Our People in Finance
Want to know what it's like to work at Wells Fargo? Our team members can tell you more about what makes this a unique place to begin your career. Click below to view profiles of our team members in Finance and learn about their experiences!
Lindsey - Finance, Corporate Banking
Neal - Asset-Backed Finance, Wholesale Finance
Meet Lindsey
Location: San Francisco, CA
Business Group: Finance, Corporate Banking
Education: B.S., Economics and Mathematics, University of California, Santa Barbara
What are your responsibilities at Wells Fargo?
I work in consolidations for the Corporate Banking Finance team. I gather data from the different lines of business within Corporate Banking and generate reports that provide insight on how our businesses are performing and where we see them going in the future.
Why did you choose to work at Wells Fargo?
While researching my university’s career website and other corporate websites for summer internships in finance, I discovered Wells Fargo’s Leadership Pipeline Program. The three-month summer internship allowed me to experience life as a Wells Fargo team member, and I was hooked. I applied for the full-year Leadership Pipeline Program and was selected to return after completing my final year at UCSB.
Why is Wells Fargo a good place to start your career?
Wells Fargo supports team members as a competitive advantage. The company provides a range of tools and resources to help team members develop and flourish personally and professionally. The skills and experience I will gain here at Wells Fargo will benefit me well into the future.
What do you think makes someone successful at Wells Fargo?
To be successful at Wells Fargo, you must always strive to learn and improve. Wells Fargo provides the tools you need, but it is up to you to use them. You can take a course on something new in the Learning Center or join a Toastmasters club to develop your leadership and presentation skills. With a company as large as Wells Fargo, there is always something new you can learn and a position you have not tried.
What skills are crucial in your job?
My job requires that I have an extensive working knowledge of Microsoft Excel. I use the program to pull data from our financial database, generate charts and graphs, and construct detailed reports for the lines of business in Corporate Banking. As part of my job, I must reach out to various groups to collect the information I need for my reports. It is crucial that I remain organized to keep track of all the material I gather.
What do you love about your job?
One thing that I love about my job is the team I have the privilege of working with. Although I am new to my position, they have all rallied to help me learn about my role and the businesses we support. They dedicate time to meet with me one-on-one to explain how we generate specific reports and how this information will help the lines of business.
What is the most challenging part of your job?
The most challenging part of my job is staying focused on my role in Finance. As part of the Leadership Pipeline Program, we are exposed to numerous individuals from all departments who provide insight on the different career tracks that are possible within the company. We also are given the opportunity to hear about some of the organizations within Wells Fargo, such as the Young Professionals Network and Toastmasters. There is much we can do here outside of our day-to-day jobs, and I am looking forward to exploring all that Wells Fargo has to offer.
What is the best thing about living and working in your city?
San Francisco is a wonderful city. I grew up in the San Francisco Bay Area and have been visiting the city since I was little. I appreciate the energy and diversity of the city. Although I attended college in Southern California, I always knew that I would return to Northern California. The Financial District is a hub of activity, and everything you need is within walking distance. I commute into the city on the ferry every day and see some of the most amazing views on my way to work. I feel fortunate to be part of this dynamic city by the Bay.
What would you do if you weren't working at Wells Fargo?
I would attend graduate school for economics. Before I was selected for my LPP position, I considered moving to England or Ireland for schooling and spending a few years abroad before coming back to San Francisco.
What do you like to do when you aren't at work?
In my free time, I like to volunteer in my local community. I am working with the nonprofit Soroptimist International to help educate and empower women and girls in San Francisco. We provide grants to several organizations and scholarships for young girls who are hoping to attend college. There is always something we can do to help those in need in our communities. I am looking forward to seeing how our scholarship winners succeed in their college careers.
Meet Neal
Location: Charlotte, NC
Business Group: Asset-Backed Finance, Wholesale Finance
Education: B.A., Economics, B.S., Business Administation, University of North Carolina
What are your responsibilities at Wells Fargo?
I am responsible for the financial planning and analysis (FP&A) of a portfolio within Asset-Backed Finance. I analyze trading profit and loss, as well as balance sheet variances, and then prepare accurate close and outlook reports from a top-level to line-by-line detail.
Why did you choose to work at Wells Fargo?
I chose Wells Fargo because of its prestige and reputation. The company’s principles and beliefs are sustainable, and the growth opportunities here are limitless.
Why is Wells Fargo a good place to start your career?
Your team members genuinely care about helping you build a strong foundation for a successful career at Wells Fargo. The size of the company provides you with resources that smaller companies do not have. The training and experience you get here make you a well-rounded professional.
What do you think makes someone successful at Wells Fargo?
You have to be willing to take initiative and take advantage of the resources around you. Wells Fargo has countless lines of business with exceptional people who are willing to teach you about an area or skill that you may be unfamiliar with. It is important to reach out and learn about these different businesses, because we’re all working together as One Wells Fargo.
What skills are crucial in your job?
Attention to detail and problem-solving skills are key. While looking into the financials of a multibillion-dollar portfolio, it’s important to know how to properly consolidate the data and provide accurate calculations for the several thousand line items that make the entire portfolio. It is vital that you go through what could be several layers of changes and when something doesn’t add up, figure out what changed, even if it was one basis point.
What do you love about your job?
I love that each day I get to develop my problem-solving and analysis skills. Each day, I’m analyzing changes that truly affect the company’s profitability.
What is the most challenging part of your job?
The most challenging part of my job is learning about the various products Wells Fargo offers and determining their effect on the company’s financials. Whether the group is issuing a new credit revolver or collateralized loan obligation, each deal affects the financials in different ways, and it’s important to understand how.
What is the best thing about living and working in your city?
Because I was born and raised in Charlotte, N.C., I am a little biased about this city. It’s the right size with many different areas and cultures to explore. You can go to areas such as Ballantyne, NoDa, Montford, and Lake Norman, which all provide different activities and restaurants. Although the city has grown rapidly in the past two decades, Charlotte still maintains its small, southern town culture.
What would you do if you weren't working at Wells Fargo?
Aside from maybe taking flying lessons, I’d be doing everything I could to find a way into this company. It really is an amazing company that strives to do the best for its customers and shareholders.
What do you like to do when you aren’t at work?
When I’m not at work, I spend time with friends and family. Whether I’m traveling, catching up on current events, or just relaxing, I try to find the right balance between work and personal time.