Some of the best advice I received was to treat each member of the group as your partner.


Energy & Power, Investment Banking, Wells Fargo Securities


MSc., Automotive Engineering, Cranfield University, UK
M.B.A., Finance, Carnegie Mellon University

Why did you choose to work at Wells Fargo Securities (WFS)?

Wells Fargo Securities offered two things I was looking for: growth and stability. WFS has seen a tremendous amount of momentum in terms of growth; it has been the fastest-growing investment bank since 2010. In the Energy and Power Investment Banking group in Houston, there is a group of managing directors who have worked together since the mid-1990s. In investment banking, it is rare to find a group of individuals who have remained together for so long. This speaks to the success the group has seen.

What do you wish you had known when going through campus recruiting?

Coming from an engineering background, it took me a little longer to figure out what career path within finance I wanted to pursue. It wasn’t until midway through my first semester that I realized investment banking was the right career path. I would encourage candidates interested in finance to begin exploring possible career paths during the summer before the start of their MBA program by reaching out to people in the industry. This will ensure that you have enough time to network, and prepare for technical interviews.

What do you think makes someone successful at WFS?

Some of the best advice I received was to treat each member of the group as your partner. Each deal team is made up of talented individuals. As an associate, it is your job to help motivate team members to perform to their maximum potential. In addition, hard work and dedication are a necessity for success.

What do you love about your job?

I love the fact that I never stop learning and that I am challenged on a daily basis.

What has been your greatest achievement at WFS?

I have worked on five live deals in one day, including one in which we were the lead. This was a testament to the importance of using the skills of your deal team members.

What is the best thing about living and working in your city?

Houston is the energy capital of Texas and a majority of our clients are headquartered here. Given the close proximity, as an energy investment banker based in Houston you have the opportunity to visit clients and join senior bankers at meetings with clients. In addition, the cost of living in Houston is lower than many other US cities and I love the heat!

Who has been the most influential person in your WFS career and why?

If I had to pick the most influential person in my WFS career so far, it would be James Kipp, head of the Energy and Power Investment Banking Practice and a member of the Investment Banking and Capital Markets Operating Committee. James joined Wells Fargo in 1993 at the inception of the Energy practice. Despite James’ busy schedule, he places a great emphasis on each team member’s development, and he acknowledges each person’s contributions. James is extremely intelligent and successful, yet he also has a great deal of humility. The culture James stands for resonates throughout the Houston Energy Group.

Where do you see yourself professionally in the next three to five years?

In three years, my goal is to be a vice president in the Energy Investment Banking group in Houston.

What would you do if you weren't working at WFS?

Apart from finance, my other passion is cars. If I weren’t working at WFS, I would be interested in working for a Formula 1 team, either on the engineering side as a race engineer or on the management side. Similar to investment banking, Formula 1 is a fast-paced and highly competitive environment that focuses on continuous innovation.

What do you like to do when you aren't at work?

I love sports, so I generally try to do something active when I’m not working. I also try to travel outside of Houston one weekend per month to visit friends and family across North America.

Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, Wells Fargo Prime Services, LLC, a member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A. Wells Fargo Securities, LLC carries and provides clearing services for Wells Fargo Institutional Securities, LLC customer accounts. Wells Fargo Securities, LLC, Wells Fargo Institutional Securities, LLC, and Wells Fargo Prime Services, LLC are distinct entities from affiliated banks and thrifts.

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