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
- 2024 -now Vice President of Portfolio Management @
- 2022 -2024 Director of Asset Allocation, AMS @
- 2018 -2021 Investment Manager @ Publix Asset Management Co.
- 2016 -2018 Senior Private Placement Analyst @
- 2014 -2016 Senior Fixed Income Analyst @
- 2011 -2014 Fixed Income Analyst | Key Private Bank @
- 2014 -2014 Cabinet Member − Young Leaders @
- 2010 -2011 Financial Analyst @ CNOOC-CWRU Collaboration Platform
- 2009 -2010 Aanalyst and Team Leader, Banking and Private Wealth Management @
- 2008 -2009 Analyst, Business Development and Wealth Management @
Iris Wang Education
- Case Western Reserve University - Weatherhead School of Management
- China University of Political Science and Law
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 Case Western Reserve University - Weatherhead School of Management. 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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Top Raymond James Employees
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Saint Petersburg, FL, US
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Catherine Haffner
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