Todd Schneider

Wealth Strategist - Executive Director at Wells Fargo Bank

Role: Executive Director - Senior Wealth Strategist at Wells Fargo Private Wealth
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Todd Schneider

I am a Private Wealth Strategist in the Wealth & Investment Management division of Wells…

Experience

Executive Director - Senior Wealth Strategist
Wells Fargo Private Wealth
Sep 2018 — Present · San Diego, CA, US

Education

Marquette University Law School
J.D., Law
1992 — 1995
Northwestern University
B.S., Political Science
1988 — 1992

Skills

Estate Planning and Administration, Family Businesses, Non Profit & Tax Exempt O
Estate Planning
Estate Administration
Tax Law
Estate Law
High Net Worth Individuals
Succession Planning
Litigation
Nonprofits
Trusts
Gift Tax
Legal Advice
Estate Tax Planning
Family Business
Tax
Intellectual Property
Charitable Trusts
Corporate Law
Wills
Legal Writing
Civil Litigation

Contact information

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Work email
t••••••••@wellsfargo.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••13

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Current company

Wells Fargo

Financial Services · 241K employees · San Francisco, California, United States

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

wellsfargo.com

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About Todd Schneider

Experience

Executive Director - Senior Wealth Strategist

Education

Marquette University Law School

Northwestern University

Skills

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