Gregory Wagner

Role
Financial Planning, Cdfa at Northwestern Mutual
Location
New York, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gregory Wagner

Harnessing over twenty years as an executive on Wall Street and as a FinTech innovator…

Experience

  1. Financial Planning, Cdfa

    Northwestern Mutual

    Aug 2023 — Present

Education

  • Harvard Business School

    Certification, Innovation and Strategy

  • University at Albany

    Bachelor of Arts (BA), Economics

  • Fordham Gabelli School of Business

    Master of Business Administration (MBA), Finance

  • Wharton Executive Education

    Certification, Economics of Blockchain and Digital Assets

Skills

  • Project Management
  • Debt & Equity Financing
  • Contract Negotiation
  • Strategy
  • Strategic Partnerships
  • Prime Brokerage
  • Finance
  • Talent Management
  • Equity Derivatives
  • Bonds
  • Financial Services
  • Retention Management
  • Marketing Strategy
  • Brand Implementation
  • Executive Management
  • Trading
  • Private Equity
  • Client Development
  • Investment Banking
  • Strategic Planning
  • Thought Leadership
  • New Product Implementations
  • Diplomacy
  • Cross-Functional Team Leadership
  • Swaps
  • Entrepreneurship
  • Securities Regulation
  • Strategic Leadership
  • Risk Management
  • Business Networking
  • Account Management
  • Leadership
  • Equities
  • Derivatives
  • Financial Markets
  • Enterprise Risk Management
  • Series 7
  • Leadership Mentoring
  • New Business Development
  • Sales Management

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Gregory Wagner — Financial Planning, Cdfa at Northwestern Mutual in New York, NY, US | Unifers