Michael V Addis is a high-skilled professional, that works in Wells Fargo main office of which is in 1096. on the position of Portfolio Manager since 2018. Michael V Addis has earned professional experience in more than nine positions at various companies. Michael V Addis went to the Brigham Young University and got education to 2013. Camarillo, California is the city, where the professional was known to settle. This professional's phone and email can be easily accessed through Connexy by request.
Name variants:
Mikael Addis,
Mychael Addis,
Mike Addis,
Mikey Addis,
Mick Addis,
Mickey Addis,
Micky Addis,
Michl Addis,
Mischa Addis
Contact Information
Last Update
Jul 6, 2022
Email
mi**@marriottschool.byu.edu, ma**@comerica.com, mv**@gmail.com
Location
Camarillo, CA
Company
Wells Fargo
Workplace
Portfolio Manager
Work History
Portfolio Manager
420 Montgomery St, San Francisco, CA 94129
As a Portfolio Manager for Wells Fargo Restaurant Finance, I manage a book of 25 real estate secured loans totaling $400MM in outstandings. My primary responsibilities include: - Underwritin...
from May 2018
Credit Management Training Program
420 Montgomery St, San Francisco, CA 94129
Participated in advanced credit training program designed to enhance deal evaluation, debt structuring, underwriting, and business development skills. - Performed credit analysis including q...
Jan 2018 — Apr 2018
Financial Analyst Program
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Capital Finance
Jul 2016 – Dec 2017)
Supported senior bankers in managing a combined $12Bn portfolio of asset-based loans—28 relationships with average loan size of $430MM.
P...
Apr 2015 — Dec 2017
Credit Analyst
1717 Main St, Dallas, TX 75201
Commercial Lending Training Program, with rotations in Wealth Management and Commercial Real Estate Wealth Management -Underwrote credit facilities to high net worth individuals, including r...
Jun 2013 — Mar 2015
Equity Analyst Intern
Provo, UT
Equity research and modeling of small- and large-cap companies -Student-managed fund of $800M
Jan 2013 — Apr 2013
Business Analyst Intern
198 Inverness Dr west, Englewood, CO 80112
Due diligence and financial modeling on establishing a healthcare business entity based around big data analytics--potential downstream value of $20MM-50MM
Sep 2012 — Dec 2012
Business Analyst Intern
Healthcare IT consulting firm, managed client customer loyalty projects, generated new leads with major industry players (e.g. Philips, GE)
May 2012 — Aug 2012
Finance Intern
Chicago, IL
Ratio analysis, headed cost reduction projects, resolved payroll and contract issues in preparation for November IPO
Jun 2011 — Aug 2011
Full-Time Volunteer
50 North Temple east, Salt Lake City, UT 84150
Managed from 6 to 20 other volunteers, led discussions on faith-promoting and life-improving principles 80+ hours a week, organized and ran free English clubs
Jun 2007 — May 2009
Education
Occupations
Financial Broker
Portfolio Manager
Real Estate Broker
Licensed Real Estate Broker
Analysts
Accountant
Finance and Accounting Specialist
Investment Analyst
Financial Analyst
Property Manager
Real Estate Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Modeling
Financial Analysis
Finance
Due Diligence
Analysis
Data Analysis
Time Management
Equity Research
Powerpoint
Microsoft Excel
Research
Equities