Wells Winfrey

Vp/director, Sales Trader at AB Bernstein

Wells Winfrey began their work experience in 2005 as an Assistant Analyst at Omnicom before transitioning to AB Bernstein in 2007. At AB Bernstein, Wells held the role of Institutional Sales from February 2007 to January 2010, and then progressed to become a VP/Director, Sales Trader from February 2010 onwards.

Wells Winfrey attended The Hotchkiss School from 1998 to 2001. After that, they pursued a Bachelor of Arts degree in English from Trinity College-Hartford, which they completed in the years 2001 to 2005. In addition to their formal education, Wells Winfrey has obtained certifications in various financial and securities-related exams, such as the Equity Trader Limited Representative Exam, General Securities Representative Exam, New Entrants Course (NEC) Exam, and Uniform Securities Agent State Law Exam. The institutions where they obtained these certifications include the Financial Industry Regulatory Authority (FINRA) and the Canadian Securities Institute (CSI). The specific months and years when they obtained these certifications are not provided.

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Timeline

  • Vp/director, Sales Trader

    February, 2010 - present

  • Institutional Sales

    February, 2007