Patrick McConnell
Head of Affluent Deposits
- Role
- Head of Affluent Deposits at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Patrick McConnell
Head of Affluent Deposit Product\'s covering checking and savings accounts that serve the Affluent segment and Certificates of Deposit. Responsible for delivering an improved product value proposition and enhanced pricing strategy to drive account acquisition. Extensive experience in the financial services industry specializing in delivering digital payment solutions, wholesale credit strategy, and deposit expertise.
Experience
Head of Affluent Deposits
Jul 2024 — Present · Charlotte, NC, US
Education
Elon University - Martha and Spencer Love School of Business
BS, Marketing
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.), Finance & Strategy
2011 — 2013
Skills
- Financial Services
- Dcf Valuation
- Series 66
- Financial Modeling
- Wealth Management
- Retirement Planning
- Financial Analysis
- Capital Markets
- Series 7
- Management
- Strategic Planning
- Portfolio Management
- Valuation
- Finance
- Investments
- Securities
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