Wes Egan
Head of Digital and Direct Investing, Wealth and Investment ManagementEVP
- Role
- Head of Digital and Direct Investing at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Wes Egan
Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Head of Digital and Direct Investing
Jun 2025 — Present · Charlotte, NC, US
Education
The University of North Carolina at Chapel Hill
BA, Econ/International Studies
1985 — 1989
Episcopal High School
High School
1981 — 1985
Skills
- Sales
- Sales Management
- Finance
- Series 7
- Portfolio Management
- Loans
- Alternative Investments
- Investments
- Business Development
- Wealth Management
- Banking
- Risk Management
- Relationship Management
- Series 63
- Asset Managment
- Financial Analysis
- Retirement Planning
- Securities
- Credit
- Strategic Financial Planning
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