Jeffrey Gass Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Wells Fargo Securities, Charlotte, NC. 6/2008 – 10/2023 Managing Director – Corporate & Investment Banking, Investment Grade Debt Syndicate • Global Head of Preferred & Hybrid Syndicate; directed the end-to-end process of pitching, structuring, pricing, and distribution of transactions via institutional and retail sales channels ~ $135 million annual revenue business. Managed deals of various scales, ranging from $50 million to $3.8 billion, demonstrating expertise in navigating diverse transactions within the preferred and hybrid markets. • C-suite and Senior Management relationships at key clients • Ranked #1 in Preferred league tables capturing over 18% market share since 2010. • Sole Global Manager on the first multi-tranche transaction distributed via institutional and retail sales channels optimizing price and size. The strategy resulted in significant savings for the issuer, amounting to approximately $1.5 million annually. • Engaged with international bank regulators, including those in the United States, Canada, England, Switzerland/Basel Committee, and Australia. Delivered insightful market intelligence and effectively communicated perspectives on Additional Tier 1 structures. This proactive engagement facilitated the transmission of regulatory insights to our clients, enabling them to make informed decisions.• Helped to create a family of Preferred indices which was used to bring the first preferred ETF to market – Invesco Financial Preferred ETF (PGF) that grew to $1.8bn in AUM. • Spearheaded Emerging Markets Syndicate targeting issuers in Asia, Middle East, and Latin America.

Bachelor Of Arts - Ba, Economics, Finance

Activities and Societies: Swim team

Masters Of Business Administration