Customer Success Associate @ (November 2020 - October 2021)
Associate Wealth Manager @ (June 2018 - March 2020)
Senior Portfolio Analyst @ (June 2016 - June 2018)
Institutional Associate - Marketing and Analytics @ (August 2015 - June 2016)
Research Associate - Portfolio Evaluation Group @ (August 2012 - August 2015)
Account Executive @ (January 2011 - August 2012)
IS Application Support Intern @ (May 2010 - August 2010)
Brian Wick Education
Washington State University
B.A. (Management Information Systems)
2007-2011
Brian Wick Skills
Portfolio Management
Investments
Microsoft Excel
Microsoft Office
Access
SharePoint
Outlook
Sales
PowerPoint
Finance
Visio
Customer Service
Microsoft SQL Server
Leadership
Bloomberg Terminal
Morningstar Office
Adobe Illustrator
Social Media
Time Management
Public Speaking
Microsoft Word
Teamwork
Financial Analysis
Account Management
relationship management
Data Analysis
Wealth Management
Customer Relationship Management (CRM)
Salesforce.com
Marketing
Brian Wick Summary
Brian Wick, based in New York, United States, is currently a Strategic Accounts, Growth at Kroll. Brian Wick brings experience from previous roles at PitchBook Data and BNY Mellon Wealth Management. Brian Wick holds a 2007 - 2011 B.A. in Management Information Systems @ Washington State University. With a robust skill set that includes Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Access and more. Brian Wick has 2 emails and 1 mobile phone numbers on RocketReach.
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