ASU NEWS—David Carroll, executive vice president of wealth and investment management (WIM) will be the speaker for the spring Harlan E. Boyles Distinguished Lecture at Appalachian State University. Boyles has served for 24 years as N.C. state treasurer.
The event, sponsored by the Walker College of Business, is Thursday, March 24, at 10 a.m. in Holmes Convocation Center on Appalachian’s campus and is free and open to the public. For more information, call 828-262-2057.
A financial services veteran with more than 36 years in the industry, Carroll joined Wachovia Bank & Trust Company in 1979 and then Wachovia’s predecessor, First Union National Bank, in 1981. From 2005 until the merger with Wells Fargo, Carroll served as senior executive vice president and head of Wachovia’s Capital Management Group, which included retail brokerage, asset management and retirement and investment products. Previously, he was head of corporate services and merger integration, chief of eCommerce and technology, and head of First Union’s General Banking Group region in Florida and earlier in Georgia.
Carroll earned his bachelor’s degree in business administration from UNC Chapel Hill. He is a board member of Trees Charlotte, the UNC Chapel Hill Foundation and the Chapel Hill Investment Fund. He also serves and on the Board of Visitors at UNC’s Kenan-Flagler Business School.
Approximately 34,000 team members in the wealth and investment management unit provide a full range of personalized wealth management, investment and retirement products and services to clients across U.S.-based businesses. Through its sub-brands — Wells Fargo Advisors, The Private Bank, Abbot Downing, Wells Fargo Institutional Retirement & Trust, and Wells Fargo Asset Management — WIM delivers financial planning, private banking, credit, investment management and fiduciary services to high-net-worth and ultra-high-net-worth individuals and families.
It also serves customers’ brokerage needs, supplies retirement and trust services to institutional clients and provides investment management capabilities to global institutional clients through separate accounts and the Wells Fargo Advantage Funds.
WIM manages and administers $1.6 trillion in client assets, including $178 billion in deposits, and holds $63 billion in loans.
Wells Fargo’s David Carroll to speak March 24 at Appalachian
Wells Fargo’s David Carroll to speak March 24 at Appalachian