Wells Fargo

Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Strategic Investments

Darlene Goins

Head of Philanthropy and Community Impact, President of Wells Fargo Foundation

Ellen Koebler

Chief Risk Officer Commercial Banking, EVP

Maureen Offer

Finance Associate

Fernando Rivas

Co-CEO of Corporate and Investment Banking

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Sean Lee Sang Sub

Investor, Principal Technology Investment Group

Past deals in Arizona

Engage3

Corporate Round in 2019
Engage3, Inc. specializes in retail intelligence and mobile shopping solutions by connecting consumers with retailers, manufacturers, and media companies to facilitate personalized promotions. The company offers a suite of platforms, including MissionControl, which manages competitive price shop operations, and Vantage, an offer optimization platform that utilizes market intelligence and real-time auctioning to deliver tailored messaging to consumers. Additionally, Engage3 provides ShoppingScout, a personal shopping assistant that helps users navigate brands and retailers while managing their shopping experience. The company serves a diverse clientele, including manufacturers of consumer packaged goods, grocery and drug store retailers, and publishers, leveraging data science and AI to enhance pricing strategies and shopper engagement. Founded in 2008 and headquartered in Davis, California, with an office in Scottsdale, Arizona, Engage3 aims to empower retail executives with real-time data insights for strategic decision-making.

Sequencia

Venture Round in 2000
Sequencia offers a web-based, collaborative Product Lifecycle Management (PLM) solution known as processPoint, tailored for industries such as consumer packaged goods, food and beverage, pharmaceuticals, and specialty chemicals. In addition to its PLM capabilities, Sequencia provides supply chain management services and has developed an enterprise resource planning platform that enhances vendor management. This integrated approach supports businesses in efficiently managing their product development and supply chain processes.
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