1
Total investments
0
Early stage
0
Mid stage
0
Late stage
6y
Years active
Experience · 3 entries
All (3)
Investments (1)
2020
2015
Investment Director
May 2015
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
2012
Investment Manager
Oct 2012
Wealth that endures. Guidance that transcends.
As experienced providers of wealth management services, Wells Fargo Wealth & Investment Management (WIM) combines deep experience with a broad range of resources to help clients achieve their financial goals.
For qualifying WIM clients, Private Wealth offered through Wells Fargo Bank, N.A., provides a boutique experience tailored for high-net-worth and ultra-high-net-worth individuals, families, and institutions. This specialized offering delivers highly personalized strategies powered by national resources, local expertise, and dedicated in-house specialists.
Your relationship manager orchestrates access to exclusive services and objective guidance designed to create meaningful outcomes—from shaping legacies and driving philanthropy to managing complex assets and financing unique opportunities. Personal and business finances are integrated to reflect your full financial life.
Bank products and services are available through Wells Fargo Bank, N.A.
Investment products and services are offered through Wells Fargo Advisors. 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.
Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.
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
Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
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