Brian Wagner Email & Phone Number
Operations Director @ Coordinated Plan
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Brian Wagner Location
- Victor, NY, US
Brian Wagner Work
- Operations Director @ (April 2025 - Present)
- Client Services Manager @ (May 2024 - April 2025)
- Teacher Aid @ (February 2023 - May 2024)
- Trading Analyst @ (November 2021 - July 2022)
- Account Manager @ (March 2021 - November 2021)
- Senior Institutional Equity Trader @ (January 2002 - January 2020)
- Assistant Trader @ (January 2000 - January 2002)
Brian Wagner Education
- Rochester Institute of Technology
MBA (Business Administration and Management, General)
- Skidmore College
Bachelor of Arts (B.A.) (Business/Government)
Brian Wagner Skills
- Analytical Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Business Analysis
- Business Strategy
- Capital Markets
- Charles River IMS
- Client Services Management
- Communication
- Creative Real Estate Investing
- Cross-Functional Leadership
- Data Analysis
- Data Analytics
- Due Diligence
- ETFs
- Economic Data Analysis
- Envestnet
- Equities
- Equity Research
- Equity Trading
- FactSet
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Services
- Financial Services Operations
- Financial Statement Analysis
- Fixed Income
- Hedge Funds
- InData
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Liquidnet
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Negotiation
- Operational Engineering
- Operations
- Operations Management
- Portfolio Management
- Problem Solving
- Reasoning Skills
- Risk and Compliance
- SAP ERP
- Securities
- Strategic Leadership
- Time Management
- Trading
- Valuation
- Wealth Management
- Written Communication
Brian Wagner Summary
- Brian Wagner, based in Victor, NY, US, is currently a Operations Director at Coordinated Plan. Brian Wagner brings experience from previous roles at Coordinated Plan, Victor Central Schools, Wealth Enhancement Group and Manning & Napier. Brian Wagner holds a MBA in Business Administration and Management, General @ Rochester Institute of Technology. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more. Brian Wagner has 3 emails and 3 mobile phone numbers on RocketReach.
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