Oscar Teran, MBA, is a Senior Manager and Managing Director in Private Wealth Portfolio Management at Wells Fargo Bank. With over 25 years of experience, they possess extensive knowledge in Wealth Management, focusing on high net worth clients, trusts, and foundations. Oscar has held significant roles at Wells Fargo, including Regional Head of Investments and Fiduciary Services, overseeing billions in assets and annual revenue. They previously worked with JP Morgan and CNA Insurance in leadership positions, emphasizing financial performance and investment management. Oscar holds degrees in Accounting, Finance, Marketing, and International Business from the University of Illinois Chicago, as well as an MBA from the University of Notre Dame.
Location
Atlanta, United States
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