Beth Wahlig Email & Phone Number
Director of Sustainable Investing and Wealth Advisor; Speaker on Climate Change Initiatives @ MRA Advisory Group
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Beth Wahlig Location
- Philadelphia, PA, US
Beth Wahlig Work
- 2018 -now Director of Sustainable Investing and Wealth Advisor; Speaker on Climate Change Initiatives @
- 2015 -2018 Financial Advisor * Portfolio Manager @
- 2012 -2015 Managing Director * Portfolio Manager @
- 2003 -2011 Senior Fixed Income Portfolio Manager * Leveraged Loans @
- 2002 -2003 Senior Research Analyst on Healthcare Sector * High Yield Bonds @
- 1992 -2002 Fixed Income Portfolio Manager and Fund-of-Funds Manager * High Yield Bonds @
Beth Wahlig Education
- Columbia Business School
MBA (Finance and International Business)
- US SIF Foundation
Certificate in Sustainable and Impact Investing
- Wheaton College Massachusetts
BA (Economics and Government)
Beth Wahlig Skills
- Retirement Planning
- Investment Advisory Services
- Fund of Funds (FOF)
- Bond Markets
- Life Insurance
- Strategic Planning
- Insurance
- Tactical Asset Allocation
- Fixed-Income Investing
- Commercial Banking
- Personal Financial Planning
- ESG
- Socially Responsible Investing
- Financial Advisory
- Fixed Income
- Investment Strategies
- Portfolio Management
- Investments
- Alternative Investments
- Hedge Funds
- Securities
- Investment Management
- Asset Allocation
- Bonds
- Mutual Funds
- Trading
- Corporate Finance
- Finance
- Asset Management
- Entrepreneurship
- Bloomberg
- Client Relationship Building
- Team Leadership
- Management
- Fixed Income Analysis
- High Yield
- Management Due Diligence
- Leveraged Finance
- Leveraged Lending
- High Yield Bonds
- Fixed Income Portfolio Management
- Strategic Problem Resolution
- Collaborative Contributions
- Credit Analysis
- Equities
- Series 7
- CRM
- Wealth Management
Beth Wahlig Summary
- Beth Wahlig, based in Philadelphia, PA, US, is currently a Director of Sustainable Investing and Wealth Advisor; Speaker on Climate Change Initiatives at MRA Advisory Group. Beth Wahlig brings experience from previous roles at Allied Wealth Partners, Chatham Wealth Management, Shenkman Capital Management Inc. and W.R. Huff Asset Management. Beth Wahlig holds a MBA in Finance and International Business @ Columbia Business School. With a robust skill set that includes Retirement Planning, Investment Advisory Services, Fund of Funds (FOF), Bond Markets, Life Insurance and more. Beth Wahlig has 2 emails and 2 mobile phone numbers on RocketReach.
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