Wells Fargo Bank, National Association

Wells Fargo Bank, National Association

Wells Fargo Bank, National Association


1000 Loiusiana, 2nd Floor Mac:T00002-023, Houston, Texas, 77002, United States

Type of Company


Employees (Worldwide)



Retail & Commercial Banking

Company Description

Wells Fargo Bank, N.A is a primary U.S. operating subsidiary of Wells Fargo & Company. Wells Fargo Bank designates its main office as Sioux Falls, South Dakota.

Contact Data
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Executives & Employees



General Counsel

Marketing Campaign Manager

Chief Executive Officer of Washington & Western Canada, Commercial Banking Division

Chief Compliance Officer

Chief Strategy Officer

Board of Directors

Former Chairman & Chief Executive Officer at Vulcan Materials Company

Vice Chairman at NACD Northern California Chapter, Inc.

Former Chairman, President & Chief Executive Officer, Director at Otter Tail Corp.

Former Professional at Nevada State Athletic Commission

Former Professional at Wachovia Capital Markets LLC

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Wells Fargo Bank, National Association
Recent Transactions
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Turning Point Brands, Inc. issued USD Common Stock

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Blucora, Inc. purchases Honkamp Krueger Financial Services, Inc.

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Kratos Defense & Security Solutions, Inc. issued USD Common Stock

Transaction Clients
Escrow Agent

Advised on MarkWest Energy Partners LP issued USD Common Units

Escrow Agent

Advised on Apollo Commercial Real Estate Finance, Inc. issued USD Common Stock

Escrow Agent

Advised on Chatham Lodging Trust issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onDealertrack Technologies, Inc purchases Dealer Dot Com, Inc. from APAX PARTNERS LLP

Legal Advisor

Advised onSynaptics Inc., Synaptics Holding GmbH purchase Renesas SP Drivers, Inc. (Japan) from Sharp Packaging Solution Corp., Renesas Electronics Corporation, Innovation Network Corporation of Japan, Ltd.

Legal Advisor

Advised onREIT Management & Research LLC, Office Properties Income Trust purchase Select Income REIT from Equity Commonwealth

Legal Advisor

Advised onClearlake Capital Group LP, Reservoir Capital Group LLC purchase AmQuip Crane Rental LLC from Altpoint Capital Partners LLC, Solaia Capital Advisors LLC, Trilantic Capital Management LP, Bard Capital Group LLC

Chair, Finance & Restructuring Practice

Advised onClearlake Capital Group LP, Reservoir Capital Group LLC purchase AmQuip Crane Rental LLC from Altpoint Capital Partners LLC, Solaia Capital Advisors LLC, Trilantic Capital Management LP, Bard Capital Group LLC


Advised onWolverine World Wide, Inc., Golden Gate Private Equity, Inc., Collective Brands, Inc. /Private Group, Blum Capital Partners LP (Private Equity) purchase Payless Holdings LLC

Advisors & Consultants

The Energy Project energizes people and transforms companies, offering a detailed blueprint for fueling a fully engaged workforce. Drawing on the multidisciplinary science of high performance, we do this at three levels: We train people to perform sustainably at the highest levels by more skillfully managing their energy across four dimensions: physical, emotional, mental and spiritual to develop actionable strategies that help them to become more energized, focused and productive. We teach leaders to become Chief Energy Officers, who mobilize, inspire, focus, direct and regularly recharge the energy of those they lead. We partner with companies to help them better meet the core needs of their employees, so they’re freed, fueled and inspired to bring the best of themselves to work every day. Demand is exceeding our capacity. Time is the resource we’ve traditionally relied on to get more done. The problem with time is that it’s finite, and most of us no longer have additional hours left to invest at work. Energy, by contrast, can be expanded and regularly renewed. Drawing on the multidisciplinary science of high performance, The Energy Project has developed a set of simple principles and highly actionable practices for more effectively managing energy to drive higher levels of engagement, productivity, and innovation. Our clients range from companies such as Google, Coca Cola, Target, Sony, Ernst & Young, and Pfizer to organizations such as the Los Angeles Police Department, the Cleveland Clinic, Kipp Schools and many others.

Legal Advisor

Co-Chair, Automotive Industry Group at Latham & Watkins LLP

Legal Advisor

Managing Partner at McCarter & English LLP

Legal Advisor

Chair, Real Estate Private Equity Practice Group at Gibson, Dunn & Crutcher LLP


OCM specializes in alternative investments that inves tin closed-end, open-end and evergreen vehicles across four asset classes: Credit, Private Equity, Real Assets, and Listed Equities. They uses fundamental bottom-up analysis and may engage in long term or short term purchases, trading, short sales in certain strategies, margin transactions, and option writing, including covered options, uncovered options or spreading strategies.

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

Carlyle Investment Management LLC provides investment advisory services. It provides retail insurance and investment services across the US. The company's life insurance products include universal life insurance, term life coverage, and variable annuities. It was founded in 2007 and is located in Washington, DC.

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