Spencer Montoya
Investment Banking Associate @Wells Fargo
New York, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
Investment Banking Associate @Wells Fargo
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Provide investment banking advisory services and products to middle market clients in the Southeast region. Closed RaceTrac’s acquisition of Gulf Oil, World Kinect Corporation’s sale of Avinode Group, Waste Pro’s senior notes issuance and acquisition financing for Celsius’s acquisition of Alani Nu.
EDUCATION
2019 — 2022
USC Marshall School of Business
Master of Business Administration - MBA
2011 — 2015
University of San Diego
Bachelor’s Degree, Finance, General
SKILLS
TeamworkLoss PreventionLong Term Care InsuranceDisability InsuranceCritical ThinkingCustomer ServiceStrategic Financial PlanningAnalytical SkillsTask ManagementMerchandisingSocial NetworkingTrendRecruitingWealth ManagementTime ManagementStylingEvent PlanningCommunicationVisual MerchandisingMicrosoft ExcelPowerpointHigh Level of AccuracyMarketingMicrosoft WordTeam LeadershipLinkedinRetail SalesLife InsuranceRetailFashionTrend AnalysisPublic SpeakingLeadershipApparelStore ManagementPublic RelationsRetirement PlanningSocial MediaTrainingClient Relations
ABOUT SPENCER MONTOYA
Investment Banking Associate at Wells Fargo
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