Dan Chapman Email and Phone Number
Dan Chapman work email
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Dan Chapman personal email
I’m working at Wells Fargo in Charlotte, North Carolina in their Corporate Treasury’s Capital Management Group. I started in Wells Fargo’s Asset-Liability Management (ALM) organization out of college after graduating from the University of Iowa in the spring of 2023 where I successfully acquired two Master of Science degrees in Finance and Business Analytics. I have compiled various additional experiences in the financial services industry. Including completing a Corporate Banking Internship in Denver, Colorado with BOK Financial. I also had the honor of being a Henry Fund Analyst at the University of Iowa. One of the largest student-run equity portfolios in the country, and I passed the SAFE Act Exam receiving a mortgage-loan origination (MLO) license. In the spring of 2024 I also passed Level One of the CFA, and plan on pursuing Level Two within the next year.I have high aspirations and goals for myself, and those around me. Believing in expressing the unique value in every individual, and striving to help them achieve their health and happiness. This objective will help create an organizational culture that brings the most out of all those involved. Setting up the best opportunity for performance to flourish.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
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Financial AnalystWells Fargo Jul 2024 - PresentCharlotte, North Carolina, United StatesI’m pleased to announce a new opportunity in Wells Fargo’s Corporate Treasury Department. I recently joined the Balance Sheet Optimization Team. They are part of the broader Capital Management Organization. Their ultimate goal is to help advise the various LOBs by communicating the holistic goals of Wells Fargo’s upper management, and driving strong results under various regulatory requirements. -
Financial AnalystWells Fargo Jun 2023 - Aug 2024Charlotte, North Carolina, United StatesThroughout my experience working in asset liability management (ALM). I’ve learned about interest rate risk, liquidity risk management, and the importance are a diversified funding profile.As part of my experience I played a part in Wells Fargo’s wholesale funding forecasting, ensuring we met regulatory liquidity requirements. Along with this I had involvement in many other forecasting processes, and ad-how requests. -
EntrepreneurPursuing Persistence May 2021 - Mar 2023Corp. No 677252
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Equity Research AnalystHenry Fund Dec 2021 - Dec 2022Financial Services & Real Estate -
Corporate Banking Summer AnalystBok Financial Jun 2022 - Aug 2022Denver, Colorado, United States -
Dietary AideRehabilitation Center Of Belmond Jun 2017 - Aug 2019Belmond, Iowa
Dan Chapman Education Details
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Finance And Business Analytics Double Major -
Financial Management And Real Estate Double Major -
Business Administration And Management, General
Frequently Asked Questions about Dan Chapman
What company does Dan Chapman work for?
Dan Chapman works for Wells Fargo
What is Dan Chapman's role at the current company?
Dan Chapman's current role is Corporate Treasury Analyst at Wells Fargo.
What is Dan Chapman's email address?
Dan Chapman's email address is dc****@****okf.com
What schools did Dan Chapman attend?
Dan Chapman attended The University Of Iowa Tippie College Of Business, University Of Northern Iowa, North Iowa Area Community College.
Who are Dan Chapman's colleagues?
Dan Chapman's colleagues are Hemant Dixit, Natalie Nesheiwat, Naveen Pabba, Dirk Clark, Dana Cuomo, Meghana P, Lorraine Flores.
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