Todd Barnes Email & Phone Number
Senior Financial Advisor, Senior Vice President -- Investment Officer at Wells Fargo Advisors @ Wells Fargo Advisors
5 free lookup(s).
Todd Barnes Location
- Calabasas, CA, US
Todd Barnes Work
- 2022 - now Senior Financial Advisor, Senior Vice President -- Investment Officer at Wells Fargo Advisors @
- 2013 - 2022 Financial Advisor, First Vice President -- Investment Officer @
- 2010 - 2013 Senior Vice President Program Support Analyst Commercial Lending @
- 2008 - 2009 Senior Vice President Retail Sales and Strategy Manager @
- 2007 - 2008 Senior Vice President Southern Regional Manager Retail Banking @
- 2006 - 2007 Vice President Community Bank District Manager 6 @ Wells Fargo Bank
- 2005 - 2006 Store Manager 5 @ Wells Fargo Bank
- 1998 - 2005 Vice President Financial Center Manager @
Todd Barnes Education
- Harvard Law School Program on Negotiation (PON)
Certificate (Negotiation)
2023 - 2024 - University of Chicago
Behavioral Finance Program (Behavioral Finance)
2020 - 2020 - ABA Stonier Graduate School of Banking at Wharton
Graduate School of Banking Certificate through American Banker's Association (ABA)
2010 - 2012 - Cannon Trust School at Pepperdine
Certified Trust Financial Advisor (CTFA) (Trust Management and Estate Planning)
2009 - 2011 - Pacific Coast Bankers School (PCBS) at University of Washington
Graduate School of Banking Certificate
2008 - 2010 - UCLA Extension Certificate Programs
Paralegal Degree In Business Law & Litigation (1999), Personal Financial Planning (March 2013)
- ABA National Commercial Lending School at SMU
(Commercial Lending)
Todd Barnes Skills
- Investments
- Risk Management
- Small Business
- Change Management
- Cross-selling
- Team Leadership
- Management Development
- Sales Process Development
- Training Facilitation
- Cross-training
- Sales Process Implementation
- Development & implementation of marketing plans
- Deposit Growth
- Cross Training
- Retail
- Development and Implementation of Marketing Plans
- Cross Selling
- Union
- Retail Branch Management
- Strategic Planning
- ALCO
- Personal Financial Planning
- Management
- Commercial Management
- Retail Banking
- Partnering
- Commercial Lending
- Retail Sales
Todd Barnes Summary
- Todd Barnes, based in Calabasas, CA, US, is currently a Senior Financial Advisor, Senior Vice President -- Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors. Todd Barnes brings experience from previous roles at Wells Fargo Advisors, Union Bank (formerly Santa Barbara Bank & Trust) and Santa Barbara Bank & Trust. Todd Barnes holds a 2023 - 2024 Certificate in Negotiation @ Harvard Law School Program on Negotiation (PON). With a robust skill set that includes Investments, Risk Management, Small Business, Change Management, Cross-selling and more. Todd Barnes has 2 emails and 1 mobile phone numbers on RocketReach.
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