Matt Morales

Role: Vice President, Insurance Investment Banking at Wells Fargo
Location: New York, NY, US
LinkedIn followers: 500 followers

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About Matt Morales

Licenses/Certifications: CAIA, IMCA, Series 7, Series 66

Experience

Vice President, Insurance Investment Banking
Wells Fargo
Feb 2023 — Present

Education

Elon University - Martha and Spencer Love School of Business
BSBA, Finance
2007 — 2011

Skills

Financial Analysis
Finance
Training
Microsoft Word
Analysis
Microsoft Office
Sales
Financial Reporting
Microsoft Excel
Time Management
Financial Accounting
Accounting
Investments
Powerpoint
Marketing
Access
Financial Modeling
Process Improvement
Internal Controls

Contact information

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Work email
•••••@wellsfargo.com
Personal email
•••••@•••••.com
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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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About Matt Morales

Experience

Vice President, Insurance Investment Banking

Education

Elon University - Martha and Spencer Love School of Business

Skills

Find verified contacts for anyone on LinkedIn