David Wilfert Email & Phone Number
Private Banking Analyst @ Wells Fargo
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David Wilfert Location
- Chicago, IL, US
David Wilfert Work
- Private Banking Analyst @ (July 2025 - Present)
- Private Wealth Analyst @ (September 2024 - June 2025)
- Private Wealth Analyst @ (June 2024 - August 2024)
- Asset Management Analyst @ (January 2023 - December 2023)
- Private Wealth Analyst @ (May 2023 - August 2023)
David Wilfert Education
- UMN Carlson School of Management
Bachelor's degree (Finance BSB)
- Orono High School
High School Diploma
David Wilfert Skills
- 401(k) Retirement Savings Plans
- Account Management
- Analytical Skills
- Bonds Trading
- Corporate 401k Plans
- Critical Thinking
- Customer Service
- English
- Equity Research
- Extracurricular Activities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Fixed Annuities
- Investment Banking
- Investments
- Leadership
- Machine Learning
- Market Research
- Marketing
- Networking
- Portfolio Management
- Problem Solving
- Quantitative Models
David Wilfert Summary
- David Wilfert, based in Chicago, IL, US, is currently a Private Banking Analyst at Wells Fargo. David Wilfert brings experience from previous roles at Wells Fargo, 401k Plan Professionals and Wells Fargo Advisors. David Wilfert holds a Bachelor's degree in Finance BSB @ UMN Carlson School of Management. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Analytical Skills, Bonds Trading, Corporate 401k Plans and more. David Wilfert has 1 emails and 1 mobile phone numbers on RocketReach.
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