Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance services through more than 8,700 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. We're headquartered in San Francisco, but we're decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers' financial needs and helping them succeed financially. We do business with 70 million customers and one in three U.S. households. Wells Fargo has approximately 266,000 team members in 36 countries across our more than 90 businesses. At the end of first quarter 2015, Wells Fargo ranked fourth in assets among U.S. banks and was the world's most valuable bank by market capitalization. In 2014, Wells Fargo was named "Most Respected Bank" by Barron's magazine, "Most Admired" among the world's largest banks by Fortune magazine, and "Best U.S. Bank" by The Banker magazine. The Chronicle of Philanthropy ranked Well's Fargo's corporate cash giving in the top two among all U.S. companies each of the past two years.
Our vision: "We want to satisfy all our customers' financial needs and help them succeed financially."
Treasury Management Sales, Regional Manager, working with middle market commercial customers.
13 years at Wells Fargo - Treasury Management Sales, Regional Manager
22 years at Bank of America - NW Senior Finance Executive reporting to Region President. Managed various treasury and finance functions including Financial Planning and Analysis and Asset Liability Management (e.g., rate risk and liquidity management, merger and acquisition analysis, capital investment analysis, product costing, and loan and deposit pricing)
4 years CPA staff auditor at Moss Adams and E&Y
University of Washington, B.A. Business Administration, concentration in accounting, 1976
(Magna Cum Laude, Phi Beta Kappa)
State of Washington, Certified Public Accountant- 1977
Continuing education classes including treasury management, sales management, process re-engineering, and leadership development.
Mentoring Objectives & Scope
I am interested in mentoring students who are interested in a customer facing position in commercial banking
When and where do you hold meetings with your students?
Preferred meeting time is 4:00 at or near campus.