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Alan Wagman, Cfa Email & Phone Number
Director Western Region
at
The Ayco Company, L.P.
2 work emails found
@ayco.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director Western Region
Location
Irvine, California, United States
Company size
Who is Alan Wagman, Cfa? Overview
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Quick answer
Alan Wagman, Cfa is listed as Director Western Region at The Ayco Company, L.P., a with 1684 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at ayco.com and a matched LinkedIn profile for Alan Wagman, Cfa.
Alan Wagman, Cfa previously worked as Strategy/Marketing at Hm Fund Management and SVP at Hsbc Securities. Alan Wagman, Cfa holds Economics, Economics from Tulane University.
Company email context
Email format at The Ayco Company, L.P.
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*@ayco.com
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AeroLeads found 2 current-domain work email signals for Alan Wagman, Cfa. Compare company email patterns before reaching out.
Profile bio
About Alan Wagman, Cfa
Experienced Director with a demonstrated history of working in the financial services industry focusing on Private Wealth. Skilled in Portfolio Management, Financial Planning, Fixed Income, and Equities. Hired, mentored and developed wealth advisers who focused on HNW individuals in the $1 Million-$10 Million space. Assisted in opening various offices throughout the country. CFA designation and Tulane graduate.
Listed skills include Management, Wealth Management, Financial Planning, Series 7, and 16 others.
Current workplace
Alan Wagman, Cfa's current company
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The Ayco Company, L.P.
5 roles · 33 years
Alan Wagman, Cfa work experience
A career timeline built from the work history available for this profile.
Director Western Region
Director Western Region
Responsibilities included hiring, mentoring and supervising Wealth Advisers and Client Analysts. Started or built out 5 offices comprising the Western Region. Spearheaded and developed lead source relationships to increase business opportunities. Worked closely with Wealth Advisers to develop business goals, service standards and client acquisition strategies. Achievements include:Largest Assets Under Management growth of any region.Developed Top Producers of the division.Facilitated relationships resulting in top deal flow from GS offices.Selected to develop institutional business in the region.
Strategy/Marketing
Hm Fund Management
Developed market focus for the strategy, provided portfolio updates to interested parties and coordinated all inquiries. Created an Executive Summary on the strategy and established an Investor Relations Department. Headed up special projects including review of service providers, streamlining on boarding of new hires, and market research on strategy and competitors.
2008 - 2011
~3 yrs
Svp
Hired Wealth Advisers and support staff, managed and directed activities including the sales process, marketing efforts and product knowledge as well as compliance standards to achieve business goals. Created and developed team focused on fixed income products. Partnered with Private Bankers in film finance to develop new wealth management relationships. Created and developed team in the branch network to provide financial advice.Achievements included: Recognized as a top regional manager with respect to revenue, client service and compliance measurements. Awarded International Trip.Successfully developed Asian and High Net worth target markets.
1994 - 2008
~14 yrs
1 education record
Alan Wagman, Cfa education
FAQ
Frequently asked questions about Alan Wagman, Cfa
Quick answers generated from the profile data available on this page.
What company does Alan Wagman, Cfa work for?
Alan Wagman, Cfa works for The Ayco Company, L.P..
What is Alan Wagman, Cfa's role at The Ayco Company, L.P.?
Alan Wagman, Cfa is listed as Director Western Region at The Ayco Company, L.P..
What is Alan Wagman, Cfa's email address?
AeroLeads has found 2 work email signals at @ayco.com for Alan Wagman, Cfa at The Ayco Company, L.P..
Where is Alan Wagman, Cfa based?
Alan Wagman, Cfa is based in Irvine, California, United States while working with The Ayco Company, L.P..
What companies has Alan Wagman, Cfa worked for?
Alan Wagman, Cfa has worked for The Ayco Company, L.P., Hm Fund Management, and Hsbc Securities.
How can I contact Alan Wagman, Cfa?
You can use AeroLeads to view verified contact signals for Alan Wagman, Cfa at The Ayco Company, L.P., including work email, phone, and LinkedIn data when available.
What schools did Alan Wagman, Cfa attend?
Alan Wagman, Cfa holds Economics, Economics from Tulane University.
What skills is Alan Wagman, Cfa known for?
Alan Wagman, Cfa is listed with skills including Management, Wealth Management, Financial Planning, Series 7, Mutual Funds, Series 63, Investments, and Securities.
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