Lawrence Wasserman Email & Phone Number
Senior Vice President, Director of Research @ PNC
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Lawrence Wasserman Location
- New York, NY, US
Lawrence Wasserman Work
- 2019 -now Senior Vice President, Director of Research @
- 2016 -2019 Senior Manager and Product Manager for PNC Investments @
- 2012 -2015 Senior Manager, Head of Due Diligence and Investment Oversight for the Amerivest Program @
- 2009 -2012 Director, Head of Equity Strategy and Mutual Funds and ETF Due Diligence @
- 2007 -2009 Vice President and Senior Manager Research Analyst @
- 1998 -2007 Vice President and Manager of Commercial Lending Services @ Panda Financial Associates, Inc.
- 1998 -2004 Chief Investment Officer @ PANDA Investment Advisors, Inc.
- 1996 -1998 Divisional Vice President and Senior Investment Manager Research Analyst @
Lawrence Wasserman Education
- Rutgers, The State University of New Jersey-Newark 1991-1995
- Tulane University 1983-1987
Lawrence Wasserman Skills
- Asset Allocation
- Series 7
- Chartered Financial Analyst
- Tactical Asset Allocation
- Investment Manager Research
- PSN
- Series 66
- Morningstar Direct
- Liquid Alternatives
- Financial Services
- Investments
- Mutual Funds
- Asset Management
- Equities
- Alternative Investments
- Portfolio Management
- Wealth Management
- Fixed Income
- Investment Management
- Series 24
- Uniform Combined State Law
- Financial Advisory
- Hedge Funds
- Options
- Investment Advisory
- Due Diligence
- ETFs
- Bloomberg
- Investment Strategies
- Securities
- Risk Management
- Management
- Leadership
- Financial Analysis
- Sales
- Business Strategy
- Software Lifecycle
- Analysis
- Tamarac
- Efficient
- New Business Development
- Six Sigma
- Metrics
- Tax
- Targeted Advertising
- Stylus
- Economics
- Institutional Investments
- Investment Advisory Services
- Separately Managed Accounts
- Client Accounts
- Pension Funds
- Marketing
- Product Management
- Sage Act
- Oversight
- Gamma
- Advent
- Foundations
- Market Research
- Client Services
- Business Development
- Statistics
- QuickBooks
- Quantitative Analytics
- MPI
- Wrap
- Commercial Finance
- Tvalue
- Search
- Medicine
- Quicken
- Microsoft Office
- Cell
- Endowments
- Sungard
- Investment Policy
- Morningstar
- Research
- Project Management
- Net
- Foundation
- Mobius
- Finance
- Commercial Lending
- New Orleans
- Modeling
- Client Presentation
- Marketplace
- Featured
- MBA Finance
- Dealers
- Allocations
- Atlas
- Market
- Services
- Interviews
- Asset
- Panda
- Searches
- Fact
- Performance Management
- Staff Development
- Ibbotson
- Attribution
- Reports
- Exempt
- Consulting
- FactSet
- Variety of Software
- Charter
- Accounting
- Managing Accounts
- Affluent
- Handling Money
Lawrence Wasserman Summary
- Lawrence Wasserman, based in New York, NY, US, is currently a Senior Vice President, Director of Research at PNC. Lawrence Wasserman brings experience from previous roles at PNC, TD Ameritrade, UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC. Lawrence Wasserman holds a 1991 - 1995 Rutgers, The State University of New Jersey-Newark. With a robust skill set that includes Asset Allocation, Series 7, Chartered Financial Analyst, Tactical Asset Allocation, Investment Manager Research and more. Lawrence Wasserman has 2 emails and 2 mobile phone numbers on RocketReach.
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