Philip Wagner Email & Phone Number
Senior Vice President, Director of Investment Advisory Services @ Bryn Mawr Trust
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Philip Wagner Location
- Newtown Square, PA, US
Philip Wagner Work
- 2010 -now Senior Vice President, Director of Investment Advisory Services @
- 2008 -2010 Director of Client Services @ Legacy Advisors
- 2000 -2008 Relationship Manager @
- 1992 -2000 Director @
- 1986 -1992 Investment Officer @ Midlantic National Bank
Philip Wagner Education
- University of Richmond
BA (Economics)
1982-1986 - New Canaan High
Philip Wagner Skills
- Wealth Management
- Asset Management
- Research
- Sales Presentations
- Client Solutions
- Institutional Investors
- Intermediary Distribution
- Due Diligence
- Intermediary
- Asset Managment
- Emerging Markets
- Securities
- Portfolio Management
- Equities
- Finance
- Asset Allocation
- Financial Planning
- Financial Services
- Financial Advisory
- Mutual Funds
- Strategic Financial Planning
- Institutional Investments
- Investment Management
- Marketing
- Training
- Strategic Planning
- Sales
- Financial Analysis
- Management
- Business Development
Philip Wagner Summary
- Philip Wagner, based in Newtown Square, PA, US, is currently a Senior Vice President, Director of Investment Advisory Services at Bryn Mawr Trust. Philip Wagner brings experience from previous roles at Legacy Advisors, SEI and Midlantic National Bank. Philip Wagner holds a 1982 - 1986 BA in Economics @ University of Richmond. With a robust skill set that includes Wealth Management, Asset Management, Research, Sales Presentations, Client Solutions and more. Philip Wagner has 4 emails and 1 mobile phone numbers on RocketReach.
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