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R. Wallace Location
New York, NY, US
R. Wallace Work
Chief Financial Officer and EVP @ (December 2022 - Present)
Chief Financial Officer of Harbor Asset Private Wealth (A Sanctuary Wealth Firm) @ (October 2021 - November 2022)
Chief Operating Financial Officer @ (November 2018 - November 2021)
Portfolio Manager and Quantitative Research Analyst @ (July 2014 - November 2019)
Managing Trader @ (April 2007 - August 2014)
Strategist and Managing Trader @ Carlin Financial Group (January 2001 - January 2007)
Head of Nasdaq Trade Desk @ On-Site Financial (January 1999 - January 2001)
Financial Advisor @ (January 1998 - January 1999)
R. Wallace Education
University of Richmond
Bachelor of Arts (International Business)
1993-1997
Department Of Sociology, Lse 1995-1995
CFA Institute
Morristown - Beard School
R. Wallace Skills
Investor Relations
Generally Accepted Accounting Principles (GAAP)
Forecasting
Entrepreneurship
Process Optimization (Manufacturing)
Financial Audits
Real Estate Transactions
Cross-functional Team Leadership
US Equities
Revenue & Profit Growth
Real Estate
Loan Securitization
Executive Management
Corporate FP&A
Portfolio Management
Hedge Funds
Equities
Investments
Series 7
Options
Alternative Investments
Financial Modeling
Trading
Financial Analysis
Asset Management
Fixed Income
Capital Markets
Derivatives
Finance
Equity Trading
Analytical Skills
Private Equity
Investment Strategies
Asset Allocation
financial reporting
Internal Controls
Due Diligence
Financial Accounting
Trading Systems
Bloomberg
Management
Strategic Leadership
Software Implementation Management
SQL
Accounting
R. Wallace Summary
R. Wallace, based in New York, NY, US, is currently a Chief Financial Officer and EVP at Rain City Capital. R. Wallace brings experience from previous roles at Sanctuary Wealth, Cartwright, First New York and RBC Capital Markets. R. Wallace holds a 1993 - 1997 Bachelor of Arts in International Business @ University of Richmond. With a robust skill set that includes Investor Relations, Generally Accepted Accounting Principles (GAAP), Forecasting, Entrepreneurship, Process Optimization (Manufacturing) and more. R. Wallace has 2 emails on RocketReach.
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