Preston Wright Email & Phone Number
Marketing Manager - Institutional Marketing at Columbia Threadneedle Investments @ Columbia Threadneedle Investments
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Preston Wright Location
- Boston, MA, US
Preston Wright Work
- 2017 -now Marketing Manager - Institutional Marketing at Columbia Threadneedle Investments @
- 2012 -2017 Channel Marketing Manager - Private Wealth @
- 2010 -2012 Regional Sales Director - Private Wealth @
- 2009 -2010 Self Employed @ Preston Wright
- 2006 -2009 Financial Advisor @
- 2004 -2006 Key Client Services @
Preston Wright Skills
- Series 7
- Series 63
- Asset Allocation
- Mutual Funds
- ETFs
- Investment Strategies
- Equities
- Wealth Management
- Uniform Combined State Law
- Portfolio Management
- Investments
- Series 6
- Relationship Management
- Investment Management
- 401k
- Fixed Income
- Retirement
- Capital Markets
- Strategic Financial Planning
- Options
- Retirement Planning
- Pensions
- Series 65
- Investment Advisory
- Morningstar
- Separately Managed Accounts
- Securities
- Financial Services
- FINRA
- Marketing
- Marketing Communications
- Product Marketing
- Leadership
- Business Development
- Sales Management
- Microsoft Excel
- Editing
- Uniform Combined State
- Strategic Financial
- Separately Managed
Preston Wright Summary
- Preston Wright, based in Boston, MA, US, is currently a Marketing Manager - Institutional Marketing at Columbia Threadneedle Investments at Columbia Threadneedle Investments, US. Preston Wright brings experience from previous roles at Columbia Threadneedle Investments, US, Preston Wright and Bank of America. With a robust skill set that includes Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs and more. Preston Wright has 1 emails on RocketReach.
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