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
- 2023 -now Managing Director, Head of Capital Formation and Investor Relations @
- 2022 -2023 Partner and Managing Director | Head of Investor Relations @
- 2021 -2022 Senior Managing Director and Head of Distribution @
- 2019 -2021 Managing Director @
- 2015 -2019 Director @
- 2009 -2015 Wholesaler @
- 2008 -2009 Sales And Marketing Specialist @
Anne Buchanan Education
- University of Pennsylvania - 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)
2006-2011 - 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
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 @ University of Pennsylvania - 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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