Ellis Bosco Email and Phone Number
With an upcoming role as an Analyst at Wells Fargo and a Bachelor of Science in Honors Finance & Economics on the horizon, my journey weaves rigorous academics with practical industry experience. At the University of Tennessee, I honed my expertise in Finance, Economics, and Systems engineering. Transitioning from an academic setting to an Analyst role, I aim to contribute to transactional projects, leveraging financial modeling and strategic analysis. My goal is to fuse this foundation with the insights from my studies and prior experience to drive value in the dynamic finance sector with a commitment to innovation and data-driven solutions.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
-
AnalystWells Fargo May 2024 - PresentSan Francisco, California, United StatesStrategy, Digital & Innovation > R1: Global Treasury Management - Product Sales -
Information Technology StaffUniversity Of Tennessee, Knoxville Aug 2021 - Oct 2023Knoxville, Tennessee, United States> Assist UT students with personal laptops, install software for students and staff members, and resolve network issues> Distribute software for Microsoft Windows, Apple macOS/IOS, Linux, Android -
Data AnalystUniversity Of Tennessee, Knoxville Aug 2020 - Jul 2021Knoxville, Tennessee, United States> Ensured effective logistics processes in a new data management system for UTK library systems > Maintained the library A - Z resources catalog > Worked on projects totaling over $4,000,000, licensing software and additional resources for students and staff -
Generalist Investment Banking Coverage Summer AnalystHsbc Jun 2023 - Aug 2023Manhattan, New York, United States> Completed many staffed projects over the summer detailing M&A pitches to clients based on Acquirer & Target objectives and synergies. Sector exposure included TMT, Financial Sponsors Group, M&A, Chemicals, Industrials, Consumer, Healthcare and More> Curated pitch decks for potential M&A clients, focusing on valuation, synergies, and deal structure. Built dynamic LBO model with multiple operating and pro forma capital structures to determine private equity affordability based on project IRR, Forecasted Business Plan, Credit Metrics, Sensitivity Analysis> Attended classroom-style lectures that tutored and provided homework on potential equity investments using LBO, DCF, Comps, and Precedent transaction methods, conducting a multitude of comprehensive industry analyses -
Wealth Management Advisory Summer AnalystJpmorgan Chase & Co. Jun 2022 - Aug 2022Columbus, Ohio> Served as pipeline leadership talent to the firm's wealth management financial development track, interacting with high-net-worth clientele, completing financial industry training, mentorship, and exposure to a multi-national bank operative system> Engaged with Investment Professionals & Financial Advisors to determine portfolio optimization based on Market Performance, Client’s objectives, and Asset Risk> Initiated a partnership with Sunstate Bank, a Minority Deposit Institute, analyzing existing digital services and identifying key areas where UI/UX improvements could significantly impact user engagement and satisfaction—led a proposal for a series of strategic enhancements, including simplified navigation, personalized financial management tools, and improved accessibility features tailored to meet the unique needs of Sunstate's customer base. Post-launch metrics revealed a remarkable 35% increase in online banking engagement and a notable uptick in new account registrations. -
Operations Leadership Development Program (Oldp)Travelers Jun 2021 - Aug 2021Franklin, Tennessee, United States> Intern under regional VP of Operation, John Devonald, led a project to introduce an emerging product, Spot - the agile, mobile robot to several lines of business, through a partnership with Boston Dynamics> Completed comprehensive training in claims handling, mastering both desk and field operations, achieving a 95% client satisfaction rate in personal and business insurance claims while processing premium and benefit payment> By rotating through Auto, Workers' Compensation, Property, General Liability, and Operations, I gained cross-functional expertise and contributed to process improvements that enhanced operational efficiency by 25% through ad hoc analysis work> Managed the Ohio-Tennessee Valley Philanthropic 2021 Campaign for underprivileged communities, raising funds to provide students with new backpacks filled with school supplies. Each teacher supported through this program received boxes of much-needed classroom supplies to fuel an entire semester of learning in the counties served -
Data Entry AssociateQuanta Computer Inc. 廣達電腦 Nov 2020 - Jan 2021Nashville, Tennessee, United States> Taiwan-based manufacturer of electronic products and industry-leading data center product lines offering a comprehensive portfolio of servers, storage devices, and network switches. Experienced in product development and manufacturing, it builds public, private, and hybrid clouds for cloud service providers and telecom operators> Worked to integrate a relation & tracking software for servers manufactured for clients: Meta, Google, Microsoft, and Google. Functional operational role in servers manufacturing & distribution division audited inputs into the database operating min. $1m+ per unit cost -
Tech Support & Sales AssociateAsurion Apr 2020 - Jul 2020Nashville, Tennessee, United States> Provider of expert support in repair, installation, and insurance protection for all technology devices, including phones, smart home devices, household appliances and web service through associations with Amazon, Staples, Verizon, AT&T, Samsung, and Google > Handled sales, order processing, and receiving, and buying and retrieved equipment from departing employees> Managed proper customer relations to ensure satisfaction and generate repeat sales. Attended recruitment and community events and built a new, younger demographic for the local Asurion center
Ellis Bosco Education Details
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Honors Finance & Economics -
Summer Venture In Management Fellow
Frequently Asked Questions about Ellis Bosco
What company does Ellis Bosco work for?
Ellis Bosco works for Wells Fargo
What is Ellis Bosco's role at the current company?
Ellis Bosco's current role is Analyst @ Wells Fargo | Harvard SVMP '24.
What schools did Ellis Bosco attend?
Ellis Bosco attended University Of Tennessee, Knoxville, Harvard Business School.
Who are Ellis Bosco's colleagues?
Ellis Bosco's colleagues are Sushmita Lahakar, Noelle Allen, Ricky Luckey, Andres Guerra, Maria Gonzalez, José Martínez, Tia Washington-Posey.
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