Financial Advisor at Wells Fargo Advisors, LLC, Financial Advisor at Wells Fargo Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work:
Wells Fargo Advisors, LLC - Mequon, WI since May 2013
Financial Advisor
Wells Fargo Advisors since May 2013
Financial Advisor
Morgan Stanley Wealth Management Jan 2009 - May 2013
Financial Advisor, (CRPC) Chartered Retirement Planning Counselor(SM)
Merrill Lynch Feb 2004 - Jan 2009
Financial Advisor
Charles Schwab - Schwab Capital Markets 1996 - 2003
Senior Equity Trader (Market Maker)
Education:
The Ohio State University 1990 - 1994
BA, communication, finance
Skills:
Retirement and Income Planning Business Retirement Plans Wealth Management 401k Rollovers Asset Allocation Business Succession Planning Alternative Investments Life Insurance
Interests:
golf, tennis, spending time with the family
Information Systems Manager At Medical College Of Wisconsin
Information Systems Manager at Medical College of Wisconsin
Location:
Greater Milwaukee Area
Industry:
Biotechnology
Work:
Medical College of Wisconsin - Greater Milwaukee Area since Nov 2009
Information Systems Manager
Medical College of Wisconsin - Greater Milwaukee Area Jul 2007 - Nov 2009
Programmer Analyst III
University of Alabama at Birmingham Sep 2005 - Jun 2009
Consultant
Medical College of Wisconsin - Greater Milwaukee Area Mar 2004 - Jul 2007
Programmer Analyst II
Medical College of Wisconsin - Greater Milwaukee Area Sep 2002 - Mar 2004
Scientific Database Analyst
Education:
Carroll University 2005 - 2011
MSE, Master of Software Engineering
Lakeland College 1997 - 2001
BA, Majors: Chemistry and Computer Science
Honor & Awards:
Misc Experience:
- 2008 "Biological Databases and Database Tools" course from Johns Hopkins Bioinformatics Masters program
- 2006 & 2007 Field Guide to NCBI Molecular Biology Resources
- June 3-8, 2006, Indian Wells, California, FASEB Poxvirus Research Conference Poster: "Vaccinia Virus Knowledge Database: An Internet-Accessible, Manually-Curated Database of the Empirical Properties of the Vaccinia Virus Proteome"
- 2005 Project Management Associates Certificate from Milwaukee School of Engineering
- 1999 Lakeland College Outstanding Student Award in Chemistry
Wantagh Elementary School Wantagh NY 1982-1987, Hemlock Park Elementary School Brentwood NY 1987-1988, Southwest Elementary School Bay Shore NY 1988-1989, West Junior High School Brentwood NY 1989-1991, Brentwood Freshman Center Brentwood NY 1991-1992
Community:
Steve Geant, Milagros Otero, La Diaz, Jacquline Portugal, Nahum Turcios, Debbie Ramo, Carol Rodriguez