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

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

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,