William Conner
Securities Operations Representative II
- Role
- Securities Operations Representative Ii at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About William Conner
Recent Walker College of Business graduate with Wealth & Investment Management…
Experience
Securities Operations Representative Ii
Oct 2025 — Present · Charlotte, NC, US
Facilitate complex securities operations, ensuring accurate processing, research, and reconciliation of transactions.• Collaborate with internal teams to resolve issues and enhance operational efficiency.• Train financial advisors and client associates on Wells Fargo operating systems, facilitating smooth transitions for clients and advisors.• Set up brokerage accounts for a wide variety of investments.• Travel to various Wells Fargo branches nationwide to conduct financial advisor transitions
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