Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and the Internet (wellsfargo.com) across North America and internationally.
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. One in three households in America does business with Wells Fargo. Wells Fargo has $1.4 trillion in assets and more than 275,000 team members in more than 35 countries across our 80+ businesses.
We ranked fourth in assets and first in market value of our stock among our U.S. peers. Among all financial services companies, we ranked first in market value in the U.S. and second in the world, as of June 30, 2013. In 2013, Euromoney named Wells Fargo Bank of the Year and Best Bank in the U.S. We were the first U.S. bank to be recognized as Bank of the Year. In 2012, The Chronicle of Philanthropy ranked us #1 as the Most Generous Cash Donor in the U.S. In 2013, The Wall Street Journal named us the largest bank in the world by market capitalization at $237 billion.
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.
11 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.