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David Wilfert Email & Phone Number

Incoming Wealth and Investment Management Analyst at Wells Fargo
Location: Minneapolis, Minnesota, United States 10 work roles 3 schools
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Current company
Wells Fargo
Role
Incoming Wealth and Investment Management Analyst
Location
Minneapolis, Minnesota, United States
Company size
205138 employees

Who is David Wilfert? Overview

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Quick answer

David Wilfert is listed as Incoming Wealth and Investment Management Analyst at Wells Fargo, a company with 205138 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for David Wilfert.

David Wilfert previously worked as Incoming Wealth & Investment Management Analyst at Wells Fargo and Wealth & Investment Management Summer Analyst at Wells Fargo. David Wilfert holds Bachelor'S Degree, Finance Bsb from University Of Minnesota - Carlson School Of Management.

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Email format at Wells Fargo

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Wells Fargo

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Profile bio

About David Wilfert

Highly motivated graduate from the University of Minnesota - Carlson School of Management with a bachelor's degree in finance. Along with my academic pursuits I have been involved with various clubs and organizations, including the Investment Banking Club and Real Estate Investment Group. Through these experiences, I have gained valuable exposure and developed a strong interest in areas such as investment banking, asset & wealth management, commercial real estate, & private banking.Notables: Dean's List (5x), Completed TC Marathon Training, Pursuing to Obtain SIE, Series 6, Series 7, & Series 63.

Listed skills include Leadership, Networking, Investment Banking, Investments, and 14 others.

Current workplace

David Wilfert's current company

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Wells Fargo
Wells Fargo
Incoming Wealth and Investment Management Analyst
Minneapolis, MN, US
Website
wellsfargo.com
Employees
205138
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10 roles

David Wilfert work experience

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

Incoming Wealth And Investment Management Analyst

Wells Fargo

Minneapolis, MN, US

Incoming Wealth & Investment Management Analyst

Current
Wells Fargo

San Francisco, California, US

The Private Bank - Private Wealth Analyst

Nov 2024 - Present

Wealth & Investment Management Summer Analyst

Current
Wells Fargo

San Francisco, California, US

June 2024 - August 2024The Private Bank - CRE UnderwritingCAO - Data & Model Management

Jun 2024 - Present

Wealth Management Fall Anaylst

Current
Birk-Lee Financial Group

August 2024 - May 2025Birk-LEE Financial Group WFA - FINET

Aug 2024 - Present

Asset Management Spring Analyst

401K Plan Professionals

Edina, MN, US

January 2023 - May 2023September 2023 - December 2023

Jan 2023 - Dec 2023

Private Wealth Management Summer Analyst

Wells Fargo Advisors

St. Louis, Missouri, US

May 2023 - August 2023

May 2023 - Aug 2023

Owner/Founder

Dmw Auto & Boat Detail
Feb 2021 - Aug 2022
Team & coworkers

Colleagues at Wells Fargo

Other employees you can reach at wellsfargo.com. View company contacts for 205138 employees →

NK Naval Kishore Umapathy Naval Kishore Umapathy Colleague at Wells FargoGreater Chennai Area, India View → TL Tamara Lemay Tamara Lemay Colleague at Wells FargoGreater Phoenix Area, United States View → JW Jiangdian Wang Jiangdian Wang Colleague at Wells FargoWashington DC-Baltimore Area, United States View → PL Phuong Le Phuong Le Colleague at Wells FargoPhiladelphia, Pennsylvania, United States, United States View → SK Shashikanth Kothapalli Shashikanth Kothapalli Colleague at Wells FargoHyderabad, Telangana, India, India View → AV Akil Vishnu M Akil Vishnu M Colleague at Wells FargoTamil Nadu, India, India View → BM Berenice Maciel Berenice Maciel Colleague at Wells FargoCalifornia, United States, United States View → KM Katie Mcclendon Katie Mcclendon Colleague at Wells FargoCharlotte, North Carolina, United States, United States View → DM Delcie Merchant Delcie Merchant Colleague at Wells FargoGreater Phoenix Area, United States View → MK Marianne Krajewski Marianne Krajewski Colleague at Wells FargoSan Francisco, California, United States, United States View →
3 education records

David Wilfert education

Bachelor'S Degree, Finance Bsb

University Of Minnesota - Carlson School Of Management

International Finance

Cea Capa Education Abroad

High School Diploma

Orono High School
FAQ

Frequently asked questions about David Wilfert

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

What company does David Wilfert work for?

David Wilfert works for Wells Fargo.

What is David Wilfert's role at Wells Fargo?

David Wilfert is listed as Incoming Wealth and Investment Management Analyst at Wells Fargo.

Where is David Wilfert based?

David Wilfert is based in Minneapolis, Minnesota, United States while working with Wells Fargo.

What companies has David Wilfert worked for?

David Wilfert has worked for Wells Fargo, Birk-Lee Financial Group, 401K Plan Professionals, Wells Fargo Advisors, and Sigma Phi Epsilon - Mn Alpha.

Who are David Wilfert's colleagues at Wells Fargo?

David Wilfert's colleagues at Wells Fargo include Naval Kishore Umapathy, Tamara Lemay, Jiangdian Wang, Phuong Le, and Shashikanth Kothapalli.

How can I contact David Wilfert?

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

What schools did David Wilfert attend?

David Wilfert holds Bachelor'S Degree, Finance Bsb from University Of Minnesota - Carlson School Of Management.

What skills is David Wilfert known for?

David Wilfert is listed with skills including Leadership, Networking, Investment Banking, Investments, Microsoft Excel, Marketing, English, and Problem Solving.

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