Our role within the broader salesforce is to be a single point of contact for institutional investors.


Fixed Income Sales & Trading, Wells Fargo Securities

Charlotte, NC

B.A., Economics, Washington and Lee University

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

I was impressed with everyone I met from Wells Fargo Securities on both a professional and a personal level. Everyone was driven and down-to-earth, plus they took a particular interest in finding the best match for my skill-set. It was a no-brainer at the time, and my conviction has only grown since.

Why is WFS a good place to start your career?

Judging by my experience, WFS is not afraid to give you responsibility early on in your career, values your development, and will surround you with the type of people you can trust and enjoy working with.

What do you think makes someone successful at WFS?

Being personable, genuine, and hard-working makes someone successful at WFS.

What is the most challenging part of your job?

Part of the challenge within my particular group is building a broad-based knowledge across all asset classes. Our role within the broader salesforce is to be a single point of contact for institutional investors who look at most, if not all, of the fixed income products we trade at WFS. When the phone rings, it’s safe to say that the call could be about anything. The learning curve is steep, but I wouldn't have it any other way.

What has been your greatest achievement so far at WFS?

Covering my first account and executing a $50mm trade.

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

Charlotte, N.C., gives you a city when you need it, green space when you don't, and an international airport when you need to get away. It gives you sports year-round, warm weather, nice people, and a lower cost of living. To be honest, I’m from Charlotte, so I’m a little biased.

Describe your experience and what you learned as a WFS summer analyst

I interned with WFS two summers ago and had a great experience. I appreciated hearing from various sales and trading teams before deciding on a specific group. I spent the summer with the natural gas trading team within the commodities group, and I learned to understand the nature of trading.

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

I like to think I would be traveling. I lived in Rome for a while and caught the travel bug so I have a laundry list of other places I'd like to explore.

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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