2010
Wells Fargo - Wealth Management Group June 2009 - August 2009
Skills
Credit, Credit Analysis, Financial Analysis, Loans, Commercial Lending, Banking, Financial Statement..., Credit Risk, Real Estate Financing, Financial Accounting, Financial Modeling, Investments, Commercial Banking, Finance, Portfolio Management, Treasury Management
Education
California State University-Fresno 2009 — 2010
MBA
California State University-Fresno 2005 — 2009
BS, Finance
Yvonne Kopecky, CFA Yvonne Kopecky, CFA's Wells Fargo Wealth Management Group Experience March 2004 - Present
Job Sr. Investment Manager at Wells Fargo Wealth Management Group
Industry Investment Management
Experience
Wells Fargo Wealth Management Group March 2004 - Present
Skills
Wealth Management, Alternative Investments, Equities, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Wealth Management..., High Net Worth..., Investment Management, Investment Advisory, Equity Research, Mutual Funds, Asset Management, Asset Allocation, Fixed Income
Education
California State University-Hayward 1982 — 1984
Bachelor of Applied Science (BASc), Economics
Gonzaga University 1977 — 1979
Accounting and Business/Management
Wells Fargo Wealth Management Group March 2004 - Present
Skills
Wealth Management, Alternative Investments, Equities, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Wealth Management..., High Net Worth..., Investment Management, Investment Advisory, Equity Research, Mutual Funds, Asset Management, Asset Allocation, Fixed Income
Education
California State University-Hayward 1982 — 1984
Bachelor of Applied Science (BASc), Economics
Gonzaga University 1977 — 1979
Accounting and Business/Management
John Gamblin, CFP® John Gamblin, CFP®'s Wells Fargo Wealth Management Group Experience December 2007 - Present
Job Sr. Vice President / Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Wealth Management Group December 2007 - Present
Wells Fargo Bank November 1994 - November 2007
Pacific Bay Bank September 1993 - October 1994
Beneficial California Inc November 1990 - August 1993
Skills
Series 7, Financial Planning, Wealth Management, Insurance, Retirement Planning, Strategic Financial..., Asset Management, Mortgage Lending, Mutual Funds, Wealth Management..., Uniform Combined State..., Investments, Financial Analysis, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Loans, Management, Finance, IRAs, Banking, Financial Services, Investment Advisory, Estate Planning
Education
University of Phoenix 1998 — 2000
MA, Organizational Management
University of California, Irvine 1988 — 1990
BA, Political Science, Sociology
University Of California - Irvine
Certificate, Personal Financial Planning
Wells Fargo Wealth Management Group December 2007 - Present
Wells Fargo Bank November 1994 - November 2007
Pacific Bay Bank September 1993 - October 1994
Beneficial California Inc November 1990 - August 1993
Skills
Series 7, Financial Planning, Wealth Management, Insurance, Retirement Planning, Strategic Financial..., Asset Management, Mortgage Lending, Mutual Funds, Wealth Management..., Uniform Combined State..., Investments, Financial Analysis, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Loans, Management, Finance, IRAs, Banking, Financial Services, Investment Advisory, Estate Planning
Education
University of Phoenix 1998 — 2000
MA, Organizational Management
University of California, Irvine 1988 — 1990
BA, Political Science, Sociology
University Of California - Irvine
Certificate, Personal Financial Planning
Bruce Summers Bruce Summers's Wells Fargo Wealth Management Group Experience November 2012 - Present
Job
Industry Computer Software
Experience
Wells Fargo - Wealth Management Group November 2012 - Present
Contracted to Wells Fargo Wealth Mangament at Advantage Technical Resourcing May 2011 - November 2012
Chameleon Technologies Inc. August 2010 - April 2011
Oracle Corp October 1997 - April 2010
Oracle Corp October 1997 - April 2010
Solid Rock 2010 - 2010
Sequent Computer Systems 1992 - 1997
Skills
Agile Methodologies, Unix, Linux, Software Development, SOA, XML, Integration, Subversion, Java, Tomcat, SQL, Weblogic, Oracle, Databases, Solaris, Ant, Distributed Systems, Java Enterprise Edition
Education
Portland State University
B.S.
Wells Fargo - Wealth Management Group November 2012 - Present
Contracted to Wells Fargo Wealth Mangament at Advantage Technical Resourcing May 2011 - November 2012
Chameleon Technologies Inc. August 2010 - April 2011
Oracle Corp October 1997 - April 2010
Oracle Corp October 1997 - April 2010
Solid Rock 2010 - 2010
Sequent Computer Systems 1992 - 1997
Skills
Agile Methodologies, Unix, Linux, Software Development, SOA, XML, Integration, Subversion, Java, Tomcat, SQL, Weblogic, Oracle, Databases, Solaris, Ant, Distributed Systems, Java Enterprise Edition
Education
Portland State University
B.S.
Kathy Calcagno Kathy Calcagno's Wells Fargo Wealth Management Group Experience July 2005 - December 2010
Job Executive Development Director, The Brian Grant Foundation
Industry Financial Services
Experience
The Brian Grant Foundation January 2011 - Present
Wells Fargo Wealth Management Group July 2005 - December 2010
Education
Northwestern University 1991 — 1993
The Brian Grant Foundation January 2011 - Present
Wells Fargo Wealth Management Group July 2005 - December 2010
Education
Northwestern University 1991 — 1993
Mark Pittsey Mark Pittsey's Wells Fargo Wealth Management Group Experience 1993 - 2007
Job Managing Director and West Coast Market Head at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2013 - Present
HSBC Private Bank July 2010 - January 2013
Deutsche Bank April 2007 - July 2010
Wells Fargo Wealth Management Group 1993 - 2007
Great Western Bank 1992 - 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Capital Markets, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Private Banking, Strategic Planning, Strategy, Wealth Management, Wealth Management...
Education
California State University-Long Beach 1985 — 1991
Central Washington University 1983 — 1985
HSBC Private Bank January 2013 - Present
HSBC Private Bank July 2010 - January 2013
Deutsche Bank April 2007 - July 2010
Wells Fargo Wealth Management Group 1993 - 2007
Great Western Bank 1992 - 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Capital Markets, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Private Banking, Strategic Planning, Strategy, Wealth Management, Wealth Management...
Education
California State University-Long Beach 1985 — 1991
Central Washington University 1983 — 1985
Steve Devejian, CFA's Wells Fargo Wealth Management Group Experience September 2007 - Present
Job Vice President / Sr. Portfolio Manager at Wells Fargo Wealth Management Group
Industry Investment Management
Experience
Wells Fargo Wealth Management Group September 2007 - Present
Burroughs Hutchinson May 2002 - August 2007
Key PrivateBank / Victory Capital Management October 2000 - April 2002
John Hancock Advisers / NM Capital Management August 1992 - September 2000
Skills
Bonds, Asset Allocation, Options, Relationship Management, Portfolio Management, Equities, Asset Management, Leadership, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Investments, Management, ETFs, CRM, Securities, Strategy
Education
CFA Institute
Chartered Financial Analyst Designation (CFA)
Purdue University 1987 — 1992
B.S., Applied Mathematics and Economics
Sandia High School 1984 — 1987
Wells Fargo Wealth Management Group September 2007 - Present
Burroughs Hutchinson May 2002 - August 2007
Key PrivateBank / Victory Capital Management October 2000 - April 2002
John Hancock Advisers / NM Capital Management August 1992 - September 2000
Skills
Bonds, Asset Allocation, Options, Relationship Management, Portfolio Management, Equities, Asset Management, Leadership, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Investments, Management, ETFs, CRM, Securities, Strategy
Education
CFA Institute
Chartered Financial Analyst Designation (CFA)
Purdue University 1987 — 1992
B.S., Applied Mathematics and Economics
Sandia High School 1984 — 1987
Mya Beltran's Wells Fargo Wealth Management Group Experience January 2010 - June 2011
Job Wealth Management Private Banking Portfolio Manager at Guaranty Bank & Trust
Industry Financial Services
Experience
Guaranty Bank & Trust January 2012 - Present
Wells Fargo Advisors 2011 - February 2012
Wells Fargo Wealth Management Group January 2010 - June 2011
Wells Fargo July 2008 - June 2009
Wells Fargo August 2007 - 2008
Skills
Commercial Banking, Small Business Lending, Mortgage Lending, Investments, Retail Banking, Wealth Management, Risk Management, Customer Service, Portfolio Management, Finance, Strategic Financial..., Cash Management, Relationship Management, PowerPoint, Private Banking, Loan Origination, Consumer Lending, Asset Management, Due Diligence, Financial Risk, Lines Of Credit, Mergers & Acquisitions, Refinance, Residential Mortgages, Treasury Management, Underwriting, Credit Risk
Education
Arizona State University 2003 — 2007
Guaranty Bank & Trust January 2012 - Present
Wells Fargo Advisors 2011 - February 2012
Wells Fargo Wealth Management Group January 2010 - June 2011
Wells Fargo July 2008 - June 2009
Wells Fargo August 2007 - 2008
Skills
Commercial Banking, Small Business Lending, Mortgage Lending, Investments, Retail Banking, Wealth Management, Risk Management, Customer Service, Portfolio Management, Finance, Strategic Financial..., Cash Management, Relationship Management, PowerPoint, Private Banking, Loan Origination, Consumer Lending, Asset Management, Due Diligence, Financial Risk, Lines Of Credit, Mergers & Acquisitions, Refinance, Residential Mortgages, Treasury Management, Underwriting, Credit Risk
Education
Arizona State University 2003 — 2007
Kandarp Acharya, CFA, FRM's Wells Fargo Wealth Management Group Experience May 2011 - July 2013
Job Senior Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2013 - Present
The Clearing House 2010 - Present
CFA Society of San Francisco July 2012 - June 2015
University of San Francisco October 2010 - July 2014
PALS P.T.O. 2011 - May 2014
Wells Fargo Wealth Management Group May 2011 - July 2013
Wells Fargo Wealth Management Group February 2008 - April 2011
CFA Society of Milwaukee July 2006 - January 2008
Wells Fargo Funds Management LLC January 2005 - January 2008
Strong Capital Management, Inc January 2001 - December 2004
Skills
Capital Markets, Asset Allocation, Quantitative Analysis, Tactical Asset..., Portfolio Management, Investments, Portfolio Optimization, Risk Modeling, Risk Management, Retirement Income..., Equities, Fixed Income, Global Tactical Asset..., Due Diligence, Quantitative Analytics, Financial Risk, Alternative Investments, Analysis, Analytics, Asset Management, Credit, Economics, Hedge Funds, Retirement, Strategy, Mutual Funds
Education
The University of Chicago 1997 — 1999
MBA
Marquette University 1988 — 1990
MS
MS University, Baroda 1981 — 1985
B.E.
Wells Capital Management August 2013 - Present
The Clearing House 2010 - Present
CFA Society of San Francisco July 2012 - June 2015
University of San Francisco October 2010 - July 2014
PALS P.T.O. 2011 - May 2014
Wells Fargo Wealth Management Group May 2011 - July 2013
Wells Fargo Wealth Management Group February 2008 - April 2011
CFA Society of Milwaukee July 2006 - January 2008
Wells Fargo Funds Management LLC January 2005 - January 2008
Strong Capital Management, Inc January 2001 - December 2004
Skills
Capital Markets, Asset Allocation, Quantitative Analysis, Tactical Asset..., Portfolio Management, Investments, Portfolio Optimization, Risk Modeling, Risk Management, Retirement Income..., Equities, Fixed Income, Global Tactical Asset..., Due Diligence, Quantitative Analytics, Financial Risk, Alternative Investments, Analysis, Analytics, Asset Management, Credit, Economics, Hedge Funds, Retirement, Strategy, Mutual Funds
Education
The University of Chicago 1997 — 1999
MBA
Marquette University 1988 — 1990
MS
MS University, Baroda 1981 — 1985
B.E.
Robert Britton, CFA's Wells Fargo Wealth Management Group Experience March 2007 - March 2011
Job Portfolio Manager at WheelerFrost Wealth Managers
Industry Investment Management
Experience
WheelerFrost - Wealth Managers October 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Wealth Management Group March 2007 - March 2011
Wells Fargo Securities April 2006 - March 2007
Wells Fargo Bank October 2003 - April 2006
Skills
Portfolio Management, Investment Management, Financial Modeling, Equity Valuation, Project Implementation, corporate finan, Database Management, VBA, Pivot Tables, Cash Flow Forecasting, Derivatives, bloomber, Product Management, DCF Valuation, Business Strategy, Fixed Income Analysis, Relationship Management, New Business Development, Database Administration, Bloomberg Terminal, SQL, Financial Analysis, Bloomberg, Management, Equities, Asset Allocation, Valuation, Series 7, Finance, Wealth Management
Education
San Diego State University-California State University 1997 — 2003
Bachelor of Arts, International Economics
WheelerFrost - Wealth Managers October 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Wealth Management Group March 2007 - March 2011
Wells Fargo Securities April 2006 - March 2007
Wells Fargo Bank October 2003 - April 2006
Skills
Portfolio Management, Investment Management, Financial Modeling, Equity Valuation, Project Implementation, corporate finan, Database Management, VBA, Pivot Tables, Cash Flow Forecasting, Derivatives, bloomber, Product Management, DCF Valuation, Business Strategy, Fixed Income Analysis, Relationship Management, New Business Development, Database Administration, Bloomberg Terminal, SQL, Financial Analysis, Bloomberg, Management, Equities, Asset Allocation, Valuation, Series 7, Finance, Wealth Management
Education
San Diego State University-California State University 1997 — 2003
Bachelor of Arts, International Economics
Carolyn Burk Carolyn Burk's Wells Fargo Wealth Management Group Experience July 2002 - August 2010
Job Experienced Sales Professional with a Securities License
Industry Financial Services
Experience
Mann Lake LTD February 2014 - Present
Wells Fargo Advisors LLC February 2012 - August 2013
Wells Fargo Advisors LLC August 2010 - September 2011
Wells Fargo Wealth Management Group July 2002 - August 2010
Skills
Change Management, Project Management, Project Coordination, Organizational..., Teamwork, Strategic Planning, Problem Solving, Microsoft Office, Event Management, Software Training, Web Design, Staff Training, Staff Supervision, Staff Development, Staff Mentoring, SharePoint, Live Meeting, Event Planning, Coaching, Management, Risk Management, Banking, Financial Services
Education
American InterContinental University 2007 — 2008
Bachelor's Degree, Business/Professional Project Management, 4.0
Mann Lake LTD February 2014 - Present
Wells Fargo Advisors LLC February 2012 - August 2013
Wells Fargo Advisors LLC August 2010 - September 2011
Wells Fargo Wealth Management Group July 2002 - August 2010
Skills
Change Management, Project Management, Project Coordination, Organizational..., Teamwork, Strategic Planning, Problem Solving, Microsoft Office, Event Management, Software Training, Web Design, Staff Training, Staff Supervision, Staff Development, Staff Mentoring, SharePoint, Live Meeting, Event Planning, Coaching, Management, Risk Management, Banking, Financial Services
Education
American InterContinental University 2007 — 2008
Bachelor's Degree, Business/Professional Project Management, 4.0
Bruce Kent Bruce Kent's Wells Fargo Wealth Management Group Experience February 2008 - April 2012
Job Crazy Creative and New Product Ambassador at Wells Fargo
Industry E-Learning
Experience
Wells Fargo November 2011 - Present
Wells Fargo Wealth Management Group February 2008 - April 2012
VitesseLearning, Inc. May 2003 - February 2007
Design Media 2007 - 2007
Bank of America 1998 - 2002
Arnowitz Studios 1994 - 1994
Skills
Instructional Design, Blended Learning, Performance Consulting, Needs Analysis, Training, Learning Management, E-Learning, Captivate, Training Delivery, Multimedia, Leadership, Instructor-led Training, Dreamweaver, Strategy, ADDIE, CRM, Learning Management..., Project Management
Education
Harvard University 1968 — 1975
Bachelor's degree, Education and Social Psychology
San Francisco State University
Wells Fargo November 2011 - Present
Wells Fargo Wealth Management Group February 2008 - April 2012
VitesseLearning, Inc. May 2003 - February 2007
Design Media 2007 - 2007
Bank of America 1998 - 2002
Arnowitz Studios 1994 - 1994
Skills
Instructional Design, Blended Learning, Performance Consulting, Needs Analysis, Training, Learning Management, E-Learning, Captivate, Training Delivery, Multimedia, Leadership, Instructor-led Training, Dreamweaver, Strategy, ADDIE, CRM, Learning Management..., Project Management
Education
Harvard University 1968 — 1975
Bachelor's degree, Education and Social Psychology
San Francisco State University
Kim Santos Kim Santos's Wells Fargo Wealth Management Group Experience March 2014 - Present
Job Administrative Assistant The Private Bank, Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo, Wealth Management Group March 2014 - Present
Wells Fargo Home Mortgage 2007 - March 2014
World Savings 2005 - 2007
Albertsons 1991 - 2005
Skills
Administration, Administrative..., Budgets, Credit, Customer Service, Leadership, Management, Marketing, Mortgage Lending, Procurement, Project Management, REO, System Administration, Teamwork, Time Management, Banking, Mortgage Banking
Education
Chabot College 1986 — 1987
Certificate, Word Processing
San Leandro High School 1981 — 1985
Wells Fargo, Wealth Management Group March 2014 - Present
Wells Fargo Home Mortgage 2007 - March 2014
World Savings 2005 - 2007
Albertsons 1991 - 2005
Skills
Administration, Administrative..., Budgets, Credit, Customer Service, Leadership, Management, Marketing, Mortgage Lending, Procurement, Project Management, REO, System Administration, Teamwork, Time Management, Banking, Mortgage Banking
Education
Chabot College 1986 — 1987
Certificate, Word Processing
San Leandro High School 1981 — 1985
Laura Lee Stansberry Laura Lee Stansberry's Wells Fargo Wealth Management Group Experience January 2008 - Present
Job SVP, Regional Managing Director at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Wealth Management Group January 2008 - Present
Wells Fargo Wealth Management Group July 2000 - December 2007
Wells Fargo Private Client Services July 1997 - July 2000
Wells Fargo Private Client Services July 1996 - June 1997
Skills
Wealth Management, Business Development, Series 7, Loans, Portfolio Management, Management, Investments, Alternative Investments, Relationship Management, Credit, Banking, Commercial Lending, Strategic Financial..., Series 63, Retirement Planning, Financial Planning
Education
Montana State University-Bozeman 1977 — 1981
BS, Finance
The College for Financial Planning
CFP Designation
Wells Fargo Wealth Management Group January 2008 - Present
Wells Fargo Wealth Management Group July 2000 - December 2007
Wells Fargo Private Client Services July 1997 - July 2000
Wells Fargo Private Client Services July 1996 - June 1997
Skills
Wealth Management, Business Development, Series 7, Loans, Portfolio Management, Management, Investments, Alternative Investments, Relationship Management, Credit, Banking, Commercial Lending, Strategic Financial..., Series 63, Retirement Planning, Financial Planning
Education
Montana State University-Bozeman 1977 — 1981
BS, Finance
The College for Financial Planning
CFP Designation
Laura Laberee Laura Laberee's Wells Fargo Wealth Management Group Experience 2004 - January 2011
Job Senior Fiduciary Manager at Northern Trust
Industry Banking
Experience
Northern Trust September 2010 - Present
Wells Fargo, Wealth Management Group 2004 - January 2011
Wells Fargo 2004 - 2010
JP Morgan July 1999 - June 2004
Comerica Bank 1997 - 1998
Education
Abraham Lincoln University Law School
University of North Texas
BBA, Finance
Northern Trust September 2010 - Present
Wells Fargo, Wealth Management Group 2004 - January 2011
Wells Fargo 2004 - 2010
JP Morgan July 1999 - June 2004
Comerica Bank 1997 - 1998
Education
Abraham Lincoln University Law School
University of North Texas
BBA, Finance
Clark Walker's Wells Fargo Wealth Management Group Experience October 2004 - August 2013
Job Graphic Design Consultant and Professional
Industry Graphic Design
Experience
Self January 1985 - Present
Wells Fargo Wealth Management Group October 2004 - August 2013
Sangamon, Inc. February 1994 - November 1996
Skills
Illustration, Logos, Graphic Design, Illustrator, Marketing Communications, Logo Design, Advertising, Adobe Creative Suite, QuarkXPress, InDesign, Web Design, Layout, Brochures, Packaging, Adobe Acrobat, Graphics
Education
Art Institute of Fort Lauderdale 1983 — 1985
Associate, Advertising Design
Self January 1985 - Present
Wells Fargo Wealth Management Group October 2004 - August 2013
Sangamon, Inc. February 1994 - November 1996
Skills
Illustration, Logos, Graphic Design, Illustrator, Marketing Communications, Logo Design, Advertising, Adobe Creative Suite, QuarkXPress, InDesign, Web Design, Layout, Brochures, Packaging, Adobe Acrobat, Graphics
Education
Art Institute of Fort Lauderdale 1983 — 1985
Associate, Advertising Design
Arika Baria-Garcia's Wells Fargo Wealth Management Group Experience September 2012 - July 2013
Job Wealth Planning Associate
Industry Investment Banking
Experience
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Wealth Management Group September 2012 - July 2013
Wealth Management Group July 2007 - November 2010
Skills
Project Management, Event Planning, Program Coordination, Budgets, Wealth Management, Administrative..., Management, Sales, CRM, Accounting, Event Management, Strategic Financial..., Customer Service, Marketing, Recruiting
Education
Merced College
Associates, Journalism
San Francisco State University
B.S, Communications
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Wealth Management Group September 2012 - July 2013
Wealth Management Group July 2007 - November 2010
Skills
Project Management, Event Planning, Program Coordination, Budgets, Wealth Management, Administrative..., Management, Sales, CRM, Accounting, Event Management, Strategic Financial..., Customer Service, Marketing, Recruiting
Education
Merced College
Associates, Journalism
San Francisco State University
B.S, Communications
Lucy Kohansamad Lucy Kohansamad's Wells Fargo Wealth Management Group Experience September 2003 - May 2015
Job Portfolio Associate at Union Bank
Industry Investment Management
Experience
Union Bank / HighMark Capital Management May 2015 - Present
Wells Fargo Wealth Management Group September 2003 - May 2015
UC Santa Barbara 2010 - 2011
Morgan Stanley January 1985 - April 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Asset Allocation, Financial Planning, Risk Management, Securities, Financial Analysis, Banking
Education
Kaplan University 2014 — 2015
CFP, Financial Planning and Services
University of Miami 1981 — 1983
Bachelor's degree
Rice University 1977 — 1981
Bachelor's degree
Union Bank / HighMark Capital Management May 2015 - Present
Wells Fargo Wealth Management Group September 2003 - May 2015
UC Santa Barbara 2010 - 2011
Morgan Stanley January 1985 - April 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Asset Allocation, Financial Planning, Risk Management, Securities, Financial Analysis, Banking
Education
Kaplan University 2014 — 2015
CFP, Financial Planning and Services
University of Miami 1981 — 1983
Bachelor's degree
Rice University 1977 — 1981
Bachelor's degree
Doug Fritz's Wells Fargo Wealth Management Group Experience March 2006 - August 2013
Job Chief Technology Officer, Private Wealth Management at First Republic Bank
Industry Investment Management
Experience
First Republic Bank August 2013 - Present
Wells Fargo Wealth Management Group March 2006 - August 2013
Respite and Research for Alzheimer's Disease 2009 - 2010
Evergreen Investments April 2004 - March 2006
BearingPoint January 2001 - March 2004
CSFB 1997 - 2001
Skills
Software Implementation, Investment Management, Investments, Fixed Income, Business Analysis, Financial Risk, Wealth Management..., Process Improvement, Asset Managment, Portfolio Management, Hedge Funds, Wealth Management, Equities, Strategy, Risk Management, Securities, Asset Management, Leadership, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Capital Markets, Project Management, Financial Services, Investment Strategies, Analysis, Banking, Program Management
Education
Southern Illinois University, Carbondale 1992 — 1996
BA, Russian & International Trade
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Arts (BA), Russian & International Trade
First Republic Bank August 2013 - Present
Wells Fargo Wealth Management Group March 2006 - August 2013
Respite and Research for Alzheimer's Disease 2009 - 2010
Evergreen Investments April 2004 - March 2006
BearingPoint January 2001 - March 2004
CSFB 1997 - 2001
Skills
Software Implementation, Investment Management, Investments, Fixed Income, Business Analysis, Financial Risk, Wealth Management..., Process Improvement, Asset Managment, Portfolio Management, Hedge Funds, Wealth Management, Equities, Strategy, Risk Management, Securities, Asset Management, Leadership, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Capital Markets, Project Management, Financial Services, Investment Strategies, Analysis, Banking, Program Management
Education
Southern Illinois University, Carbondale 1992 — 1996
BA, Russian & International Trade
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Arts (BA), Russian & International Trade
Tia Lyles Tia Lyles's Wells Fargo Wealth Management Group Experience October 2006 - February 2010
Job Wealth Management Professional
Industry Financial Services
Experience
Bank of the West February 2015 - Present
HSBC January 2014 - January 2015
Legacy Wealth Services April 2011 - December 2013
Bank of the West, Wealth Management Group March 2010 - March 2011
Wells Fargo Wealth Management Group October 2006 - February 2010
Wells Fargo Bank 2004 - September 2006
Wells Fargo 2000 - 2003
Skills
Wealth Management, Private Banking, Client Solutions, Marketing Strategy, New Business Development, Interpersonal..., Investments, High Net Worth..., Relationship Management, Series 7, Private Equity, CRM, Investment Advisory, Loans, Mutual Funds, Portfolio Management, Networking, Wealth Management..., Investment Strategies, Talent Management, Recruiting, Risk Management, Insurance, Asset Management, Finance, Banking, Retirement Planning, Credit, Management, Securities, Alternative Investments, Commercial Banking, Mortgage Lending, Estate Planning, Asset Allocation, Series 63, Consumer Lending, Strategic Financial..., Credit Analysis, Financial Services, Financial Advisory, Equities, Financial Planning, Strategy, Financial Analysis, Commercial Lending, Sales, Financial Risk
Education
San Jose State University
B.S.
Bank of the West February 2015 - Present
HSBC January 2014 - January 2015
Legacy Wealth Services April 2011 - December 2013
Bank of the West, Wealth Management Group March 2010 - March 2011
Wells Fargo Wealth Management Group October 2006 - February 2010
Wells Fargo Bank 2004 - September 2006
Wells Fargo 2000 - 2003
Skills
Wealth Management, Private Banking, Client Solutions, Marketing Strategy, New Business Development, Interpersonal..., Investments, High Net Worth..., Relationship Management, Series 7, Private Equity, CRM, Investment Advisory, Loans, Mutual Funds, Portfolio Management, Networking, Wealth Management..., Investment Strategies, Talent Management, Recruiting, Risk Management, Insurance, Asset Management, Finance, Banking, Retirement Planning, Credit, Management, Securities, Alternative Investments, Commercial Banking, Mortgage Lending, Estate Planning, Asset Allocation, Series 63, Consumer Lending, Strategic Financial..., Credit Analysis, Financial Services, Financial Advisory, Equities, Financial Planning, Strategy, Financial Analysis, Commercial Lending, Sales, Financial Risk
Education
San Jose State University
B.S.
Jamuna Weinstein's Wells Fargo Wealth Management Group Experience January 2008 - November 2012
Job Administrative Assistant
Industry Financial Services
Experience
Wells Fargo Wealth Management Services March 2013 - Present
Wells Fargo Private Mortgage November 2012 - April 2013
Wells Fargo Wealth Management Group January 2008 - November 2012
Fred Meyer Jewelers September 2003 - December 2007
Skills
Business Development, Sales, Team Building, Sales Operations, Project Management, Strategy, Sales Management, Customer Service, Account Management, Event Planning, Wealth Management, Marketing, Business Planning, Strategic Planning, Marketing Strategy, Inventory Management, Marketing Communications, Event Management, Outlook, Microsoft Excel, Risk Management, PowerPoint, Human Resources, Fundraising, Microsoft Office, Time Management, Financial Services, Management, Note Taking, Corporate Communications, Expense Management
Education
California State University-Chico 2001 — 2006
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Wealth Management Services March 2013 - Present
Wells Fargo Private Mortgage November 2012 - April 2013
Wells Fargo Wealth Management Group January 2008 - November 2012
Fred Meyer Jewelers September 2003 - December 2007
Skills
Business Development, Sales, Team Building, Sales Operations, Project Management, Strategy, Sales Management, Customer Service, Account Management, Event Planning, Wealth Management, Marketing, Business Planning, Strategic Planning, Marketing Strategy, Inventory Management, Marketing Communications, Event Management, Outlook, Microsoft Excel, Risk Management, PowerPoint, Human Resources, Fundraising, Microsoft Office, Time Management, Financial Services, Management, Note Taking, Corporate Communications, Expense Management
Education
California State University-Chico 2001 — 2006
Bachelor’s Degree, Business Administration and Management, General
Kourosh Zamanizadeh's Wells Fargo Wealth Management Group Experience June 2008 - August 2008
Job Vice President of Business Development, Wealth Management
Industry Investment Management
Experience
Bailard, Inc. March 2012 - Present
Bailard, Inc. July 2009 - March 2012
CLAREMONT CREEK VENTURES January 2009 - May 2009
CENTER FOR ENTREPRENEURSHIP AND TECHNOLOGY (CET) August 2006 - December 2008
WELLS FARGO WEALTH MANAGEMENT GROUP June 2008 - August 2008
NIERENBERG INVESTMENT MANAGEMENT COMPANY May 2006 - August 2006
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2008
B.S., Business Administration
Mountain View High School
Bailard, Inc. March 2012 - Present
Bailard, Inc. July 2009 - March 2012
CLAREMONT CREEK VENTURES January 2009 - May 2009
CENTER FOR ENTREPRENEURSHIP AND TECHNOLOGY (CET) August 2006 - December 2008
WELLS FARGO WEALTH MANAGEMENT GROUP June 2008 - August 2008
NIERENBERG INVESTMENT MANAGEMENT COMPANY May 2006 - August 2006
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2008
B.S., Business Administration
Mountain View High School
Carolyn Normand's Wells Fargo Wealth Management Group Experience April 2007 - February 2009
Job VP / Commercial Credit Manager at Rockland Trust
Industry Banking
Experience
Rockland Trust March 2015 - Present
Rockland Trust October 2013 - Present
People's United Bank October 2012 - October 2013
Sovereign Bank November 2009 - October 2012
Wells Fargo Wealth Management Group April 2007 - February 2009
Wells Fargo Business Direct February 2006 - April 2007
Wells Fargo Equity Direct April 2004 - February 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Consumer Lending, Retail Banking, Commercial Mortgages, Syndications, Non-profits, Asset Based Lending, Financial Analysis, Portfolio Management, Nonprofits
Education
New England College of Business and Finance 2010 — 2012
Master of Business Ethics and Compliance, 4.0
University of Massachusetts
Bachelor of Science, Accounting
Old Rochester Regional High
Rockland Trust March 2015 - Present
Rockland Trust October 2013 - Present
People's United Bank October 2012 - October 2013
Sovereign Bank November 2009 - October 2012
Wells Fargo Wealth Management Group April 2007 - February 2009
Wells Fargo Business Direct February 2006 - April 2007
Wells Fargo Equity Direct April 2004 - February 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Consumer Lending, Retail Banking, Commercial Mortgages, Syndications, Non-profits, Asset Based Lending, Financial Analysis, Portfolio Management, Nonprofits
Education
New England College of Business and Finance 2010 — 2012
Master of Business Ethics and Compliance, 4.0
University of Massachusetts
Bachelor of Science, Accounting
Old Rochester Regional High
Alejandro Aizpuru's Wells Fargo Wealth Management Group Experience June 2013 - Present
Job Senior Loan Underwriter, Assistant Vice President at Wells Fargo Wealth Management Group
Industry Banking
Experience
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
Kelly McNally Siegel Kelly McNally Siegel's Wells Fargo Wealth Management Group Experience 2008 - 2012
Job Vice President, Talent Initiatives Manager at Wells Fargo Insurance
Industry Banking
Experience
Wells Fargo Insurance August 2015 - Present
Wells Fargo Corporate Risk Program Office August 1996 - Present
Wells Fargo Wealth Management Group 2008 - 2012
Wells Fargo 2006 - 2008
Wells Fargo 1996 - 2008
Wells Fargo 2002 - 2006
Wells Fargo 1996 - 2001
Grant Community High School 1994 - 1996
Skills
Bilingual Proficiency, Training ROI, Presentations, Presenter, Speech Writing, Strategic Planning, Strategic Communications, Strategic Partnerships, Partnerships, Partnering, Vendor Management, Channel Partners, Partner Management, Change Management, Culture Change, Banking, Consumer Lending, Performance Management, Talent Management, Management, Leadership Development, Process Improvement, Project Management, Executive Management, Team Building, Integration, Integrated Marketing, Finance, Wealth Management, Loans, Relationship Management, Financial Services, Risk Management, Commercial Lending, Credit, Mortgage Lending, Portfolio Management, Mergers & Acquisitions, Strategy, Leadership, Management Consulting, Team Leadership, Operations Management
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Economics/Secondary Education
Grant Community High School
Wells Fargo Insurance August 2015 - Present
Wells Fargo Corporate Risk Program Office August 1996 - Present
Wells Fargo Wealth Management Group 2008 - 2012
Wells Fargo 2006 - 2008
Wells Fargo 1996 - 2008
Wells Fargo 2002 - 2006
Wells Fargo 1996 - 2001
Grant Community High School 1994 - 1996
Skills
Bilingual Proficiency, Training ROI, Presentations, Presenter, Speech Writing, Strategic Planning, Strategic Communications, Strategic Partnerships, Partnerships, Partnering, Vendor Management, Channel Partners, Partner Management, Change Management, Culture Change, Banking, Consumer Lending, Performance Management, Talent Management, Management, Leadership Development, Process Improvement, Project Management, Executive Management, Team Building, Integration, Integrated Marketing, Finance, Wealth Management, Loans, Relationship Management, Financial Services, Risk Management, Commercial Lending, Credit, Mortgage Lending, Portfolio Management, Mergers & Acquisitions, Strategy, Leadership, Management Consulting, Team Leadership, Operations Management
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Economics/Secondary Education
Grant Community High School
Natalie Cooper Mauer Natalie Cooper Mauer's Wells Fargo Wealth Management Group Experience October 1998 - July 2001
Job Participant Communications Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust August 2001 - October 2013
Wells Fargo Institutional Retirement & Trust July 2001 - August 2007
Wells Fargo Wealth Management Group October 1998 - July 2001
Skills
Corporate Communications, Microsoft Office, Public Relations, Media Relations, Financial Services, Social Media, Crisis Communications, Press Releases, Newsletters, Marketing, Editing, Social Media Marketing, Relationship Management, Content Management, Project Management, Communications Planning
Education
The College of New Jersey 1986 — 1991
Wells Fargo Institutional Retirement & Trust August 2001 - October 2013
Wells Fargo Institutional Retirement & Trust July 2001 - August 2007
Wells Fargo Wealth Management Group October 1998 - July 2001
Skills
Corporate Communications, Microsoft Office, Public Relations, Media Relations, Financial Services, Social Media, Crisis Communications, Press Releases, Newsletters, Marketing, Editing, Social Media Marketing, Relationship Management, Content Management, Project Management, Communications Planning
Education
The College of New Jersey 1986 — 1991
Allen E. Green Allen E. Green's Wells Fargo Wealth Management Group Experience March 2012 - Present
Job Real Estate Relationship Manager at Wells Fargo Wealth Management Group
Industry Investment Management
Experience
Wells Fargo Wealth Management Group March 2012 - Present
Downtown Austin Alliance November 2011 - Present
Congress for the New Urbanism August 2013 - Present
Real Estate Council of Austin 1990 - 2013
Allen E. Green, CCIM June 2009 - February 2012
Brotherhood of the Knights of the Vine 2011 - 2012
Wells Fargo Private Bank November 2008 - May 2009
Northern Trust May 2005 - October 2008
Long Center for the Performing Arts 2002 - 2006
Bank of America January 1997 - April 2005
Skills
Investments, Asset Managment, Real Estate, Portfolio Management, Investment Properties, Valuation, Real Estate Economics, Business Development, Strategy, Leases, Leadership, Property Management, Banking, Loans, Management, Negotiation, Commercial Real Estate, Brokerage, Non-profits, Project Management, Asset Management, Wealth Management, Finance, Nonprofits, Analysis, Disposition, Real Estate Transactions, Due Diligence, Financial Services, Property, Private Equity, Sales, Mergers & Acquisitions, CRM, Real Estate Financing, Real Estate Development, Acquisitions, Investors, Location Intelligence, Corporate Real Estate, Contract Negotiation, Land Acquisition, Lease Negotiations, Residential Homes, Real Property, Tenant Representation, Tenant, Lease Administration, Venture Capital, Sellers
Education
The University of Texas at Austin 1970 — 1974
BA, Philosophy
St. Mark's School of Texas
Wells Fargo Wealth Management Group March 2012 - Present
Downtown Austin Alliance November 2011 - Present
Congress for the New Urbanism August 2013 - Present
Real Estate Council of Austin 1990 - 2013
Allen E. Green, CCIM June 2009 - February 2012
Brotherhood of the Knights of the Vine 2011 - 2012
Wells Fargo Private Bank November 2008 - May 2009
Northern Trust May 2005 - October 2008
Long Center for the Performing Arts 2002 - 2006
Bank of America January 1997 - April 2005
Skills
Investments, Asset Managment, Real Estate, Portfolio Management, Investment Properties, Valuation, Real Estate Economics, Business Development, Strategy, Leases, Leadership, Property Management, Banking, Loans, Management, Negotiation, Commercial Real Estate, Brokerage, Non-profits, Project Management, Asset Management, Wealth Management, Finance, Nonprofits, Analysis, Disposition, Real Estate Transactions, Due Diligence, Financial Services, Property, Private Equity, Sales, Mergers & Acquisitions, CRM, Real Estate Financing, Real Estate Development, Acquisitions, Investors, Location Intelligence, Corporate Real Estate, Contract Negotiation, Land Acquisition, Lease Negotiations, Residential Homes, Real Property, Tenant Representation, Tenant, Lease Administration, Venture Capital, Sellers
Education
The University of Texas at Austin 1970 — 1974
BA, Philosophy
St. Mark's School of Texas
Wendy (Baumgarten) Burton's Wells Fargo Wealth Management Group Experience March 2007 - December 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Wells Fargo Wealth Management Group March 2007 - December 2007
U.S. Trust January 2002 - March 2007
Young & Roehr Group August 1998 - May 2001
Admarketing June 1996 - June 1997
Ogilvy & Mather - Los Angeles July 1994 - June 1996
Education
University of Phoenix 2001 — 2003
MBA
Brigham Young University 1986 — 1991
BA
Wells Fargo Wealth Management Group March 2007 - December 2007
U.S. Trust January 2002 - March 2007
Young & Roehr Group August 1998 - May 2001
Admarketing June 1996 - June 1997
Ogilvy & Mather - Los Angeles July 1994 - June 1996
Education
University of Phoenix 2001 — 2003
MBA
Brigham Young University 1986 — 1991
BA
Judith Wendt, CTFA's Wells Fargo Wealth Management Group Experience September 2000 - 2011
Job Professional Fiduciary
Industry Investment Management
Experience
Professional Fiduciary December 2011 - Present
Wells Fargo Wealth Management Group September 2000 - 2011
Windes & McClaughry Accountancy Corporation 1998 - 2000
McDermott Will & Emery 1995 - 1998
Gibson, Dunn & Crutcher LLP 1993 - 1995
Anaheim Union High School District 1979 - 1988
Skills
Estate Tax Planning, Estate Planning, Trusts, Wealth Management..., High Net Worth..., Asset Allocation, Wealth, Investment Advisory, Retirement Planning, Investment Management, Investment Strategies, Wealth Management, Trust Services, Securities
Education
University of California, Irvine 1991 — 1993
Certificate, ABA Approved Paralegal program
Arizona State University
B.A., English, History
Professional Fiduciary December 2011 - Present
Wells Fargo Wealth Management Group September 2000 - 2011
Windes & McClaughry Accountancy Corporation 1998 - 2000
McDermott Will & Emery 1995 - 1998
Gibson, Dunn & Crutcher LLP 1993 - 1995
Anaheim Union High School District 1979 - 1988
Skills
Estate Tax Planning, Estate Planning, Trusts, Wealth Management..., High Net Worth..., Asset Allocation, Wealth, Investment Advisory, Retirement Planning, Investment Management, Investment Strategies, Wealth Management, Trust Services, Securities
Education
University of California, Irvine 1991 — 1993
Certificate, ABA Approved Paralegal program
Arizona State University
B.A., English, History
Jana Wheatley's Wells Fargo Wealth Management Group Experience 1993 - 2008
Job Investor, Business Owner, Philantropist and most importantly, mother
Industry Consumer Services
Experience
Wheatley Properties LLC July 1996 - Present
TEAM GREEN, WHEATLEY GROUNDS MANAGEMENT CO 1994 - October 2014
Wells Fargo Wealth Management Group 1993 - 2008
Skills
Customer Service, Sales, Sales Management, Strategic Planning, New Business Development, Team Building, Marketing, Small Business, Account Management, Coaching, Budgets, Negotiation, Forecasting, Contract Negotiation, Business Development, Finance, Management, Marketing Strategy, Investments, Leadership, Public Speaking, Entrepreneurship
Education
Metropolitan State College of Denver 1999 — 2000
Certificate, Personal Financial Planning
University of Nebraska at Omaha 1990 — 1994
BSBA, Banking & Financial Markets
Wheatley Properties LLC July 1996 - Present
TEAM GREEN, WHEATLEY GROUNDS MANAGEMENT CO 1994 - October 2014
Wells Fargo Wealth Management Group 1993 - 2008
Skills
Customer Service, Sales, Sales Management, Strategic Planning, New Business Development, Team Building, Marketing, Small Business, Account Management, Coaching, Budgets, Negotiation, Forecasting, Contract Negotiation, Business Development, Finance, Management, Marketing Strategy, Investments, Leadership, Public Speaking, Entrepreneurship
Education
Metropolitan State College of Denver 1999 — 2000
Certificate, Personal Financial Planning
University of Nebraska at Omaha 1990 — 1994
BSBA, Banking & Financial Markets
May Harb Abudayyeh's Wells Fargo Wealth Management Group Experience 1980 - Present
Job Business Process Manager, Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
Wells Fargo March 2011 - Present
Wells Fargo Wealth Management Group 1980 - Present
Wells Fargo April 2005 - October 2006
First Interstate Bank 1983 - 1985
Skills
Banking, Financial Services, Credit, Risk Management, Loans
Education
San Diego State University-California State University 1976 — 1980
Wells Fargo October 2011 - Present
Wells Fargo March 2011 - Present
Wells Fargo Wealth Management Group 1980 - Present
Wells Fargo April 2005 - October 2006
First Interstate Bank 1983 - 1985
Skills
Banking, Financial Services, Credit, Risk Management, Loans
Education
San Diego State University-California State University 1976 — 1980
Kimberley Katherine Chow's Wells Fargo Wealth Management Group Experience July 2007 - July 2009
Job Attorney at California State Controllers Office
Industry Law Practice
Experience
California State Controllers December 2014 - Present
State Water Resources Control Board, Office of Enforcement March 2014 - August 2014
Defenders of Wildlife August 2013 - November 2013
California Air Resources Board, Office of Legal Affairs August 2012 - July 2013
California Air Resources Board, Office of Legal Affairs May 2011 - August 2012
Wells Fargo, Wealth Management Group July 2007 - July 2009
City of Irvine October 2005 - June 2006
Skills
Legal Writing, Legal Research, Lexis, Westlaw, Research, Policy Analysis, Administrative Law, Public Policy, Editing, Government, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Litigation Support, Legal Issues, Document Review, Legal Documents, Legislative Research
Education
University of the Pacific - McGeorge School of Law 2013 — 2014
Master of Laws (LL.M.), Water Resources Law
University of the Pacific - McGeorge School of Law 2009 — 2012
Doctor of Law (JD), Environmental Law
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), Sociology
California State Controllers December 2014 - Present
State Water Resources Control Board, Office of Enforcement March 2014 - August 2014
Defenders of Wildlife August 2013 - November 2013
California Air Resources Board, Office of Legal Affairs August 2012 - July 2013
California Air Resources Board, Office of Legal Affairs May 2011 - August 2012
Wells Fargo, Wealth Management Group July 2007 - July 2009
City of Irvine October 2005 - June 2006
Skills
Legal Writing, Legal Research, Lexis, Westlaw, Research, Policy Analysis, Administrative Law, Public Policy, Editing, Government, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Litigation Support, Legal Issues, Document Review, Legal Documents, Legislative Research
Education
University of the Pacific - McGeorge School of Law 2013 — 2014
Master of Laws (LL.M.), Water Resources Law
University of the Pacific - McGeorge School of Law 2009 — 2012
Doctor of Law (JD), Environmental Law
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), Sociology
Monica Shirley's Wells Fargo Wealth Management Group Experience October 2005 - December 2009
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
Julio A. Galindo's Wells Fargo Wealth Management Group Experience July 2005 - Present
Job Private Banker at Wells Fargo Wealth Management Group
Industry Banking
Experience
Wells Fargo Wealth Management Group July 2005 - Present
Education
Baruch College, City University of New York (CUNY)
Masters Degree in Administration
University of Illinois at Urbana-Champaign
Economics
Wells Fargo Wealth Management Group July 2005 - Present
Education
Baruch College, City University of New York (CUNY)
Masters Degree in Administration
University of Illinois at Urbana-Champaign
Economics
Liz Chai-Chang's Wells Fargo Wealth Management Group Experience May 2011 - Present
Job Senior Vice President Private Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo, Wealth Management Group May 2011 - Present
Wells Fargo January 2010 - May 2011
Wells Fargo Bank 1989 - 2009
Education
Ivey Business School at Western University
Wells Fargo, Wealth Management Group May 2011 - Present
Wells Fargo January 2010 - May 2011
Wells Fargo Bank 1989 - 2009
Education
Ivey Business School at Western University
Sarah Seger's Wells Fargo Wealth Management Group Experience May 2008 - July 2008
Job Director, Product Owner Commerce Products Group at Bestbuy.com
Industry Consumer Electronics
Experience
Best Buy October 2014 - Present
BestBuy.com October 2013 - October 2014
BestBuy.com April 2012 - October 2013
BestBuy.com August 2010 - April 2012
Bestbuy.com July 2008 - August 2010
Wells Fargo Wealth Management Group May 2008 - July 2008
Wells Fargo January 2005 - May 2008
Wells Fargo Home Mortgage October 2001 - January 2005
New Horizon Kids Quest, Inc August 1998 - September 2001
Skills
E-commerce, Agile, Retail, PMP, Agile Project Management, Team Leadership, Creative Problem Solving, Product Optimization, CSPO, Product Management, Communication Skills, Agile Methodologies, Program Management, Cross-functional Team..., Analytics, Process Improvement, Strategy, Business Analysis, Project Planning, Vendor Management, Project Management, Visio, Analysis, SharePoint, Requirements Analysis, SDLC, Software Development, Integration, PMO, Quality Assurance, Mobile Devices, Change Management, Team Management, Scrum, Software Project..., Training, Resource Management, Customer Experience, Business Process, Project Portfolio..., Business Intelligence, Business Process..., Requirements Gathering, Databases, Data Warehousing, Product Development
Education
University of Wisconsin-Eau Claire 2004 — 2006
MBA, Business Administration, Project Management
Minnesota State University, Mankato 1994 — 1998
BS, General Management, Economics, Human Resources
Project Management Institute
Project Management Professional (PMP)
Best Buy October 2014 - Present
BestBuy.com October 2013 - October 2014
BestBuy.com April 2012 - October 2013
BestBuy.com August 2010 - April 2012
Bestbuy.com July 2008 - August 2010
Wells Fargo Wealth Management Group May 2008 - July 2008
Wells Fargo January 2005 - May 2008
Wells Fargo Home Mortgage October 2001 - January 2005
New Horizon Kids Quest, Inc August 1998 - September 2001
Skills
E-commerce, Agile, Retail, PMP, Agile Project Management, Team Leadership, Creative Problem Solving, Product Optimization, CSPO, Product Management, Communication Skills, Agile Methodologies, Program Management, Cross-functional Team..., Analytics, Process Improvement, Strategy, Business Analysis, Project Planning, Vendor Management, Project Management, Visio, Analysis, SharePoint, Requirements Analysis, SDLC, Software Development, Integration, PMO, Quality Assurance, Mobile Devices, Change Management, Team Management, Scrum, Software Project..., Training, Resource Management, Customer Experience, Business Process, Project Portfolio..., Business Intelligence, Business Process..., Requirements Gathering, Databases, Data Warehousing, Product Development
Education
University of Wisconsin-Eau Claire 2004 — 2006
MBA, Business Administration, Project Management
Minnesota State University, Mankato 1994 — 1998
BS, General Management, Economics, Human Resources
Project Management Institute
Project Management Professional (PMP)
Lisa Symons's Wells Fargo Wealth Management Group Experience 2005 - 2008
Job Project Manager at Wells Fargo
Industry E-Learning
Experience
Wells Fargo Project ManagerWells Fargo Bank2005 - Present
Wells Fargo Wealth Management Group 2005 - 2008
Education
University of California, Santa Barbara 1985 — 1990
Wells Fargo Project ManagerWells Fargo Bank2005 - Present
Wells Fargo Wealth Management Group 2005 - 2008
Education
University of California, Santa Barbara 1985 — 1990
Jon Jewitt's Wells Fargo Wealth Management Group Experience January 2000 - Present
Job Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Management Group January 2000 - Present
Skills
Portfolio Management, Asset Managment, Investments, Asset Allocation, Asset Management, Wealth Management, Fixed Income, Investment Strategies, Alternative Investments, Equities, Equity Research, Series 7
Education
University of California, San Diego 1996 — 2000
Bachelor of Science, Management Science
Wells Fargo Wealth Management Group January 2000 - Present
Skills
Portfolio Management, Asset Managment, Investments, Asset Allocation, Asset Management, Wealth Management, Fixed Income, Investment Strategies, Alternative Investments, Equities, Equity Research, Series 7
Education
University of California, San Diego 1996 — 2000
Bachelor of Science, Management Science
Colleen Chlapowski's Wells Fargo Wealth Management Group Experience June 2007 - Present
Job Learning & Development Consultant at Wells Fargo Wealth Management Group Affluent Customer Segment
Industry Financial Services
Experience
Wells Fargo Wealth Management Group June 2007 - Present
Wells Fargo Investments March 2004 - June 2007
Wells Fargo January 2003 - March 2004
Wells Fargo 1997 - 2003
Skills
Coaching, Leadership, Financial Services, Finance, Strategic Planning, Series 7, Series 63, Loans, Credit, Wealth Management, Performance Consulting, Sales
Education
Montana State University-Billings 1984 — 1991
Bachelor of Science, Marketing/Management
Wells Fargo Wealth Management Group June 2007 - Present
Wells Fargo Investments March 2004 - June 2007
Wells Fargo January 2003 - March 2004
Wells Fargo 1997 - 2003
Skills
Coaching, Leadership, Financial Services, Finance, Strategic Planning, Series 7, Series 63, Loans, Credit, Wealth Management, Performance Consulting, Sales
Education
Montana State University-Billings 1984 — 1991
Bachelor of Science, Marketing/Management
Anil Etukuri's Wells Fargo Wealth Management Group Experience September 2010 - February 2011
Job Senior PeopleSoft Techno functional Consultant at Wells Fargo Treasury Management
Industry Information Technology and Services
Experience
Wells Fargo -Treasury Management Client Services March 2011 - Present
Apple 2013 - 2013
Wells Fargo - Wealth Management Group September 2010 - February 2011
Azusa pacific university March 2010 - September 2010
Wells Fargo -Treasury Management Client Services July 2008 - February 2010
Corinthian Colleges March 2008 - June 2008
Lending Tree April 2007 - February 2008
Wells Fargo- Wealth Management Group September 2005 - March 2007
IGATE Global Solutions. December 2001 - May 2005
Skills
PeopleTools, PeopleCode, SQR, PeopleSoft, SDLC, Requirements Analysis, Crystal Reports, Oracle, Software Project..., SQL, Requirements Gathering, ERP
Education
Madurai Kamaraj University 1997 — 2000
Masters, Computer Science
Acharya Nagarjuna University 1994 — 1997
Bachelor, Computer Science
Wells Fargo -Treasury Management Client Services March 2011 - Present
Apple 2013 - 2013
Wells Fargo - Wealth Management Group September 2010 - February 2011
Azusa pacific university March 2010 - September 2010
Wells Fargo -Treasury Management Client Services July 2008 - February 2010
Corinthian Colleges March 2008 - June 2008
Lending Tree April 2007 - February 2008
Wells Fargo- Wealth Management Group September 2005 - March 2007
IGATE Global Solutions. December 2001 - May 2005
Skills
PeopleTools, PeopleCode, SQR, PeopleSoft, SDLC, Requirements Analysis, Crystal Reports, Oracle, Software Project..., SQL, Requirements Gathering, ERP
Education
Madurai Kamaraj University 1997 — 2000
Masters, Computer Science
Acharya Nagarjuna University 1994 — 1997
Bachelor, Computer Science
Kimberly Mawk's Wells Fargo Wealth Management Group Experience February 2012 - July 2015
Job Wealth Advisor Client Associate at BMO Private Bank
Industry Financial Services
Experience
BMO Private Banking July 2015 - Present
Wells Fargo Wealth Management Group February 2012 - July 2015
Wachovia May 2008 - February 2012
Bank of America January 1998 - September 2002
Skills
Loans, Consumer Lending, Credit, Banking, Series 6, Commercial Banking, Series 63, Life Insurance, Finance, Retail Banking, Relationship Management, Customer Service, Financial Services
Education
Glendale Community College
BMO Private Banking July 2015 - Present
Wells Fargo Wealth Management Group February 2012 - July 2015
Wachovia May 2008 - February 2012
Bank of America January 1998 - September 2002
Skills
Loans, Consumer Lending, Credit, Banking, Series 6, Commercial Banking, Series 63, Life Insurance, Finance, Retail Banking, Relationship Management, Customer Service, Financial Services
Education
Glendale Community College
Jennifer Speros's Wells Fargo Wealth Management Group Experience June 2006 - Present
Job Private Banker at Wells Fargo Wealth Management Group
Industry Banking
Experience
Wells Fargo Wealth Management Group June 2006 - Present
Wells Fargo Bank August 2002 - May 2006
Wells Fargo Bank September 1998 - July 2002
Education
University of Phoenix 2007 — 2009
BS, Business Management
University of Phoenix 2007 — 2009
Business Management
Wells Fargo Wealth Management Group June 2006 - Present
Wells Fargo Bank August 2002 - May 2006
Wells Fargo Bank September 1998 - July 2002
Education
University of Phoenix 2007 — 2009
BS, Business Management
University of Phoenix 2007 — 2009
Business Management
Mark Warmouth's Wells Fargo Wealth Management Group Experience 2007 - Present
Job Vice President at Wachovia
Industry Financial Services
Experience
Wachovia Project ManagerWachovia Wealth Management2007 - Present
Wachovia Bank, Charlotte, NC 2007 - Present
Wells Fargo Wealth Management Group 2007 - Present
Wells Fargo 2007 - 2010
Education
Depaul University
Wachovia Project ManagerWachovia Wealth Management2007 - Present
Wachovia Bank, Charlotte, NC 2007 - Present
Wells Fargo Wealth Management Group 2007 - Present
Wells Fargo 2007 - 2010
Education
Depaul University
Harlen Morales's Wells Fargo Wealth Management Group Experience July 2008 - September 2012
Job Freelance Videographer at TriValley Community Television
Industry Motion Pictures and Film
Experience
Tri-Valley Community Television September 2014 - Present
Marquee Cinematography January 2014 - Present
Freelance Videographer for First Scout Productions July 2014 - July 2014
Cardno ENTRIX September 2012 - November 2013
Wells Fargo Wealth Management Group July 2008 - September 2012
Wells Fargo Home Mortgage July 2005 - May 2008
New Century Mortgage August 2003 - July 2005
Lowe's August 2002 - August 2003
The Astrup Company June 2001 - July 2002
Skills
Program Management, Management, Outlook, Microsoft Excel, Software Documentation, Customer Service, Finance, Budgets, Accounts Receivable, Time Management, Sales, Credit, Loans, Mortgage Lending, Customer Satisfaction, Invoicing, Policy, Real Estate, Data Analysis, Editing, Microsoft Word, Microsoft Office, Team Building, Project Management, Final Cut Pro, Social Media, Advertising, Public Speaking, Team Leadership
Education
California State University-East Bay 2000 — 2003
B.A., Communications
Chabot College 1998 — 2000
A.A., Liberal Studies
Logan High School
Logan High School
Tri-Valley Community Television September 2014 - Present
Marquee Cinematography January 2014 - Present
Freelance Videographer for First Scout Productions July 2014 - July 2014
Cardno ENTRIX September 2012 - November 2013
Wells Fargo Wealth Management Group July 2008 - September 2012
Wells Fargo Home Mortgage July 2005 - May 2008
New Century Mortgage August 2003 - July 2005
Lowe's August 2002 - August 2003
The Astrup Company June 2001 - July 2002
Skills
Program Management, Management, Outlook, Microsoft Excel, Software Documentation, Customer Service, Finance, Budgets, Accounts Receivable, Time Management, Sales, Credit, Loans, Mortgage Lending, Customer Satisfaction, Invoicing, Policy, Real Estate, Data Analysis, Editing, Microsoft Word, Microsoft Office, Team Building, Project Management, Final Cut Pro, Social Media, Advertising, Public Speaking, Team Leadership
Education
California State University-East Bay 2000 — 2003
B.A., Communications
Chabot College 1998 — 2000
A.A., Liberal Studies
Logan High School
Logan High School
Jeff Pittman's Wells Fargo Wealth Management Group Experience January 2004 - October 2011
Job Executive Vice President, Director of Wealth Management at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust November 2011 - Present
Wells Fargo Wealth Management Group January 2004 - October 2011
Wells Fargo Investments January 1999 - January 2004
Wells Fargo Investments July 1992 - December 1998
PAMCO Securities October 1990 - June 1992
IDS Financial Services September 1989 - October 1990
Education
Loyola Marymount University 2000 — 2002
MBA, Finance
California State University-Long Beach 1979 — 1985
B.A., Communications
Savannah High 1977 — 1979
High School Diploma
College for Financial Planning
CFP(R), Financial Planning
Investment Management Consultants Association
CIMC®, CPWA®, Investments
Montecito Bank & Trust November 2011 - Present
Wells Fargo Wealth Management Group January 2004 - October 2011
Wells Fargo Investments January 1999 - January 2004
Wells Fargo Investments July 1992 - December 1998
PAMCO Securities October 1990 - June 1992
IDS Financial Services September 1989 - October 1990
Education
Loyola Marymount University 2000 — 2002
MBA, Finance
California State University-Long Beach 1979 — 1985
B.A., Communications
Savannah High 1977 — 1979
High School Diploma
College for Financial Planning
CFP(R), Financial Planning
Investment Management Consultants Association
CIMC®, CPWA®, Investments
Andy Suarez's Wells Fargo Wealth Management Group Experience May 2012 - December 2014
Job Investment Consultant Trainee
Industry Financial Services
Experience
Scottrade August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Wealth Management Group May 2012 - December 2014
Wells Fargo Advisors October 2008 - May 2012
Wells Fargo April 2007 - October 2008
Skills
Wealth Management, Retirement, Portfolio Management, Investments, Financial Analysis, Customer Service, Microsoft Office, Management, Finance, Banking, Financial Services, Insurance, Credit, Sales, Risk Management, Loans, Relationship Management, Financial Planning, Retirement Planning
Education
ABA Trust School 2013 — 2015
Trust Certifications I, II
Appalachian State University 2002 — 2006
Business
West Forsyth High School
Scottrade August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Wealth Management Group May 2012 - December 2014
Wells Fargo Advisors October 2008 - May 2012
Wells Fargo April 2007 - October 2008
Skills
Wealth Management, Retirement, Portfolio Management, Investments, Financial Analysis, Customer Service, Microsoft Office, Management, Finance, Banking, Financial Services, Insurance, Credit, Sales, Risk Management, Loans, Relationship Management, Financial Planning, Retirement Planning
Education
ABA Trust School 2013 — 2015
Trust Certifications I, II
Appalachian State University 2002 — 2006
Business
West Forsyth High School
Jean Lewis's Wells Fargo Wealth Management Group Experience 2006 - 2009
Job VP/Wealth Management Advisor
Industry Financial Services
Experience
U.S. Bank Private Client Reserve April 2014 - Present
Key Private Bank September 2009 - April 2014
Key Private Bank 2009 - April 2014
Wells Fargo March 2006 - May 2009
Wells Fargo Wealth Management Group 2006 - 2009
US Bank Private Client Group 2000 - 2006
Skills
Wealth Management, Strategic Financial..., Loans, Banking, Private Banking, Estate Planning, Finance, Investments, Asset Allocation, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Asset Management, Commercial Lending
Education
University of Minnesota 1998 — 2000
Bachelors, Economics
University of Kansas 1996 — 1998
U.S. Bank Private Client Reserve April 2014 - Present
Key Private Bank September 2009 - April 2014
Key Private Bank 2009 - April 2014
Wells Fargo March 2006 - May 2009
Wells Fargo Wealth Management Group 2006 - 2009
US Bank Private Client Group 2000 - 2006
Skills
Wealth Management, Strategic Financial..., Loans, Banking, Private Banking, Estate Planning, Finance, Investments, Asset Allocation, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Asset Management, Commercial Lending
Education
University of Minnesota 1998 — 2000
Bachelors, Economics
University of Kansas 1996 — 1998
Heidi Tilton's Wells Fargo Wealth Management Group Experience 1995 - Present
Job Trust & Fiduciary Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 1995 - Present
Wells Fargo Wealth Management Group 1995 - Present
Skills
fluent in German, Strategic Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
MBA, Operations Management, Human Resources
Wells Fargo September 1995 - Present
Wells Fargo Wealth Management Group 1995 - Present
Skills
fluent in German, Strategic Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
MBA, Operations Management, Human Resources
Leo Hamill's Wells Fargo Wealth Management Group Experience 2002 - 2006
Job SVP, CFA, Regional Manager at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
Ryan M. Maley, CFP®'s Wells Fargo Wealth Management Group Experience January 2007 - Present
Job Wells Fargo Private Bank Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management Group January 2007 - Present
JPMorgan Chase - (Washington Mutual Bank) January 1999 - January 2005
Skills
CERTIFIED FINANCIAL..., Banking, Investments, Insurance Planning, Estate Tax Planning, Strategic Financial..., Financial Planners, Credit, Loans, Mutual Funds, Relationship Management, Asset Allocation, Finance, Estate Planning, Retirement Planning, Wealth Management, Credit Analysis, Mortgage Lending, Private Banking, Portfolio Management, Series 7, Investment Advisory, Commercial Lending, Financial Planning
Education
University of California, Los Angeles 2009 — 2010
Financial Planning, Financial Planning
California Lutheran University 2000 — 2003
Bachelor of Science, Business Management/ Finance
Wells Fargo Wealth Management Group January 2007 - Present
JPMorgan Chase - (Washington Mutual Bank) January 1999 - January 2005
Skills
CERTIFIED FINANCIAL..., Banking, Investments, Insurance Planning, Estate Tax Planning, Strategic Financial..., Financial Planners, Credit, Loans, Mutual Funds, Relationship Management, Asset Allocation, Finance, Estate Planning, Retirement Planning, Wealth Management, Credit Analysis, Mortgage Lending, Private Banking, Portfolio Management, Series 7, Investment Advisory, Commercial Lending, Financial Planning
Education
University of California, Los Angeles 2009 — 2010
Financial Planning, Financial Planning
California Lutheran University 2000 — 2003
Bachelor of Science, Business Management/ Finance
Raylene Roach's Wells Fargo Wealth Management Group Experience April 1996 - July 2002
Job
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2012 - May 2014
Wells Fargo Home Mortgage- Private Mortgage Banking October 2004 - March 2011
Wells Fargo Home Mortgage - Private Mortgage Banking July 2002 - October 2004
Wells Fargo - Wealth Management Group April 1996 - July 2002
First Interstate Bank - Wells Fargo - Private Client Services July 1990 - April 1996
Skills
Credit Risk, Public Speaking, Written & Oral..., Talent Acquisition, Commercial Lending, Investment Management..., Operations Management, Tax Analysis, Managing Project Budgets, Construction Budgets, New Home Construction..., Customer Service, Retention Management, New Business Development, Mortgage Underwriting
Education
University of Nevada-Reno 1990 — 1995
Business and Journalism
Wells Fargo Home Mortgage November 2012 - May 2014
Wells Fargo Home Mortgage- Private Mortgage Banking October 2004 - March 2011
Wells Fargo Home Mortgage - Private Mortgage Banking July 2002 - October 2004
Wells Fargo - Wealth Management Group April 1996 - July 2002
First Interstate Bank - Wells Fargo - Private Client Services July 1990 - April 1996
Skills
Credit Risk, Public Speaking, Written & Oral..., Talent Acquisition, Commercial Lending, Investment Management..., Operations Management, Tax Analysis, Managing Project Budgets, Construction Budgets, New Home Construction..., Customer Service, Retention Management, New Business Development, Mortgage Underwriting
Education
University of Nevada-Reno 1990 — 1995
Business and Journalism
Richard Durkin's Wells Fargo Wealth Management Group Experience July 2002 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo - Wealth Management Group July 2002 - June 2009
Skills
Mortgage Lending, Customer Service, Financial Services, Investment Management, Loans, Team Building, Private Banking, Sales
Education
Colorado State University
Wells Fargo - Wealth Management Group July 2002 - June 2009
Skills
Mortgage Lending, Customer Service, Financial Services, Investment Management, Loans, Team Building, Private Banking, Sales
Education
Colorado State University
Carson Schmitz's Wells Fargo Wealth Management Group Experience April 2012 - Present
Job Private Banker at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Wealth Management Group April 2012 - Present
Wells Fargo August 2007 - April 2012
Wells Fargo May 2005 - August 2007
Education
Texas Tech University
Bachelor of Arts (B.A.), Accounting and Finance
Texas Tech University
Master of Business Administration (MBA)
Wells Fargo Wealth Management Group April 2012 - Present
Wells Fargo August 2007 - April 2012
Wells Fargo May 2005 - August 2007
Education
Texas Tech University
Bachelor of Arts (B.A.), Accounting and Finance
Texas Tech University
Master of Business Administration (MBA)
Femi Lawal's Wells Fargo Wealth Management Group Experience April 2007 - January 2008
Job Securities Operational Specialist at WellsFargo Shareowners Services
Industry Higher Education
Experience
Metropolitan State University January 2012 - Present
Metro Social Services January 2008 - January 2012
Wells Fargo Wealth Management Group April 2007 - January 2008
Skills
Higher Education, Public Speaking, Teaching, Research, Leadership Development, Leadership, Community Outreach, Microsoft Office, Adult Education, Program Development, PowerPoint, Student Affairs, Nonprofits, Training
Education
Metropolitan State University 2011 — 2014
Bachelor's degree, Accounting
Century College 2007 — 2011
Associate's degree, Accounting
Metropolitan State University January 2012 - Present
Metro Social Services January 2008 - January 2012
Wells Fargo Wealth Management Group April 2007 - January 2008
Skills
Higher Education, Public Speaking, Teaching, Research, Leadership Development, Leadership, Community Outreach, Microsoft Office, Adult Education, Program Development, PowerPoint, Student Affairs, Nonprofits, Training
Education
Metropolitan State University 2011 — 2014
Bachelor's degree, Accounting
Century College 2007 — 2011
Associate's degree, Accounting