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Angelica Mungcal
Senior Portfolio Execution Specialist at Wells Fargo
Angelica Mungcal is a seasoned financial expert with 12+ years of experience at Wells Fargo, holding various roles in credit analysis, lending, and wealth management, with a Bachelor's degree in Computer Information Systems from San Francisco State University.
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Location
Concord, California, United States, US
Skills
- Loans
- Credit
- Banking
- Strategic Financial Planning
- Financial Analysis
- Show all
Bio
Generated by
Topline AI
Angelica Mungcal is a seasoned banking expert with a proven track record of delivering strategic financial solutions. As a Senior Portfolio Execution Specialist at Wells Fargo, she has spent over 12 years refining her expertise in loans, credit, and wealth management. Prior to her current role, Angelica held positions at Wells Fargo, including Credit Analyst and Commercial Relationship Associate, where she developed a deep understanding of commercial lending and cash management.
Angelica holds a Bachelor's degree in Computer Information Systems from San Francisco State University, complemented by a minor in Special Education. She is also a licensed insurance representative, holding Series 7, Series 66, and CA Life, Accident, Health designations. Her expertise in financial analysis, mortgage lending, and commercial banking has earned her a reputation as a trusted advisor in the industry.
With a strong foundation in banking and finance, Angelica brings a unique perspective to her work, leveraging her skills in credit analysis, commercial lending, and wealth management to drive business growth and success.
Credentials
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Licensed Insurance Representative
CA Life, Accident, HealthNov, 2007- Apr, 2026 -
Series 66
Uniformed Combined State LawDec, 2006- Apr, 2026 -
Series 7
General Securities RepresentativeNov, 2006- Apr, 2026
Experience
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Senior Portfolio Execution Specialist
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Sep 2020 - Present
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Credit Analyst
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Jul 2013 - Sep 2020
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Commercial Relationship Associate
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Sep 2011 - Jul 2013
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Wells Fargo Advisors
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San Francisco Bay Area
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Premier Banker (Registered)
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Apr 2000 - Sep 2011
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San Francisco Bay Area
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Education
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San Francisco State University
Bachelors, Computer Information Systems -
San Francisco State University
Bachelors, Kinesiology
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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