Kevin Picard

Supervisory Control Specialist at Wells Fargo Advisors

Role: Supervisory Control Specialist at Wells Fargo Advisors
Location: Clearwater, FL, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Kevin Picard

Dynamic, results-driven professional committed to elevating team performance and driving…

Experience

Supervisory Control Specialist
Wells Fargo Advisors
May 2025 — Present · Clearwater, FL, US

Education

University of South Florida
Bachelor's Degree
2004 — 2009
Argosy University
Masters of Business Administration, MBA
2009 — 2011

Skills

Corporate Actions
Finra
Securities
Finance
Withholding
Analysis
Validation
Collaboration
Process Improvement
Equities
Microsoft Office
Series 9
Organizational Commitment
Accounting
Data Analysis
Tax
Series 10
Enrichment
Series 7
Account Reconciliation
Series 66
Software Implementation
Financial Analysis
Internal Revenue Code
Investments
Tactical Communications
Tax Forms
Microsoft Excel
Research
Work Ethic
Banking
Mutual Funds
Exceeding Expectations
Financial Statements

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Kevin Picard

Experience

Supervisory Control Specialist

Education

University of South Florida

Argosy University

Skills

Find verified contacts for anyone on LinkedIn