Teams at Wells Fargo

Supports portfolio management and credit underwriting for sponsor-backed technology clients. Responsibilities include transaction due diligence, financial analysis and modeling, credit monitoring, industry analysis, enterprise valuation, credit memorandum preparation, client relationship management, loan-document review, legal diligence, facility negotiation, and presentations to leadership and risk committees. The role also contributes to strategic initiatives and uses internal generative AI platforms to improve efficiency.

Leads asset-based lending and technology finance origination by sourcing, structuring, evaluating, and executing sponsor-backed transactions. Performs credit, collateral, financial, and industry analysis; prepares approval materials; coordinates due diligence; manages stakeholders; negotiates financing solutions; develops client relationships; ensures compliance; and mentors junior team members.

Leads corporate and investment banking client engagement programs, including conferences, one-on-one meetings, and broader strategic initiatives. Responsibilities include end-to-end program management, stakeholder coordination, client targeting, executive briefings, event execution, data analysis, post-event reporting, budget tracking, and process improvement. The role partners with bankers, senior leaders, Marketing, Compliance, Legal, and Meetings & Events teams, with travel up to 40% and occasional nights and weekends.