Bill Wood Email and Phone Number
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Bill Wood is a Executive Director, Lead Investment Analyst at Wells Fargo.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
-
Executive Director, Lead Investment AnalystWells Fargo Mar 2019 - PresentSan Francisco, CaliforniaSenior 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. -
Vice President, Investment AnalystWells Fargo Mar 2016 - Mar 2019San 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. -
Associate, Investment AnalystWells Fargo Jul 2014 - Mar 2016San Francisco, California, United StatesAnalyzed 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. -
Investment Banking AssociateWells Fargo Securities Jul 2013 - Jul 2014Greater New York City AreaSupported 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. -
Investment Banking AnalystWells Fargo Dec 2009 - Jun 2013New York, New York, United StatesAnalyzed client capital structures and credit profiles to produce debt financing recommendations. Supported execution of bond and bank debt underwriting activities. -
Summer Investment Banking AnalystTully And Holland May 2008 - Aug 2008Greater Boston AreaCreated 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. -
Wealth Management InternNorthwestern Mutual May 2007 - Aug 2007Greater New York City AreaAssisted financial representatives in monitoring and rebalancing client portfolios, marketing efforts, and strategic initiatives.
Bill Wood Education Details
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Economics
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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