Wells Fargo Investments

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Wells Fargo Investments, LLC is an asset management arm of Wells Fargo Investment Group, Inc. with approximately $4.86 billion in assets under management. The firm primarily provides its services to individuals, including high net worth individuals. It also provides its services to pension and profit sharing plans, charitable organizations, and corporations. The firm manages separate client focused equity and fixed income portfolios and mutual funds. It invests in the public equity and fixed income markets of the United States. Wells Fargo Investments is based in San Francisco, California with additional offices in Seattle, Washington; Bellevue, Washington; Portland, Oregon; Tacoma, Washington; Eugene, Oregon; Los Angeles, California; and Newport Beach, California.

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New Hires and Recent Promotions at Wells Fargo Investments

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Greg Weiss, Senior Vice President/Senior Financial Consultant

was Senior Vice President at Lehman Brothers - 4 months ago
Lauren Matles, Vice President Financial Consultant

was Vice President Investments at LaSalle Financial Servies - 4 months ago
Lisha Driscoll, Vice President - Wealth Management Group

was Vice President, Private Wealth Management Americas at Morgan Stanley - 6 months ago
Mallory Counihan, Private Banking Investments Associate

was Credit Manager at Wells Fargo Financial - 2 months ago
Phil Soto, AVP - Mutual Fund/ETF Relationship Manager

was Key Accounts Manager at Franklin Templeton Investments - 3 months ago
Melissa (Roehrenbeck) Wilkinson, AVP, Financial Consultant

was Financial Consultant - last month
Christoffer Dordell, VP, Affluent Client Marketing at Wells Fargo Investments

was VP, Affluent Client Marketing - last month
Geoff Mizrahi, Senior Financial Consultant, Senior Vice President

was Senior Financial Consultant, VP - 4 months ago
Colleen Kelly, VP Senior Operations Manager

was Vice President - 4 months ago
Jeffrey Miller, Branch Administrative Manager (BAM)

was Registered Sales Associate - 2 months ago

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Wells Fargo Investments Headquarters Address

420 Montgomery Street 5th Floor
San Francisco, CA 94104
United States
Phone: 415-222-5621
Fax: 415-975-7951

Industry	Financial Services
Type	Public Company
Status	Operating
Company Size	10,001 or more employees
Website	http://www.wellsfargo.com

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Common Job Titles

Financial Consultant	36%
Vice President	7%
Senior Vice President	6%
Registered Sales Associate	5%
Investment Consultant	3%

Top Schools

Univ. of Minnesota-Twin Cities	6%
Univ. of California, Santa Barbara	3%
San Francisco St. Univ.	3%
Univ. of California, Los Angeles	2%
St. Cloud St. Univ.	2%

Median Age	34 years

Gender

Male	64%
Female	36%

Estimated based on LinkedIn Data

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Your Connections to Wells Fargo Investments

New Hires and Recent Promotions at Wells Fargo Investments

Greg Weiss, Senior Vice President/Senior Financial Consultant

Lauren Matles, Vice President Financial Consultant

Lisha Driscoll, Vice President - Wealth Management Group

Mallory Counihan, Private Banking Investments Associate

Phil Soto, AVP - Mutual Fund/ETF Relationship Manager

Melissa (Roehrenbeck) Wilkinson, AVP, Financial Consultant

Christoffer Dordell, VP, Affluent Client Marketing at Wells Fargo Investments

Geoff Mizrahi, Senior Financial Consultant, Senior Vice President

Colleen Kelly, VP Senior Operations Manager

Jeffrey Miller, Branch Administrative Manager (BAM)

Stock Information about Wells Fargo Investments

Companies

Your Connections to Wells Fargo Investments

New Hires and Recent Promotions at Wells Fargo Investments

Greg Weiss, Senior Vice President/Senior Financial Consultant

Lauren Matles, Vice President Financial Consultant

Lisha Driscoll, Vice President - Wealth Management Group

Mallory Counihan, Private Banking Investments Associate

Phil Soto, AVP - Mutual Fund/ETF Relationship Manager

Melissa (Roehrenbeck) Wilkinson, AVP, Financial Consultant

Christoffer Dordell, VP, Affluent Client Marketing at Wells Fargo Investments

Geoff Mizrahi, Senior Financial Consultant, Senior Vice President

Colleen Kelly, VP Senior Operations Manager

Jeffrey Miller, Branch Administrative Manager (BAM)

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Wells Fargo Investments Headquarters Address

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Stock Information about Wells Fargo Investments