If you need more lookups,
subscriptions start at $34 USD/month.
Brian Wick Location
New York, United States
Brian Wick Work
2024 -now Strategic Accounts, Growth @
2021 -2024 Account Manager | Middle Market @
2020 -2021 Customer Success Associate @
2018 -2020 Associate Wealth Manager @
2016 -2018 Senior Portfolio Analyst @
2015 -2016 Institutional Associate - Marketing and Analytics @
2012 -2015 Research Associate - Portfolio Evaluation Group @
2011 -2012 Account Executive @
2010 -2010 IS Application Support Intern @
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 on RocketReach.
Looking for a different Brian Wick?
Find contact details for 700 million professionals.