Anthony Wicklund Email & Phone Number
Managing Director, Portfolio Manager @ Wilshire Advisors LLC
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Anthony Wicklund Location
- Santa Monica, CA, US
Anthony Wicklund Work
- 2017 -now Managing Director, Portfolio Manager @
- 2013 -2017 Vice President, Portfolio Manager @
- 2009 -2012 Director, Investment Strategy Group @ Convergent Wealth Advisors
- 2007 -2009 Associate Director @ Convergent Wealth Advisors
- 2006 -2007 Senior Research Associate @ Convergent Wealth Advisors
- 2005 -2006 Research Associate @ Convergent Wealth Advisors
- 2003 -2005 Senior Analyst @
- 2002 -2002 Independent Contractor - Intern @ Funsten Asset Management Co.
- 1999 -2001 Mutual Fund Lead @
Anthony Wicklund Education
- University of Southern California - Marshall School of Business 2001-2003
- University of Oregon Lundquist College of Business 1995-1997
Anthony Wicklund Skills
- Product Development
- Investment Operations
- Manager Research
- Pension
- Investment Advisory Services
- Investment Due Diligence
- Operational Strategy
- Acquisition Integration
- Hedge Fund Manager Research
- Investment Research
- Portfolio Construction
- Operational Due Diligence
- Investments
- Qualitative Research
- Alternative Investments
- Hedge Funds
- Investment Advisory
- Fund Of Funds
- Due Diligence
- Investment Management
- Asset Allocation
- Mutual Funds
- Asset Management
- Risk Management
- Finance
- Fixed Income
- Portfolio Management
- Investment Strategies
- Equities
- Marketing
- Microsoft Office
- Strategic Planning
- Leadership
- PowerPoint
Anthony Wicklund Summary
- Anthony Wicklund, based in Santa Monica, CA, US, is currently a Managing Director, Portfolio Manager at Wilshire. Anthony Wicklund brings experience from previous roles at Wilshire and Convergent Wealth Advisors. Anthony Wicklund holds a 2001 - 2003 University of Southern California - Marshall School of Business. With a robust skill set that includes Product Development, Investment Operations, Manager Research, Pension, Investment Advisory Services and more. Anthony Wicklund has 2 emails and 2 mobile phone numbers on RocketReach.
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