Gavin McLaughlin Email & Phone Number
Managing Director, Senior Investment Strategist @ Wells Fargo
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Gavin McLaughlin Location
- Newtown Grant, PA, US
Gavin McLaughlin Work
- 2001 - now Managing Director, Senior Investment Strategist @
- 2003 - 2006 Board member @ Chartered Financial Analyst Society (Philadelphia)
- 1995 - 2001 Senior Portfolio Manager @
- 1991 - 1995 Junior Portfolio Manager @ First Fidelity Bank
Gavin McLaughlin Education
- Villanova University (MBA)
MBA (Finance)
1992 - 1995 - Loyola University Maryland
BA in Business (Finance)
1987 - 1991 - Saint Joseph's Prep High School 1983 - 1987
- Certified Financial Planner (CFP)
CFP
- Chartered Financial Analyst (CFA)
Chartered Financial Analyst designation (CFA)
Gavin McLaughlin Skills
- Portfolios
- Investments
- Portfolio Management
- Asset Management
- Asset Allocation
- Investment Strategies
- Wealth Management
- Asset Managment
- Alternative Investments
- Series 7
- Credit
- Investment Management
- Mutual Funds
- Investment Advisory
- Banking
- Loans
- Fixed Income
- Series 63
- Securities
- Chartered Financial Analyst
- Public Speaking
- Microsoft Office
- Strategy
- Microsoft Excel
Gavin McLaughlin Summary
- Gavin McLaughlin, based in Newtown Grant, PA, US, is currently a Managing Director, Senior Investment Strategist at The Wells Fargo Private Bank. Gavin McLaughlin brings experience from previous roles at Chartered Financial Analyst Society (Philadelphia), Suntrust Bank and First Fidelity Bank. Gavin McLaughlin holds a 1992 - 1995 MBA in Finance @ Villanova University (MBA). With a robust skill set that includes Portfolios, Investments, Portfolio Management, Asset Management, Asset Allocation and more. Gavin McLaughlin has 4 emails and 1 mobile phone numbers on RocketReach.
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