Iris Wang Email & Phone Number
Vice President of Portfolio Management @ Raymond James
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Iris Wang Location
- Florida, United States
Iris Wang Work
- Vice President of Portfolio Management @ (December 2024 - Present)
- Director of Asset Allocation, AMS @ (January 2022 - December 2024)
- Investment Manager @ Publix Asset Management Co. (June 2018 - December 2021)
- Senior Private Placement Analyst @ (July 2016 - June 2018)
- Senior Fixed Income Analyst @ (December 2014 - July 2016)
- Fixed Income Analyst | Key Private Bank @ (November 2011 - December 2014)
- Cabinet Member − Young Leaders @ (February 2014 - November 2014)
- Financial Analyst @ CNOOC-CWRU Collaboration Platform (August 2010 - November 2011)
- Aanalyst and Team Leader, Banking and Private Wealth Management @ (August 2009 - June 2010)
- Analyst, Business Development and Wealth Management @ (November 2008 - August 2009)
Iris Wang Education
- Weatherhead School of Management at Case Western Reserve University
Master’s Degree (Finance)
- China University of Political Science and Law
Bachelor’s Degree (International Business)
Iris Wang Skills
- Wealth Management
- Business Management and Development
- Simultaneous Translation-English-Chinese
- Financial Modeling
- Portfolio Management
- Investments
- Fixed Income
- Business Development
- Leadership
- Bloomberg
- Financial Analysis
- Valuation
- Corporate Finance
- Risk Management
- Mergers & Acquisitions
- Strategic Planning
- Analysis
- Credit Analysis
- Banking
- Finance
- Mutual Funds
- Relationship Management
- Market Research
- Management
- Strategic Financial Planning
- Credit
- Asset Management
- Capital Markets
- Equities
- Due Diligence
- Investment Banking
- Equity Research
- Derivatives
- Credit Risk
- Financial Markets
- Financial Services
- Private Equity
- Securities
- Bloomberg Terminal
- Asset Allocation
- Executive Management
- Private Banking
- Economics
- Loans
- Treasury Management
- Alternative Investments
- Financial Risk
- Investment Management
- Equity Valuation
- Trading
- Business Analysis
- Health Systems
- Microsoft Office
- Shale Gas
- Energy Efficiency
- Social Media
- Mergers and Acquisitions
- Research
- Fuel Cells
- Customer Service
- Storage
- Simultaneous Translation English Chinese
- Launches
Iris Wang Summary
- Iris Wang, based in Florida, United States, is currently a Vice President of Portfolio Management at Raymond James. Iris Wang brings experience from previous roles at Raymond James, Publix Asset Management Co., Apollo Global Management, Inc. and Miles Capital, Inc.. Iris Wang holds a Master’s Degree in Finance @ Weatherhead School of Management at Case Western Reserve University. With a robust skill set that includes Wealth Management, Business Management and Development, Simultaneous Translation-English-Chinese, Financial Modeling, Portfolio Management and more. Iris Wang has 2 emails and 1 mobile phone numbers on RocketReach.
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