Jonathan Rico Email & Phone Number
Executive Director - Senior Lead Secured Lending Underwriter Supply Chain Finance @ Wells Fargo
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Jonathan Rico Location
- Charlotte, NC, US
Jonathan Rico Work
- Executive Director - Senior Lead Secured Lending Underwriter Supply Chain Finance @ (March 2026 - Present)
- Executive Director, Lead Secured Lending Underwriter @ (February 2023 - May 2026)
- Senior Portfolio Manager, VP Middle Market Banking @ (September 2022 - May 2023)
- Porfolio Manager II, VP Middle Market Banking @ (August 2021 - September 2022)
- Portfolio Manager, VP - Portfolio Services Middle Market Banking @ (October 2019 - January 2022)
- Senior Relationship Manager, VP Business Banking @ (May 2018 - October 2019)
- Relationship Manager, AVP Business Banking @ (April 2017 - May 2018)
- Senior Credit Analyst, Business Banking @ (January 2016 - April 2017)
- Business Banking Underwriter @ (January 2015 - January 2016)
- Credit Solutions Manager @ (January 2012 - July 2012)
- Commercial Banking Relationship Manager @ (August 2010 - December 2011)
- Commercial Banking Credit Analyst @ (October 2009 - August 2010)
- Credit Structure Analyst @ (January 2008 - October 2009)
- Finance and Tax Trainee @ (May 2007 - December 2007)
- Corporate Tax - Junior Consultant @ (September 2005 - May 2007)
Jonathan Rico Education
- University of California, Santa Cruz
CPA curriculum clases (Accounting and Finance)
2016-2016 - University of San Francisco
Master of Business Administration (M.B.A.) (Finance, General)
2012-2014 - Universidad Panamericana
Bachelor in Accounting (Accounting and Finance)
2003-2008
Jonathan Rico Skills
- Commercial Banking
- Forecasting
- Accounting
- Equities
- Portfolio Management
- Cash Flow
- Analysis
- Finance
- Financial Risk
- Investments
- Loans
- Cash Management
- Management
- Credit Risk
- Credit Analysis
- Business Analysis
- Market Research
- Corporate Finance
- Financial Analysis
- Financial Services
- Banking
- Financial Modeling
- Credit
- Valuation
- Commercial Lending
- Risk Management
- Budgets
- Financial Statement Analysis
- Mergers & Acquisitions
- Derivatives
- Asset Based Lending
- Owner Occupied
- Analytical Skills
Jonathan Rico Summary
- Jonathan Rico, based in Charlotte, NC, US, is currently a Executive Director - Senior Lead Secured Lending Underwriter Supply Chain Finance at Wells Fargo. Jonathan Rico brings experience from previous roles at Wells Fargo. Jonathan Rico holds a 2016 - 2016 CPA curriculum clases in Accounting and Finance @ University of California, Santa Cruz. With a robust skill set that includes Commercial Banking, Forecasting, Accounting, Equities, Portfolio Management and more. Jonathan Rico has 2 emails and 3 mobile phone numbers on RocketReach.
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