Michael is a Vice President in Software Investment Banking at Wells Fargo, specializing in the technology sector. He has a strong background in equity research and financial modeling, holding a finance degree from California Polytechnic State University and a data analytics certification from UC Berkeley.
He publicly celebrates his familys successes, showing great pride in their accomplishments. His professional interests include staying current with major business news and developments in the financial world.
Unique fact: Michael shared a heartfelt congratulations to his father for being named one of the top lawyers in the world.
Michael Berg, CFA
Vice President at Wells Fargo
Lafayette, California, United States
Overview
Topics They Care About
Software Investment
As Vice President of Software Investment Banking at Wells Fargo, this is his core professional focus.
Equity Research
He has a demonstrated history as an equity research analyst covering various technology sub-sectors like security and infrastructure.
Data Analytics
He holds a certification in data analytics from UC Berkeley, indicating a professional interest in quantitative analysis and data science.
Media Appearances
Michael has no verified media appearances
Work History
9-2025
Vice President at Wells Fargo
6-2021 - 10-2025
Vice President at Wells Fargo
7-2019 - 6-2021
Equity Research Associate at Mizuho
6-2017 - 7-2019
Equity Research Associate at JMP Group LLC
6-2015 - 6-2017
Finance Associate at Intarcia Therapeutics, Inc.
6-2014 - 9-2014
Business Analyst Intern at Southern California Edison (SCE)
Education
2020 - 2020
Data Analytics Certification from UC Berkeley College of Computing, Data Science, and Society
2011 - 2015
Bachelor's degree from California Polytechnic State University-San Luis Obispo
More Information
Social Presence :
Prographics :
Exp : 11
Location : Lafayette, California, United States
Job Level : Senior
Designation : Vice President at Wells Fargo
