Daniel Keith Speirsm
Chief Executive Officer at Cerro Pacific Wealth Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Craig Ray Swann | M | - |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 8 years |
| Mitchell Ross Pindus | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 14 years |
| Stephanie Ackler | F | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 8 years |
| Lincoln Blaine Yersin | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 13 years |
| Nathan Douglas Golz | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 14 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mary Mack | F | 61 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | - |
| David Kowach | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 10 years |
| Peter J. Deakos | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 7 years |
| Eun-Young Cha | M | 61 |
University of San Diego
| 3 years |
| James Paquette | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 8 years |
| Roger Thornton | M | - |
San Jose State University
| 12 years |
| Jay Scott Welker | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 3 years |
| Christopher Thomas | M | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 12 years |
| Jonathan Silverstein | M | 57 |
University of San Diego
| 3 years |
| Danny Ludeman | M | 67 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 4 years |
| Bruce Reznik | M | - |
University of San Diego
| 3 years |
| Rolland B. Johns | M | 54 |
University of San Diego
| 2 years |
| Conn R. Flanigan | M | 55 |
University of San Diego
| 4 years |
| Tony Lombardo | M | - |
University of San Diego
| 4 years |
| Elizabeth Hougen | F | 62 |
University of San Diego
| 3 years |
| Eric D. Shevin | M | 59 |
University of San Diego
| 3 years |
| John Schmieder | M | 55 |
University of San Diego
| 4 years |
| Thomas F. Lebens | M | - |
University of San Diego
| 3 years |
| Scott Huckleberry | M | - |
University of San Diego
| 4 years |
| Michael DeMayo | M | 65 |
University of San Diego
| 3 years |
| Theresa A. Cherry | F | - |
University of San Diego
| 4 years |
| Christina Mayo | F | - |
University of San Diego
| 4 years |
| Mishaal Mussaid Al-Usaimi | M | - |
University of San Diego
| 4 years |
| Clint S. Wetmore | M | - |
University of San Diego
| 4 years |
| Terry Moore | M | - |
University of San Diego
| 2 years |
| Van A. Tengberg | M | - |
University of San Diego
| 3 years |
| Nadimeh Mehra | F | - |
University of San Diego
| 4 years |
| Ling Luan | M | 63 |
San Jose State University
| 2 years |
| Xiao Wen Huang | F | 50 |
San Jose State University
| 3 years |
| Frank Carbajal | M | - |
San Jose State University
| 2 years |
| Dominic Nicoli | M | - |
San Jose State University
| 4 years |
| Philip Palumbo | M | - |
University of San Diego
| 4 years |
| Amy Salvatore | F | - |
University of San Diego
| 4 years |
| Jared Elson | M | - |
San Jose State University
| 4 years |
| Mike Nelson | M | - |
University of San Diego
| 4 years |
| Dick Wai Mak | M | 51 |
University of San Diego
| 4 years |
| Lynh Severson | F | - |
San Jose State University
| 5 years |
| Brian A. Lebrecht | M | - |
University of San Diego
| 4 years |
| Willey Julie | F | - |
San Jose State University
| 6 years |
| Lu Chang | F | 49 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | 10 years |
| Doug Folden | M | - |
San Jose State University
| 3 years |
| John F. Golembesky | M | - |
University of San Diego
| 4 years |
| Kevin Barrett | M | - |
University of San Diego
| 4 years |
| Virgil Enriquez | M | 56 |
University of San Diego
| 4 years |
| Wai Sun Fok | M | 51 |
San Jose State University
| 4 years |
| Chu Shing Ip | M | 53 |
San Jose State University
| 4 years |
| Samir Kaji | M | - |
San Jose State University
| 4 years |
| Michelle Leighton | F | - |
University of San Diego
| 3 years |
| Jason Allen | M | - |
San Jose State University
| 4 years |
| Henry James Darcey | M | - |
University of San Diego
| 5 years |
| Encik Saffie bin Bakar | M | 71 |
University of San Diego
| 2 years |
| Jamie Cuellar | M | - |
University of San Diego
| 4 years |
| Susan Knudson | F | 60 |
University of San Diego
| 4 years |
| Karl Wiersholm | M | 61 |
University of San Diego
| 4 years |
| Steven Osgood | M | 67 |
University of San Diego
| 2 years |
| Mark Draper Flint | M | - |
University of San Diego
| 5 years |
| Jim Abbott | M | 50 |
University of San Diego
| 4 years |
| Dick Pfister | M | - |
University of San Diego
| 4 years |
| Gloria M. Sanchez | F | - |
University of San Diego
| 4 years |
| Uzi Zimmerman | M | - |
University of San Diego
| 4 years |
| John E. Dawson | M | 47 |
University of San Diego
| 3 years |
| Dana Gross | F | 56 |
San Jose State University
| 1 years |
| Ana Wiechers Marshall | F | - |
University of San Diego
| 4 years |
| Marc D. Callipari | M | 56 |
University of San Diego
| 4 years |
| Robert L. Caret | M | 77 |
San Jose State University
| 8 years |
| Robert Gifford | M | 66 |
San Jose State University
| 4 years |
| Michael L. Magerman | M | 61 |
University of San Diego
| 2 years |
| Michael N. Stefanoudakis | M | 53 |
University of San Diego
| 4 years |
| Gary M. Erickson | M | - |
University of San Diego
| 1 years |
| John H. Robison | M | 93 |
San Jose State University
| 3 years |
| Matthew Edward Hastings | M | - |
University of San Diego
| 4 years |
| Josh Freedman | M | - |
University of San Diego
| 4 years |
| Valerie V. Vekkos | F | - |
University of San Diego
| 3 years |
| Jim A. Spina | M | - |
University of San Diego
| 5 years |
| Marc Christopher Seward | M | 55 |
University of San Diego
| 2 years |
| George A. Hervey | M | - |
San Jose State University
| 3 years |
| Alfonso de la Nuez Magarzo | M | 51 |
San Jose State University
| 4 years |
| Eric Lochtefeld | M | - |
University of San Diego
| 4 years |
| Abdulwahab Ahmed Abdulwahab Al-Naqib | M | - |
University of San Diego
| 4 years |
| Thomas D. Franklin | M | - |
University of San Diego
| 4 years |
| John Penrith | M | 55 |
University of San Diego
| 4 years |
| Ron Kundich | M | 53 |
San Jose State University
| 2 years |
| Michael Fritz Herbert Bonte Friedheim | M | 58 |
University of San Diego
| 5 years |
| Jeffrey J. Steen | M | - |
University of San Diego
| 4 years |
| Frank Reilly | M | - |
University of San Diego
| 1 years |
| Maria C. Roberts | F | - |
University of San Diego
| 3 years |
| Robert P. Troy | M | - |
University of San Diego
| 3 years |
| John Schmid | M | 61 |
University of San Diego
| 2 years |
| Garrett Edward Tripp | M | - |
University of San Diego
| 4 years |
| Keith H. Sutton | M | - |
University of San Diego
| 2 years |
| Brian J. Quinn | M | - |
University of San Diego
| 4 years |
| Ashley Jones Guerra | F | - |
University of San Diego
| 4 years |
| Jack R. Mitchell | M | 68 |
University of San Diego
| 3 years |
| Brandt Brereton | M | - |
San Jose State University
| 10 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Daniel Keith Speirsm
- Personal Network
