Rod Webster
Private Wealth Advisor at Wells Fargo Private Bank, NMLSR ID: 618290
- Role
- Private Wealth Advisor at Wells Fargo Private Wealth
- Location
- Fresno, CA, US
- LinkedIn followers
- 500 followers
About Rod Webster
Investment and Insurance Products are:* Not Insured by the FDIC or…
Experience
Private Wealth Advisor
Aug 2000 — Present
As a Wealth Advisor with Wells Fargo Private Bank, I serve as a relationship manager on behalf of business owners, executives, real estate investors, and successful families. We work to assist our clients with building, preserving and transferring their wealth. I collaborate with a team of experienced specialists to offer customized advice, guidance and solutions based on their goals and issues. As part of managing and implementing strategies for our clients, we are able to provide access to specialists at Wells Fargo Private Bank who can provide fiduciary investment management, private banking, trust services, estate settlement and administration services, credit, and other integrated wealth management services.
Education
California State University, Fresno
Finance
1984 — 1988
Skills
- Asset Allocation
- Small Business Lending
- Consumer Lending
- Credit Analysis
- Loans
- Commercial Lending
- Portfolio Management
- Credit
- Banking
- Commercial Banking
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