Anne Buchanan Email & Phone Number
Managing Director, Head of Capital Formation and Investor Relations @ Preston Capital
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Anne Buchanan Location
- Austin, TX, US
Anne Buchanan Work
- Managing Director, Head of Capital Formation and Investor Relations @ (March 2023 - Present)
- Partner and Managing Director | Head of Investor Relations @ (February 2022 - March 2023)
- Senior Managing Director and Head of Distribution @ (October 2021 - February 2022)
- Managing Director @ (January 2019 - October 2021)
- Director @ (September 2015 - January 2019)
- Wholesaler @ (July 2009 - September 2015)
- Sales And Marketing Specialist @ (April 2008 - July 2009)
Anne Buchanan Education
- The Wharton School
Executive education: Certified Investment Management Analyst program (Investments and Securities)
2013-2013 - Texas Tech University
Bachelor's degree (Triple; of Psychology, English, and History)
2011 - Sam Houston State University
Musical Theatre and Honors Liberal Arts
Anne Buchanan Skills
- Certified Investment Management Analyst
- Sales
- Behavioral Finance
- Mutual Funds
- Investments
- Sales Presentations
- Financial Services
- Finance
- Series 63
- Series 7
- Retirement Planning
- Retirement
- Portfolio Management
- Marketing
- Financial Advisory
- Asset Allocation
- 401k
- SMA
- Series 65
- Financial Planning
- Alternative Investments
- Asset Management
- Asset Managment
- Capital Markets
- Financial Analysis
- Fixed Income
- Hedge Funds
- Insurance
- Investment Advisory
- Investment Strategies
- Leadership
- Management
- Microsoft Word
- Risk Management
- Salesforce.com
- Securities
- Strategic Financial Planning
- Strategic Planning
- Training
- Wealth Management
Anne Buchanan Summary
- Anne Buchanan, based in Austin, TX, US, is currently a Managing Director, Head of Capital Formation and Investor Relations at Preston Capital. Anne Buchanan brings experience from previous roles at Stronghold Investment Management and Vida Capital. Anne Buchanan holds a 2013 - 2013 Executive education: Certified Investment Management Analyst program in Investments and Securities @ The Wharton School. With a robust skill set that includes Certified Investment Management Analyst, Sales, Behavioral Finance, Mutual Funds, Investments and more. Anne Buchanan has 2 emails and 1 mobile phone numbers on RocketReach.
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