Wells Fargo Private Bank Email Formats

Financial Services • San Francisco, California, United States • 501-1000 Employees

Wells Fargo Private Bank Email Formats

Wells Fargo Private Bank uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wellsfargo.com), used 51.4% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@wellsfargo.com	54.2%
{first name}.{last name}	john.doe@wellsfargo.com	42.1%

Key Contacts at Wells Fargo Private Bank

Ricardo Velazquez

Senior Lead Wealth Management Banker - Executive Director

Lisa Dreyer

Managing Director, Wealth Banking Manager, Pacific North Division, Senior Vice President

Navid Tofigh

Private Wealth Advisor - Managing Director

Rebecca Olchawa

Executive Director, Senior Philanthropic Trust Advisory Specialist At Wells Fargo Private Bank

Richard Phillips

Executive Director & Senior Estate Advisory Specialist

Gregory Shefrin

Executive Director, Wealth Management Banker

Todd Schneider

Executive Director - Senior Wealth Strategist

Adam Blackwood

Managing Director - Private Wealth Advisor

Amanda Mcdougall

Regional Managing Director, Senior Vice President

Joseph Lobe

Managing Director, Private Wealth Banking Manager

Company overview

Headquarters	420 Montgomery Street, San Francisco , CA 94104, US
Website	wellsfargo.com
NAICS	52
Keywords	Private Banking, Business Advisory Services, Investment Management, Wealth Planning, Philanthropic Services, Family Dynamics, Trust And Fiduciary Services
Employees	501-1000

About Wells Fargo Private Bank

As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your financial goals. Whether you’re looking to build wealth, focus on maintaining what you have, or want to preserve your family legacy, our dedicated specialists will tailor wealth management solutions fit for you. Disclosures Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Deposit products offered through Wells Fargo Bank, N.A. Investment and Insurance Products are: •Not insured by the FDIC or Any Federal Government Agency •Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate •Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Member FDIC. NMLSR ID 399801. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. © 2021 Wells Fargo Bank, N.A. Member FDIC All rights reserved. NMSLR ID 399801 CAR-0821-02219

Employees by Management Level

Total employees: 501-1000

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Wells Fargo Private Bank has 490 employees across 12 departments.

Departments

Number of employees

Funding Data

Wells Fargo Private Bank has never raised funding before.

Frequently asked questions

Wells Fargo Private Bank is located in San Francisco, California, US.

Wells Fargo Private Bank has approximately 501-1000 employees. The company continues to grow its workforce to support its business operations and expansion.