1999 -
2002 Managing Director @ Trident Securities (a division of McDonald Investments)
1992 -
2002 Managing Director @ Trident Securities
William Wagner Education
Duke University
Master of Business Administration
1989
-
1991
Miami University
(Accounting)
1981
-
1984
Duke University
Master of Business Administration
Miami University
(Accounting)
William Wagner Skills
Portfolio Management
Investments
Risk Management
Banking
Financial Analysis
Credit
Mergers & Acquisitions
Commercial Lending
Finance
Private Equity
Due Diligence
Management
Capital Markets
Financial Modeling
Corporate Finance
Financial Institutions
Investment Banking
Project Management
Credit Analysis
Mergers and Acquisitions
Leadership
Financial Services
Marketing Strategy
Public Speaking
Commercial Banking
William Wagner Summary
William Wagner, based in Raleigh, North Carolina, United States, is currently a Managing Director at Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.. William Wagner brings experience from previous roles at Howe Barnes Hoefer & Arnett, Trident Securities (a division of McDonald Investments) and Trident Securities. William Wagner holds a 1989 - 1991 Master of Business Administration @ Duke University. With a robust skill set that includes Portfolio Management, Investments, Risk Management, Banking, Financial Analysis and more. William Wagner has 1 mobile phone numbers on RocketReach.
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