Alexander Escalante

Senior Vice President, Senior Private Banker @Wells Fargo

Beverly Hills, CA, US
MOBILE NUMBERS
+13•••••••82

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WORK HISTORY

Jul 2019 — Present

Senior Vice President, Senior Private Banker @Wells Fargo

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Beverly Hills, CA, US

EDUCATION

1993 — 1998

California State University, Los Angeles - College of Business and Economics

Bachelor of Science, Finance

SKILLS

InvestmentsWealth ManagementFinancial ServicesRetail BankingCredit AnalysisCreditAsset AllocationBankingCommercial LendingWealth Management ServicesSmall Business LendingPortfolio ManagementLoansStrategic Financial PlanningCommercial BankingInvestment Management

ABOUT ALEXANDER ESCALANTE

Over 29 years of professional experience with a successful career in banking, business development, and administration.• Excel at interfacing and working closely and tactfully with the best wealth management advisors, financial advisors, and investment managers to assist clients in obtaining their personalized financial goals. • Proactive approach has resulted in capturing numerous accounts and expanding client base.• Possess excellent problem solving and decision making skills • Excel within highly competitive environments where leadership skills are the keys to success.• An effective manager with the skills necessary to direct, train, motivate and inspire staff to its fullest potentialSpecialties: I have held various positions in retail banking and wholesale banking with Wells Fargo Bank, prior to joining The Private Bank in 2004. My banking experience and expertise, along with the wide range of resource from Wells Fargo, enable me to provide a quality of professional advice to my 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 InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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