Kevin Patterson

Kevin Patterson

Kevin’s Company

Wells Fargo Bank

Founded: 1852

Website: http://www.wellsfargo.com

Twitter: @WellsFargo

Wells Fargo & Company is a diversified financial services company with $1.3 trillion in assets, providing banking, insurance, investments, mortgage ... More » Wells Fargo & Company is a diversified financial services company with $1.3 trillion in assets, providing banking, insurance, investments, mortgage and consumer finance through more than 10,000 stores, over 12,000 ATMs and the internet across North America and internationally. Wells Fargo & Company is an American multinational banking and financial services holding company with operations around the world. Wells Fargo is the fourth largest bank in the U.S. by assets and the largest bank by market capitalization. Wells Fargo is the second largest bank in deposits, home mortgage servicing, and debit cards. In 2011, Wells Fargo was the 23rd largest company in the United States. Wells Fargo is headquartered in San Francisco, California, with “hubquarters” throughout the country. In 2007 it was the only bank in the United States to be rated AAA by S&P, though its rating has since been lowered to AA− in light of the financial crisis of 2007–2012. The firm’s primary U.S. operating subsidiary is national bank Wells Fargo Bank, N.A., which designates its main office as Sioux Falls, South Dakota. Wells Fargo in its present form is a result of a merger between San Francisco-based Wells Fargo & Company and Minneapolis-based Norwest Corporation in 1998 and the subsequent 2008 acquisition of Charlotte-based Wachovia. Following the mergers, the company transferred its headquarters to Wells Fargo’s headquarters in San Francisco and merged its operating subsidiary with Wells Fargo’s operating subsidiary in Sioux Falls. In 2012, Wells Fargo had more than 9,000 retail branches and over 12,000 automated teller machines in 39 states and the District of Columbia. A “Big Four bank”, it has over 270,000 employees and over 70 million customers. As of July 12, 2013, Wells Fargo became the world’s biggest bank by market capitalization, worth $236 billion. [ CrunchBase ]

Nuclear fallout: Bigger fiscal crisis risk? - Boehner's back-up plan - Dow keeps rocking - POLITICO...

… The two new members of the FSI Board of Directors are: Scott Curtis, President, Raymond James Financial Services; Amy Webber, President, Cambridge Investment Research” http://bit.ly/18s9OZd TREASURY TO SELL GM BY YEAR-END — NYT’s Michael J. de la Merced: “The Treasury Department said ...

Scott Curtis

Mentioned in this article:
Scott Curtis

Raymond James' management shifts - Tampa Bay Business Journal

Scott Curtis, president of Raymond James Financial Services, the unit that supports independent contractor financial advisors, and Tash Elwyn, president of Raymond James & Associates, a full-service broker dealer that employs financial advisors, are poised to join the firm’s executive ...

Tash Elwyn

Mentioned in this article:
Tash Elwyn

Head of Raymond James' Private Client Group Retires | People content from WealthManagement.com

Scott Curtis, president of Raymond James Financial Services, the independent unit, and Tash Elwyn, president of Raymond James & Associates, the firm’s employee unit, will join the firm’s executive committee, pending the board’s approval. Helck, 61, joined Raymond James in 1989 as a vice ...

Tash Elwyn

Mentioned in this article:
Tash Elwyn

Raymond James Adds Ex-LPL, Morgan Stanley, Fidelity Recruiters

“We're pleased to welcome this exceptional team to Raymond James,” said Scott Curtis, president of Raymond James Financial Services, the firm’s independent broker/dealer, in a press release. “Earlier this year we introduced the hybrid-select pricing model for discretionary managers...

Sean Marrin

Mentioned in this article:
Sean Marrin

Raymond James Selects HiddenLevers for New Portfolio Stress Testing Offering for Advisors

Raymond James Financial - "Our advisors who choose to subscribe to HiddenLevers will have a unique capability to demonstrate how potential economic and market scenarios may affect not only their portfolio values, but also the achievement of their personal goals," said Patrick O'Connor, Senior Vice President...

Patrick O'Connor

Mentioned in this article:
Patrick O'Connor

New Raymond James advisors speak their minds about former employers - Tampa Bay Business Journal

Raymond James Financial - Anthea Penrose, public relations manager for Raymond James' retail brokerage franchise, told Reuters the company was not deliberately attacking larger competitors but was accurately reflecting current attitudes. Raymond James (NYSE: RJF), headquartered in St. Petersburg is a financial ...

Anthea Penrose

Mentioned in this article:
Anthea Penrose

Raymond James Recruits Wells Fargo Mother-Daughter Team

Certified financial planners Carolyn S. Meakem and Traci Meakem Richmond joined Raymond James in Bethesda, Md., according to Scott Curtis, president of Raymond James Financial Services, the firm’s IBD. The advisors have formed The Meakem Group, an independent firm, with securities ...

Mobile Tech Means More Face Time | Technology content from WealthManagement.com

Raymond James Financial - “It deepens that experience [with the client] and creates something more dynamic and interactive.” Josh Bohlander, director of the technology advisor group at Raymond James Financial,says only about 10% of its advisors are using video conferencing when communicating with their clients ...

Josh Bohlander

Mentioned in this article:
Josh Bohlander

Raymond James Adviser Learns Ropes About Higher Rates From Old Hand - WSJ.com

Joe Blanton, a 49-year veteran of the financial industry, spends time with Rachel McNeil, a financial adviser at Raymond James. Edward Linsmier for The Wall Street Journal When Rachel McNeil, a financial adviser with Raymond James Financial Inc., RJF -0.13% Raymond James Financial ...

Rachel McNeil

Mentioned in this article:
Rachel McNeil

Join Newsle to find out when Kevin Patterson makes the news.

As a Newsle member, you’ll be able to:

  • Get alerts on Kevin Patterson
  • See news articles & blog posts about Kevin Patterson
  • Follow your friends & colleagues in the news
This profile only includes publicly available information. Questions or comments? Contact Us
Freebase CC-BY
Data from Freebase, licensed under CC-BY
Source: CrunchBase
Data from Wikipedia, licensed under the GFDL