Lucy Wagner Email & Phone Number
Financial Advisor @ Merrill Lynch
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Lucy Wagner Location
- Hanover, NH, US
Lucy Wagner Work
- Financial Advisor @ (December 2024 - Present)
- Director; National Recruiting Performance Manager @ (August 2021 - December 2024)
- Business Support Manager; Advisor Strategy and Development @ (October 2014 - August 2021)
- Registered Client Associate @ (June 2007 - October 2014)
- Intern @ (March 2007 - June 2007)
Lucy Wagner Education
- Wagner College
Bachelor's Degree
Lucy Wagner Skills
- Series 7
- Microsoft Excel
- Event Planning
- Outlook
- Investments
- Financial Analysis
- Series 66
- PowerPoint
- Real Estate License
- Microsoft Word
- Fundraising
- Microsoft Office
- Spanish
- Research
- Event Management
- Public Speaking
- Customer Service
- Salesforce.com
- Series 63
- Marketing
- Wealth Management
- Talent Development
- Financial Advisory Services
- Team Building
- Advice and Guidance
- Business Management
- Running
- Biking
- Weatlh Management
- Financial Literacy
- Marathon Runner
- Performance Improvement
- Relationship Building
- Salesforce
- Strategy
- Toastmasters International
- Tenacity and Ethical Skills
Lucy Wagner Summary
- Lucy Wagner, based in Hanover, NH, US, is currently a Financial Advisor at Merrill Lynch Wealth Management. Lucy Wagner brings experience from previous roles at Merrill Lynch Wealth Management. Lucy Wagner holds a Bachelor's Degree @ Wagner College. With a robust skill set that includes Series 7, Microsoft Excel, Event Planning, Outlook, Investments and more. Lucy Wagner has 2 emails on RocketReach.
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