Client Portfolio Associate @ (July 2014 - January 2016)
Client Services and Marketing @ (July 2011 - July 2014)
Intern @ Bishop & Associates (May 2010 - August 2010)
Intern [Fixed Income Department] @ (May 2009 - August 2009)
Grace Wagner Education
University of Delaware
Bachelor of Science (Finance and Economics)
2007-2011
Grace Wagner Skills
PowerPoint
Social Media
Public Speaking
Accounting
Investment Performance
Performance
Fixed Income
Sales
Portfolio Management
Data Analysis
Managerial Finance
Investments
Bloomberg
Financial Services
Microsoft Office
Microsoft Word
Microsoft Excel
Analytical Skill
Marketing
Audit
Training
Financial Analysis
Small Business
Management
Competitor Analysis
Services
Analysis
Databases
Grace Wagner Summary
Grace Wagner, based in Philadelphia, PA, US, is currently a Investor Relations Manager at RP MANAGEMENT INC. Grace Wagner brings experience from previous roles at Envestnet, Inc, Aberdeen Standard Investments, Mondrian Investment Partners and Hillview Capital Advisors, LLC. Grace Wagner holds a 2007 - 2011 Bachelor of Science in Finance and Economics @ University of Delaware. With a robust skill set that includes PowerPoint, Social Media, Public Speaking, Accounting, Investment Performance and more. Grace Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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