Resumes
Resumes
Managing Director-Complex Manager At Wells Fargo Advisors
View pageLocation:
102 east Main St, Emmett, ID 83617
Industry:
Financial Services
Work:
Wells Fargo Advisors
Managing Director-Complex Manager at Wells Fargo Advisors
Wells Fargo Advisors May 2016 - Mar 2018
Vice President, Regional Brokerage Manager
Wells Fargo Advisors Nov 1, 2014 - Apr 2016
Associate Manager- First Vice President
Wells Fargo Dec 2010 - Oct 2014
Productivity Consultant
Wells Fargo Jun 2008 - Dec 2010
Internal Business Development Consultant at Wells Fargo Advisors
Managing Director-Complex Manager at Wells Fargo Advisors
Wells Fargo Advisors May 2016 - Mar 2018
Vice President, Regional Brokerage Manager
Wells Fargo Advisors Nov 1, 2014 - Apr 2016
Associate Manager- First Vice President
Wells Fargo Dec 2010 - Oct 2014
Productivity Consultant
Wells Fargo Jun 2008 - Dec 2010
Internal Business Development Consultant at Wells Fargo Advisors
Education:
Southern Virginia University 1999 - 2006
Bachelors, Bachelor of Arts, Finance The Walker School 1986 - 1999
Southern Virginia University 1994 - 1998
Bachelors, Bachelor of Arts
Bachelors, Bachelor of Arts, Finance The Walker School 1986 - 1999
Southern Virginia University 1994 - 1998
Bachelors, Bachelor of Arts
Skills:
Investments
Retirement Planning
Leadership
Securities
Financial Analysis
Sales
Mutual Funds
Strategic Planning
Business Development
Sales Presentations
Territory Management
Sales Force Development
Practice Management
Investment Planning
Retirement Planning
Leadership
Securities
Financial Analysis
Sales
Mutual Funds
Strategic Planning
Business Development
Sales Presentations
Territory Management
Sales Force Development
Practice Management
Investment Planning
Interests:
Family
Coin Collecting
Service
Volunteering
Investing
Soccer
Boy Scouts of America Association
Camping
Faith
Philanthropy
Coin Collecting
Service
Volunteering
Investing
Soccer
Boy Scouts of America Association
Camping
Faith
Philanthropy
Languages:
French
English
English
Certifications:
Arizona Insurance License
Series 7
Series 63
Series 9
Series 10
Series 65
License 1144462
Series 7
Series 63
Series 9
Series 10
Series 65
License 1144462