Sam Joshi

Sam Joshi: Email & Phone Number

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Head of Corporate FP&A and CFO, HR & Benefits at Wells Fargo|New York, New York, United States

Position:

Head of Corporate FP&A and CFO, HR & Benefits at Wells Fargo

Location:

New York, New York, United States

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Last updated: 2025-07-21
Updated: 2025-07-21

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Work Experience 27 years

Head of Corporate FP&A and CFO, HR & Benefits at Wells Fargo

Mar 2024 - Current

Head of FP&A and Strategic Decision Support, Wealth & Investment Management at Wells Fargo

May 2022 - Mar 2024

Head of Enterprise Planning at Wells Fargo

Jul 2020 - Apr 2022

Angel Investor - Syndicates at AngelList

Jan 2020 - Dec 2022

Angel Investor at Finovate Capital

Jun 2019 - Dec 2022

Early Stage Investor at Zebi

Aug 2019 - Jun 2022

Mentor to Startups at Alchemist Accelerator

Sep 2019 - Dec 2021

VP Finance & Chief Financial Officer at Prayus Group Inc.

Jan 2020 - Jan 2020

SVP, Commercial Banking Transformation at TD

Jan 2017 - Jan 2019

SVP, Head of Strategy, Product & Partnerships, TD Bank Innovation Team at TD

Jan 2015 - Jan 2017

VP & Leader, U.S. Corporate Strategy and M&A at TD

Jan 2013 - Jan 2015

Senior Manager, Investor Relations and Treasury at TD

Jan 2009 - Jan 2013

Manager, Finance - TD Capital/TD Securities at TD

Jan 2007 - Jan 2009

Senior Financial Analyst at Invesco Canada

Jan 2005 - Jan 2007

Senior Financial Reporting Analyst at RBC Investor Services

Jan 2003 - Jan 2005

Investment Accountant, Fund Valuations & Reporting at RBC Investor Services

Jan 2000 - Jan 2003

Audit Associate (Contract) at ABN AMRO Bank N.V.

Jan 2000 - Jan 2000

Associate (Contract) at GE Capital

Jan 2000 - Jan 2000

Finance Associate (Contract) at American Express

Jan 1999 - Jan 1999

Sam Joshi started working in 1999, then the employee has changed 11 companies and 18 jobs. On average, Sam Joshi works for one company for 1 year 11 months.

Their professional focus is Analytics, Banking, and Business Analysis across 3 core areas.

Education

Master of Business Administration (MBA) at INSEAD

Certified Public Accountant (CPA - Delaware) Inactive at American Institute of Certified Public Accountants

Fellow of the Canadian securities Institute (FCSI) at Canadian Securities Institute

Canadian Investment Manager (CIM) at Canadian Securities Institute

B.Com.(Honors) at Delhi University

High School Diploma at The Mother's International School

Sam Joshi Namesakes

Name
Company
Position
Sam Joshi
Freelance
Music Producer
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Sam Joshi
Head of Corporate FP&A
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