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April 01, 2015 8:43 PM ET

Diversified Financial Services

Company Overview of Wells Fargo Private Bank

Company Overview

Wells Fargo Private Bank offers financial planning and private banking services. It provides credit, investment management, trust and estate, business succession planning, and elder and charitable planning services. Additionally, the company offers retirement and cash flow planning, company benefits and equity compensation analysis, risk analysis and insurance planning, investment planning and asset allocation, education funding analysis, estate and gift planning, corporate executive planning, and business advisory services. It also provides life insurance premium financing, interest rate management, residential financing, commercial real estate lending, wealth protection, liquidity creation...

420 Montgomery Street

San Francisco, CA 94104

United States

Phone:

877-636-0501

Key Executives for Wells Fargo Private Bank

Head of Wells Fargo Wealth, Brokerage and Retirement
Age: 56
Regional Managing Director of New Jersey
Regional Chief Investment Officer for Northeast Region
Senior Managing Director for Northeast Region
Compensation as of Fiscal Year 2014.

Wells Fargo Private Bank Key Developments

Wells Fargo Private Bank Plan to Expand in Boston

Wells Fargo Private Bank continues plans to expand its Boston office in the first half of 2015, beginning with the addition of Kevin Driscoll as financial advisor and Tom Eberhardt as senior fiduciary officer.

Wells Fargo Private Bank Appoints Anne Tinyo as Head of its Life Management Services Group

Wells Fargo Private Bank announced that Anne Tinyo has been named head of its Life Management Services group. This program integrates life and wealth management solutions to help clients plan for their future. Its services assist with the challenges of life transitions and maintaining their personal and financial independence. In her role, Tinyo will be responsible for national leadership of the program, which provides support to a team of trust and fiduciary specialists across the country. Prior to joining Wells Fargo, Tinyo served as senior vice president of operations for 11 years at LivHOME Inc.

Wells Fargo Private Bank Appoints Erik Davidson as New Chief Investment Officer

Wells Fargo Private Bank in San Francisco has named Erik Davidson as chief investment officer. Davidson most recently served as deputy chief investment officer at the $1.5 trillion-asset Wells. He also previously worked as a managing director at Franklin Templeton Investments, which is based in San Mateo, Calif.

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Recent Private Companies Transactions

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Date
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No transactions available in the past 12 months.
 

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