Wagner Wealth Management
Address: 3 Baldwin Green Common, Woburn, MA 01801 Phone: (781) 935-7111: Category: : Place name: Website: : Hours: : : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lucas Wagner Associates Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Wagner Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wagner Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wagner Wealth Management Employees
Deloitte July 2015 - Present
Sierra-Cedar February 2014 - July 2015
Capgemini October 2011 - November 2013
Goodrich June 2011 - October 2011
Wagner Wealth Management May 2010 - December 2010
Skills
Six Sigma, SAP, Data Analysis, Logistics, Visual Basic, Project Management, Warehousing, Team Leadership, Root Cause Analysis, Workshop Facilitation, Intactix by JDA Space..., Access, SharePoint, Visio, Workday, Process Improvement, Software Documentation, Management
Education
Clemson University - College of Business and Behavioral Science 2006 — 2011
Bachelor of Science, Management- Operations and Supply Chain
Lewis Wealth Management, LLC January 2010 - Present
Wagner Wealth Management March 2006 - January 2010
Qwest Communications March 2004 - March 2006
Graphic Packaging International March 2002 - March 2004
Qwest Communications September 2000 - March 2002
Craigie McCarthy & Clow March 1995 - September 2000
Gordon & Rees LLP 1992 - 1995
Skills
Wealth Management, Investments, Strategic Financial..., Financial Services, Risk Management
Education
Marquette University Law School 1989 — 1992
J.D., Law
San Francisco State University, College of Business 1987 — 1989
M.B.A., Finance
University of Colorado Boulder - Leeds School of Business 1982 — 1986
B.S., Finance
Wagner Wealth Management 2011 - Present
Goodrum Consulting LLC 2003 - 2011
Cambiar Investors 1996 - 2003
Merrill Lynch 1991 - 1996
Education
University of Colorado 1992 — 1994
MS, Marketing
Arizona State University 1987 — 1990
BS, Finance
Wagner Wealth Management January 2007 - Present
Skills
Customer Service, Management, Financial Analysis, Leadership, Financial Planning, Estate Planning, Tax Planning, Investments, Alternative Investments, Investment Advisory, Life Insurance, Retirement Plan..., Marketing Strategy, Project Management, Insurance, Process Improvement, Public Speaking
Education
Clemson University
Bachelor's Degree, Finance and Financial Management Services
Wagner Wealth Management January 2002 - Present
Qwest 1998 - 2001
Education
University of Pennsylvania - The Wharton School
B.S., Finance
Duke University School of Law
J.D.
Wagner Wealth Management October 2013 - Present
H&H Real Estate LLC April 2009 - Present
AXA-Equitable July 2011 - January 2012
AXA Life Japan May 2007 - July 2011
AXA Life Japan January 2006 - May 2007
AXA Distributors January 2004 - January 2006
AXA Distributors July 2001 - January 2004
Dreyfus August 1994 - July 2001
Education
East Carolina University 1984 — 1988
BA, Communications
Hibriten High School
Wagner Wealth Management April 2011 - Present
Wells Fargo March 1996 - April 2011
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Financial Advisory, Investments, Estate Planning, Securities, IRAs, Wealth, Asset Management, Finance
Education
Clemson University 1986 — 1990
Bachelor's degree, Accounting and Finance
Colorado Small Business Development Center April 2015 - Present
Grosvenor Financial Services Group April 2013 - February 2014
Hope Connects November 2011 - September 2013
Wagner Wealth Management February 2010 - December 2012
Mossbooth Wealth Advisors May 2009 - January 2010
RMG Networks March 2009 - June 2009
VERGO Interactive January 2009 - June 2009
Safe Haven for Animals August 2007 - April 2009
The Scottsdale Tribune August 2007 - December 2007
Skills
Writing, Problem Solving, Final Cut Pro, Back Office, Web Content Management, Social Media, Editing, Microsoft Office, Research, Excel, PowerPoint, Content Management, New Business Development, Event Management, Film Production, Microsoft Excel, Event Planning, Leadership, Marketing Strategy, SEO, Marketing, Entrepreneurship, CRM, Corporate Communications, Public Speaking, Start-ups
Education
Arizona State University 2004 — 2008
Journalism & Mass Communications, Print Journalism
The University of Arizona 2004 — 2005
International Studies Abroad (ISA) July 2015 - Present
College Forward August 2014 - July 2015
CIEE October 2012 - October 2013
Anderson Radiology Diagnostic October 2011 - September 2012
Village at Sandhill May 2011 - September 2011
Wagner Wealth Management May 2008 - August 2009
Skills
Social Media, Nonprofits, Press Releases, Marketing, Communication, Event Planning, Public Speaking, Editing, Adobe Creative Suite, Teaching English as a..., Curriculum Development, Fundraising, Prezi, Salesforce.com, Google Drive
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Marketing and Human Resource Management
University of South Carolina-Columbia 2007 — 2011
Business, Marketing, Management
John Cabot University 2010 — 2010
Marsico Capital Management November 2010 - Present
Chatham Financial September 2009 - October 2010
Wagner Wealth Management September 2007 - September 2009
Starbucks Coffee Company June 2003 - August 2007
Skills
Business Analysis, Leadership, Market Research, Time Management, Sales
Education
Montclair State University 2000 — 2005
Cleveland Metropolitan Bar Association June 2010 - Present
Eisner Gohn Group December 2007 - Present
Wagner Wealth Management March 2004 - March 2006
Portus Real Estate Private Equity Fund 2003 - 2005
Skills
Insurance, Mediation, Estate Planning, Litigation, Investments, Civil Litigation
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
JD, Estate Planning
University of Colorado Boulder 1985 — 1989
BS, Political Science
Hawken
Wagner Wealth Management September 2008 - Present
Education
Anderson University 1997 — 1999
Schmidt & Associates July 2009 - December 2010
Wagner Wealth Management May 2008 - September 2008
Merrill Lynch May 2006 - August 2006
IBG Business Services May 2005 - June 2005
Skills
Financial Analysis, Financial Modeling
Education
Miami University 2005 — 2009
Finance, Entrepreneurship
Wagner Wealth Management May 2007 - August 2008
Propp Drugs August 2005 - May 2007
Education
University of South Carolina-Columbia 2007 — 2011
University of South Carolina
Business, Marketing