Lucy Gardner's Location
Dallas, TX, US
Lucy Gardner's Work
- Manager, Client Advisory Team @ Tolleson Wealth Management
- Senior Analyst, Client Advisory Team @ Tolleson Wealth Management
- Financial Advisor @ Armor Financial Corp
- Institutional Equity Sales and Research Intern @ Raymond James
Lucy Gardner's Education
- Southern Methodist University - Cox School of Business
Bachelor of Business Administration (Finance)
2010 - 2014
Lucy Gardner's Skills
- Finance
- Microsoft Office
- Financial Analysis
- Access
- Bloomberg
- Social Media
- Corporate Finance
- Portfolio Management
- Strategic Planning
- Financial Accounting
Lucy Gardner's Summary
Lucy Gardner, based in Dallas, TX, US, is currently a Manager, Client Advisory Team at Tolleson Wealth Management, bringing experience from previous roles at Tolleson Wealth Management, Armor Wealth Management and Raymond James Financial, Inc.. Lucy Gardner holds a 2010 - 2014 Bachelor of Business Administration in Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Finance, Microsoft Office, Financial Analysis, Access, Bloomberg and more, Lucy Gardner contributes valuable insights to the industry. Lucy Gardner has 1 email on RocketReach.
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