Casey Wagner

Casey Wagner Email and Phone Number

MBA Candidate at the Tuck School of Business | Forte Fellow
Casey Wagner's Location
Boston, Massachusetts, United States, United States
About Casey Wagner

Casey Wagner is a MBA Candidate at the Tuck School of Business | Forte Fellow.

Casey Wagner's Current Company Details

MBA Candidate at the Tuck School of Business | Forte Fellow
Casey Wagner Work Experience Details
  • Aeris Partners
    Investment Banking Summer Associate
    Aeris Partners Jun 2024 - Sep 2024
    Boston, Massachusetts, Us
  • Wagner Mercedes-Benz Of Shrewsbury
    Asset Management & Operations
    Wagner Mercedes-Benz Of Shrewsbury Nov 2022 - Aug 2023
    Lead enterprise strategy to digitize customer experience, reshape variable operations, and deploy new marketing tactics to meet acceleration of sustainable endeavors and efficiency manage electric vehicle inventoryGenerate financial model to project dealership cash flow health and departmental profit by analyzing floor plan interest on current assets, predicted inventory levels, frozen capital exposure, and seasonality patterns
  • Ellevate Network
    Member
    Ellevate Network Jan 2022 - Aug 2023
    New York, Us
    Selected based on application to join professional women's organization committed to promoting workplace gender equality. Mentored in weekly meeting with a cohort of 9 women across a multitude of industries and attended career workshops for Rising Leaders
  • Factset
    Institutional Sales - Asset Management
    Factset Jan 2022 - Dec 2022
    Norwalk, Connecticut, Us
    Improved complex technology architecture and data infrastructure of existing asset management clients and provided recommendations to CIOs and CTOs to reduce total cost of ownership with FactSet multi-asset class performance, attribution and risk optimization solutions
  • Factset
    Global Strategic Consultant
    Factset Jan 2020 - Jan 2022
    Norwalk, Connecticut, Us
    Orchestrated development of a new portfolio management tool to enhance wealth manager efficiency and coordinated deployment to 15,000 Merrill Lynch financials advisorsDevised a solution to marry proprietary ESG scoring information and multi-asset class portfolio data across $1.4T AUM firm and deployed tool to over 150 global investment professionals
  • Factset
    Senior Consultant
    Factset Mar 2019 - Dec 2019
    Norwalk, Connecticut, Us
    Earned Senior promotion due to my specialization in and support of sophisticated client portfolio analytics, reporting, and quantitative research processes. Demonstrated aptitude for fostering partnerships with influential client stakeholders. Recognized for creative initiatives to improve client usage and increase FactSet product stickiness, while continually focusing on process improvement opportunities
  • Factset
    Consultant
    Factset Jun 2017 - Feb 2019
    Norwalk, Connecticut, Us
  • Elon University - Martha And Spencer Love School Of Business
    Co-Founder And Vice President Of Elon Women In Finance
    Elon University - Martha And Spencer Love School Of Business Jan 2016 - May 2017
    Elon, Nc, Us
    Founded Elon Women in Finance to create a support network of women where sharing challenges and aspirations brings strength. Coordinated networking events with alumnae and professional development workshops for 40+ organization members
  • Emc Corporation
    Finance Training Internship Program: Office Of The Cto Finance Intern
    Emc Corporation Jun 2016 - Sep 2016
    Round Rock, Texas, Us
    Performed comprehensive analysis of $80M annual revenue product and provided recommendations to management regarding opportunities for new markets, revenue forecasts based on historical customer contracts and trends, and pricing recommendations based on current market positioning
  • Yomp Uk
    Finance & Accounting Intern
    Yomp Uk Sep 2015 - Dec 2015
    London, Gb
    Developed comprehensive decks used in angel investor meetings that included analysis of company financials, business operating model, and market opportunities. Evaluated competitors to compare financials, current funding, and investment track. Yomp UK is a B2B employee-engagement platform to improve Health & Wellbeing to increase productivity, reduce absenteeism and enhance employee satisfaction.

Casey Wagner Education Details

  • The Tuck School Of Business At Dartmouth
    The Tuck School Of Business At Dartmouth
    Master Of Business Administration - Mba
  • Harvard Business School Online
    Harvard Business School Online
    Other; Alternative Investments
  • Elon University - Martha And Spencer Love School Of Business
    Elon University - Martha And Spencer Love School Of Business
    Minor In Economics
  • Bancroft School
    Bancroft School
    High School Diploma

Frequently Asked Questions about Casey Wagner

What is Casey Wagner's role at the current company?

Casey Wagner's current role is MBA Candidate at the Tuck School of Business | Forte Fellow.

What schools did Casey Wagner attend?

Casey Wagner attended The Tuck School Of Business At Dartmouth, Harvard Business School Online, Elon University - Martha And Spencer Love School Of Business, Bancroft School.

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