Jonathan Maupin

Jonathan Maupin Email and Phone Number

Vice President @ Wells Fargo
Charlotte, NC, US
Jonathan Maupin's Location
Charlotte, North Carolina, United States, United States
Jonathan Maupin's Contact Details
About Jonathan Maupin

Experienced leader focused on executing thoughtful change in a fast-paced, collaborative, and highly-regulated environment. Proven track record of strategic change management within Securities Operations.

Jonathan Maupin's Current Company Details
Wells Fargo

Wells Fargo

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Vice President
Charlotte, NC, US
Website:
wellsfargo.com
Employees:
205138
Jonathan Maupin Work Experience Details
  • Wells Fargo
    Vice President
    Wells Fargo
    Charlotte, Nc, Us
  • Wells Fargo
    Executive Director
    Wells Fargo Jan 2024 - Present
    San Francisco, California, Us
    Global Settlements and Custody OperationsLead global team responsible for cross product clearing and settlement in DTC, FED, ICSD (Clearstream & Euroclear) and 28 local non-US markets, custody operations group including Asset Transfers, Mutual Fund, Money Fund, Physical Vault processing, and white glove client service support for Middle Markets Custody and Prime Brokerage business units.
  • Wells Fargo
    Vice President
    Wells Fargo Sep 2019 - Feb 2024
    San Francisco, California, Us
    Funding Operations Manager- Manage a team responsible for client support and settlement services of all cash investment products for broker dealer clients, including money market funds, overnight deposits, and term deposits. - Highly focused on process enhancement, standardization, and automation to support strategic growth.
  • Wells Fargo
    Assistant Vice President
    Wells Fargo Feb 2017 - Sep 2019
    San Francisco, California, Us
    Manager, International Settlements- Actively manage the continuously expanding international settlements team at WFS. We clear cash and derivative products across all business lines within Wells Fargo Securities, LLC, Wells Fargo Securities International Limited, and Wells Fargo Bank N.A. covering 27 international markets.- Key contributor to the international expansion and overall evolution of WFS as a competitive Broker-Dealer.- Focused on process improvement and enhancement as our primary tactical goal while maintaining a strategic vision of smart and conservative growth.
  • Wells Fargo
    Senior Operations Analyst
    Wells Fargo Jan 2015 - Jan 2017
    San Francisco, California, Us
    - Collaborate with traders, salespeople, and middle office team members in the booking, matching, settling, and reconciliation of a multitude of high-value investment products in all international markets.- Focus primarily on communicating with external brokers and sales team members to match and settle trades in Euroclear, Clearstream, and local markets in across the globe. - Heavily involved in depository reconciliation including resolving breaks and instructing cross-border realignments- Directly involved with upper-management in overall growth strategy of the back-office infrastructure with the goal of supporting the firm's rapid international expansion
  • Credit Suisse
    Operations Analyst
    Credit Suisse Jan 2014 - Jan 2015
    Zurich, Ch
    - Liaise with clients, front office, and client services representatives in the booking, processing and settling of high value equity and fixed income trades in international markets including Argentina, Brazil, Chile, Colombia, Mexico, Peru, and Venezuela.- Process payments to international financial institutions and other firms in excess of $20 Million on a daily basis.- Facilitate foreign exchange transactions in excess of $20 Million daily with currencies including: BRL, COP, CLP, MXN, and PEN.
  • Wells Fargo
    Intern
    Wells Fargo Jun 2013 - Aug 2013
    San Francisco, California, Us
    - Interacted with team members in all facets of the mortgage lending business in Wilmington, NC, Dallas, TX, and Savannah, GA.- Attended more than 15 networking events to build relationships and future sales with developers, builders, and real estate professionals.- Led a team of 16 members to complete a project and present to area executives in Savannah, GA
  • York Real Estate
    Leasing Coordinator
    York Real Estate May 2012 - Aug 2012
    - Managed over 80 Client portfolios and relationships- Contributed to closing over $500,000 worth of leases in 6 months- Made broker approved deposits in excess of $5,000 daily- Analyzed and developed a strategy for niche marketing to high-revenue tenants
  • York Real Estate
    Intern
    York Real Estate Jan 2012 - May 2012
    - Managed over 80 Client portfolios and relationships- Contributed to closing over $500,000 worth of leases in 6 months- Made broker approved deposits in excess of $5,000 daily- Analyzed and developed a strategy for niche marketing to high-revenue tenants

Jonathan Maupin Skills

Microsoft Office Public Speaking Powerpoint Social Media Customer Satisfaction Microsoft Excel Leadership Teamwork Negotiation Sales Real Estate Management Strategy Finance Organizational Leadership Time Management Strategic Planning Portfolio Management Customer Service Financial Modeling Analysis Marketing Social Networking Banking Financial Analysis Outlook Event Planning Training Social Media Marketing Access Microsoft Word Mortgage Lending

Jonathan Maupin Education Details

  • University Of North Carolina Wilmington
    University Of North Carolina Wilmington
    Finance. Minor: Psychology

Frequently Asked Questions about Jonathan Maupin

What company does Jonathan Maupin work for?

Jonathan Maupin works for Wells Fargo

What is Jonathan Maupin's role at the current company?

Jonathan Maupin's current role is Vice President.

What is Jonathan Maupin's email address?

Jonathan Maupin's email address is jo****@****ail.com

What schools did Jonathan Maupin attend?

Jonathan Maupin attended University Of North Carolina Wilmington.

What are some of Jonathan Maupin's interests?

Jonathan Maupin has interest in Psychology, Sociology, Outdoor Activities, Basketball, Professional Sports, Finance, Business, Golf.

What skills is Jonathan Maupin known for?

Jonathan Maupin has skills like Microsoft Office, Public Speaking, Powerpoint, Social Media, Customer Satisfaction, Microsoft Excel, Leadership, Teamwork, Negotiation, Sales, Real Estate, Management.

Who are Jonathan Maupin's colleagues?

Jonathan Maupin's colleagues are Juan Vazquez Jr, Dylan Erhart, Emma Marry, James Ballinger, Tahaun Squires, Payton Theisler, Praveen Kareddy.

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