Who is Gavin Wagner? Overview
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Gavin Wagner is listed as Chief Executive Officer at BreakEven, based in Bethlehem, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Gavin Wagner.
Gavin Wagner previously worked as President at Amrhein Investment Club and Growth Fund Manager at Amrhein Investment Club. Gavin Wagner holds Bachelor Of Business Management (Ba), Business Administration And Management, General, 3.67 from Moravian University.
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BreakEven
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Profile bio
About Gavin Wagner
My journey starting my own company, WagnerVision Marketing and Design has ignited a profound passion for the world of business within me. Working alongside talented individuals has fueled my desire to pursue a career in this dynamic field. Business isn't just a job; it's a realm where innovation, strategy, and entrepreneurship converge to craft solutions that shape industries. Driven by this passion, I am constantly seeking avenues to apply my knowledge and skills. I am on a quest for internships that will immerse me in the practical aspects of the business world. I am eager to gain hands-on experience, collaborate with professionals, and further hone my expertise. Contributing to the success of a business in a meaningful way is my ultimate goal.
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13 roles
Gavin Wagner work experience
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President
Current- Leadership: Oversee and lead a team of over 83 student investors, ensuring alignment with the club's goals and fostering a collaborative environment for financial education and investment strategy development. - Investment Strategy: Spearheaded the management of the $6.1 million worth of assets, driving portfolio diversification, risk management, and.
Dec 2024 - Present
Growth Fund Manager
Current- Managed a portfolio valued at up to $2.9 million, driving consistent growth and optimizing asset allocation strategies. - Mentored Growth Fund members in effective investment strategies, emphasizing risk mitigation and maximizing returns, enhancing portfolio performance, and increasing member confidence. - Led weekly economic presentations** on market.
Nov 2023 - Present
Growth Fund Member
Current- Learned the market and stocks- Understood trading, ETF, Bonds, and Long term investments- Helped create presentations detailing stock exchange - gave input about selling/buying well know, high growth stocks
Aug 2023 - Present
Business Owner
Current- Digital Marketing Expertise: Specializing in innovative strategies that drive brand growth and enhance online presence.- Graphic Design Proficiency: Skilled in creating visually compelling designs that enhance brand identity and support marketing objectives.- Results-Oriented Campaigns: Proven success in executing targeted campaigns that boost engagement.
Dec 2023 - Present
Accounting And Finance Intern
Current-Engaged in writing mid/monthly articles, updating in economic sectors and financial markets-Analyzed stock market growth and monitored national economics -Assisted with clients' retirement planning and simulations to educate them on their money/investments -Used graphic design software to design pages and help clients become financially literate
Jun 2024 - Present
Financial Advisor
Current-Provide comprehensive financial advisory services to clients, offering insights into investment strategies, retirement planning, and wealth management. -Educate clients on various investment options, insurance products, and retirement solutions, ensuring informed decision-making. -Collaborate with clients to set realistic financial goals and track.
Jan 2024 - Present
Student Assistant For Center For Carrer And Civic Engagement
Current-Revised and assisted students with resumes and cover letters, offering insight into job opportunities-Promoted services and resources offered by the Center for Career & Civic Engagement to students who attended the annual Open House
May 2024 - Present
Opperations Associate
-Helped with day-to-day activities to promote the center and events
May 2024 - Nov 2024
Marketing And Operations
-Created data sheets targeting potential customers and clients in different states using data and target markets-Processed data to configure emails, intriguing clients to join our mission -Utilized graphic design to make compelling pictures intriguing potential clients
Jan 2024 - Mar 2024
Retail Cashier
-Respond to customer questions or concerns to provide a positive in-store experienceand boost store sales-Guide customers on purchases based on interests, store promotions, and sales-Managed inventory of store items and maintained familiarity of products offered-Responded to customer feedback, problems, and questions regarding merchandise or general.
Nov 2022 - Jan 2024
Internet Marketing Manager
B.R. Scholl & Sons Inc.
-Designed marketing advertisements using Picsart-Developed an interest-targeted, ongoing marketing campaign to increase customer base-Researched client demographics including recent purchases and where they lived
Sep 2022 - Dec 2022
Sales, Communication, And Marketing Assistant
The Veloshop
-Consulted with customers about interests-Assisted customers with questions and resolved questions or concerns-Marketed brands and advertised upcoming events to customers and organizations-Edited and enhanced graphics and marketing designs using Canva-Managed a customer call schedule
May 2020 - Aug 2022
2 education records
Gavin Wagner education
Bachelor Of Business Management (Ba), Business Administration And Management, General, 3.67
Business Administration And Management, General, 3.97
FAQ
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What company does Gavin Wagner work for?
Gavin Wagner works for BreakEven.
What is Gavin Wagner's role at BreakEven?
Gavin Wagner is listed as Chief Executive Officer at BreakEven.
Where is Gavin Wagner based?
Gavin Wagner is based in Bethlehem, Pennsylvania, United States while working with BreakEven.
What companies has Gavin Wagner worked for?
Gavin Wagner has worked for Breakeven, Amrhein Investment Club, Wagnervision, Shetland Advisors, and Primerica.
How can I contact Gavin Wagner?
You can use AeroLeads to view verified contact signals for Gavin Wagner at BreakEven, including work email, phone, and LinkedIn data when available.
What schools did Gavin Wagner attend?
Gavin Wagner holds Bachelor Of Business Management (Ba), Business Administration And Management, General, 3.67 from Moravian University.
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