Celenia Tapia

Vice President - Lead Commercial Banking Relationship Manager @Wells Fargo

Los Angeles, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Vice President - Lead Commercial Banking Relationship Manager @Wells Fargo

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Los Angeles, CA, US

I am focused on new client acquisition for our early-stage technology practice, nurturing client relationships, and driving revenue/capital generation opportunities. The focus is at +/-$25mm total equity raised, private ownership, both negative and positive cashflow, technology companies in Southern California- Develop, retain, and grow complex client relationships through a growth mindset and proper introductions to early-stage companies for future growth and readiness for M&A and/or future IPO- Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to early-stage technology clients to meet banking and treasury management needs by engaging product organizations to develop client specific solutions. Prepare for future credit, international needs- Business development in sourcing new Commercial Banking clients, by cultivating relationships through existing networks- Bridge connections to venture debt/capital partners in ecosystemSector experience across- Software- Sustainable tech- Internet and digital- Fintech- Hardware- Business transaction servicesCan bring you the collective resources of Wells Fargo, such as- Global Treasury Management- Foreign Exchange and Risk Mitigation- Investment Banking, Capital Markets, and Advisory- Debt Capital and Trade Services- Direct equity investments- Technology partnerships and innovations

EDUCATION

N/A

Arizona State University

Bachelor of Science, Political Science with Concentration in International Studies

N/A

University of San Francisco School of Management

Master of Business Administration, Finance and Entrepreneurship

N/A

University of Arizona

Political Science and Government

SKILLS

SecuritiesBondsPresentationsStrategic CommunicationsCapital MarketsInternational FinanceSeries 7ValuationEntrepreneurial FinanceMicrosoft OfficeSalesForecastingAsset AllocationBankingTreasury ManagementFinancial ReportingCustomer ServiceCredit AnalysisForeign ExchangeNegotiationFixed IncomeInternational BusinessInvestmentsAnalytical SkillsOrganization SkillsBusiness DevelopmentRisk AssessmentWealth ManagementEvent PlanningFinancial AccountingProcess ImprovementEquitiesCreditFinancial ModelingPowerpointMicrosoft ExcelSpanishHigh Net Worth IndividualsClient Relationship ManagementBusiness Planning

ABOUT CELENIA TAPIA

Growth-focused commercial banking leader with 20+ years of experience in financial services and technology sales, specializing in strategic banking solutions for early-stage and VC-backed tech companies.I help founders and operators navigate the complexities of scaling by aligning financial strategy with business goals. My experience spans foreign exchange, interest rate derivatives, fixed income investments, commercial and corporate banking, and credit underwriting complex transactions —allowing me to deliver tailored solutions that support innovation and shared through this profile may be provided by or otherwise sourced from Wells Fargo.Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates.Deposits held in non-U.S. branches, subsidiaries or affiliates are not FDIC or CDIC insured. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

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Celenia Tapia — Vice President - Lead Commercial Banking Relationship Manager at Wells Fargo in Los Angeles, CA, US | Unifers