Bill Wood

Bill Wood Email and Phone Number

Executive Director, Lead Investment Analyst @ Wells Fargo
san francisco, california, united states
Bill Wood's Location
San Francisco, California, United States, United States
Bill Wood's Contact Details

Bill Wood personal email

n/a
About Bill Wood

Bill Wood is a Executive Director, Lead Investment Analyst at Wells Fargo.

Bill Wood's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director, Lead Investment Analyst
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Bill Wood Work Experience Details
  • Wells Fargo
    Executive Director, Lead Investment Analyst
    Wells Fargo Mar 2019 - Present
    San Francisco, California
    Senior member of multi-billion dollar fixed income portfolio, responsible for producing bond investment recommendations, overseeing the recommendations of juniors, and providing strategic advice and analytical insights. Other responsibilities include training junior personnel and acting as ESG Lead.
  • Wells Fargo
    Vice President, Investment Analyst
    Wells Fargo Mar 2016 - Mar 2019
    San Francisco, California, United States
    • Produced bond investment recommendations based on fundamental credit analysis and relative value considerations. Analysis included extensive financial modeling and market/industry/economic research.• Periodically reviewed and recommended changes to risk rating methodologies, which included leading the revision of a methodology applying to $26B in existing assets.• Provided tactical investment advice to senior managers on select high yield and distressed credits.
  • Wells Fargo
    Associate, Investment Analyst
    Wells Fargo Jul 2014 - Mar 2016
    San Francisco, California, United States
    Analyzed the credit quality of bond issuers to identify attractive fixed income investments. Presented investment recommendations, backed by extensive financial modeling and research, to portfolio managers and risk officers. Monitored existing investments for changes in credit quality.
  • Wells Fargo Securities
    Investment Banking Associate
    Wells Fargo Securities Jul 2013 - Jul 2014
    Greater New York City Area
    Supported strategic advisory efforts by producing valuation models for potential M&A and divestiture opportunities. Managed deal teams on behalf of senior bankers, developed debt financing recommendations, and supervised the work product of investment banking analysts.
  • Wells Fargo
    Investment Banking Analyst
    Wells Fargo Dec 2009 - Jun 2013
    New York, New York, United States
    Analyzed client capital structures and credit profiles to produce debt financing recommendations. Supported execution of bond and bank debt underwriting activities.
  • Tully And Holland
    Summer Investment Banking Analyst
    Tully And Holland May 2008 - Aug 2008
    Greater Boston Area
    Created financial models to value companies via DCF analysis, precedent transactions, and trading multiples. Built LBO models to evaluate offers and potential interest from financial sponsors. Conducted market research to support senior bankers.
  • Northwestern Mutual
    Wealth Management Intern
    Northwestern Mutual May 2007 - Aug 2007
    Greater New York City Area
    Assisted financial representatives in monitoring and rebalancing client portfolios, marketing efforts, and strategic initiatives.

Bill Wood Education Details

Frequently Asked Questions about Bill Wood

What company does Bill Wood work for?

Bill Wood works for Wells Fargo

What is Bill Wood's role at the current company?

Bill Wood's current role is Executive Director, Lead Investment Analyst.

What is Bill Wood's email address?

Bill Wood's email address is zw****@****rgo.com

What schools did Bill Wood attend?

Bill Wood attended Amherst College.

Who are Bill Wood's colleagues?

Bill Wood's colleagues are Heidi Van Beek, Venkat Yedlapalli, Adebayo Arogundade, Sarah Hazelton, Audreanna Kuilan, Nitansh Jain, Gyllien Montrose.

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