Casey Wagner is a MBA Candidate at the Tuck School of Business | Forte Fellow.
-
Investment Banking Summer AssociateAeris Partners Jun 2024 - Sep 2024Boston, Massachusetts, Us -
Asset Management & OperationsWagner Mercedes-Benz Of Shrewsbury Nov 2022 - Aug 2023Lead 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 -
MemberEllevate Network Jan 2022 - Aug 2023New York, UsSelected 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 -
Institutional Sales - Asset ManagementFactset Jan 2022 - Dec 2022Norwalk, Connecticut, UsImproved 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 -
Global Strategic ConsultantFactset Jan 2020 - Jan 2022Norwalk, Connecticut, UsOrchestrated 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 -
Senior ConsultantFactset Mar 2019 - Dec 2019Norwalk, Connecticut, UsEarned 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 -
ConsultantFactset Jun 2017 - Feb 2019Norwalk, Connecticut, Us -
Co-Founder And Vice President Of Elon Women In FinanceElon University - Martha And Spencer Love School Of Business Jan 2016 - May 2017Elon, Nc, UsFounded 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 -
Finance Training Internship Program: Office Of The Cto Finance InternEmc Corporation Jun 2016 - Sep 2016Round Rock, Texas, UsPerformed 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 -
Finance & Accounting InternYomp Uk Sep 2015 - Dec 2015London, GbDeveloped 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 DartmouthMaster Of Business Administration - Mba -
Harvard Business School OnlineOther; Alternative Investments -
Elon University - Martha And Spencer Love School Of BusinessMinor In Economics -
Bancroft SchoolHigh 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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial