Noah Osborn

Wealth and Investment Analyst at Wells Fargo

Role: COO Global Operations Wealth and Investment Management Operations Analyst at Wells Fargo
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

COO Global Operations Wealth and Investment Management Operations Analyst
Wells Fargo
Jul 2025 — Present · Charlotte, NC
Process internal and external trust asset transfer requests, ensuring accurate and timely execution- Collaborate with advisors to gather and validate necessary documentation for initiating transfers- Calculate fair market value of trust-held securities leaving the firm- Update and maintain asset data within internal platforms.

Contact information

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•••••@wellsfargo.com
Personal email
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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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Experience

COO Global Operations Wealth and Investment Management Operations Analyst

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