Anna Waldron Email & Phone Number
Associate Wealth Advisor @ Corient
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Anna Waldron Location
- San Francisco, CA, US
Anna Waldron Work
- Associate Wealth Advisor @ (July 2023 - Present)
- Assistant Vice President @ KORE Private Wealth (May 2022 - July 2023)
- Financial Associate @ (September 2019 - January 2022)
- Senior Investment Associate @ (July 2018 - August 2019)
- Investment Associate @ (January 2017 - June 2018)
- Investment Analyst @ (July 2015 - December 2016)
- Portfolio Manager Associate @ (June 2013 - June 2015)
- Commercial Banking Analyst @ (June 2012 - August 2012)
Anna Waldron Education
- University of Southern California - Marshall School of Business
Bachelor of Business Administration (B.S.) (Banking, Corporate, Finance, and Securities Law)
2009-2012
Anna Waldron Skills
- Adobe Professional
- Portfolio Management
- High Net Worth Individuals
- Microsoft Office
- Quantitative Research
- Bloomberg Terminal
- Investments
- Risk Management
- Business Analysis
- Microsoft Excel
- PowerPoint
- FactSet
- Qualitative Research
- Asset Allocation
- Financial Analysis
- Wealth Management
- Investment Management
Anna Waldron Summary
- Anna Waldron, based in San Francisco, CA, US, is currently a Associate Wealth Advisor at Corient. Anna Waldron brings experience from previous roles at KORE Private Wealth, ICONIQ Capital and Cambridge Associates. Anna Waldron holds a 2009 - 2012 Bachelor of Business Administration (B.S.) in Banking, Corporate, Finance, and Securities Law @ University of Southern California - Marshall School of Business. With a robust skill set that includes Adobe Professional, Portfolio Management, High Net Worth Individuals, Microsoft Office, Quantitative Research and more. Anna Waldron has 1 emails and 1 mobile phone numbers on RocketReach.
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