David Wagner, Cfa Email & Phone Number

Stamford, Connecticut, United States

Stamford, Connecticut, United States

Stamford, Connecticut, United States

Norwalk, Ct

• Oversaw the production of quarterly investment reports and investment manager searches for defined benefit plans, defined contribution plans, public pensions, foundations, endowments and 403(b) plans• Gathered monthly statements to calculate investment performance based on Aon’s Corporate Methodology• Collaborate with Aon’s Manager Research team to monitor managers on an ongoing basis through dialogue, research and a review of investment reports/strategies• Collaborated with consultants to recommend manager or strategic asset class changes to client portfolios• Prepared quarterly asset-liability monitor studies for defined benefit pensions• Created annual median mutual fund fee analysis that is used firm wide too support defined contribution clients• Provided analyst support for Aon’s stable value team & retirement income team• Met with portfolio managers to discuss fund strategies and current market outlooks

Norwalk, Ct

Newington, Ct

• Placed in HR rotation with exposure to operations management, guest experience and asset protection• Managed daily HR operations for employee relations, labor relations and risk, pay and benefits, scheduling, staffing, and team engagement• Oversaw day-to-day retail operations and managed team of over 50 members across multiple work zones• Analyzed team health metrics, including turnover, to identify trends and take action to drive results• Led and created a learning environment by owning team member training and development• Led annual review process and ensured scores and supervisor comments were appropriate and calibrated• Maintained monthly and annual budgets for team recognition, volunteerism, and donations

South Windsor, Ct

-Oversaw day-to-day operations at the highest traffic Target location in the Hartford District-Managed a diverse team of over 50 members across multiple work zones-Applied diverse management techniques in order to deliver high customer satisfaction and team efficiency

Brentford, Uk

-Assisted with market research and promotional planning-Assisted with re-branding efforts

• Served as a community ambassador to the University of Connecticut Storrs campus during the 2012 school year • Served as a community ambassador for Guilford, CT where we integrated LoYakk into a 7000+ attendee art fair to create an informational app to navigate and enjoy the fair

Bachelor Of Science (Bs), Finance, General

Activities and Societies: Pi Kappa Alpha Fraternity, Alpha Lambda Delta Honors Fraternity, Marketing Society, Advertising Club

Education record

Activities and Societies: National Honor Society, Varsity Boys Tennis, Student Government,