David Annis Email & Phone Number
Managing Director, Head of Portfolio Strategy and Analytics @ Wells Fargo
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David Annis Location
- Charlotte, NC, US
David Annis Work
- 2026 -now Managing Director, Head of Portfolio Strategy and Analytics @
- 2025 -2026 Senior Vice President, Head of Objective Forecasting @
- 2024 -2025 Chief Executive Officer, Chief Technology Officer @
- 2022 -2025 Principal, Strategy and Investment @
- 2022 -2024 Adjunct Professor of Business Analytics @
- 2018 -2022 Head of CCAR and CCP Analytics @
- 2014 -2018 Head of Wholesale Market Risk Analytics @
- 2010 -2014 Head, Wells Fargo Trading Model Validation @
- 2007 -2010 Senior Audit Manager @
- 2006 -2007 Forecasting Senior Analyst @
- 2007 -2010 Independent Consultant @ Annis Associates
- 2004 -2006 Assistant Professor, Operations Research @
- 2004 -2004 Visiting Assistant Professor, Statistics @
- 1998 -2000 Mechanical Design Engineer @
David Annis Education
- University of Warwick - Warwick Business School
Master of Business Administration - MBA (with Distinction)
2018-2020 - Purdue University
Ph.D. (Statistics)
2000-2003 - Purdue University
M.S. (Mathematical Statistics)
2000-2001 - Purdue University
M.S. (Industrial Engineering)
1998-2000 - University of Florida
B.S. (with Honors) (Mechanical Engineering)
1994-1998
David Annis Skills
- Instruction
- Public Speaking
- Applied Mathematics
- Strategic Analysis
- Product Strategy
- Metrics Reporting
- Interpersonal Relationships
- Business Insights
- Pivot Tables
- Business Process Improvement
- Problem Solving
- Interpersonal Skills
- Research Skills
- Business Planning
- Team Management
- STEM
- Team Leadership
- SQL
- Portfolio Optimization
- Financial Risk Management
- Data Manipulation
- Teaching
- Financial Services
- Market Analysis
- Leadership
- Financial Analysis
- Data Analytics
- Finance
- Machine Learning
- Data Science
- Risk Management
- Financial Modeling
- Financial Risk
- Quantitative Analytics
- Data Analysis
- Derivatives
- Forecasting
- Market Risk
- Analysis
- Statistics
- Valuation
- Internal Audit
- Auditing
- Credit
- Management
- Trading
- Equities
- Analytics
- R
- Python (Programming Language)
- Platform
- Strategic Planning
- Engineering
- Microsoft Office
- Audit
- Design
- Research
- Scenario
- Wholesale
David Annis Summary
- David Annis, based in Charlotte, NC, US, is currently a Managing Director, Head of Portfolio Strategy and Analytics at Wells Fargo. David Annis brings experience from previous roles at Truist, LitFinMetrics, Vernon Capital Partners, LLC and McColl School of Business at Queens University of Charlotte. David Annis holds a 2018 - 2020 Master of Business Administration - MBA (with Distinction) @ University of Warwick - Warwick Business School. With a robust skill set that includes Instruction, Public Speaking, Applied Mathematics, Strategic Analysis, Product Strategy and more. David Annis has 5 emails on RocketReach.
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