John M. Liz

Lead Business Execution - Wealth Investment Management

Role: Lead Business Execution - Wealth Investment Management at Wells Fargo Private Wealth
Location: Orlando, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About John M. Liz

Finance executive with 18+ years leading strategy, FP & A, and executive reporting for…

Experience

Lead Business Execution - Wealth Investment Management
Wells Fargo Private Wealth
Jan 2022 — Present
Custom Credit Lending COO/CAO

Education

University of Illinois at Urbana-Champaign
Master of Business Administration (MBA)
2019 — 2021
SUNY New Paltz
BS

Skills

Capital Markets
Banking
Workday
Risk Management
Salesforce
Management Due Diligence
Corporate Finance
Powerpoint
Microsoft Excel
Finance
Fixed Income
Equities
Financial Reporting
Analysis
Financial Analysis
Accounting
Portfolio Management
Investments
Bloomberg
Strategic Planning
Strategy
Microsoft Office
Sales
Asset Management
Securities
Public Speaking
Financial Services
Valuation
Customer Service
Budgeting
Equity Valuation
Financial Modeling
Analytics
Investment Banking
Business Strategy
Auditing
Microsoft Word
Training
Business Development
Operational Due Diligence

Contact information

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Work email
•••••@wellsfargo.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo

Financial Services · 241K employees · San Francisco, California, United States

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

wellsfargo.com

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