Todd Schneider
Chief Operating Officer Wholesale Tax Operations @Wells Fargo
Salt Lake City, UT, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jun 2019 — Present
Chief Operating Officer Wholesale Tax Operations @Wells Fargo
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EDUCATION
N/A
Westminster University
Bachelor of Science (B.S.), Business Administration, Management and Operations
SKILLS
Wealth ManagementSeries 7Risk ManagementPortfolio ManagementSeries 63Financial ModelingLeadershipMicrosoft OfficeProcess ImprovementLoansSecuritiesFixed IncomeInvestmentsManagementTeam BuildingStrategic Financial PlanningFocus GroupsFinancial AnalysisEquitiesMutual FundsCustomer Relationship Management (Crm)Customer ServiceBankingGroup PresentationsFinanceAsset ManagementProject ManagementFinancial ServicesAlternative InvestmentsPrivate BankingCreditStrategic Planning
ABOUT TODD SCHNEIDER
Wealth Management Professional with over 16 years of experience in the financial services…
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