Wells Fargo Private Bank Information
Contact top employees from
Wells Fargo Private Bank
Summary
As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your financial goals.
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Industries
Financial Services
Headquarters Location
Employees Size
10000+ employees
Specialties
Wealth Planning , Investment Management , Private Banking , Trust and Fiduciary Services, Family Dynamics , Philanthropic Services , Business Advisory Services
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Wells Fargo Private Bank shows a diverse range of experience levels:
1% have been with the company for less than 1 year2% for 1–2 years10% for 3–4 years12% for 5–7 years22% for 8–10 years53% have over 11 years of service at Wells Fargo Private BankEx-employees positions
In Company
In New Company
Contact top employees from
Wells Fargo Private Bank
Raul Lupercio
Wealth & Investment Management Treasury Consultant
Audrey Truman
Regional Investment Manager
Brian Franke
Private Mortgage Banking
Julio Castillo
Private Client Associate ll (LSG)
Brantley Madebach
AVP, Senior Investment Management Specialist
Rachel Reynoso
Senior Wealth Management Banking Coordinator (Custom Credit)
Jesse Helgestad
Assistant Vice President & Private Wealth Portfolio Specialist
William Khouzam
Vice President, Real Estate Asset Management
JP Breugelmans
Wealth Advisor VP
Thomas Munzig
Retired
Todd Devin
Private Wealth Advisor
Erin Carter
Home Loan Processor
Lynn Swenson
SVP, Senior Fiduciary Advisory Specialist
Rustin Williams
Senior Wealth Management Banker-Vice President, NMLSR ID: 1568469
Jim Phelps
Senior Private Banker-SVP
Janice Schoos
Senior Vice President, Senior Philanthropic Specialist
Lynn Paull
Senior Vice President and Senior Fiduciary Advisory Specialist
Laura Milner
Senior Investment Manager
Ken Powell
Senior Vice President/ Wealth Advisor
Dennis Hedgepeth
Vice President
James Doolittle
Vice President & Senior Investment Strategist
Debra Cancilla
Vice President & Trust and Fiduciary Specialist
Jeffry Trad
Regional Manager Pacific North and Pacific South
Riaz Hameed
Managing Director, Senior Investment Strategist
Joseph Annone
Senior Lead Commercial Underwriter / Wealth Credit Services
Nicole Durling
Market Growth & Development Consultant
Craig Fairey
Wealth Advisor
