Verified recordFinancial Services

Stefanie P.

Executive & Business Initiatives Assistant to Head of Wealth Investment Managememt - Investment Risk at Wells Fargo

Based in Charlotte, United States

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Seniority

Staff

Department

General Business & Management

Location

Charlotte

Industry

Financial Services

Company size

239K

Contact information

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Email

1 credit

s•••••••@wellsfargo.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Stefanie P.

Experienced Corporate Executive Assistant to Head of Wealth Investment Management and previously Head of Corporate Market Risk on a global level within Wells Fargo Securities. Demonstrated tenure working in the financial services industry for the last 14 years. Skilled in business relationship management, business initiatives, customer service, banking, ultra-high net worth client management, investment management, legal specialty, wealth management, and 401K. Strong administrative professional working with managing directors and senior executives with a Bachelor Degree from the University of North Carolina - Charlotte.

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