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 Real Estate

W.P. Carey

Post in 2023
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.

Reonomy

Series D in 2019
Reonomy is a commercial real estate data and analytics platform that integrates extensive property information to assist professionals in sourcing deals and making informed decisions. By utilizing big data, partnerships, and machine learning, Reonomy connects various fragmented aspects of the commercial real estate market, offering users access to comprehensive property intelligence. The platform provides valuable insights by combining data on properties, companies, and individuals, enabling lenders, brokers, and investors to identify opportunities and engage with real estate owners effectively. Through its innovative approach, Reonomy empowers users to navigate the complexities of the real estate landscape with greater clarity and confidence.

Reonomy

Series D in 2019
Reonomy is a commercial real estate data and analytics platform that integrates extensive property information to assist professionals in sourcing deals and making informed decisions. By utilizing big data, partnerships, and machine learning, Reonomy connects various fragmented aspects of the commercial real estate market, offering users access to comprehensive property intelligence. The platform provides valuable insights by combining data on properties, companies, and individuals, enabling lenders, brokers, and investors to identify opportunities and engage with real estate owners effectively. Through its innovative approach, Reonomy empowers users to navigate the complexities of the real estate landscape with greater clarity and confidence.

Cushman & Wakefield

Debt Financing in 2017
Cushman & Wakefield is a global full-service real estate firm founded in 1917 and headquartered in Chicago, Illinois. The company offers a comprehensive range of services throughout the real estate process, including buying, selling, financing, leasing, managing, and valuing assets. In addition, it provides strategic planning, research, portfolio analysis, site selection, and advisory services. Cushman & Wakefield also specializes in real estate portfolio integration for mergers and acquisitions, workplace strategy, change management, market entry, project feasibility, and development strategy. Its diverse expertise positions the firm to address the complex needs of clients in the real estate sector.
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