Profile
Erin K.
Avery worked as an Analyst at P&M Corporate Finance LLC and Credit Suisse First Boston LLC.
She also worked as an Analyst of Investment Research at Plante Moran Financial Advisors LLC.
Later, she worked as a Vice President at Wells Fargo Securities LLC from 2007 to 2019.
Ms. Avery completed her undergraduate degree from Stephen M.
Ross School of Business.
Former positions of Erin K. Avery
| Companies | Position | End |
|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Analyst-Fixed Income | 2019-06-30 |
Credit Suisse First Boston LLC
 Credit Suisse First Boston LLC Investment Banks/BrokersFinance Credit Suisse First Boston LLC provides global investment banking services in the United States. It provides private banking and financial advisory services and banking products. Its businesses include securities underwriting, sales & trading, investment banking, private equity, alternative assets, financial advisory services, investment research and asset management. It is headquartered in New York, NY. | Corporate Officer/Principal | - |
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Corporate Officer/Principal | - |
Training of Erin K. Avery
| Stephen M. Ross School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
Credit Suisse First Boston LLC
Credit Suisse First Boston LLC Investment Banks/BrokersFinance Credit Suisse First Boston LLC provides global investment banking services in the United States. It provides private banking and financial advisory services and banking products. Its businesses include securities underwriting, sales & trading, investment banking, private equity, alternative assets, financial advisory services, investment research and asset management. It is headquartered in New York, NY. | Finance |
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