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Richard Watson Email & Phone Number

GenAI Agilist at Wells Fargo
Location: Los Angeles, California, United States 11 work roles 2 schools
1 work email found @assetmark.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@assetmark.com
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Current company
Wells Fargo
Role
GenAI Agilist
Location
Los Angeles, California, United States
Company size
205138 employees

Who is Richard Watson? Overview

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Quick answer

Richard Watson is listed as GenAI Agilist at Wells Fargo, a company with 205138 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at assetmark.com and a matched LinkedIn profile for Richard Watson.

Richard Watson previously worked as Sr Project Manager at Assetmark and Sr Project Manager at Cetera Financial Group. Richard Watson holds Bachelor Of Science - Bs, Information Technology from University Of Michigan.

Company email context

Email format at Wells Fargo

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{first}.{last}@assetmark.com
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AeroLeads found 1 current-domain work email signal for Richard Watson. Compare company email patterns before reaching out.

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Profile bio

About Richard Watson

Highly skilled project manager and analyst with extensive experience in Investment Management, Wealth Management, Data Science, Dev Ops.

Listed skills include Fixed Income, Equities, Sdlc, Asset Management, and 35 others.

Current workplace

Richard Watson's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo
Wells Fargo
GenAI Agilist
Charlotte, NC, US
Website
wellsfargo.com
Employees
205138
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Company profile
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11 roles · 33 years

Richard Watson work experience

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

Sr Project Manager

Current
Assetmark

Concord, California, US

  • Launch Scaled Agile product management model to create continuous business value delivery in Investment Services business vertical
  • Define and execute all projects required for Risk and Compliance business vertical. Deliver workflow automation and enhancements across corporate, mutual fund, brokerage, and RIA SEC reporting regulations.
  • Deliver new cash sweep program to deliver 10x FDIC insurance to HNW clients from inception to launch. Integrate 12 participating banks with core trust account platform. Ensure smooth one-day cutover of over $2B in cash.
  • Deliver all external integration points to migrate core custodian books and records to Refinitiv Beta o Plan and execute trust platform integration requirements for ~100 investment service providers o Ensure TAMP.
Dec 2020 - Present

Sr Project Manager

Cetera Financial Group

San Diego, CA, US

Plan and execute projects as required across the full range of wealth management platform services provided by Cetera to both Registered Reps and Investment Advisor Representatives.

Dec 2019 - Sep 2020

Sr Manager, Consultant

Publicis Sapient

Boston, Massachusetts, US

  • Deliver Fixed Income Front Office Investment Management solutions across a range of IT and business domains
  • Leader for on-site delivery team that grew from 16 to 50+ IT professionals over 3 years
  • Project manager for data science analytics platform with embedded AI to power front office chatbot
  • Delivered AI-based sentiment analysis for Fixed Income market commentary, including Fed Beige Book
  • FX trading and intraday bond pricing and analytics for Traders
  • MiFID II global regulatory reporting for trading, research consumption and payment
Mar 2016 - Aug 2019

Sr Project Manager

Franklin Templeton

San Mateo, California, US

Deliverables: Exposure and risk management dashboard across entire IBOR; Intraday reconciled investable cash calculations; Onboard new derivative instrument types to operational and compliance investment control systems

Feb 2011 - Feb 2016

Sr Project Manager

Mellon Capital Management

Boston, Massachusetts, US

Performed strategic planning and execution of IT roadmap for Fixed Income Portfolio Management team to evolve from a spreadsheet-based system to modern investment platform based on Charles River.

Nov 2006 - Sep 2010

Sr Project Manager

Charles Schwab

Westlake, Texas, US

Program manager for self-directed retirement brokerage account offering

Jan 2006 - Oct 2006

Project Manager

Wells Fargo

San Francisco, California, US

Program Manager for new wealth management platform across trust, brokerage and private client lines of business

Apr 2004 - Dec 2005

Registered Investment Advisor

Business Owner

US

Provided fee-only fiduciary investment advice including financial planning, investment management, tax consulting, and retirement planning.

Sep 2002 - Mar 2004

Director, It Delivery

Fidelity Investments

Boston, MA, US

Lead team of 15 in custom development of large equity trade order management system. Led team of 9 to deliver integrated wealth management application to RIA channel

Mar 1996 - Aug 2002

Software Engineer

Refinitiv, An Lseg Business

London, England, GB

Design, built, and delivered real-time tine intraday muni bond analytics over leading investment data management platforms including Bloomberg, Knight Ridder and Telerate

1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at Wells Fargo

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

MO Michael Onuchovsky Michael Onuchovsky Colleague at Wells FargoPunta Gorda, Florida, United States, United States View → JC Joanna Collins Joanna Collins Colleague at Wells FargoFarmington, Minnesota, United States, United States View → XY Xu Yang Xu Yang Colleague at Wells FargoAurora, Colorado, United States, United States View → CM Cory Moore, Cfa Cory Moore, Cfa Colleague at Wells FargoGreater Chicago Area, United States View → CD Cindy Downing Cindy Downing Colleague at Wells FargoWaukee, Iowa, United States, United States View → JB Jared Baize Jared Baize Colleague at Wells FargoCharleston, South Carolina Metropolitan Area, United States View → RB Rebecca Barber Rebecca Barber Colleague at Wells FargoBrookings, South Dakota, United States, United States View → CW Cathy Wiegert Cathy Wiegert Colleague at Wells FargoWest Des Moines, Iowa, United States, United States View → TP Trish Parker Trish Parker Colleague at Wells FargoDallas-Fort Worth Metroplex, United States View → KL Katherine Lile Katherine Lile Colleague at Wells FargoGodfrey, Illinois, United States, United States View →
2 education records

Richard Watson education

Bachelor Of Science - Bs, Information Technology

University Of Michigan

Mba, Finance

Questrom School Of Business, Boston University
FAQ

Frequently asked questions about Richard Watson

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

What company does Richard Watson work for?

Richard Watson works for Wells Fargo.

What is Richard Watson's role at Wells Fargo?

Richard Watson is listed as GenAI Agilist at Wells Fargo.

What is Richard Watson's email address?

AeroLeads has found 1 work email signal at @assetmark.com for Richard Watson at Wells Fargo.

Where is Richard Watson based?

Richard Watson is based in Los Angeles, California, United States while working with Wells Fargo.

What companies has Richard Watson worked for?

Richard Watson has worked for Wells Fargo, Assetmark, Cetera Financial Group, Publicis Sapient, and Franklin Templeton.

Who are Richard Watson's colleagues at Wells Fargo?

Richard Watson's colleagues at Wells Fargo include Michael Onuchovsky, Joanna Collins, Xu Yang, Cory Moore, Cfa, and Cindy Downing.

How can I contact Richard Watson?

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

What schools did Richard Watson attend?

Richard Watson holds Bachelor Of Science - Bs, Information Technology from University Of Michigan.

What skills is Richard Watson known for?

Richard Watson is listed with skills including Fixed Income, Equities, Sdlc, Asset Management, Portfolio Management, Trading, Bloomberg, and Derivatives.

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