Emily Sides
Senior Fiduciary Strategist at Wells Fargo
- Role
- Senior Fiduciary Strategist at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Fiduciary Strategist
Aug 2025 — Present · Charlotte, NC, US
With my recent relocation to the downtown Charlotte hub, I’ll manage the Carolina West region.Material focus on irrevocable gifting and specialty asset management with Wells Fargo serving as corporate trustee for Private Bank families.
Education
Campbell University
Master of Business Administration (MBA), BBA, Trust and Wealth Management, Minor Financial Planning, Pre-law
2009 — 2014
Skills
- Data Analysis
- Event Management
- Finance
- Wealth Management
- Strategic Financial Planning
- Project Planning
- Customer Service
- Accounting
- Research
- Teamwork
- Risk Management
- Financial Analysis
- Microsoft Excel
- Powerpoint
- Analysis
- Time Management
- Communication
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