Vice President Senior Wealth Planner@ Wells Fargo
Los Angeles Metropolitan Area
Caitlin Rowe
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California Polytechnic State University-San Luis Obispo
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FlashIntel GPTCaitlin Rowe is a Senior Wealth Planner at Wells Fargo Private Bank with 14.4 years of experience. She has a wide range of skills including tax, accounting, financial analysis, and tax preparation. Caitlin has held various positions at Wells Fargo, including Director of Wealth Strategy and Senior Accountant. She also has experience as a Vice President of Wealth Planner at Wells Fargo Private Bank. Caitlin is based in Los Angeles, California.
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About
Senior Wealth Planner at Wells Fargo Private Bank
Work Experience
Vice President Senior Wealth Planner
Financial Services
Caitlin Rowe's Professional Milestones
- Manager (2015-07-01~2016-01-01): Developing and implementing effective strategies to improve team productivity and foster a high-performing team.
- Intern (2009-06-01~2009-08-01): Contributed to the study of the subject and developed a valuable knowledge base.
Education
Taxation
2010-2011Skill
Tax
Tax Accounting
Accounting
Financial Accounting
Tax Preparation
Tax Research
Microsoft Excel
Income Tax
Financial Reporting
Corporate Tax
Cpa
Financial Analysis
Powerpoint
Microsoft Office
Microsoft Word
Partnership Taxation
Bookkeeping
Budgets
Vegetarian Cooking
Teaching Reading
Creative Writing
Swimming
Certification
Colleagues
Douman Namin
svp enterprise observability product owner
Aneesah Fain
Safe Scrum Master | Safety Assurance | Operations Management | Risk Management | Talent Development
Christy Helms
Technical Product Owner
Eric Schuett, MBA
Motivated Leader | Actained Learning And Development Professional | Certified Instructional Designer | Facilitator | Performance Improvement | Program Owner | Financial Services Expert
Kishore Christen
Vice President | Product Leader | Product Owner | Certified Behavioral Analyst | Certified Management Consultant | Certified Invasive Stress Reduction | CMC | | CMC
Other Named Caitlin Rowe
Frequently asked questions
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Caitlin Rowe works for Wells Fargo
Caitlin Rowe's role in Wells Fargo is Vice President Senior Wealth Planner
Caitlin Rowe works in the industry of Financial Services
Caitlin Rowe's colleagues are Douman Namin,Aneesah Fain,Christy Helms
Caitlin Rowe's latest job experience is Vice President Senior Wealth Planner at Wells Fargo
Caitlin Rowe's latest education in California Polytechnic State University-San Luis Obispo
