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Clyde has a 30 year history
with Wells Fargo. He has held management positions in a wide
variety of areas including internet services, online financial
services, corporate systems, corporate marketing, auditing,
and international banking. As group executive vice president,
Clyde oversees the management of financial products and services
through various banks and brokerage affiliates of Wells Fargo
& Company including Wells Fargo Investments, LLC. Currently,
Private Client Services has over $130 billion in assets under
management.
He earned a bachelor’s in mathematics at the University
of California at San Diego, and an MBA from the University
of Chicago. He serves on a number of charitable and business
boards.
| Clyde
will discuss the fine art of selling multiple financial
services and products to both new and existing customers.
He will highlight the financial advantages of cross selling,
and explain how your institution can implement an effective
strategy. His presentation will focus on how Wells Fargo
implemented cross selling, and the fundamentals of its
execution. |
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Clyde
Ostler