Spencer Montoya

Investment Banking Associate @Wells Fargo

New York, NY, US
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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Spencer Montoya — Investment Banking Associate at Wells Fargo in New York, NY, US | Unifers