Gavin Wagner Email & Phone Number

Bethlehem, Pa, Us

Bethlehem, Pa, Us

Bethlehem, Pennsylvania, United States

- 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 strategic asset allocation. - Educational Initiatives: Develop and deliver educational programming, including market analysis workshops, valuation lessons, and investment case studies, to enhance members' financial acumen. - Professional Engagement: Represent the club in external events, such as the G.A.M.E. Forum, networking with industry leaders and showcasing the club's achievements. - Innovation: Introduced new investment opportunities and recommendations of high-growth companies, resulting in substantial growth in a volatile market. - Achievements: Played a pivotal role in exceeding the fund's financial goal ahead of schedule, achieving $2.8 million in assets under management by late 2024.

Bethlehem, Pennsylvania, United States

- 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 trends, financial developments, and investment opportunities, fostering informed decision-making and strategic fund management. - Conducted detailed financial analyses of potential investments, utilizing valuation models and industry trends to identify high-growth opportunities for the fund. - Collaborated with a diverse team to evaluate and present buy recommendations, contributing to the fund's success in outperforming market benchmarks.

Bethlehem, Pennsylvania, United States

- 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

- 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 and generate measurable ROI.- Data-Driven Decisions: Leveraging analytics and insights to refine marketing efforts and optimize performance.- Brand Development: Crafting compelling brand stories that resonate with target audiences across digital platforms.- Cross-Channel Strategy: Managing integrated marketing efforts across social media, SEO, PPC, email marketing, and content creation.- Client-Centric Approach: Dedicated to understanding client needs and delivering customized marketing solutions that align with business goals.- Creative and Analytical: Combining creative vision with analytical tools to deliver marketing strategies that both inspire and convert.

Coopersburg, Pennsylvania, United States

-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

-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 progress over time, adjusting strategies as needed to provide up-to-date financial advice, and stay on top of market trends, economic developments, and regulatory changes

Bethlehem, Pennsylvania, United States

-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

Allentown, Pennsylvania, United States

-Helped with day-to-day activities to promote the center and events

-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

Quakertown, Pennsylvania, United States

-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 store-Utilized point of sale system

-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

Emmaus, Pennsylvania, United States

-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

Bachelor Of Business Management (Ba), Business Administration And Management, General, 3.67

Business Administration And Management, General, 3.97

Activities and Societies: Investing club