head of individual retirement strategy at insight investment@ Insight Investment
New York, New York, United States
Bruce E. Wolfe, CFA
GET FULL PROFILE 
Columbia Business School
Real-Time AI Research
FlashIntel GPT
Tell me more about Bruce E. Wolfe, CFA?
FlashIntel GPTBruce E. Wolfe, CFA is a highly entrepreneurial and driven asset/ wealth management business leader with 27.9 years of experience. He has a proven track record of building innovative and global capabilities and turning around businesses. Bruce has extensive experience in restructuring and implementing organizational change, empowering organizations and individuals to uncover new business opportunities and client experiences. He has held various leadership positions in renowned companies such as Insight Investment, BlackRock, and Allianz Global Investors. Bruce is recognized for his global operating expertise and thought leadership in the retirement and longevity fields.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
A highly entrepreneurial and driven asset / wealth management business leader recognized for global operating expertise and thought leadership in the retirement and longevity fields. Possesses a proven track record of building new innovative, global capabilities and turning around businesses, leading to improved market penetration and positioning. Extensive experience in restructuring and implementing organizational change while empowering organizations and individuals to uncover new business opportunities and client experiences.
...See MoreWork Experience
head of individual retirement strategy at insight investment
Financial Services
Bruce E. Wolfe, CFA's Professional Milestones
- head of individual retirement strategy at insight investment (2019-06-01~): Maximized retirement savings through strategic planning and innovative investment strategies.
- Managing Director | Executive Director (2014-01-01~2018-07-01): Driving strategic initiatives to optimize business performance and achieve revenue targets.
Education
Master Of Business Administration,
Masters
1989-1991Skill
Business Transformation
Retirement Planning
Thought Leadership
Start Ups
Finance Transformation
Investments
Business Turn Arounds
Team Leadership
Leading Change
Financial Services
Wealth Management
Management Consulting
International Joint Ventures
Full P&l Responsibility
Investment Strategies
C Suite
Business Re Organisation
M&a Experience
Private Equity
Business Strategy
Private Banking
Corporate Development
Expense Management
Series 7
Certification
Colleagues
David Leduc, CFA
Chief Executive Officer North America
Sergey Cherepnev
Product Owner
Sergey Cherepnev
Product Owner
Oliver Kunz
product owner data platform at insight investment bny mellon
Colm McDonagh
ceo insight investment management europe
Other Named Bruce E. Wolfe, CFA
Frequently asked questions
We found 5 Bruce E. Wolfe, CFA's email addresses
Bruce E. Wolfe, CFA's social media include: Linkedin,
Bruce E. Wolfe, CFA works for Insight Investment
Bruce E. Wolfe, CFA's role in Insight Investment is head of individual retirement strategy at insight investment
Bruce E. Wolfe, CFA works in the industry of Financial Services
Bruce E. Wolfe, CFA's colleagues are David Leduc, CFA,Sergey Cherepnev,Sergey Cherepnev
Bruce E. Wolfe, CFA's latest job experience is head of individual retirement strategy at insight investment at Insight Investment
Bruce E. Wolfe, CFA's latest education in Columbia Business School
