David Morelli
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David Morelli Email & Phone Number

Vice President and Lead Wealth Underwriter at Wells Fargo
Location: Brentwood, California, United States 7 work roles 1 school
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Role
Vice President and Lead Wealth Underwriter
Location
Brentwood, California, United States
Company size

Who is David Morelli? Overview

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Quick answer

David Morelli is listed as Vice President and Lead Wealth Underwriter at Wells Fargo, a with 205138 employees, based in Brentwood, California, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for David Morelli.

David Morelli previously worked as Vice President / Lead Wealth Underwriter at Wells Fargo and Commercial Mortgage Underwriter at Wells Fargo. David Morelli holds Bachelor Of Science, Business Administration (Real Estate) from California State University-Sacramento.

Company email context

Email format at Wells Fargo

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{first}.{last}@wellsfargo.com
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Profile bio

About David Morelli

Commercial and Residential Real Estate Finance professional with experience in originations, underwriting and portfolio management.

Listed skills include Real Estate and Finance.

Current workplace

David Morelli's current company

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Wells Fargo
Wells Fargo
Vice President and Lead Wealth Underwriter
Concord, CA, US
Website
Employees
205138
AeroLeads page
7 roles

David Morelli work experience

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Vice President And Lead Wealth Underwriter

Concord, Ca, Us

Vice President / Lead Wealth Underwriter

Current

Concord, California, United States

Provide consultative underwriting guidance and support to our National High Net Worth Mortgage Underwriting Team. Assess complex borrowing structures, conducting balance sheet and cash flow analyses, and discussing scenarios for approval, denial, and counteroffers with internal partners and our Senior Directors of Credit & Risk Management. My previous experience as an Underwriter and Relationship Banker in Residential Sub-Division and Commercial Project Real Estate Lending has allowed me to showcase my exceptional problem-solving and credit analysis skills. Consequently, I am acknowledged by our Senior Credit Leadership Team as the Commercial Real Estate Subject Matter Expert (SME) of our group.

Apr 2013 - Present

Commercial Mortgage Underwriter

Oakland, California

Negotiated, re-structured and underwrote loan assumptions and non-permitted equity transfers related to commercial real estate loan commitments. Reviewed and evaluated various borrowing structures, ranging from individual investors to publicly traded real estate investment trusts. Performed cash flow and balance sheet analysis on various types of financial statement and tax returns. Evaluated third party reports such as appraisals, environmental, and market information to analyze collateral. Prepared credit memorandums recommending approval, denial or counter-offer for executive management and investor consideration. Mentored junior underwriters and credit analysts.

Aug 2010 - Apr 2013

Assistant Vice President / Relationship Banker Ii

Walnut Creek, California, United States

Oct 2005 - Dec 2009

Assistant Vice President / Credit Analyst Iii

Walnut Creek, California, United States

Jan 2005 - Oct 2005

Vice President / Healthcare Underwriting Officer

Walnut Creek, California, United States

Apr 2004 - Jan 2005

Assistant Vice President / Financial Analyst / Underwriter Ii

Walnut Creek, California, United States

May 1999 - Mar 2004
Team & coworkers

Colleagues at Wells Fargo

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1 education record

David Morelli education

FAQ

Frequently asked questions about David Morelli

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

What company does David Morelli work for?

David Morelli works for Wells Fargo.

What is David Morelli's role at Wells Fargo?

David Morelli is listed as Vice President and Lead Wealth Underwriter at Wells Fargo.

What is David Morelli's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for David Morelli at Wells Fargo.

Where is David Morelli based?

David Morelli is based in Brentwood, California, United States while working with Wells Fargo.

What companies has David Morelli worked for?

David Morelli has worked for Wells Fargo, California Bank & Trust, City National Bank, Bank Of The West, and Bank One.

Who are David Morelli's colleagues at Wells Fargo?

David Morelli's colleagues at Wells Fargo include Nicklas Martin, Prasanta Kumar Routray, Roosevelt Augustine Padilla, Shiva Kumar, and Dipak Agrawal.

How can I contact David Morelli?

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

What schools did David Morelli attend?

David Morelli holds Bachelor Of Science, Business Administration (Real Estate) from California State University-Sacramento.

What skills is David Morelli known for?

David Morelli is listed with skills including Real Estate and Finance.

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