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Clyde Ostler
Group Executive VP—Private Client Services
Wells Fargo & Company

The Art of Cross-selling

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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