Tom Maltese
Principal - Custom Credit Banker at Wells Fargo Wealth & Investment Management
- Role
- Principal - Custom Credit Banker at Wells Fargo
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Principal - Custom Credit Banker
Jan 2026 — Present · Beverly Hills, CA, US
Responsible for the origination and execution of the entire custom loan product suite for the Beverly Hills market of Wells Fargo Wealth and Investment Management. Focused on commercial real estate, securities based lending, private shares, alternatives (private equity and hedge funds), aircraft, fine art, and unsecured, as well other customized credit solutions for Ultra High Net Worth individuals and families.
Education
Loyola Marymount University
Master of Business Administration (M.B.A.), Finance
2000 — 2003
Seton Hall University
Bachelor of Science (B.S.), Finance
1993 — 1997
Skills
- Financial Services
- Financial Risk
- Asset Management
- Capital Markets
- Credit Analysis
- Wealth Management
- Microsoft Office
- Credit Risk
- Management
- Fixed Income
- Securities
- Portfolio Management
- Loans
- Banking
- Risk Management
- Private Banking
- Customer Service
- Finance
- Credit
- Financial Modeling
- Microsoft Excel
- Hedge Funds
- Equities
- Investments
- Derivatives
- Financial Analysis
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