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
Accounting
Asset Management
Bloomberg
Business Relationship Management
Communication
Customer Service
Data Analysis
Equities
Finance
Financial Analysis
Fixed Income
Investment Management
Investments
Leadership
Management
Managerial Finance
Marketing
Microsoft Excel
Microsoft Office
Microsoft Word
Portfolio Management
PowerPoint
Prankster
Public Speaking
Research
Sales
Small Business
Social Media
Teamwork
Training
Investment Performance
Performance
Financial Services
Analytical Skill
Audit
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 Accounting, Asset Management, Bloomberg, Business Relationship Management, Communication and more. Grace Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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