Craig Woodmansee has been working as a Institutional Sales and Trading in Wolverine Execution Services (Wex) since 2017. Furthermore, Craig has on-the-job experience at more than four companies using similar skills. Craig has a total work experience of four+ years. Craig attended school at the Saint Joseph's University from 2008 to 2013. This expert has professional certification as Series 7 Securities License and Series 63 Securities License and Craig has studied English and Spanish. Chicago, Illinois is the place where this person currently lives. You can contact with Craig by looking for phone or email address or get further information by requesting access to Craig Woodmansee's details.
Name variants:
Craig Woodmansee
Last updated Jul 07, 2024
Contact Information
Last Update
Jul 11, 2022
Email
cr**@vanguard.com
Location
Chicago, IL
Workplace
Institutional Sales and Trading
Chicago, IL
Industry
Financial Services
Colleagues
Work History
Institutional Sales and Trading
175 west Jackson Blvd SUITE 200, Chicago, IL 60604
from Mar 2017
Sales and Etf Analyst - Latin America
100 Vanguard Blvd, Valley Forge, PA
Sep 2014 — Feb 2017
Client Service Specialist - Flagship
100 Vanguard Blvd, Valley Forge, PA
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Deliver extraordinary client service to Vanguard’s High Net Worth clients
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Complete monetary and clerical transactions in client’s mutual fund accounts
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Assist and educate...
Jun 2013 — Sep 2014
Translator
5600 City Ave, Philadelphia, PA 19131
Translated and back-translated transcripts of Spanish speaking participants in a Psychology study conducted by Dr. Jacqueline Nguyen
Transcribed Spanish conversation between participants a...
Sep 2009 — Dec 2009
Education
Occupations
Accountant
Finance and Accounting Specialist
Analyst
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Spanish
Capital Markets
Etfs
Emerging Markets
Microsoft Excel
Latin America
Thomson One Analytics
Mutual Funds
Investments
Bloomberg
Series 7
Portuguese
Research
Powerpoint
Marketing
Microsoft Office
Microsoft Word
Public Speaking
Social Networking
Social Media
Rugby
Navision
Customer Service
Teamwork
Microsoft Powerpoint
Trading
Equities
Fixed Income
Sales
FAQs about Craig Woodmansee
What is the profession of Craig Woodmansee?
This professional's job is Institutional Sales and Trading
What are the main profession of The expert?
These person's professions are Accountant and Finance and Accounting Specialist
Where is Craig Woodmansee currently located?
The expert is located in Chicago, Illinois.
What is Craig Woodmansee's email?
The professional's email is cr**@vanguard.com.
Where did Craig Woodmansee work?
The professional worked at Wolverine Execution Services (Wex), Vanguard.
Where has Craig Woodmansee studied?
Craig studied at the Saint Joseph's University from 2008 to 2013.
Are there any certifications, that Craig Woodmansee has?
Craig received the following certifications: Series 7 Securities License, Series 63 Securities License, Cfa Level Ii Candidate, Cfa Institute, and Financial Industry Regulatory Authority (Finra).
What languages does Craig Woodmansee speak?
Craig Woodmansee speaks English, Spanish, and Portuguese.