Chris Wagner Email & Phone Number
Sr. Vice President and Portfolio Management Director @ Morgan Stanley
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Chris Wagner Location
- North Carolina, United States
Chris Wagner Work
- 2011 -now Sr. Vice President and Portfolio Management Director @
- 2011 -2011 Sr. Private Wealth Advisor @
- 2006 -2011 Financial Advisor @
- 2004 -2006 Consultant @
- 2003 -2004 National Account Executive @
- 1999 -2002 Government Relations Associate @ Poole, McKinley and Blosser
Chris Wagner Education
- Florida State University
Bachelor of Science (BS) (Finance)
1998-2002
Chris Wagner Skills
- Investments
- Portfolio Management
- Management
- Finance
- Wealth Management
- Asset Management
- Strategic Planning
- Alternative Investments
- Equities
- Mutual Funds
- Options Strategies
- Asset Managment
- Estate Planning
- Rule 144
- Oil and Gas Industry
- Financial Advisory
- Bloomberg Terminal
- Institutional Investments
- Project Management
- Credit
- Private Equity
- Private Foundations
- Seed Capital
- Microsoft Excel
- Municipal Bonds
- Series 7
- Separately Managed Accounts
- Endowments
- Fixed Income
- Hedge Funds
- Venture Capital
- Capital Markets
- Strategic Financial Planning
- Research
- ThomsonOne
- Reuters
- Investment Office Outsourcing
Chris Wagner Summary
- Chris Wagner, based in North Carolina, United States, is currently a Sr. Vice President and Portfolio Management Director at Morgan Stanley. Chris Wagner brings experience from previous roles at Wells Fargo Advisors, RBC Wealth Management, Morgan Financial, Inc. and Balboa Capital Corporation. Chris Wagner holds a 1998 - 2002 Bachelor of Science (BS) in Finance @ Florida State University. With a robust skill set that includes Investments, Portfolio Management, Management, Finance, Wealth Management and more. Chris Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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