Banking
10 Wells Fargo legal leaders
These ten current Wells Fargo legal leaders hold managing director and executive director roles as associate and assistant general counsel in the Wells Fargo legal department. A reader can learn how legal leaders work at Wells Fargo from people who have held the role.
Professionals to explore
01—10Alan Stevens
LinkedInExperience: Executive Director, Assistant General Counsel · Wells Fargo
Executive Director, Assistant General Counsel at Wells Fargo since 2025, based in Charlotte and listed in the Legal department at Director level. Former Partner (2017–2025) and Associate (2009–2017) at Winston & Strawn LLP, and former Associate at Willkie Farr & Gallagher LLP (2007–2009).
Alan Trager
LinkedInExperience: Assistant General Counsel- Executive Director · Wells Fargo
Assistant General Counsel - Executive Director at Wells Fargo since 2026, based in New York City. Former Executive Director and Assistant General Counsel, Public Finance (2011–2026) and Vice President and Assistant General Counsel, Public Finance (2010–2011) at JPMorganChase, and former Vice President, Public Finance DCM at J.P. Morgan (2008–2010).
Daniel I. Levy
LinkedInExperience: Managing Director & Senior Associate General Counsel, Head of the Technology Legal Section · Wells Fargo
Managing Director & Senior Associate General Counsel, Head of the Technology Legal Section at Wells Fargo since 2026, with a profile headline citing technology, AI, cybersecurity and privacy. Former Managing Director & Associate General Counsel, Head of the Cybersecurity, Privacy, and Data Section at Wells Fargo (2024–2026) and former Director & Managing Counsel, Head of U.S. Privacy, Cybersecurity, and eDiscovery Legal Team at TD (2023–2024).
Jack Cobb
LinkedInExperience: Associate General Counsel and Executive Director · Wells Fargo
Associate General Counsel and Executive Director at Wells Fargo since 2026 and Assistant General Counsel and Executive Director at Wells Fargo since 2025, based in Charlotte. Former Senior Litigation Counsel at the Consumer Financial Protection Bureau (2024–2025), former Litigation and Enforcement Defense Partner at Winston & Strawn LLP (2013–2024) and former Partner at McGuireWoods LLP (1999–2013).
Jose V. Bermudez
LinkedInExperience: Associate General Counsel, Executive Director · Wells Fargo
Associate General Counsel, Executive Director at Wells Fargo since 2025, with the profile describing leading a team focused on Corporate Banking's loan origination and portfolio activities across the leveraged and investment grade markets. Former Assistant General Counsel, Vice President at Wells Fargo (2018–2025) and former Senior Associate at Hughes Hubbard & Reed LLP (2008–2018).
Kirsten Hedberg
LinkedInExperience: Senior Associate General Counsel · Wells Fargo
Senior Associate General Counsel at Wells Fargo since 2025, with the profile describing heading the Deposits, Payments, and Fraud Prevention Legal team, and Associate General Counsel, Executive Director since 2024. Former Assistant General Counsel, Executive Director (2023–2024) and SVP, Senior Lead Counsel, Consumer and Small Business Banking (2018–2023) at Wells Fargo.
Mary Rosen
LinkedInExperience: Associate General Counsel & Executive Director · Wells Fargo
Associate General Counsel & Executive Director at Wells Fargo since 2025, with the profile describing managing the asset based lending and global trade finance legal team, and Assistant General Counsel at Wells Fargo since 2014. Former Vice President & Senior Corporate Counsel, International Banking at U.S. Bank (2010–2014).
Maureen Dollinger O'Connor
LinkedInExperience: Associate General Counsel and Managing Director - Regulatory Enforcement and Financial Crimes Legal · Wells Fargo
Associate General Counsel and Managing Director - Regulatory Enforcement and Financial Crimes Legal at Wells Fargo since June 2024, based in Washington, D.C. The profile headline gives the role as Senior Associate General Counsel and MD, Regulatory Enforcement & Financial Crimes Legal at Wells Fargo.
Merideth Helgeson
LinkedInExperience: Associate General Counsel - Managing Director · Wells Fargo
Associate General Counsel - Managing Director at Wells Fargo since 2025, with the profile headline citing outside counsel and third-party risk management in the Legal Department. Former Business Execution Executive - Managing Director (2022–2025), SVP, Control Executive - Legal Legal Excellence Lead (2019–2022) and Consultant - Legal Excellence Legal Department (2018–2019) at Wells Fargo.
Molly Sackett
LinkedInExperience: Associate General Counsel & Executive Director · Wells Fargo
Associate General Counsel & Executive Director at Wells Fargo since 2026, based in Minneapolis. Former Assistant General Counsel & Vice President (2022–2026) and Senior Counsel & Vice President (2018–2022) in the Legal Department, Chief Admin Office & International Ops, and former Counsel in the Law Department, Corporate Properties Section (2014–2018) at Wells Fargo.
Choose the right perspective
Match the person to the legal area behind your question, since technology and privacy, regulatory enforcement and financial crimes, corporate lending, trade finance, payments and deposits, and outside counsel management each involve different work. Managing directors can speak to how a whole legal section is run, while executive directors are closer to the day-to-day matters of one team.
Questions to take into the conversation
- 01How does a bank's legal team support technology, AI and cybersecurity work across the business?
- 02How should in-house lawyers organize legal coverage for corporate lending and trade finance teams?
- 03How does a large legal department manage outside counsel and third-party risk?
Reaching Wells Fargo legal leaders
How can I contact one of these Wells Fargo legal leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Wells Fargo, based on profile data retrieved on October 13, 2026. Being listed here doesn't mean someone has agreed to take calls.
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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