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Kenneth R. Wolf, CPA

Kenneth R. Wolf, CPA

Wealthcare Analyst

Ken served as Managing Director and Treasurer of Wachovia Securities, now Wells Fargo Advisors, the nation's third largest retail brokerage firm. At Wachovia Securities, he was responsible for external bank relationships and funding, short and long term balance sheet management, cash management, net interest income, and financial and regulatory capital management. During his 16-year career with the firm and its predecessors, he also served as Director of Financial Planning and Analysis, with responsibility for profitability analysis of acquisitions and firm initiatives, and as Chairman of the firm's Benefits Committee.

Ken is a Certified Public Accountant and a Certified Treasury Professional. He holds a BS degree in Finance and an MBA from Virginia Commonwealth University.

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