Katie Johnson
Senior Analyst @Wells Fargo Private Wealth
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WORK HISTORY
Senior Analyst @Wells Fargo Private Wealth
Raleigh, NC, US
Responsible for helping to provide ultra -high net worth families, foundations, and endowments with strategic and comprehensive investment guidance- Participated in the Asset Management Solutions group to identify inefficiencies for account management and model trading- Worked on the Asset Management Solutions team to solve for technology inefficiencies and stream line the investment management process- Researched and analyzed investment products, mutual funds, stocks, and strategies that are used in client portfolios to meet specific client goals- Create and prepared customized client investment reviews and prospective sales materials- Assisted in investment strategy, trading, implementation, and client communication for Abbot Downing client portfolios.
EDUCATION
University of North Carolina at Chapel Hill
Master of Business Administration - MBA
Auburn University
BA
ABOUT KATIE JOHNSON
Senior Analyst @ Abbot Downing | MBA in finance
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