Anna Waldron Location
San Francisco, CA, US
Anna Waldron Work
- 2023 - now Associate Wealth Advisor @ Corient
- 2022 - 2023 Assistant Vice President @ KORE Private Wealth
- 2019 - 2022 Financial Associate @ ICONIQ Capital
- 2018 - 2019 Senior Investment Associate @ Cambridge Associates
- 2017 - 2018 Investment Associate @ Cambridge Associates
- 2015 - 2016 Investment Analyst @ Cambridge Associates
- 2013 - 2015 Portfolio Manager Associate @ U.S. Trust
- 2012 - 2012 Commercial Banking Analyst @ J.P. Morgan
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
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 2 emails and 1 mobile phone numbers on RocketReach.
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