I have the trust of our senior bankers and have been given the authority to lead client discussions with very little oversight.


Financial Institutions, Investment Banking, Wells Fargo Securities

Charlotte, NC

B.S., Business Administration, University of North Carolina, Chapel Hill

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

I chose to work at Wells Fargo Securities because of the culture and sincerity of WFS' team members. My first introduction to Wells Fargo was through the Business Symposium at the University of North Carolina, Chapel Hill. I served as an executive host to a director in Retirement Management, and I met many senior-level team members from WFS over the course of two days. I remained in contact with WFS and continued to see how serious the firm is about building and maintaining relationships with candidates. These first professional relationships led me to meet more people, solidifying my interest in WFS.

Why is WFS a good place to start your career?

The fact that there is a universal open-door policy at WFS makes it great for anyone starting a career. There are many avenues to meet peers and more senior team members. Additionally, WFS is part of a huge institution; even if you don't start in your “dream” position, your can often find another opportunity somewhere else in the firm. If you are looking for the opportunity to meet new people, be challenged, and grow as a professional on a daily basis, then WFS is a great place to start.

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

I wish I had known more about the different segments of WFS. I've learned progressively, but the faster you understand the different pieces of WFS and how they are connected, the faster you can excel.

What do you think makes someone successful at WFS?

You have to be outgoing, hard-working, and have a positive attitude. The leaders within WFS share these characteristics. Additionally, every team flourishes when people are in good spirits.

What do you love about your job?

I love the challenges, the relationships I’ve built, and the skills (social, professional, and analytical) that I'm gaining, which will serve me well in the future.

What is the most challenging part of your job?

Learning when to pause and recharge. We all know hours in investment banking are often very long. However, managing your time and forcing yourself to take breaks is something you learn as you progress. For example, taking a brief walk in the afternoons or simply going to the gym can make the difference. I still don't have a solid system, but I'm working on it.

What has been your greatest achievement so far at WFS?

During my time at WFS, I have earned the trust to work with significant autonomy in many scenarios. As a trader, I was able to run the desk and talk to clients, salespeople, and other traders on the street while the senior traders were traveling. As a banker, I've been able to lead efforts in extensive content generation and client discussions without continuous assistance of senior bankers.

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

Convenience. Food, lodging, work, and entertainment can all be found within a few blocks of each other. Also, most of the younger crowd tends to stay in Uptown, which makes it perfect for get-togethers after work.

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

I couldn't attribute my development to any one person. I have built relationships at every level, and each of these individuals has contributed to my success in a unique way.

Have you ever changed groups/locations within WFS?

Last year, I moved from Fixed-Income Sales and Trading to Investment Banking. The transition was smoother than I had anticipated thanks to the many relationships I have built. Having a strong network within WFS provided me with many people who were interested in my career development; I actually ended up working on the same team as someone I met at the University of North Carolina years ago. That's the beauty of WFS. Once you join the company and work hard, your colleagues get to know and respect you, and moving internally becomes an option.

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.

Share via: