Jarlan Poteat

About Jarlan Poteat

With a firm grounding in corporate finance and a strategic focus on renewable energy, my recent tenure at Wells Fargo involved spearheading financing solutions for transformative projects. Contributing to the execution of large-scale solar, wind, and battery storage initiatives, I leveraged financial modeling to drive investment decisions and optimize returns. My analytical rigor and market acumen were instrumental in managing a diverse portfolio, ensuring each project not only met regulatory standards but also delivered on financial performance.Collaboration and partnership have been the cornerstones of my approach, working alongside multidisciplinary teams to structure new transactions and maintain robust commercial relationships. My commitment to sustainability through finance is matched by my dedication to client success. At Wells Fargo, I have developed a keen expertise in identifying and navigating the intricacies of the renewable energy sector, positioning myself as a purpose-driven professional dedicated to the advancement of energy investments that address our world\'s most pressing challenges.

Experience

1. Associate, Technology Finance

   Wells Fargo

   Mar 2025 — Present · Boston, MA, US

   Assist in the execution and structuring of financing transactions for private equity / VC backed, founder-owned and publicly traded SaaS and technology companies by conducting due diligence, building detailed financial models, performing credit analysis and preparing investment memorandums for senior leadership• Manage a portfolio of client relationships, engaging directly with executive leadership and financing teams to assess strategic financing needs, including M&A, growth capital & refinancing solutions• Conduct ongoing financial performance analyses for portfolio companies, evaluating cash flow, liquidity, leverage, and enterprise value, while presenting key insights to senior management and risk committees• Develop and refine financial models to analyze debt structures, and capital allocation strategies to ensure proper structuring of financing solutions

Education

• Thomas Jefferson High School

  International Baccalaureate

  2009 — 2012

• Old Dominion University

  Bachelor of Business Administration - BBA, Financial Management | Minor in Risk Management

  2016 — 2019

Skills

• Customer Service
• Retail
• Bloomberg
• Powerpoint
• Microsoft Excel
• Teamwork
• Microsoft Office
• Sales
• Public Speaking
• Microsoft Word
• Team Leadership
• Social Media
• Equities
• Leadership
• Finance