David Earhart
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David Earhart Email & Phone Number

Portfolio Manager at Wells Fargo
Location: San Francisco Bay Area, United States, United States 6 work roles 2 schools
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Current company
Wells Fargo
Role
Portfolio Manager
Location
San Francisco Bay Area, United States, United States
Company size
2060 employees

Who is David Earhart? Overview

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Quick answer

David Earhart is listed as Portfolio Manager at Wells Fargo, a company with 2060 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for David Earhart.

David Earhart previously worked as Associate, Real Estate at Nuveen, A Tiaa Company and Transaction Manager, Green Capital at Nuveen, A Tiaa Company. David Earhart holds Master Of Science - Ms, Finance from University Of Southern California - Marshall School Of Business.

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Email format at Wells Fargo

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Wells Fargo

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Profile bio

About David Earhart

Experienced finance professional with a M.S. in Finance from USC and a background in banking and financial services. Key Competencies: financial analysis, project management, accounting, credit risk analysis, financial modeling, underwriting analysis, market research, transaction management, business writing, presenting.

Current workplace

David Earhart's current company

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Wells Fargo
Wells Fargo
Portfolio Manager
California, United States
Website
nuveen.com
Employees
2060
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6 roles

David Earhart work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Wells Fargo

California, United States

Associate, Real Estate

Current
Nuveen, A Tiaa Company

San Francisco, California, United States

  • Modeling cash flows, conducting financial analysis and credit analysis of projects, locations, markets, and borrowers
  • Supporting directors in the origination of mortgages secured by real assets during the screening, due diligence, and closing process
  • Performing Excel and ARGUS financial analysis during the originations process
  • Contributing to key documentation including credit committee memoranda, loan applications, term sheets, and other associated documents
Jun 2022 - Present

Transaction Manager, Green Capital

Nuveen, A Tiaa Company

San Francisco, California, United States

  • Managed a diverse credit pipeline of prospective transactions from origination to closing
  • Presented deals to the credit committee to discuss financial risks and loan approval
  • Communicated with internal stakeholders (i.e., business development, credit, legal, and asset management) and externally (i.e., brokers and sponsors) to keep the deal team on track for key milestones towards closing.
  • Worked with… Show more
  • Worked with senior lenders, where applicable, to gain consent for C-PACE financing
  • Supported relationships with commercial clean energy contractors, borrowers, and other industry stakeholders
Jun 2021 - Jun 2022

Credit Analyst

California Bank & Trust

California, United States

  • Analyzed financial statements and related material to determine financial conditions and trends
  • Attended in-person credit training, passing examinations pertaining to accounting, underwriting, and commercial real estate. Completed rotations with commercial banking and private wealth management groups in San.
  • Assisted with loan portfolio reporting and preparation of credit presentations according to bank's policy and guidelines
  • … Show more
  • Conducted industry research, credit investigations and financial due diligence
  • Prepared summaries, presented facts, and offered opinions concerning creditworthiness
Jun 2019 - Aug 2021

Litigation Paralegal, Antitrust Division

U.S. Department Of Justice

District Of Columbia, United States

  • Analyzed markets, conducted legal research, and engaged in filings, depositions, and investigations pertaining to proposed mergers and acquisitions. Industry focus included securities and exchanges, financial services.
Sep 2015 - May 2018

Summer Intern, Executive Office For Asset Forfeiture

U.S. Department Of The Treasury

District Of Columbia, United States

  • Shadowed accountants and economists managing the U.S. Treasury Forfeiture Fund (TFF): a federal fund with the stated purpose of funding programs and activities aimed at disrupting criminal enterprises through the use.
May 2014 - Aug 2014
Team & coworkers

Colleagues at Wells Fargo

Other employees you can reach at nuveen.com. View company contacts for 2060 employees →

BH Brandon Harris Brandon Harris Colleague at Wells Fargo Charlotte Metro, United States View → KR Kevin Rochford Kevin Rochford Colleague at Wells Fargo Evanston, Illinois, United States, United States View → KS Katrina Schmaltz, Cfa, Cpa Katrina Schmaltz, Cfa, Cpa Colleague at Wells Fargo New York City Metropolitan Area, United States View → KD Karen Davern Karen Davern Colleague at Wells Fargo Chicago, Illinois, United States, United States View → NT Natalie Tucker Natalie Tucker Colleague at Wells Fargo Nairobi, Nairobi County, Kenya, Kenya View → KA Kleyton Aguiar Kleyton Aguiar Colleague at Wells Fargo Luxembourg, Luxembourg, Luxembourg View → ML Melvyn Lau Melvyn Lau Colleague at Wells Fargo San Francisco Bay Area, United States View → JM Jayde Main Jayde Main Colleague at Wells Fargo London, England, United Kingdom, United Kingdom View → CL Charles Lynch Charles Lynch Colleague at Wells Fargo Chicago, Illinois, United States, United States View → TG Thomas Gits 🔺 Thomas Gits 🔺 Colleague at Wells Fargo Aubange, Walloon Region, Belgium, Belgium View →
2 education records

David Earhart education

FAQ

Frequently asked questions about David Earhart

Quick answers generated from the profile data available on this page.

What company does David Earhart work for?

David Earhart works for Wells Fargo.

What is David Earhart's role at Wells Fargo?

David Earhart is listed as Portfolio Manager at Wells Fargo.

Where is David Earhart based?

David Earhart is based in San Francisco Bay Area, United States, United States while working with Wells Fargo.

What companies has David Earhart worked for?

David Earhart has worked for Wells Fargo, Nuveen, A Tiaa Company, California Bank & Trust, U.S. Department Of Justice, and U.S. Department Of The Treasury.

Who are David Earhart's colleagues at Wells Fargo?

David Earhart's colleagues at Wells Fargo include Brandon Harris, Kevin Rochford, Katrina Schmaltz, Cfa, Cpa, Karen Davern, and Natalie Tucker.

How can I contact David Earhart?

You can use AeroLeads to view verified contact signals for David Earhart at Wells Fargo, including work email, phone, and LinkedIn data when available.

What schools did David Earhart attend?

David Earhart holds Master Of Science - Ms, Finance from University Of Southern California - Marshall School Of Business.

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