Anthony Wells Email and Phone Number
Anthony Wells work email
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Anthony Wells personal email
As a skilled finance professional, Anthony Wells specializes in relationship management, credit analysis, underwriting, and portfolio management. During his time at Northern Trust, he worked closely with high-net-worth clients and corporate entities, providing tailored lending solutions and managing complex credit transactions. His expertise includes structuring and analyzing credit facilities, performing detailed financial modeling, and guiding clients through investment decisions that align with their long-term goals.Anthony holds a degree in Finance and Information Systems from Fordham University, where he developed a strong leadership skills as the captain of the golf team. He is passionate about helping clients navigate the complexities of financial markets while delivering strategic insights that drive results.Outside of work, Anthony enjoys spending time with family and friends, playing golf, staying active, and exploring opportunities in real estate investing.
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Deutsche Bank -
Associate Banking Advisor - Commercial BankingNorthern Trust Dec 2023 - PresentChicago, Illinois, UsUnderwrote and evaluated commercial real estate loans, including acquisition, development, and construction financing for office, retail, and multifamily assets, ranging from $5MM to $200MM.Conducted detailed market research, financial modeling, and risk assessments to determine the viability and profitability of commercial real estate transactions.Monitored loan performance, identifying and addressing delinquency risks, and recommended action plans to senior relationship bankers. -
Associate Banking Advisor, Private Capital SolutionsNorthern Trust Jun 2023 - Dec 2023Chicago, Illinois, UsOversee $10B+ in total exposures for the fastest growing segment of the Northern Trust credit portfolio.Provide credit to private equity firms including subscription facilities, management company lines, & partner loans.Deliver Treasury Management services to funds, their management companies & wealth management for key executives.Facilitate business development, produce client presentations, and coordinate servicing team for client services managers.Conducted comprehensive analysis utilizing Capital IQ, Preqin, Pitchbook, and Bloomberg, resulting in the identification of 50+ high-value prospecting opportunities.
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Credit Portfolio Manager, Corporate And Institutional GroupNorthern Trust Dec 2022 - Jun 2023Chicago, Illinois, UsOversee $1.5B+ in credit exposure for 20+ relationships with top-tier private and public companies (revenue $250MM+), leading higher education institutions and healthcare systems.Analyze equity reports (JPM, Goldman Sachs, etc.) & financial statements (10K, 10Q) to project future performance.Review credit rating agency commentary (Moody’s, S&P, Fitch) to thoroughly identify risks and mitigating factors.Produce memorandums (including historical & projected financials) and present findings to weekly Credit Committee.
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Underwriter, Private BankingNorthern Trust Jun 2022 - Dec 2022Chicago, Illinois, UsUnderwrote 50+ loan facilities (between $1MM and $20MM) within the wealth management unit of Northern Trust, including personal, commercial, and real estate credit exposures.Prepare written credit memorandums; Present deals & answer questions at Credit Committee meeting 3x per week.
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Wealth Management AnalystBank Of America Merrill Lynch Jun 2020 - Jun 2022Charlotte, Nc, Us -
Student FundraiserFordham University Oct 2017 - Dec 2020New York, Ny, UsSolicited over $150,000 in alumni donations for Fordham University (highest rate of 1st time donor conversions). -
Angel Fund FellowFordham University Aug 2019 - May 2020New York, Ny, UsSourced and presented Fordham alumni and student run companies to an investment committee for the Fordham Angel's inaugural fund.
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Consulting CupFordham University Aug 2019 - Dec 2019New York, Ny, UsParticipated in the Gabelli School of Business Consulting Cup Challenge, a semester long project where you have 4 months to identify a company's biggest problem and marketplace, come up with an innovative solution, and present a proposal to a panel of industry judges and professors. The project draws upon all knowledge of strategy, marketing, accounting, IT, management, and other business disciplines.
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Financial AnalystOmega Sa May 2019 - Aug 2019Bienne 4, ChSpearheaded a carbon offset initiative, directing investments in green bonds that aligned with Omega's sustainability goals and reduced corporate carbon footprint. Presented sustainability strategy to senior leadership, showcasing financial and environmental ROI for green investments. -
Business DevelopmentPeter Weidinger - State Farm Insurance Agent Sep 2016 - Aug 2018Secured 120 new high-value clients over a two year period, contributing to a 15% growth in the client portfolio.
Anthony Wells Skills
Anthony Wells Education Details
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Fordham Gabelli School Of BusinessFinance And Information Systems -
Archbishop Edward A Mccarthy High School
Frequently Asked Questions about Anthony Wells
What company does Anthony Wells work for?
Anthony Wells works for Deutsche Bank
What is Anthony Wells's role at the current company?
Anthony Wells's current role is Experienced Credit Analyst & Wealth Management Professional | Expertise in Credit Analysis, Financial Modeling, and Client Solutions.
What is Anthony Wells's email address?
Anthony Wells's email address is an****@****aml.com
What schools did Anthony Wells attend?
Anthony Wells attended Fordham Gabelli School Of Business, Archbishop Edward A Mccarthy High School.
What skills is Anthony Wells known for?
Anthony Wells has skills like Leadership, Python, Microsoft Access, Microsoft Word, Public Relations, Social Media, Microsoft Excel, Public Speaking, Critical Thinking, Microsoft Outlook, Customer Service, Creative Problem Solving.
Who are Anthony Wells's colleagues?
Anthony Wells's colleagues are Nikhil Totla, Fateh Kh, Karen David, Madhuri P., Nathanael Sprcic, Iuger Liu, Sanjay Tiwari.
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