Wells Fargo

Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Strategic Investments

Darlene Goins

Head of Philanthropy and Community Impact, President of Wells Fargo Foundation

Ellen Koebler

Chief Risk Officer Commercial Banking, EVP

Maureen Offer

Finance Associate

Fernando Rivas

Co-CEO of Corporate and Investment Banking

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Sean Lee Sang Sub

Investor, Principal Technology Investment Group

Past deals in Charity

Miami Foundation

Grant in 2022
The Miami Foundation is an independent non-profit organization based in Miami, Florida, established in 1967. Its mission is to connect philanthropy with community needs and opportunities, actively engaging various stakeholders in the community. The foundation focuses on addressing critical social issues such as illiteracy, hunger, homelessness, poverty, and support for the arts. The executive management team is responsible for managing the foundation's assets to effectively drive its initiatives and contribute to the betterment of the community.

Amicus.io

Series B in 2020
Amicus is a financial services company that specializes in the fields of community foundations, mobile software, impact monitoring, and nonprofit. It features scale donor-advised funds with an enterprise-ready giving platform, seamlessly integrated into the banking experience. It was founded in 2017 and headquartered in Charlotte, North Carolina.

Samaritan House

Grant in 2019
Samaritan House is sensitive to the fact that oppressed groups often encounter marginalization and face barriers to receiving support services. They seek to increase access and inclusivity, especially for those who are marginalized, disadvantaged or oppressed. Samaritan House strives to promote equal access to all individuals in need of support services. Samaritan House offers housing, case management, counseling, victim advocacy, transportation, medical assistance, food assistance, group therapy, job training and more to individuals and families experiencing domestic violence, sexual assault.
United Way invests in a stronger, healthier Lehigh Valley. We are advancing education, food access & healthy seniors in your neighborhood.United Way of the Greater Lehigh Valley (UWGLV) is to provide the leadership, convene the partnerships and develop the resources and solutions that improve our community.
Misericordia University, a small, Catholic school in Dallas, Pennsylvania, truly embodies the Catholic mission of service and support by offering traditional as well as alternative degree programs for individuals of all backgrounds. Majors at Misericordia include Business, various concentrations in fine arts, liberal arts and professional healthcare, and service-oriented fields like Nursing, Occupational Therapy and Social Work. Many of Misericordia’s approximately 2,000 students come directly from high school to earn a bachelor’s degree. However, Misericordia also provides degree programs for those from less conventional backgrounds. Its program for single mothers, for example, allows those in this situation to earn a bachelor’s degree on a schedule that’s workable for them, and also grants financial aid and other types of support. There is also the Expressway program, another flexible alternative to a bachelor’s degree designed exclusively for working adults. Additional alternative options may be found in Misericordia’s graduate program offerings and through the Division of Continuing and Adult Education. Since Misericordia is a small college, students may benefit from personalized services that provide counseling, career coaching, academic advising and other means of support. There are also more than 40 student clubs and a campus ministry program that provide opportunities to socialize with fellow students while also pursuing an outside interest. A fairly competitive school, Misericordia usually admits traditional undergraduate freshmen who are in the top quarter of their high school class. However, standards for other applicants may differ depending on whether one is applying as a transfer, alternative or graduate student. Financial aid is awarded through various sources to eligible students.
CSD is a private, nonprofit organization dedicated to creating and providing technologies and services that benefit the deaf and hard of hearing community.
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