Wells Fargo Private Banking

Description

Address: 420 Montgomery, San Francisco, CA 94104 Phone: (415) 396-0318Website: : Place name: : : : Category: Hours: : : Website: https://www.wellsfargo.com/the-private-bank/?utm_campaign=Local_Listings&utm_source=Google&group=Private_Bank&loc=PB11 Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wells Fargo Private Bank Posting publicly on the Web Write a review Reviews"$100 Checking Bonus with 10 debit card purchases IS NOT HONORED !" "I will be switching banks and never referring anyone to this bank." "I've been a customer of Wachovia since 2002." View all Google reviews

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13 Wells Fargo Private Banking employees in database. Find out everything there's to know about Wells Fargo Private Banking employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Private Banking Employees

Employee
Years
Job
Industry
Cathy Carlson Cathy Carlson Greater Minneapolis-St. Paul Area Details
Cathy Carlson's Wells Fargo Private Banking Experience January 2000 - December 2005
Job Relationship Manager at Alerus Financial
Industry Banking
Experience
Alerus Financial  July 2014 - Present
Private Bank Minnesota  January 2006 - Present
Wells Fargo Private Banking   January 2000 - December 2005

Skills
Small Business Lending, Loans, Banking, Credit, Private Banking, Financial Services, Portfolio Management, Sales, Finance, Underwriting, Mortgage Lending, Commercial Banking, Commercial Lending, Credit Analysis, Treasury Management, Management

Education
University of Minnesota-Twin Cities

Sheree Diane (Dee) Hollinger Sheree Diane (Dee) Hollinger Cary, North Carolina Details
Sheree Diane (Dee) Hollinger's Wells Fargo Private Banking Experience October 2000 - November 2001
Job Client Service Consultant@ Wells Fargo Banking Direct
Industry Financial Services
Experience
Wells Fargo Banking Direct   June 2011 - Present
Wells Fargo Private Client Services  March 2008 - May 2011
Wells Fargo Private Client Services  November 2001 - March 2008
Wells Fargo Private Banking   October 2000 - November 2001
Wells Fargo Private Banking   February 1997 - October 2000

Skills
Financial Services, Equities, Risk Management, Vendor Management, Wealth Management, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Lending, Management, Relationship Management, Finance, Software Documentation, Private Banking

Education
Diablo Valley College   1990 — 1994

Mercer County Community College   1972 — 1974

Ted Hanson Ted Hanson Spokane, Washington Area Details
Ted Hanson's Wells Fargo Private Banking Experience January 2002 - Present
Job Vice President Wells Fargo's Private Bank
Industry Banking
Experience
Wells Fargo Private Banking   January 2002 - Present
Bank of America  1992 - 2002

Skills
Banking, Insurance, Finance, Loans, Mutual Funds, Litigation, Financial Analysis, Commercial Lending, Underwriting, Strategic Planning, Accounting, Customer Service, Sales, Team Building, New Business Development, Small Business Lending, Credit Analysis, Credit

Education
Eastern Washington University   1989 — 1991
Bachelor's Degree, Business

Washington State University   1988 — 1989

Gonzaga Preparatory High School   1985 — 1988

John Wolking John Wolking Palo Alto, California Details
John Wolking's Wells Fargo Private Banking Experience 2008 - 2011
Job SVP & Senior Private Client Advisor at City National Bank Private Client Services
Industry Banking
Experience
City National Bank  2011 - Present
Wells Fargo Private Banking   2008 - 2011
Wells Fargo  1981 - 2008
Procter & Gamble  1977 - 1981

Skills
Equities, High Net Worth..., Mortgage Lending, Investment Advisory, Investment Strategies, Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Advisory, Retirement Planning, Insurance, Real Estate Financing, Venture Capital, Private Equity, Hedge Funds, Credit Risk, Estate Planning

Education
Golden Gate University   1985 — 1988
MBA, Finance

University of Dayton   1973 — 1976
B.A., Finance, Marketing

Allison Berguin Allison Berguin Austin, Texas Area Details
Allison Berguin's Wells Fargo Private Banking Experience June 2008 - June 2009
Job Student
Industry Medical Practice
Experience
SailPoint Technologies  December 2011 - June 2013
uShip  September 2010 - May 2011
Wells Fargo Investments  November 2010 - February 2011
Wells Fargo Private Banking   June 2008 - June 2009
European Student Association   August 2008 - May 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Google Analytics, Outlook, French, English, Spanish, Event Planning, Event Management, Competitive Analysis, Social Media Marketing, Lead Generation, Start-ups, Sales, Marketing Communications

Education
The University of Texas at Austin   2006 — 2011
bachelor, economics

Lycee Louis Massignon   1999 — 2005
French Baccalaureat S, Science and Math, specialized in Chemistry and Physics

Randy Moening, CFP®, CLU® Randy Moening, CFP®, CLU® Austin, Texas Area Details
Randy Moening, CFP®, CLU®'s Wells Fargo Private Banking Experience March 2009 - July 2011
Job Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2011 - Present
Wells Fargo Private Banking   March 2009 - July 2011
Bank of America  July 2001 - January 2009
Bank of America  May 2000 - July 2001
Bank of America  May 1996 - April 2000

Education
Baylor University - Hankamer School of Business   1987 — 1991
BBA, Marketing

The University of Texas at Austin   2006 — 2007
CFP®, Certified Financial Planner Program

The American College   2011 — 2011
CLU®, Chartered Life Underwriter

Nubia Padilla Nubia Padilla El Paso, Texas Area Details
Nubia Padilla's Wells Fargo Private Banking Experience September 2006 - July 2014
Job Sr. Admin at J.P. Morgan Securities LLC
Industry Banking
Experience
J.P. MORGAN SECURITIES LLC   July 2014 - Present
Wells Fargo Private Banking   September 2006 - July 2014

Education
The University of Texas at El Paso
B.B.A. Finance and Business Management, Business Administration and Management, General

Matthew DeRosa Matthew DeRosa Glenview, Illinois Details
Matthew DeRosa's Wells Fargo Private Banking Experience 2014 - Present
Job Private Mortgage Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Banking   2014 - Present
Equity Mortgage Lending  2013 - Present
Nationwide Insurance Company  2010 - 2012
Sklar Williams L.L.P.   2008 - 2010
Wells Fargo Home Mortgage  2008 - 2010
Wells Fargo Private Mortgage Bank  2001 - 2008
Harrah's Joliet Casino & Hotel   1998 - 1999
Circus  1997 - 1998

Skills
Credit, Mortgage Lending, Banking, Loans, Insurance, Underwriting, Investments, Retirement Planning, Commercial Lending, Mortgage Banking, Credit Analysis, Residential Mortgages, Relationship Management, Finance, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management

Education
University of Nevada-Las Vegas   1993 — 1997
Bachelor of Science, Hotel Administration

Gina McMann Gina McMann Greater Seattle Area Details
Gina McMann's Wells Fargo Private Banking Experience May 2005 - Present
Job Private Mortgage Banker at Wells Fargo Private Banking NMLSR ID 422608
Industry Banking
Experience
Wells Fargo Private Banking   May 2005 - Present

Skills
Mortgage Banking, Residential Mortgages, Real Estate, First Time Home Buyers, Loan Origination, Mortgage Lending, Credit, Refinance, Sales, Banking, Real Estate Financing, Underwriting, Loans, Condos, Residential Homes, Investment Properties, Real Estate Transactions, Leadership

Education
Seattle Pacific University   1993 — 1996

Scott Stratton Scott Stratton Rancho Santa Fe, California Details
Scott Stratton's Wells Fargo Private Banking Experience January 1993 - July 1995
Job Senior V.P. at Fisher Investments
Industry Investment Management
Experience
Fisher Investments  July 1995 - Present
Wells Fargo Private Banking   January 1993 - July 1995

Skills
Asset Allocation, Wealth Management, Investments, Asset Management, Equities, Investment Strategies, Portfolio Management, Investment Advisory, Retirement Planning, Fixed Income, Mutual Funds, Securities, Investment Management

Education
Columbia Business School   1990 — 1992
MBA, Finance, International Business

Wake Forest University   1981 — 1985
BA, Organizational Behavior

Wendy W. Skinner Wendy W. Skinner San Francisco Bay Area Details
Wendy W. Skinner's Wells Fargo Private Banking Experience VicePresident/Private BankerWells Fargo Bank Private Banking2006 - Present
Job Vice President at Wells Fargo Private Banking
Industry Banking
Experience
Wells Fargo Private Banking   VicePresident/Private BankerWells Fargo Bank Private Banking2006 - Present
Wells Fargo  2000 - Present

Education
University of California, Berkeley   1997 — 1999
Certificate in Financial Planning, Financial Planning and Services

Saint Mary's College of California   1988 — 1990
Teaching Credential K-12, Elementary Education and Teaching

University of California, Davis   1971 — 1975
Political Science, Political Science and Government, Business

Justin Butterfield Justin Butterfield Salt Lake City, Utah Details
Justin Butterfield's Wells Fargo Private Banking Experience January 2001 - June 2008
Job Senior Vice President Wealth Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Management  July 2011 - Present
Wells Fargo The Private Bank  July 2008 - July 2011
Wells Fargo Private Banking   January 2001 - June 2008

Skills
Mortgage Lending, Banking, Commercial Lending, Loans, Commercial Banking, Consumer Lending, Investment Advisory, Wealth Management..., Financial Services, Sales Management, Credit Risk

Education
Utah State University - Jon M. Huntsman School of Business   1992 — 1994
Bachelor of Science (BS), Marketing/Marketing Management

Snow College   1991 — 1992
Sales Management