Wells Fargo 2008 - 2013
Operations Manager, Vice President
First Union Securities Jun 1997 - Jan 1999
Supervisor, Assistant Vice President
Pershing & Co Jul 1985 - May 1997
Supervisor, Officer
Skills:
Investments Wealth Management Business Analysis Securities Series 7 Management Business Development Budgets Mergers and Acquisitions Financial Services Retirement Planning Risk Management Financial Risk Finance
Wells Fargo Advisors LLC St. Louis, MO 2008 to 2013 Operations Manager, VPWachovia Securities LLC Richmond, VA 1999 to 2008 Operations Manager, VPFirst Union Brokerage Securities Charlotte, NC 1997 to 1999 Supervisor, AVPPershing & Co Jersey City, NJ 1985 to 1997 Supervisor, Officer