Deep Enrich
Adam Holtzschue
Senior Vice President, Commercial Banking Group
2000 followers
Charlotte, North Carolina, United States
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About me
Board Member, Advisor, Lecturer, Former Executive Vice President, Wealth & Investment Management
Education
Wake Forest University School of Business
-Master of Business Administration - MBA Management & Corporate Finance
The Wharton School
-Securities Industry InstituteExecutive leadership program with the Securities Industry and Financial Markets Association (SIFMA) and the Wharton School of the University of Pennsylvania
Ohio Wesleyan University
-BA Psychology. Minor in Economics
Experience
First Union National Bank
Jan 1992 - Jan 2000Senior Vice President, Commercial Banking GroupFirst Union, now Wells Fargo
Wachovia Corp
Jan 2000 - Jan 2009Wachovia, now Wells Fargo Wachovia, now Wells Fargo
Managing Executive, Wealth Management Banking
Jan 2007 - Jan 2009Regional Managing Director, Wealth Management Banking
Jan 2000 - Jan 2007
Wells Fargo
Jan 2009 - Oct 2022Executive Vice President, Head of Core Banking
Jun 2019 - Oct 2022Managing Director, Head of Lending & Banking
Jun 2012 - Jun 2019Managing Director, Head of Credit Services
Jan 2009 - Jun 2012
Licenses & Certifications
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Series 24 General Securities Principal
Financial Industry Regulatory Authority (FINRA)Series 7 General Securities Representative
Financial Industry Regulatory Authority (FINRA)
Honors & Awards
- Awarded to Adam HoltzschueJudson D. DeRamus Distinguished Alumni Award Wake Forest University School of Business
Volunteer Experience
Board Chair
Issued by ASPIRE Community Capital on Sept 2021
Associated with Adam HoltzschueMember of the Board of Visitors
Issued by Wake Forest University School of Business on Jul 2024Associated with Adam HoltzschueExecutive Affiliate
Issued by Wake Forest University School of Business on Sept 2023Associated with Adam HoltzschueExecutive Committee, WAKE Communities Charlotte Board of Directors
Issued by Wake Forest University on Oct 2024Associated with Adam HoltzschueBoard Member
Issued by JazzArts Charlotte on Jan 2023Associated with Adam Holtzschue
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