Wes Gade
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Wes Gade Email & Phone Number

Shareholder Services, Ultimus Fund Solutions. FINRA SIE & Series 6. at Ultimus Fund Solutions
Location: Waverly, Iowa, United States 21 work roles 2 schools
1 work email found @principal.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email g****@principal.com
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Current company
Role
Shareholder Services, Ultimus Fund Solutions. FINRA SIE & Series 6.
Location
Waverly, Iowa, United States
Company size

Who is Wes Gade? Overview

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Quick answer

Wes Gade is listed as Shareholder Services, Ultimus Fund Solutions. FINRA SIE & Series 6. at Ultimus Fund Solutions, a company with 201 employees, based in Waverly, Iowa, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Wes Gade.

Wes Gade previously worked as Shareholder Services Specialist II at Ultimus Fund Solutions and Ambassador at Cigar Rights Of America. Wes Gade holds Bachelor'S Degree, Computer Science from Wartburg College.

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Email format at Ultimus Fund Solutions

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{last}.{first}@principal.com
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Profile bio

About Wes Gade

Entrepreneurial leader and software developer with experience in strategically managing projects, people, and organizations. Implements policies and procedures to increase the efficiency and profitability of functional areas and companies. Recognizes the impact of client and employee satisfaction and strives to involve people in decisions and outcomes

Listed skills include Access, Microsoft Sql Server, Databases, Sql, and 45 others.

Current workplace

Wes Gade's current company

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Ultimus Fund Solutions
Ultimus Fund Solutions
Shareholder Services, Ultimus Fund Solutions. FINRA SIE & Series 6.
Employees
201
AeroLeads page
21 roles

Wes Gade work experience

A career timeline built from the work history available for this profile.

Ambassador

Current

CRA Ambassadors are part of an elite group of CRA members. Each CRA Ambassador serves on the Cigar Political Action Council, which is a citizen advisory group on local and regional political issues affecting cigar enthusiasts in their given community. Members of the Cigar Political Action Council work directly with CRA staff on confronting legislation.

Aug 2012 - Present

Customer Experience Licensed Specialist

FINRA SIE FINRA Series 6Educate and assist 401K participants with their retirement accountsAssist 401K participants in taking action so as to prepare them for retirement by sharing financial knowledgeHandle complex product calls and resolve situations in real-time while providing quality customer service

Dec 2022 - Feb 2024

Emissions Compliance Data Coordinator

  • Responsible for managing engine testing and other exemptions via the Emissions and Exempt Label databases; provides required letters and documentation for each individual test engine.
  • Maintains database and spreadsheets for tracking purposes, and provides data for reporting to the various regulatory agencies.
  • Follows-up with engineers to confirm exemption status and testing location and notifies them when test exemptions are close to their expiration date.
  • Provides support for emissions compliance team for gathering and reporting data to regulatory compliance agencies on an as-needed basis.
Mar 2022 - Oct 2022

General Manager

Waverly Golf & Country Club

Waverly, Iowa

Lead all aspects of the Club’s day-to-day operations including staffing, hiring, purchasing, events, marketing, and payroll. Supervise, train, and mentor staff in providing an exceptional experience for members and guests. Implement policies and procedures to ensure the safety of clients during the COVID-19 pandemic. - Revitalized the Club from consistent.

Oct 2019 - Sep 2021

Agent

Waverly, Iowa

Sold home, auto, life, and health insurance products. Provided customer service to new and existing clients.

Nov 2018 - Dec 2019

Cigar Reviewer/Panelist

Blind Man'S Puff

http://www.blindmanspuff.com

http://www.blindmanspuff.com

Aug 2014 - Oct 2019

Owner

Cedar River Cigars

Waverly, Iowa

Founded and developed an independent cigar brokerage selling to cigar shops in the Midwest. Held events at cigar shops for customers and developed a network of shops.

Jul 2016 - Mar 2019

Software Engineer

United States

Collaborated with internal teams to plan and develop SQL Server and.NET solutions for their respective functional areas. Led planning for each SCRUM cycle and estimated the time needed for completion. Executed company-wide software support and created new solutions. Employed through Revolution Technologies (2014-2016) and DISTek Integration.

Jan 2014 - Nov 2018

Chairman

Bremer County Republicans Central Committee

I keep in contact with local, state and national candidates as well as their staff. Meet them when they come to town and help setup meetings and events for them.I also work with all our local media outlets including TV, Radio and Newspapers for Press Releases and notifications of Public Meetings. As well as creating newspaper ads for our candidates and.

Mar 2013 - Dec 2017

Public Relations

Bremer County Republicans Central Committee

When I took over as PR for the Bremer County Republicans I created Facebook and Google+ pages as well as a Twitter account. I manage those accounts daily to help spread information about Bremer County Republican meetings and events as well as work with candidates to get their message out to the people of Bremer County.I keep in contact with local, state.

Mar 2012 - Dec 2017

Waverly City Council - Ward 3

City Of Waverly

Waverly, IA

Represented residents of Ward 3 on city council. Encouraged residents to communicate their concerns and opinions and participate in city government. Served on the Golf Course Commission, Leisure Services Commission, the Historic Preservation Commission, and Wartburg-Waverly Wellness Center.I did not run for re-election for 2018 so I could spend more time.

Nov 2012 - Dec 2017

Database Systems Administrator

Network Control

Waverly, IA

Managed, maintained, and troubleshoot SQL servers, SQL and Access databases. Developed “TemNet,” an internal solution to replace Access databases (.NET frontend with an SQL backend). Led company-wide software support. Maximized the efficiency of SQL and Access databases by writing scripts and creating processes. Ensured backups for each database including.

Oct 2011 - Jan 2014

Programmer

Created and updated procedures for use in SQL. Tested conversion of collection system from the mainframe to SQL. Demonstrated expert knowledge of version and reversion control practices and procedures. Prioritized and managed competing demands to meet and exceed customer expectations.Technology Utilized: SQL, Pervasive Data Integrator, Real-Time.

May 2010 - Sep 2011

Technical Services Support Specialist

  • Identified and coordinated improvement processes. Executed first-level, on-site support and problem management for all IT infrastructure, systems, and applications. Installed new hardware and software and maintained.
  • US Department of Education and US Department of Treasury – Financial Management Services Security Clearance.
Jun 2009 - Jun 2010

Information & Systems Analyst

Waverly, Iowa, United States

Cultivated data for a web-based reporting tool by using SQL, SSIS, and Access to tie together data from multiple sources and store it in an SQL database. Regulated IT Security for 850 employees in the Waverly area. Managed company-wide software support. Trained employees on operating systems and security. Created reports as requested by internal.

Jun 2003 - May 2009

Service Representative

Waverly, Iowa, United States

  • Assist members with their brokerage accounts in the Members Service Contact Center.
  • Make outbound calls to Members and CUNA Representatives regarding brokerage accounts
Nov 2002 - Jun 2003

Information Security Analyst

  • As part of a two-person team, provided all IT Security for 850 employees in the Waverly area.
  • Worked with Windows, Novell, Active Directory and Mainframe security along with many internal applications.
  • Trained new employees in Operating System/Security Clas
May 2002 - Nov 2002

It Intern

  • Installed software, set up new workstations, tested software, and general troubleshooting.
  • Developed software delivery package using WinBatch and InstallShield for software that was delivered to over 150 employees
Oct 2000 - May 2002

Delivery, Warehouse, Repair

Gade'S Appliance

Waverly, IA

May 1998 - Oct 2000

Warehouse/Delivery

Simpson Furniture
Aug 1996 - Apr 1998
Team & coworkers

Colleagues at Ultimus Fund Solutions

Other employees you can reach at ultimusfundsolutions.com. View company contacts for 201 employees →

2 education records

Wes Gade education

FAQ

Frequently asked questions about Wes Gade

Quick answers generated from the profile data available on this page.

What company does Wes Gade work for?

Wes Gade works for Ultimus Fund Solutions.

What is Wes Gade's role at Ultimus Fund Solutions?

Wes Gade is listed as Shareholder Services, Ultimus Fund Solutions. FINRA SIE & Series 6. at Ultimus Fund Solutions.

What is Wes Gade's email address?

AeroLeads has found 1 work email signal at @principal.com for Wes Gade at Ultimus Fund Solutions.

Where is Wes Gade based?

Wes Gade is based in Waverly, Iowa, United States while working with Ultimus Fund Solutions.

What companies has Wes Gade worked for?

Wes Gade has worked for Ultimus Fund Solutions, Cigar Rights Of America, Principal Financial Group, John Deere, and Waverly Golf & Country Club.

Who are Wes Gade's colleagues at Ultimus Fund Solutions?

Wes Gade's colleagues at Ultimus Fund Solutions include Paul Minicozzi, Andrea Simmons, Amy Broerman, Danyale Hall, and Nicole Tichota.

How can I contact Wes Gade?

You can use AeroLeads to view verified contact signals for Wes Gade at Ultimus Fund Solutions, including work email, phone, and LinkedIn data when available.

What schools did Wes Gade attend?

Wes Gade holds Bachelor'S Degree, Computer Science from Wartburg College.

What skills is Wes Gade known for?

Wes Gade is listed with skills including Access, Microsoft Sql Server, Databases, Sql, Leadership, Management, Active Directory, and Technical Support.

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