Wells Fargo Private Banking
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
Wells Fargo Private Banking List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Private Banking. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
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
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
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
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
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
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
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
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
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
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
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
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