Alex Morales

Alex Morales Email and Phone Number

Vice President - Portfolio Manager at Wells Fargo @ Wells Fargo
Alex Morales's Location
Sacramento, California, United States, United States
Alex Morales's Contact Details

Alex Morales work email

Alex Morales personal email

About Alex Morales

Alex Morales is a Vice President - Portfolio Manager at Wells Fargo at Wells Fargo. He possess expertise in research, microsoft office, leadership, microsoft excel, stata and 10 more skills. Colleagues describe him as "Alex Morales is a thoughtful and driven individual; able to work independently or alongside others, as well as in a leadership role. I believe that any firm that is able to harness his efforts will find that he is innovative and produces work of extremely high quality. Alex has a great quantitative background, and will perform both qualitative and quantitative analysis with very high levels of rigor.", "I worked with Alex on our summer capstone project. He is dependable, an excellent listener, and an astute analyst. He brought a strong statistics background to our group, which he paired with an ability to communicate complex analysis clearly. I would not hesitate to work with him again!", and "I have known Alex for a few years now, and every year I am astounded by the tremendous work he has done. In our organization, Sigma Alpha Epsilon, Alex has been the Treasurer for almost two years (part of his term, I served as the Vice-President). In this position, as I saw, he kept the organization under a strict budget; additionally, he has been quite strict in making sure that over-spending does not occur. Coming into the position, the organization needed much help financially in regards to management, and I believe Alex has brought them to a good place. In addition to his work in this organization, Alex has gone through a rigorous course load for his major and exceled beyond wonders. His high grade point average most definitely speaks to this statement. This all goes to show that Alex is able to balance his academics, outside work, extra-curricular activities, and much more. I gladly recommend Alex Morales at any time for a position he aims for. Please contact me for any further questions via email at rgonzales@aii.edu. Raymond M. Gonzales"

Alex Morales's Current Company Details
Wells Fargo

Wells Fargo

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Vice President - Portfolio Manager at Wells Fargo
Alex Morales Work Experience Details
  • Wells Fargo
    Vice President - Portfolio Manager
    Wells Fargo Oct 2019 - Present
    San Francisco, California, Us
  • Umpqua Bank
    Vice President - Commercial Banking Relationship Manager
    Umpqua Bank Jan 2019 - Oct 2019
    Portland, Oregon, Us
  • Wells Fargo
    Commercial Banking Relationship Manager
    Wells Fargo Feb 2017 - Jan 2019
    San Francisco, California, Us
  • Wells Fargo
    Portfolio Manager
    Wells Fargo Nov 2015 - Feb 2017
    San Francisco, California, Us
    Primary senior underwriter to a loan portfolio of 15+ middle market relationships representing $600M in credit commitments. Portfolio includes large syndicated credits and consists mainly of companies in food processing, investor real estate, and manufacturing.Analyze a company’s financial and operational strengths and weaknesses including leverage, key risk factors, sources of repayment, cash flow, and ability to service debt.Partner with Relationship Managers in structuring multi-million dollar transactions, including the underwriting and execution of syndicated bank loans.Understanding client needs and identify potential cross-sell opportunities for other Wells Fargo products and services.
  • Wells Fargo
    Credit Managment Training Program Associate
    Wells Fargo Jul 2015 - Nov 2015
    San Francisco, California, Us
    Participated in a five month advanced credit training program to enhance credit underwriting, client relationship management, and business development skills.Performed credit analysis including: quantitative risk assessment, financial statement analysis and projections, industry and business risk evaluation, management assessment, and loan structuring.
  • Wells Fargo
    Financial Analyst
    Wells Fargo Jul 2012 - Jul 2015
    San Francisco, California, Us
    Analyzing a company’s financial operational and management strengths and weaknesses to minimize capital and balance sheet riskPartner with relationship managers to structure multi-million dollar transactions of companies with $5MM to $500MM in revenues involved in manufacturing, real estate, beverage, environmental, government, healthcarePrepare company annual financial reviews as well as underwriting memoradums focusing on a company's leverage, key risk factors, sources of repayment, cash flow and ability to service debt
  • Morgan Stanley
    Finance Summer Analyst To The Foreign Exchange Emerging Markets Controller Group
    Morgan Stanley Jun 2011 - Aug 2011
    New York, Ny, Us
    Created and reconciled profit and loss statements for the Global Foreign Exchange Macro DeskMaintained accurate databases and updated trader metrics reports for Senior Management.Collaborated in a team of Summer Financial Analyst to develop a third party vendor analysis model that assessed the validity of the third party vendor marks for illiquid products
  • National Bureau Of Economic Research
    Research Assistant
    National Bureau Of Economic Research May 2009 - Oct 2010
    Cambridge, Massachusetts, Us
    Assisted in data entry and data management used in research for Professors Shawn Kantor and Alexander Whalley at the University of California, Merced. Research dealt with Political Economics, specifically, how government investment in higher education institutions affected long term development of these institutions. Work dealt heavily with Microsoft Excel and database searching.

Alex Morales Skills

Research Microsoft Office Leadership Microsoft Excel Stata Analysis Statistics Budgets Equity Capital Markets Bookkeeping Econometrics Java Budgeting Community Outreach Economics

Alex Morales Education Details

  • University Of California, Merced
    University Of California, Merced
    Minors In Applied Mathematics And Management

Frequently Asked Questions about Alex Morales

What company does Alex Morales work for?

Alex Morales works for Wells Fargo

What is Alex Morales's role at the current company?

Alex Morales's current role is Vice President - Portfolio Manager at Wells Fargo.

What is Alex Morales's email address?

Alex Morales's email address is am****@****ail.com

What schools did Alex Morales attend?

Alex Morales attended University Of California, Merced.

What are some of Alex Morales's interests?

Alex Morales has interest in Soccer, Golf, Reading.

What skills is Alex Morales known for?

Alex Morales has skills like Research, Microsoft Office, Leadership, Microsoft Excel, Stata, Analysis, Statistics, Budgets, Equity Capital Markets, Bookkeeping, Econometrics, Java.

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