May 28, 2017 8:54 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



Key Executives for Wells Fargo Private Bank

Head of Wells Fargo Wealth, Brokerage and Retirement
Age: 58
Regional Managing Director of New Jersey
Regional Chief Investment Officer for Northeast Region
Head of Specialized Wealth Services
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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