Mergers & Acquisitions, Investment Banking, Wells Fargo Securities
B.S., Mechanical Engineering,Johns Hopkins University
M.S.E., Systems Engineering, University of Pennsylvania
M.B.A., Corporate Finance and Investment Banking, University of Virginia
Why is WFS a good place to start your career?
Wells Fargo is a great place to start a career because it is experiencing incredible growth. From day one, everyone is expected to contribute to the team and take on responsibilities that far exceed what you would experience at other firms and in other industries. I can’t imagine another job where I could have learned so much in such a short period.
What do you love about your job?
I enjoy working alongside senior management as they contemplate and execute strategic and transformational transactions. It’s incredible how quickly you can learn from your prior experiences and start adding value to the team.
What is the most challenging part of your job?
Every day and every deal brings a new challenge, but overall the most challenging aspect of the job is managing multiple processes. The mergers and acquisitions group has been extremely busy this past year, which means that associates are staffed on multiple deals, pitches, and other tasks — which often share similar tight deadlines.
What is the best thing about living and working in your city?
I've spent most of my life in the Northeast and couldn’t be happier with my decision to relocate to Charlotte, N.C. The people are great, the beach and mountains are both only a few hours away, and a "tough" commute is anything more than 15 minutes (unheard of in most other cities). I also love the rapidly expanding "food scene" in Charlotte, and the fact that there are number of sports teams and stadiums located just a few minutes from the office.
Who has been the most influential person in your WFS career and why?
One of the great things about WFS is that the culture is extremely collegial, which means that everyone from the most senior managing director to the analysts are willing to act as sounding boards and help you navigate tough situations. In the beginning, I leaned heavily on the more experienced associates for guidance on handling different types of analysis, interacting with clients and my deal teams. Most recently, I’ve been spending more time with my senior mentor, who has been helping me think through my development as a banker and future leader.
Describe your experience and what you learned as a WFS summer associate
I spent the summer with WFS between my first and second years at business school. It was a challenging and educational 10 weeks, but it was crucial to helping me get off to a strong start as a first-year associate. I spent the majority of my time working on a live transaction that allowed me to interact with senior bankers, clients, and the junior members of the deal team. It’s a true testament to the summer program that there were no real surprises in the first year that I spent with WFS.
What do you like to do when you aren't at work?
It doesn't matter what the weather is like, if I'm not at work I'm most likely outside somewhere. Charlotte is surrounded by mountains, state parks, and lakes, which are all readily accessible on the weekend. When I can't get out of the city, I enjoy meeting up with friends at different restaurants, drinking wine, and eating great food.
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.