Wingate Grim, Cfa, Cfp®

Wingate Grim, Cfa, Cfp® Email and Phone Number

Vice President, Research and Portfolio Management @ JD Group Holdings, LLC
Philadelphia, PA, US
Wingate Grim, Cfa, Cfp®'s Location
Greater Philadelphia, United States
Wingate Grim, Cfa, Cfp®'s Contact Details

Wingate Grim, Cfa, Cfp® work email

Wingate Grim, Cfa, Cfp® personal email

n/a
About Wingate Grim, Cfa, Cfp®

Wingate Grim, Cfa, Cfp® is a Vice President, Research and Portfolio Management at JD Group Holdings, LLC. He possess expertise in public speaking, microsoft word, powerpoint, microsoft office, leadership and 6 more skills.

Wingate Grim, Cfa, Cfp®'s Current Company Details
JD Group Holdings, LLC

Jd Group Holdings, Llc

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Vice President, Research and Portfolio Management
Philadelphia, PA, US
Website:
jdgroupholdingsllc.com
Employees:
6
Wingate Grim, Cfa, Cfp® Work Experience Details
  • Jd Group Holdings, Llc
    Vice President, Research And Portfolio Management
    Jd Group Holdings, Llc
    Philadelphia, Pa, Us
    View
  • Jd Group Holdings, Llc
    Vice President, Research & Portfolio Management
    Jd Group Holdings, Llc Aug 2023 - Present
    Newtown Square, Pennsylvania, United States
    View
  • Investment Traders Association Of Philadelphia (Itap)
    Treasurer
    Investment Traders Association Of Philadelphia (Itap) Jan 2024 - Present
    Philadelphia, Pennsylvania, United States
    View
  • Investment Traders Association Of Philadelphia
    Board Member
    Investment Traders Association Of Philadelphia Jun 2022 - Jan 2024
    Philadelphia, Pennsylvania, United States
    View
  • The Philadelphia Trust Company
    Head Of Research
    The Philadelphia Trust Company Mar 2021 - Jul 2023
    Philadelphia, Pennsylvania, United States
    View
  • The Philadelphia Trust Company
    Equity Research Analyst
    The Philadelphia Trust Company Jun 2018 - May 2020
    Philadelphia, Pennsylvania, United States
    View
  • The Philadelphia Trust Company
    Investment Management Winter Analyst
    The Philadelphia Trust Company Dec 2017 - Jan 2018
    Philadelphia, Pennsylvania, United States
    View
  • The Uncommon Individual Foundation - Uif
    Technology Mentoring Program Associate
    The Uncommon Individual Foundation - Uif May 2017 - Aug 2017
    View
  • The Uncommon Individual Foundation - Uif
    Entrepreneur Associate
    The Uncommon Individual Foundation - Uif May 2016 - Aug 2016
    Devon, Pennsylvania
    View
  • Kingstone Services
    Landscaper
    Kingstone Services May 2015 - Aug 2015
    Downingtown, Pennsylvania
  • Braxtons Animal Works
    Sales Associate
    Braxtons Animal Works Mar 2011 - Jan 2015
    Wayne, Pennsylvania
    View

Wingate Grim, Cfa, Cfp® Skills

Public Speaking Microsoft Word Powerpoint Microsoft Office Leadership Presentations Finance Customer Service Microsoft Excel Microsoft Powerpoint Financial Analysis

Wingate Grim, Cfa, Cfp® Education Details

Frequently Asked Questions about Wingate Grim, Cfa, Cfp®

What company does Wingate Grim, Cfa, Cfp® work for?

Wingate Grim, Cfa, Cfp® works for Jd Group Holdings, Llc

What is Wingate Grim, Cfa, Cfp®'s role at the current company?

Wingate Grim, Cfa, Cfp®'s current role is Vice President, Research and Portfolio Management.

What is Wingate Grim, Cfa, Cfp®'s email address?

Wingate Grim, Cfa, Cfp®'s email address is wg****@****ust.com

What schools did Wingate Grim, Cfa, Cfp® attend?

Wingate Grim, Cfa, Cfp® attended Penn State University, Ies Abroad, Delaware County Christian School.

What skills is Wingate Grim, Cfa, Cfp® known for?

Wingate Grim, Cfa, Cfp® has skills like Public Speaking, Microsoft Word, Powerpoint, Microsoft Office, Leadership, Presentations, Finance, Customer Service, Microsoft Excel, Microsoft Powerpoint, Financial Analysis.

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