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
- Sr. Vice President and Portfolio Management Director @ (December 2011 - Present)
- Sr. Private Wealth Advisor @ (April 2011 - December 2011)
- Financial Advisor @ (September 2006 - April 2011)
- Consultant @ (September 2004 - September 2006)
- National Account Executive @ (September 2003 - September 2004)
- Government Relations Associate @ Poole, McKinley and Blosser (January 1999 - August 2002)
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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