Felipe Francois in

Felipe Francois

Doer · DISC type ds
Senior Wealth Management Banker, Vice President _ Legal Specialty Group NMLS ID: 1378198 at Wells Fargo Private Bank
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
10 Years
Current Role
Senior Wealth Management Banker, Vice President _ Legal Specialty Group NMLS ID: 1378198
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Felipe shows up

Fast-paced
Strategic Planner
Results Focused

They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Felipe cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Senior Wealth Management Banker, Vice President _ Legal Specialty Group NMLS ID: 1378198
Wells Fargo Private Bank
1-2022 - 11-2022
Senior Premier Banker
Wells Fargo
1-2020 - 12-2021
Premier Banker
Wells Fargo
12-2016 - 12-2019
Relationship Banker
Wells Fargo
9-2014 - 11-2016
Personal Banker Reg
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2013
Bachelor of Business Administration (BBA)
City University of New York-Baruch College - Zicklin School of Business
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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