Jeff Wagner Email & Phone Number
Senior Partner, Principal @ LVW Advisors
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Jeff Wagner Location
- New York, United States
Jeff Wagner Work
- Senior Partner, Principal @ (October 2023 - Present)
- Managing Partner @ (October 2011 - Present)
- Associate Director @ Convergent Wealth Advisors (August 2008 - October 2011)
- Sr. Investment Management Analyst @ Citigroup / Smith Barney (July 2003 - August 2008)
Jeff Wagner Education
- SUNY Geneseo
Bachelor's degree (Business Administration and Management, General)
1998-2022 - Rochester Institute of Technology
Master of Business Administration (M.B.A.) (Finance)
2002-2005
Jeff Wagner Skills
- Business Relationship Management
- Communication
- Executive Leadership
- Executive Management
- Interpersonal Skills
- Investment Strategies
- Investments
- Leadership
- Management
- Organizational Leadership
- Partner Relationship Management
- People Management
- Relationship Building
- Soft Skills
- Strategic Thinking
- Strategy
- Written Communication
Jeff Wagner Summary
- Jeff Wagner, based in New York, United States, is currently a Senior Partner, Principal at LVW Advisors. Jeff Wagner brings experience from previous roles at LVW Advisors, Convergent Wealth Advisors and Citigroup / Smith Barney. Jeff Wagner holds a 1998 - 2022 Bachelor's degree in Business Administration and Management, General @ SUNY Geneseo. With a robust skill set that includes Business Relationship Management, Communication, Executive Leadership, Executive Management, Interpersonal Skills and more. Jeff Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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