Managing Director and Head of the Regional Investment Banking Group, Wells Fargo Securities

Managing Director and Head of the Regional Investment Banking Group, Wells Fargo Securities

Years in Practice: 20

Years with Current Firm: 8

Specialty or Industry Focus: Corporate Finance, M&A, Private Equity

Charlie Woo is a managing director and head of the Regional Investment Banking group at Wells Fargo Securities. In that role, he manages the investment banking business generated out of 13 regional offices throughout the U.S. largely driven by the partnership with Wells Fargo Commercial Bank, Capital Finance and Wealth Advisors. Woo has more than 20 years of experience in corporate finance, mergers and acquisitions and private equity.

Woo is shaping the strategic direction of one of Wall Street’s growing investment banks. After nearly eight years of running the Southern California regional investment banking division, he was selected to run Wells Fargo Securities’ Regional Investment Banking group in late 2017. He leads a team that continues its momentum of driving excellent outcomes for their clients, having closed over 30 transactions by July of this year. Notable transactions include serving as the M&A and financing advisor to On Assignment on its acquisition of ECS Federal and advising Genesis Capital on its to Goldman Sachs Group.

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