| Date | Description |
|---|
| 2024-03-09 |
delete person Chris Haverland |
| 2024-03-09 |
delete person Mark Litzerman |
| 2024-03-09 |
delete person Michael Paciullo |
| 2024-03-09 |
delete person Michael Taylor |
| 2024-03-09 |
delete person Peter Wilson |
| 2024-03-09 |
delete person Rob Coltrin |
| 2024-03-09 |
delete person Todd Noel |
| 2024-03-09 |
insert person Andy Valerie |
| 2024-03-09 |
insert person Kevin Sullivan |
| 2024-03-09 |
insert person Mike Behan |
| 2024-03-09 |
insert person Tracie McMillion |
| 2024-03-09 |
update person_title Sage Lincoln: Senior Research Director, Global Manager Research => Co - Head, Global Manager Research |
| 2024-03-09 |
update person_title Scott Wren: Senior Global Market Strategist / Managing Director => Senior Global Market Strategist |
| 2024-03-09 |
update person_title Veronica Willis: Investment Strategy Analyst => Senior Investment Strategy Analyst |
| 2022-10-13 |
delete person Gregory T. Maddox |
| 2022-10-13 |
delete person Michelle Wan |
| 2022-10-13 |
delete person Tracie McMillion |
| 2022-07-28 |
delete person Ken Johnson |
| 2022-04-27 |
delete person Austin Pickle |
| 2022-04-27 |
delete person Hazlitt Gill |
| 2022-04-27 |
delete person Kevin Sullivan |
| 2022-04-27 |
update person_title Sage Lincoln: Senior Research Director => Senior Research Director, Global Manager Research |
| 2021-08-26 |
delete person Douglas Flaherty |
| 2021-08-26 |
delete person Mauricio Sanchez Mendez |
| 2021-08-26 |
delete person Veronica Cereceda |
| 2021-07-24 |
update person_title Rob Coltrin: Director of Business Strategy => Director of Business Strategy, Global Alternative Investments |
| 2021-05-31 |
delete otherexecutives Michael Paciullo |
| 2021-05-31 |
update person_title Michael Paciullo: Research Director => Senior Research Director, Global Manager Research |
| 2021-04-13 |
update person_title Hazlitt Gill: Senior Research Director => Senior Research Director, Global Manager Research |
| 2020-09-18 |
delete person Charlotte Woodhams |
| 2020-02-24 |
insert otherexecutives Michael Paciullo |
| 2020-02-24 |
delete person Adam I. Taback |
| 2020-02-24 |
delete person Audrey Kaplan |
| 2020-02-24 |
delete person Craig Holke |
| 2020-02-24 |
delete person George Rusnak |
| 2020-02-24 |
delete person Peter Donisanu |
| 2020-02-24 |
insert person Austin Pickle |
| 2020-02-24 |
insert person Charlotte Woodhams |
| 2020-02-24 |
insert person Gary Schlossberg |
| 2020-02-24 |
insert person Hazlitt Gill |
| 2020-02-24 |
insert person Kevin Sullivan |
| 2020-02-24 |
insert person Luis Alvarado |
| 2020-02-24 |
insert person Michael Paciullo |
| 2020-02-24 |
insert person Michelle Wan |
| 2020-02-24 |
insert person Rob Coltrin |
| 2020-02-24 |
insert person Sage Lincoln |
| 2020-02-24 |
insert person Todd Noel |
| 2019-03-12 |
update person_description Jim McHale => Jim McHale |
| 2019-03-12 |
update person_title Adam I. Taback: Head of Global Alternative Investments, Wells Fargo Investment Institute / Deputy Investment Officer, Wells Fargo Private Bank => Head of Global Alternative Investments, Wells Fargo Investment Institute / Deputy Chief Investment Officer, Wells Fargo Private Bank |
| 2019-03-12 |
update person_title Catherine A. Brown: HR Business Partner; Head of Human Resources; Member of the Operating Committee; Leader => Head of Human Resources; Member of the Operating Committee |
| 2019-03-12 |
update person_title Jim Hays: Member of the Operating Committee; Head of Wealth Brokerage Services => Head of Private Wealth Advisors Group; Head of the Private Wealth Advisors Group; Member of the Operating Committee |
| 2019-03-12 |
update person_title Jim McHale: Member of the Operating Committee; Compliance Manager => Member of the Operating Committee; Business Control Leader |
| 2019-03-12 |
update person_title Joe Nadreau: Head of Innovation & Strategy; Member of the Operating Committee => Member of the Operating Committee; Head of Independent Brokerage & Platform Services |
| 2019-02-08 |
insert cmo Gina House |
| 2019-02-08 |
insert otherexecutives Andy Byer |
| 2019-02-08 |
insert otherexecutives Chip Walker |
| 2019-02-08 |
insert otherexecutives Diane Gabriel |
| 2019-02-08 |
insert otherexecutives Gina House |
| 2019-02-08 |
insert otherexecutives Ian MacEachern |
| 2019-02-08 |
insert otherexecutives John G. Peluso |
| 2019-02-08 |
insert otherexecutives Ron Dock |
| 2019-02-08 |
insert otherexecutives Warren Terry |
| 2019-02-08 |
insert person Andy Byer |
| 2019-02-08 |
insert person Chip Walker |
| 2019-02-08 |
insert person Diane Gabriel |
| 2019-02-08 |
insert person Gina House |
| 2019-02-08 |
insert person Ian MacEachern |
| 2019-02-08 |
insert person John G. Peluso |
| 2019-02-08 |
insert person Ron Dock |
| 2019-02-08 |
insert person Warren Terry |
| 2019-02-08 |
update person_title Eduardo "Eddie" Queen: Industrial Engineer; Member of the Operating Committee; Head of Automated and Digital Investing => Industrial Engineer; Head of Digital & Automated Investing; Member of the Operating Committee; Head of Digital & Automated |
| 2019-02-08 |
update person_title Shea Leordeanu: Member of the Operating Committee; Communications Leader => Member of the Operating Committee; Head of Corporate Communications |
| 2018-09-10 |
delete cco Shea Leordeanu |
| 2018-09-10 |
delete cmo JoAnn Neau |
| 2018-09-10 |
delete evp Jim McHale |
| 2018-09-10 |
delete otherexecutives Cindy Buckler |
| 2018-09-10 |
delete otherexecutives John Parker |
| 2018-09-10 |
delete svp Doug Kelly |
| 2018-09-10 |
delete svp JoAnn Neau |
| 2018-09-10 |
insert chiefriskofficer Mark W. Hubbert |
| 2018-09-10 |
delete person Cindy Buckler |
| 2018-09-10 |
delete person JoAnn Neau |
| 2018-09-10 |
delete person John Parker |
| 2018-09-10 |
delete person Led West |
| 2018-09-10 |
insert person Audrey Kaplan |
| 2018-09-10 |
update person_description Bob Vorlop => Bob Vorlop |
| 2018-09-10 |
update person_description Heather Hunt-Ruddy => Heather Hunt-Ruddy |
| 2018-09-10 |
update person_description Kathy Barney => Kathy Barney |
| 2018-09-10 |
update person_title Catherine A. Brown: Head of Human Resources; Member of the Operating Committee; Senior Vice President Human Resources Business Partner Leader => HR Business Partner; Head of Human Resources; Member of the Operating Committee; Leader |
| 2018-09-10 |
update person_title Doug Kelly: Assistant General Counsel; Senior Vice President; Member of the Operating Committee => Assistant General Counsel; Member of the Operating Committee |
| 2018-09-10 |
update person_title Eduardo "Eddie" Queen: Industrial Engineer; Director of Digital Investing; Member of the Operating Committee => Industrial Engineer; Member of the Operating Committee; Head of Automated and Digital Investing |
| 2018-09-10 |
update person_title Erik Karanik: Head of Operations; Member of the Operating Committee; Managing Director / Head of Operations and Branch Infrastructure => Head of Operations; Member of the Operating Committee; Head of Operations and Branch Infrastructure |
| 2018-09-10 |
update person_title Heather Hunt-Ruddy: Head of Client Experience and Growth; Member of the Operating Committee; Managing Director / Head of Client Experience and Growth => Head of Client Experience and Growth; Member of the Operating Committee |
| 2018-09-10 |
update person_title Jim Hays: Member of the Operating Committee; Head of Wealth Brokerage Services; Executive Vice President Head of Wealth Brokerage Services => Member of the Operating Committee; Head of Wealth Brokerage Services |
| 2018-09-10 |
update person_title Jim McHale: Executive Vice President; Member of the Operating Committee; Chief Compliance Officer => Member of the Operating Committee; Compliance Manager |
| 2018-09-10 |
update person_title Joe Nadreau: Member of the Operating Committee; Managing Director Innovation and Strategy Group; Managing Director of the Innovation and Strategy Group => Head of Innovation & Strategy; Member of the Operating Committee |
| 2018-09-10 |
update person_title John Alexander: Managing Director / Head of Advisor Led West; Member of the Operating Committee; Head of Advisor Led West => Head of Advisor - Led Business - West; Member of the Operating Committee; Head of Advisor |
| 2018-09-10 |
update person_title Kathy Barney: Member of the Operating Committee; Senior Vice President Group Finance Officer; Group Finance Officer => Finance; Member of the Operating Committee; Senior Leader for Wells Fargo Clearing Services; Finance Senior Leader |
| 2018-09-10 |
update person_title Kent Christian: Member of the Operating Committee; President of Wells Fargo Advisors Financial Network => Member of the Operating Committee; Head of Wells Fargo Advisors Financial Network |
| 2018-09-10 |
update person_title Mark W. Hubbert: Member of the Operating Committee; Chief Risk and Credit Officer => Member of the Operating Committee; Chief Risk Officer |
| 2018-09-10 |
update person_title Rich Getzoff: Managing Director / Head of Advisor Led East; Head of Advisor Led East; Member of the Operating Committee => Member of the Operating Committee; Head of Advisor - Led Business - East; Head of Advisor |
| 2018-09-10 |
update person_title Shea Leordeanu: Member of the Operating Committee; Director of Communications => Member of the Operating Committee; Communications Leader |
| 2018-06-28 |
delete person Sean Lynch |
| 2018-06-28 |
delete person Stuart Freeman |
| 2017-12-26 |
delete svp Jim McHale |
| 2017-12-26 |
insert evp Jim McHale |
| 2017-12-26 |
update person_title Jim McHale: Member of the Operating Committee; Senior Vice President; Chief Compliance Officer => Executive Vice President; Member of the Operating Committee; Chief Compliance Officer |
| 2017-10-23 |
insert chro Catherine A. Brown |
| 2017-10-23 |
insert otherexecutives Catherine A. Brown |
| 2017-10-23 |
insert otherexecutives Eduardo "Eddie" Queen |
| 2017-10-23 |
insert otherexecutives Shea Leordeanu |
| 2017-10-23 |
insert person Catherine A. Brown |
| 2017-10-23 |
insert person Eduardo "Eddie" Queen |
| 2017-10-23 |
insert person Shea Leordeanu |
| 2017-07-26 |
delete otherexecutives Beth Hummels |
| 2017-07-26 |
delete otherexecutives Jack Grone |
| 2017-07-26 |
delete svp Jack Grone |
| 2017-07-26 |
delete person Beth Hummels |
| 2017-07-26 |
delete person Jack Grone |
| 2017-05-21 |
delete otherexecutives Devon McConnell |
| 2017-05-21 |
delete person Devon McConnell |
| 2017-03-21 |
insert otherexecutives Erik Karanik |
| 2017-03-21 |
insert otherexecutives Heather Hunt-Ruddy |
| 2017-03-21 |
insert otherexecutives John Alexander |
| 2017-03-21 |
insert otherexecutives Rich Getzoff |
| 2017-03-21 |
insert person Erik Karanik |
| 2017-03-21 |
insert person Heather Hunt-Ruddy |
| 2017-03-21 |
insert person John Alexander |
| 2017-03-21 |
insert person Led West |
| 2017-03-21 |
insert person Rich Getzoff |
| 2017-03-21 |
update person_title Ken Johnson: Global Research Analyst => Investment Strategy Analyst |
| 2017-03-21 |
update person_title Peter Donisanu: Global Research Analyst => Investment Strategy Analyst |
| 2017-03-21 |
update person_title Veronica Willis: Analytics Consultant => Investment Strategy Analyst |
| 2017-01-07 |
delete otherexecutives Mark Hammersmith |
| 2017-01-07 |
insert ceo Brand Meyer |
| 2017-01-07 |
insert otherexecutives Cindy Buckler |
| 2017-01-07 |
insert otherexecutives Kent Christian |
| 2017-01-07 |
delete person Mark Hammersmith |
| 2017-01-07 |
delete person Mary Mack |
| 2017-01-07 |
insert person Cindy Buckler |
| 2017-01-07 |
insert person Kent Christian |
| 2017-01-07 |
update person_description Brand Meyer => Brand Meyer |
| 2017-01-07 |
update person_description Mark W. Hubbert => Mark W. Hubbert |
| 2017-01-07 |
update person_title Brand Meyer: Member of the Operating Committee; Senior Managing Director Head of Independent Brokerage Group => Member of the Operating Committee; Senior Managing Director |
| 2016-10-23 |
delete otherexecutives Brian Rehling |
| 2016-10-23 |
delete otherexecutives Greg Sigmund |
| 2016-10-23 |
delete otherexecutives Sean Lynch |
| 2016-10-23 |
delete otherexecutives Stuart Freeman |
| 2016-10-23 |
delete otherexecutives Tracie McMillion |
| 2016-10-23 |
update person_description Adam I. Taback => Adam I. Taback |
| 2016-10-23 |
update person_description Brian Rehling => Brian Rehling |
| 2016-10-23 |
update person_description Craig Holke => Craig Holke |
| 2016-10-23 |
update person_description Darrell L. Cronk => Darrell L. Cronk |
| 2016-10-23 |
update person_description George E. Rusnak => George E. Rusnak |
| 2016-10-23 |
update person_description Greg Sigmund => Greg Sigmund |
| 2016-10-23 |
update person_description Gregory T. Maddox => Gregory T. Maddox |
| 2016-10-23 |
update person_description John LaForge => John LaForge |
| 2016-10-23 |
update person_description Ken Johnson => Ken Johnson |
| 2016-10-23 |
update person_description Mark Litzerman => Mark Litzerman |
| 2016-10-23 |
update person_description Michael Taylor => Michael Taylor |
| 2016-10-23 |
update person_description Paul Christopher => Paul Christopher |
| 2016-10-23 |
update person_description Peter Donisanu => Peter Donisanu |
| 2016-10-23 |
update person_description Peter Wilson => Peter Wilson |
| 2016-10-23 |
update person_description Scott Wren => Scott Wren |
| 2016-10-23 |
update person_description Sean Lynch => Sean Lynch |
| 2016-10-23 |
update person_description Stuart Freeman => Stuart Freeman |
| 2016-10-23 |
update person_description Tracie McMillion => Tracie McMillion |
| 2016-10-23 |
update person_description Veronica Willis => Veronica Willis |
| 2016-10-23 |
update person_title Adam I. Taback: Deputy Chief Investment Officer for Wells Fargo Private Bank; Head of Global Alternative Investments; Head of Global Alternative Investments, Wells Fargo Investment Institute / Deputy Chief Investment Officer, Wells Fargo Private Bank => Head of Global Alternative Investments |
| 2016-10-23 |
update person_title Brian Rehling: Co - Head; Co - Head of Global Fixed Income Strategy / Wells Fargo Investment => Co - Head of Global Fixed Income Strategy |
| 2016-10-23 |
update person_title Craig Holke: Global Research Analyst for Wells Fargo Investment Institute; Global Research Analyst / Wells Fargo Investment => Global Research Analyst |
| 2016-10-23 |
update person_title Darrell L. Cronk: President of Wells Fargo Investment Institute; President of Wells Fargo Investment Institute / Chief Investment Officer for Wealth and Investment Management => President of Wells Fargo Investment Institute / Chief Investment Officer for Wealth and Investment Management |
| 2016-10-23 |
update person_title Greg Sigmund: Head; Head of Global Research / Chief Operating Officer of Wells Fargo Investment Institute => Head of Global Research / Chief Operating Officer of Wells Fargo Investment Institute |
| 2016-10-23 |
update person_title Mark Litzerman: Head of Portfolio Management / Wells Fargo Investment; Head of Portfolio Management for Wells Fargo Investment Institute => Head of Portfolio Management |
| 2016-10-23 |
update person_title Michael Taylor: Global Research Analyst for Wells Fargo Investment Institute; Global Research Analyst / Wells Fargo Investment => Global Research Analyst |
| 2016-10-23 |
update person_title Paul Christopher: Global Market Strategist for Wells Fargo Investment Institute; Head Global Market Strategist / Wells Fargo Investment => Head Global Market Strategist |
| 2016-10-23 |
update person_title Sean Lynch: Co - Head; Co - Head of Global Equity Strategy / Wells Fargo Investment => Co - Head of Global Equity Strategy |
| 2016-10-23 |
update person_title Stuart Freeman: Co - Head; Co - Head of Global Equity Strategy / Wells Fargo Investment => Co - Head of Global Equity Strategy |
| 2016-10-23 |
update person_title Tracie McMillion: Head; Head of Global Asset Allocation Strategy / Wells Fargo Investment => Head of Global Asset Allocation Strategy |
| 2016-09-25 |
insert president David J. Kowach |
| 2016-09-25 |
delete person Anne Symanovich |
| 2016-09-25 |
update person_description David J. Kowach => David J. Kowach |
| 2016-09-25 |
update person_title David J. Kowach: Head of the Private Client Group; Member of the Operating Committee; Managing Director Head of Private Client Group => Head; Member of the Operating Committee; President |
| 2016-07-03 |
delete chro Beth Hummels |
| 2016-07-03 |
update person_title Beth Hummels: Director of Human Resources; Member of the Operating Committee; Senior Vice President Human Resources; Director => Is Director of Human Resources for Wells Fargo Advisors. She Also Sits on the Wells Fargo Advisors Operating Committee; Member of the Operating Committee; Senior Vice President Human Resources; Director |
| 2016-04-29 |
insert person Craig Holke |
| 2016-04-01 |
insert otherexecutives Brian Rehling |
| 2016-04-01 |
insert otherexecutives Tracie McMillion |
| 2016-04-01 |
insert person Brian Rehling |
| 2016-04-01 |
insert person Sameer Samana |
| 2016-04-01 |
insert person Tracie McMillion |
| 2016-01-14 |
delete otherexecutives Jimmie H. Lenz |
| 2016-01-14 |
insert otherexecutives Mark W. Hubbert |
| 2016-01-14 |
delete person Jimmie H. Lenz |
| 2016-01-14 |
insert person Mark W. Hubbert |
| 2016-01-14 |
update person_description John Parker => John Parker |
| 2015-09-11 |
update person_description Devon McConnell => Devon McConnell |
| 2015-07-14 |
insert otherexecutives Jack Grone |
| 2015-07-14 |
insert otherexecutives Mark Hammersmith |
| 2015-07-14 |
insert person Mark Hammersmith |
| 2015-07-14 |
insert person Wells Fargo Will |
| 2015-07-14 |
update person_description Jack Grone => Jack Grone |
| 2015-07-14 |
update person_title Jack Grone: Senior Vice President => Director of Corporate Communications; Senior Vice President; Member of the Operating Committee |
| 2015-05-18 |
delete person Allison Bruns |
| 2015-03-23 |
delete person Danny Ludeman |
| 2015-03-23 |
delete person Vanessa Foster Cooksey |
| 2014-11-11 |
delete managingdirector Bob Mooney |
| 2014-11-11 |
delete otherexecutives Bob Mooney |
| 2014-11-11 |
insert managingdirector David J. Kowach |
| 2014-11-11 |
delete person Bob Mooney |
| 2014-11-11 |
update person_title David J. Kowach: Managing Director / President of Private Client Group; Member of the Operating Committee; President of the Private Client Group Channel => Head of the Private Client Group; Member of the Operating Committee; Managing Director |