Annie Xu's Professional Contact Details

Annie Xu's Current Company Details

As one of the nation's leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your financial goals.Whether you're lo...
As one of the nation's leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your financial goals.Whether you're looking to build wealth, focus on maintaining what you have, or want to preserve your family legacy, our dedicated specialists will tailor wealth management solutions fit for you. Disclosures Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Deposit products offered through Wells Fargo Bank, N.A.Investment and Insurance Products are: •Not insured by the FDIC or Any Federal Government Agency•Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate•Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Member FDIC. NMLSR ID 399801.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. © 2021 Wells Fargo Bank, N.A. Member FDIC All rights reserved. NMSLR ID 399801 CAR-0821-02219
wealth planning
investment management
private banking
trust & fiduciary services
family dynamics
philanthropic services
business advisory services
financial services

Annie Xu's Work History and Education

Wells Fargo Private Bank
Vice President, Sr. Private Bank Underwriter
2015 - Present
East West Bank
Vice President / Portfolio Manager
2010 - 2015 • 5 years
Cathay Bank
Assistant Vice President / Loan Portfolio Officer
2005 - 2010 • 5 years

Others Named Annie Xu

Mechanical Drafter at Stantec
Deputy General Manager at Neusoft
Occupational Therapist at Concentra
Talent and Culture Manager at Rosewood Sanya
Residential Salesperson at Barfoot & Thompson
Application Analyst at UNC
Overseas sales representative at Shenzhen Silver Basis Technology Co.,Ltd

Frequently Asked Questions about Annie Xu


What company does Annie Xu work for?

Annie Xu works for Wells Fargo Private Bank.

What is Annie Xu's role at Wells Fargo Private Bank?

Annie Xu's role at Wells Fargo Private Bank is Vice President, Lead Wealth Underwriter.

What is Annie Xu's email address?

Annie Xu's email address is a**@wellsfargo.com.

What is Annie Xu's business email address?

Annie Xu's business email address is a**@wellsfargo.com.

What is Annie Xu's HQ phone number?

Annie Xu's HQ phone number is +1(800) 869-3557.

What industry does Annie Xu work in?

Annie Xu works in the Financial Services industry.

Who are Annie Xu's colleagues?

Annie Xu's colleagues are Amy Cooke, Anthony Navarro, Brad Peyton, Brady Leverty and more.
Vice President, Wealth Management Banker
Wealth Management Banker, Assistant Vice President
Specialty Finance Group; Senior Vice President
Portfolio Manager
Portfolio Manager

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