Sign In
Get Clay Free →

Suggestions

    Julian Gonzales

    Investment Management Specialist at Wells Fargo Private Bank

    Julian Gonzales, CTFA, is a Senior Portfolio Specialist at Wells Fargo Private Bank, based in San Diego County, California.12 He specializes in investment management and has expertise in several areas of finance:

    1. Securities custody and asset management
    2. Foreign exchange
    3. Risk management
    4. Corporate finance
    5. Private bank wealth management

    Gonzales provides wealth management services to clients at Wells Fargo Private Bank.3 He holds the Certified Trust and Financial Advisor (CTFA) designation, which indicates his proficiency in trust and estate management.2

    His educational background includes attending California State University San Marcos.2 While the exact duration of his employment at Wells Fargo Private Bank is not specified, his current role as a Senior Portfolio Specialist suggests he has significant experience in the financial industry.

    Highlights

    Sep 18 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    Summary Of Executive Moves In Global Wealth Management

    Related Questions

    What are Julian Gonzales' main responsibilities at Wells Fargo Private Bank?
    How long has Julian Gonzales been working at Wells Fargo Private Bank?
    What qualifications does Julian Gonzales have that make him a specialist in investment management?
    Can you provide examples of Julian Gonzales' work or achievements in investment management?
    What is Julian Gonzales' professional background before joining Wells Fargo Private Bank?
    Julian Gonzales
    Julian Gonzales, photo 1
    Julian Gonzales, photo 2
    Add to my network

    Location

    San Diego County, California, United States