Unlock Specialized Client Services with the Private Bank

(Sponsored Content) Discover how high-net-worth clients can have a “full array of options” for investing and banking capabilities at Wells Fargo.

Related Resources
Speakers
Caperton Head Shot 3 Turquoise Jacket 2022 (1)
Julie Caperton
Head of The Private Bank and Wells Fargo Partnerships

As head of The Private Bank and Wells Fargo Partnerships, Julie Caperton focuses on a client-centric wealth growth strategy for top clients across Wells Fargo’s entire platform. Julie was previously the head of Corporate Development at the enterprise level and held several leadership positions in Corporate & Investment Banking.

Shannon Rosic (1)
Shannon Rosic
Director of WealthStack Content and Solutions; Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

© 2021 Informa USA, Inc., All Rights Reserved | Privacy Policy | Terms of Service