Patrick Howard

Assistant Vice President - Securities Operations Specialist

Role
Assistant Vice President - Securities Operations Specialist at Wells Fargo
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Patrick Howard

University of Nebraska-Lincoln alum. Bachelor\'s Degree in Journalism, with concentrations in English, History, and Sociology.Experience with reviewing, writing, and reporting in print, web, and radio formats. Earned a Bachelor’s degree in journalism from the University of Nebraska-Lincoln. Professional experience in sales, mortgages, banking, trusts and securities.Many of the positions I have held, including the degree I earned, have all led me down a common path, which is communication. While each position has been very different, I have been able to take numerous skills from each position I have held to quickly adapt into a new environment, and allow for a seamless transition.My area\'s of interest include home mortgages, securities, brokerages, sales, writing, public relations, communication, marketing, banking, securities, and athletics. I aspire to work for a company where I can utilize my interests and skills in-order to further my career.

Experience

  1. Assistant Vice President - Securities Operations Specialist

    Wells Fargo

    Aug 2024 — Present · Charlotte, NC, US

    Develop knowledge of investment strategies, objectives, and asset allocations-Set up, administer, terminate, and distribute moderately complex accounts of all types-Communicate directly with clients, Wells Fargo partners, and external resources-Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals-Analyze trust and financial information and prioritize as appropriate-Process money movement requests through SAM and SEI-Work with external financial institutions to re-register accounts-Create Plans of Distributions and Transfer Forms-Reconcile cash that has been moved through ACAT’s.Have participated in the Mentor/Mentee Program as both a Mentee (2025) and as a Mentor (2025/2026) and Empowerment Circle Leadership Pilot Program.

Education

  • University of Nebraska-Lincoln

    Bachelor's degree, Journalism

Skills

  • Social Networking
  • Social Media Marketing
  • Powerpoint
  • Editing
  • Social Media
  • Public Speaking
  • Event Planning
  • Research
  • Customer Service
  • Leadership
  • Facebook
  • Microsoft Office
  • Sales

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Patrick Howard — Assistant Vice President - Securities Operations Specialist at Wells Fargo in Charlotte, NC, US | Unifers