Why did you choose to work at Wells Fargo Securities (WFS)?
Wells Fargo Securities offered an opportunity to join an expanding platform at a time when most of its industry peers were reducing their market presence. The expanding platform, coupled the security of working for one of the most respected banks in the nation, created an inviting atmosphere for me to start my career.
Why is WFS a good place to start your career?
WFS is a meritocracy and your managers will give you responsibilities that will challenge you daily. Being surrounded by engaging co-workers and tasked with meaningful work as an entry level employee is not something that a recent college grad will find in many places.
What do you wish you had known when going through campus recruiting?
I wish I had known that I was effectively interviewing for my full time position during campus recruiting. I was interviewing for a summer internship at the time, and my group from the summer decided to keep me on the team throughout the school year, until I started with the firm full time.
What do you think makes someone successful at WFS?
To be successful at WFS, one needs a passion to learn about the financial markets as well as an ability to learn quickly from mistakes. Also, being able to understand the business at a broad level would help an employee to understand how his or her job fits within the bigger corporate framework.
What do you love about your job?
My job offers me the opportunity to work with business contacts across multiple lines of business and groups within the Sales and Trading side of WFS. My job presents different challenges daily that allow me to further my knowledge about financial markets.
What is the most challenging part of your job?
The most challenging part of my job is the ever-changing regulatory environment. My group is working on multiple projects at any given time as WFS works to comply with the new regulatory rules that will be implemented in the coming years.
What has been your greatest achievement so far at WFS?
As an intern, I was given the opportunity to run the General Ledger/Finance testing for a business-wide conversion project where we were revamping the accounting system that WFS uses on a daily basis. This meant working with business users and senior management to resolve issues, conduct additional testing, and complete the testing. This was a 6 month project that I was able to lead as an intern while completing my senior year of college.
What is the best thing about living and working in your city?
Charlotte offers the opportunity to interact within the same markets that many of our colleagues work in from New York City, at roughly 70% of the cost of living. This geographical arbitrage is a nice advantage to any recent college graduate.
Who has been the most influential person in your WFS career and why?
One of my managers has been the most influential person in my WFS career thus far. He gave me a tremendous amount of responsibility as an intern. This tested my time management skills but also pushed me to adapt and produce a higher level of work. He also offered me an opportunity to learn the business of sales and trading, as long as I could handle my workload and wanted to learn more.
If you participated in a summer intern program at WFS, describe your experience and what you learned from your internship.
As a summer intern, I had a wonderful experience interacting with multiple groups within WFS. The biggest lesson that I learned as an intern is that one must have passion in order to work within the capital markets. Without this passion for the markets, it would be easy to burn out quickly from the industry demands.
Have you ever changed groups/locations within WFS? If so, what was your experience with that process?
I moved groups after one year as an intern. For my full time role, I was able to transition to a position within middle office trade support on the trading floor here in Charlotte. It has been very interesting to apply my transferable knowledge from my intern experience to my new role.
Where do you see yourself professionally in 3 to 5 years?
I would like to transition into a front office trading role within the next 5 years.
What would you be doing if you weren't in banking/trading?
I would probably be doing Big 4 public accounting or management consulting.
What do you do when you're not at work?
When not at work, I enjoy playing golf with my friends from work, watching sports, and running.