Adam Workman's Location
Atlanta, GA, US
Adam Workman's Work
- Senior Investment Analyst @ Waypoint Wealth Counsel LLC
- Private Wealth Senior Investment Manager @ Merrill Lynch
- Private Wealth Analyst @ Merrill Lynch
- Investment Analyst @ LCG Associates, Inc.
- Investment Professional: Integrated Client Services Associate @ Vanguard
Adam Workman's Education
- University of South Carolina - Darla Moore School of Business
Bachelor of Business Administration (BBA) (Investment Finance and Global Supply Chain Operations Management)
2010 - 2014 - Wesleyan School
High School
2006 - 2010
Adam Workman's Skills
- Series 63
- Financial Modeling
- Investments
- Client Relations
- Retirement
- Financial Analysis
- Options
- Series 7
- Market Analysis
- Securities
Adam Workman's Summary
Adam Workman, based in Atlanta, GA, US, is currently a Senior Investment Analyst at Waypoint Wealth Counsel, bringing experience from previous roles at Merrill Lynch, LCG Associates and Vanguard. Adam Workman holds a 2010 - 2014 Bachelor of Business Administration (BBA) in Investment Finance and Global Supply Chain Operations Management @ University of South Carolina - Darla Moore School of Business. With a robust skill set that includes Series 63, Financial Modeling, Investments, Client Relations, Retirement and more, Adam Workman contributes valuable insights to the industry. Adam Workman has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Adam Workman you were looking for?
Find contact details for 700 million professionals.
Others Named Adam Workman
-
1
-
13
-
12
-
35
-
11
-
View
Adam Workman
Clinical Pharmacist at Medical University of South Carolina
South Carolina, United States12 -
45+
-
34
People Like Adam Workman
-
23
-
View
J Timothy Snavely
Director, Equity Capital Markets at SunTrust Robinson Humphrey
Atlanta, Georgia, United States21 -
32
-
54
-
25+
-
34
-
21
-
54
-
24
-
22
-
ViewJames Millard
Managing Director, Investments at Delaware Life Insurance Company
Boston, Massachusetts, United States21
Top Waypoint Wealth Counsel LLC Employees
-
12
-
42
-
14
-
23
-
11
-
31
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
