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 @ Raymond James
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2022 - 2024 Director of Asset Allocation, AMS @ Raymond James
2018 - 2021 Investment Manager @ Publix Asset Management Co.

2016 - 2018 Senior Private Placement Analyst @ Apollo Global Management, Inc.
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2014 - 2016 Senior Fixed Income Analyst @ Miles Capital, Inc.
2011 - 2014 Fixed Income Analyst | Key Private Bank @ KeyBank
2014 - 2014 Cabinet Member − Young Leaders @ United Way of Greater Cleveland
2010 - 2011 Financial Analyst @ CNOOC-CWRU Collaboration Platform
2009 - 2010 Aanalyst and Team Leader, Banking and Private Wealth Management @ Industrial and Commercial Bank of China
2008 - 2009 Analyst, Business Development and Wealth Management @ Zurich Insurance

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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

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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 on RocketReach.

Iris Wang Emails

Found 2 emails

Iris Wang Phone Numbers

Found 4 phone numbers

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Others Named Iris Wang

Iris Wang

Vice President of Portfolio Management at Raymond James

Florida, United States
2
- gmail.com
- raymondjames.com
4
- +1 515-453-XXXX
- +1 813-907-XXXX
- +1 610-927-XXXX
- +1 216-502-XXXX
Iris Wang

Data Scientist at Meta

California, United States
4
- gmail.com
- yahoo.com
- facebookmail.com
- meta.com
3
- +1 510-489-XXXX
- +1 510-862-XXXX
- +1 408-528-XXXX
Iris Wang

Senior Director of Software Development at Indeed.com

Mountain View, CA, US
2
- yahoo.com
- indeed.com
1
- +1 919-923-XXXX
Iris Wang

Vice President, Desing and Marketing at Brentano

United States
2
- yahoo.com
- brentanofabrics.com
2
- +1 847-951-XXXX
- +1 847-657-XXXX

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Top Raymond James Employees

Jeffrey Hendel

President and CEO Hendel Wealth Management Group and Sr. Financial Advisor, RJFS at Raymond James

Smithtown, NY, US
1
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Joe Weaver

Chairman and President, Raymond James Trust N.A. and Raymond James Trust Co of NH at Raymond James

Tampa, FL, US
2
- msn.com
- raymondjames.com
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- +1 727-567-XXXX
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Aaron Gabriel

President at Raymond James

San Ramon, CA, US
2
- raymondjames.com
- gmail.com
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- +1 727-360-XXXX
- +1 408-279-XXXX
- +1 925-389-XXXX
- +1 727-567-XXXX
- +1 925-497-XXXX
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Erik Fruland

Chief Operating Officer, RJA Private Client Group at Raymond James

Saint Petersburg, FL, US
1
- gmail.com
3
- +1 727-567-XXXX
- +1 727-641-XXXX
- +1 727-360-XXXX
Patrick O'Connor

Chief Operating Officer at Raymond James

Tampa, FL, US
3
- aol.com
- raymondjames.com
- gmail.com
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- +1 727-567-XXXX
- +1 813-983-XXXX
- +1 727-424-XXXX
Tash Elwyn

President, Private Client Group, Raymond James Financial at Raymond James

Saint Petersburg, FL, US
3
- gmail.com
- tampabay.rr.com
- raymondjames.com
5
- +1 727-612-XXXX
- +1 423-756-XXXX
- +1 727-821-XXXX
- +1 727-567-XXXX
- +1 727-360-XXXX
Greg Bruce

President, RIA and Custody Services Division (RCS) at Raymond James

Saint Petersburg, FL, US
3
- hotmail.com
- aol.com
- raymondjames.com
4
- +1 206-310-XXXX
- +1 513-361-XXXX
- +1 513-410-XXXX
- +1 206-780-XXXX
Patrick Lynch

COO, Financial Services Investment Banking at Raymond James

San Francisco, CA, US
2
- gmail.com
- raymondjames.com
5
- +1 859-221-XXXX
- +1 727-567-XXXX
- +1 727-360-XXXX
- +1 813-679-XXXX
- +1 901-252-XXXX

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