James Mastroianna in

James Mastroianna

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Director - Portfolio Manager at Wells Fargo
📍 Minneapolis, Minnesota, United States

James Mastroianna is a Director and Portfolio Manager at Wells Fargo, with a career built at the firm since graduating from the UMN Carlson School of Management. He has progressed through various roles, including investment banking and credit analysis, developing extensive experience in corporate finance and deal execution.

James is a long-time supporter of the Minneapolis-based non-profit, Project for Pride in Living (PPL). This organization focuses on combating poverty by providing affordable housing and employment training, indicating a personal commitment to community development and stability.

Early in his career, he was a key team member on one of his groups highest fee transactions, which generated $11. 8 million for the firm.

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Experience
21 Years
Current Role
Director - Portfolio Manager
Job Level
Mid-senior
Location
Minneapolis, Minnesota, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics James cares about

Complex Credit Analysis
Has extensive experience performing in-depth financial analysis and due diligence on complex commercial loans ranging from $10MM to $50MM+ to assess borrower viability.
Affordable Housing
He is a consistent donor to Project for Pride in Living, a Minneapolis non-profit focused on providing housing and employment services to help families overcome poverty.
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Career

Work history

1-2019
Director - Portfolio Manager
Wells Fargo
6-2016
Vice President - Portfolio Manager
Wells Fargo
7-2013 - 6-2016
Assistant Vice President - Relationship Manager
Wells Fargo
8-2010 - 7-2013
Assistant Vice President - Credit Analyst, Credit Resolution Group
Wells Fargo
5-2006 - 7-2010
Financial Analyst, Investment Banking and Capital Markets
Wells Fargo Securities
In the press

Media appearances

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Education
2001 - 2005
Bachelor of Science
UMN Carlson School of Management
2001 - 2005
Bachelor of Science (B.S.)
UMN Carlson School of Management
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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