Investment Banking Summer Associate
Jun 2024 - Sep 2024
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Casey Wagner Email & Phone Number
MBA Candidate at the Tuck School of Business | Forte Fellow
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✓ Verified Jul 2026
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Profile completeness 71%
Role
MBA Candidate at the Tuck School of Business | Forte Fellow
Location
Boston, Massachusetts, United States
Who is Casey Wagner? Overview
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Quick answer
Casey Wagner is listed as MBA Candidate at the Tuck School of Business | Forte Fellow based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Casey Wagner.
Casey Wagner previously worked as Investment Banking Summer Associate at Aeris Partners and Asset Management & Operations at Wagner Mercedes-Benz Of Shrewsbury. Casey Wagner holds Master Of Business Administration - Mba from The Tuck School Of Business At Dartmouth.
Profile bio
About Casey Wagner
Casey Wagner is a MBA Candidate at the Tuck School of Business | Forte Fellow.
10 roles
Casey Wagner work experience
A career timeline built from the work history available for this profile.
Asset Management & Operations
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
Nov 2022 - Aug 2023
Member
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
Jan 2022 - Aug 2023
Institutional Sales - Asset Management
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
Jan 2022 - Dec 2022
Global Strategic Consultant
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
Jan 2020 - Jan 2022
Senior Consultant
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
Mar 2019 - Dec 2019
Consultant
Jun 2017 - Feb 2019
Co-Founder And Vice President Of Elon Women In Finance
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
Jan 2016 - May 2017
Finance Training Internship Program: Office Of The Cto Finance Intern
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
Jun 2016 - Sep 2016
Finance & Accounting Intern
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.
Sep 2015 - Dec 2015
4 education records
Casey Wagner education
Master Of Business Administration - Mba
The Tuck School Of Business At Dartmouth
Other; Alternative Investments
Harvard Business School Online
Bachelor Of Science In Business Administration - Finance, Minor In Economics
Elon University - Martha And Spencer Love School Of Business
High School Diploma
Bancroft School
FAQ
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What is Casey Wagner's role at their current company?
Casey Wagner is listed as MBA Candidate at the Tuck School of Business | Forte Fellow.
Where is Casey Wagner based?
Casey Wagner is based in Boston, Massachusetts, United States.
What companies has Casey Wagner worked for?
Casey Wagner has worked for Aeris Partners, Wagner Mercedes-Benz Of Shrewsbury, Ellevate Network, Factset, and Elon University - Martha And Spencer Love School Of Business.
How can I contact Casey Wagner?
You can use AeroLeads to view verified contact signals for Casey Wagner, including work email, phone, and LinkedIn data when available.
What schools did Casey Wagner attend?
Casey Wagner holds Master Of Business Administration - Mba from The Tuck School Of Business At Dartmouth.
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