Reading Wilson Email & Phone Number
Portfolio Manager @ Shepherd Kaplan Krochuk, LLC
5 free lookup(s).
Reading Wilson Location
- Santa Barbara, CA, US
Reading Wilson Work
- 2019 - now Member Board of Directors @
- 2017 - now Portfolio Manager @
- 2025 - now Chairman FBHC Holding Company @
- 2014 - 2017 Member, Portfolio Mangager @ GRT Capital Partners, LLC
- 2010 - 2014 Managing Partner @ LHC Management, LLC
- 2008 - 2009 Vice President @ River Capital Advisors, Inc.
- 2003 - 2008 Portfolio Manager @ Atlantic Trust Private Wealth Management
- 1998 - 2000 Managing Director @ Banc of America Securities, Inc.
- 1995 - 1998 Managing Director @ First Union Capital Markets
- 1986 - 1995 Senior Vice President @ Kidder, Peabody & Co., Inc.
Reading Wilson Education
- Northwestern University
Bachelor of Arts (BA) (Economics)
1982 - 1986 - University School 1968 - 1982
Reading Wilson Skills
- Team Building
- PowerPoint
- Public Speaking
- Accounting
- Mergers
- Windows
- Teaching
- Start Ups
- Portfolio Management
- Investments
- English
- Negotiation
- Strategic Planning
- Strategy
- Equities
- Outlook
- Microsoft Word
- Microsoft Excel
- Asset Management
- Editing
- Customer Service
- Financial Analysis
- Budgets
- Business Strategy
- Management
- Due Diligence
- Research
- Analysis
- Mergers and Acquisitions
Reading Wilson Summary
- Reading Wilson, based in Santa Barbara, CA, US, is currently a Portfolio Manager at Shepherd Kaplan Krochuk, LLC. Reading Wilson brings experience from previous roles at Windgap Medical, Inc., Flatirons Bank, GRT Capital Partners, LLC and LHC Management, LLC. Reading Wilson holds a 1982 - 1986 Bachelor of Arts (BA) in Economics @ Northwestern University. With a robust skill set that includes Team Building, PowerPoint, Public Speaking, Accounting, Mergers and more. Reading Wilson has 6 emails and 1 mobile phone numbers on RocketReach.
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Reading Wilson
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