5
Relationship Playbooks / Wells Fargo
Wells Fargo
Relationship Playbook High Priority

Wells Fargo

$1.2M ARR · 8-figure expansion Stage Discovery Close Aug 31, 2026 Owner David Rush Salesforce synced
Offers To Help 2
Connectors who've raised their hand to help with Wells Fargo.
Ali Adnan
Priya Iyer 🤝Average Senior
VP Application Security, Wells Fargo · via Ali Adnan · Founder & CEO, ResolveAI Customer · Offered 6h ago (in response to bulletin)
Ali wrote: "Knew him at Stripe — may need a warm-up but happy to try. Quick question before I send anything: where are you in the sales process and who else have you spoken to so far?"
Ali asked a question — answer inline so we can send your response
Draft auto-saved
Recent completions 1
Michael Girouard
Daniel Reyes 🔥Very Strong Executive
Chief Information Security Officer, Wells Fargo · via Michael Girouard · Partner, Crew Capital Investor
Michael "Worked together at his last company. Happy to make the intro whenever you're ready — just give me a one-liner on what you want to talk about."
You · accepted Asked Michael to introduce us to Daniel re: threat-detection platform for the 2026 cyber roadmap.
Michael → Daniel Sent the warm intro 4d ago.
Daniel "Great timing — happy to chat."
Intro completed 6h ago. The connector did the warm intro; the prospect responded.
Relationship Leads 5
Connectors with relationships rated Strong or Very Strong into Wells Fargo.
David Rush
Marcus Webb 🔥Very Strong Executive
Head of Cloud Platform Engineering, Wells Fargo · via David Rush · CEO, SmallWorld Employee · Cloud Platform buying center · Rated 4d ago
Jenny Marshall
Diane Vasquez 💪Strong Senior
Head of Compliance Engineering, Wells Fargo · via Jenny Marshall · Independent advisor Advisor · Compliance Engineering buying center · 3 mutual connections
Sarah Chen
James Kelley 💪Strong Senior
Director of Security Architecture, Wells Fargo · via Sarah Chen · Sr. SE, SmallWorld Employee · Cybersecurity buying center · Sarah is on your Deal Team already
Richard Perrott
Elena Voss 💪Strong Executive
Head of Threat Detection, Wells Fargo · via Richard Perrott · Sr. Director Eng Former Employee · Cybersecurity buying center
June Park
Aisha Patel 💪Strong Mid
Senior Eng Manager, Identity Platform, Wells Fargo · via June Park · Sr. PM, Datadog Other · Cloud Platform buying center
3 leads saved for later View saved →
Relationship Deal Team
Connectors with verified relationships or potential paths into Wells Fargo, ranked by relevance.
+ Add Connectors
Michael Girouard
#1 Michael Girouard Active offer
Partner, Crew Capital · 4 relationships at Wells Fargo · 2 strong / 1 very strong
Invests in 4 cyber portfolio cos sold to WF 💪Very Strong → CEO 🏷Cybersecurity SME
David Rush
#2 David Rush Active lead
CEO, SmallWorld · 3 relationships at Wells Fargo · 1 very strong / 2 average
🔥Very Strong → Cloud Platform Head Worked at Wells Fargo 2018-21 🏷Bank tech leadership network
Sarah Chen
#3 Sarah Chen
Sr. SE, SmallWorld (internal) · 5 relationships at Wells Fargo · 1 strong / 4 unrated
💪Strong → Director Platform Eng Salesforce alum (3y overlap) 🏷Security/Platform SME
Jenny Marshall
#4 Jenny Marshall
Independent advisor & ex-CrowdStrike · 4 relationships at Wells Fargo · 1 strong / 3 average
💪Strong → Head of Compliance Eng 🏷Cybersecurity domain expert 3 mutual connections
Richard Perrott
#5 Richard Perrott
Sr. Director, Engineering — ex-Wells Fargo exec sponsor · 3 relationships at Wells Fargo · 2 strong / 1 average
💪Strong → Head of Threat Detection Worked at Wells Fargo 2019-23 🏷Eng org context
Ali Adnan
#6 Ali Adnan
Founder & CEO, ResolveAI · 2 relationships at Wells Fargo · 1 average / 1 weak
Stripe alum overlap 🏷Security founder
June Park
#7 June Park
Sr. PM, Datadog · 3 relationships at Wells Fargo · 1 strong / 2 unrated
Salesforce alum (2y w/ Elena Voss)
John Lim
#8 John Lim
VP Marketing, CrowdStrike · 2 relationships at Wells Fargo · unrated
📍SF Bay Area cohort 🏷Cybersecurity marketing peer
Extended Network
3rd-degree paths and indirect relationships the agent has discovered.
Kara Marsh
Kara Marsh
PM at Stripe · 2 hops to Priya Iyer
via Ali Adnan → Stripe alumni
Tomás Guerra
Tomás Guerra
Eng Lead at Lattice · 2 hops to Elena Voss
via Sarah Chen → ex-Salesforce
Priya Banerjee
Priya Banerjee
VP Eng at Vercel · 1 hop to Wells Fargo eng
via Richard Perrott (work hist.)
Eli Wang
Eli Wang
Founder, ThreatLine (security YC) · 2 hops to CISO org
via David Rush → YC W21
Rana Hossain
Rana Hossain
Sr. Director PM, GitHub · 1 hop
via Jenny Marshall (cybersecurity circle)
Alex Soto
Alex Soto
DevX at Cloudflare · 2 hops
via Jenny → security ecosystem
View all 17 in extended network →