Wells Fargo

Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.

John Albright

Managing Director and Head of Capital Markets

Rodney Altman

Managing Director, Healthcare

Manpreet Bagga

Vice President, Strategic Capital

Duane Bouligny

Managing Director

Douglas Braunstein JD

Vice Chairman

Keith Cable

Managing Director, Diversified Industries

Chris Carter

Managing Director, Diversified Industries

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Fintech and Enterprise IT lead

Inessa Even

Managing Director, Principal Technology Investments

Richard Gan

Managing Director and Head of Diversified Industries

Darlene Goins

Head of Philanthropy and Community Impact, President

John Hukari

Managing Director and COO

Ellen Koebler

Chief Credit Officer and Executive Vice President

Michael Nepveux

Managing Director, Diversified Industries

Matthew Raubacher

MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)

Thomas Richardson

Group Managing Director

Fernando Rivas

CEO

John Ryan

Managing Director

William Stitt

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Mikhail Zhukov

Managing Director, Diversified Industries

Tim Rafalovich Ph.D

Managing Director and Head of Fund Investing

Past deals in North Carolina

HF Foods Group

Post in 2025
HF Foods Group Inc. is a wholesale foodservice distributor based in Greensboro, North Carolina, focused on providing a diverse range of products to Asian restaurants, particularly Chinese establishments, across the Southeastern, Pacific, and Mountain West regions of the United States. The company offers approximately 1,500 items, including fresh produce, frozen and dry food products, seafood, meat, poultry, and non-food items such as packaging materials. Operating through 14 distribution centers, HF Foods Group utilizes a fleet of around 340 refrigerated vehicles to serve approximately 10,000 customers. The company also supports its clients with design and printing services and trucking services, while renting warehouse facilities to enhance its distribution capabilities. HF Foods Group is committed to serving a customer base that primarily communicates in Mandarin or Chinese dialects.

Amicus.io

Series B in 2020
Amicus.io is a fintech company that offers a philanthropic platform designed to simplify charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus specializes in community foundations and donor-advised funds. Its digital platform integrates seamlessly with existing banking systems, allowing for features such as online banking, roundups, and peer-to-peer payment systems. By providing an enterprise-ready giving platform, Amicus enables financial institutions, community foundations, and charities to offer an accessible and immersive donation experience to their clients, promoting charitable donations with ease and efficiency.

Wachovia Corporation

Acquisition in 2008
Wachovia Corporation, a financial holding company, provides commercial and retail banking services, and other financial services. Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo in 2008, Wachovia was the fourth-largest bank holding company in the United States based on total assets. Wachovia provided a broad range of banking, asset management, wealth management, and corporate and investment banking products and services. At its height, it was one of the largest providers of financial services in the United States, operating financial centers in 21 states and Washington, D.C., with locations from Connecticut to Florida and west to California.
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