Saketh Mothukuri
Investment Solutions Analyst @ Wells Fargo
- Role
- Wealth & Investment Management Program Analyst at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Saketh Mothukuri
Graduated from the University of South Carolina - Darla Moore School of Business, with a…
Experience
Wealth & Investment Management Program Analyst
Jul 2024 — Present · Charlotte, NC, US
Current Rotation: Ultra/High Net Worth & Institutional Consulting TeamPrevious Rotation: Advisor and Client Experience team- Analyst on the ACE team, which acts as the bridge between the firm and advisors, analyzing ideas/suggestions and developing tangible enhancements that benefit the advisors and clients- Developed two internal webpages to deliver the advisors with up-to-date information on the upcoming enhancements, allowing them to hold the firm accountable- Analyzed suggestion and complaint data in order to better understand the needs of our advisors, allowing us to drive change where it\'s most necessary.
Education
Darla Moore School of Business at the University of South Carolina
Bachelor of Business Administration - BBA, Finance and Management
2020 — 2024
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