Gwen C.
About Gwen C.
Gwen C. is the Founder of WCDB, with extensive experience in equity research, strategy consulting, and asset management.
Current Role at WCDB
Gwen C. currently holds the position of Founder at WCDB in Park City, Utah, United States. She founded the firm in 2018, with a focus on strategy consulting, portfolio management, and asset management. WCDB leverages her extensive experience to offer specialized consulting services tailored to client needs.
Professional Experience at Evercore ISI
Gwen C. has a strong track record in equity research, having spent seven years at Evercore ISI. She advanced through various roles, starting as an Associate from 2010 to 2014, then moving up to Vice President from 2014 to 2017. She capped her tenure at Evercore ISI as Director of REITs, Equity Research in 2017. Her cumulative experience at Evercore ISI has equipped her with deep insights into the equity markets.
Consultant Roles at Brookfield Asset Management and Life Storage
Gwen C. worked as a Consultant in Strategy & Asset Management at Brookfield Asset Management for 10 months in 2018-2019 in New York, NY. Prior to that, she was an Independent Consultant for Life Storage in Buffalo, NY, contributing to corporate strategic initiatives for five months in 2018. These roles have provided her with valuable experience in asset management and strategic planning.
Education Background
Gwen C. attended the University of Pennsylvania in 2019 for 11 months. She also holds a BSBA in Business Administration with a Finance focus from the University of North Carolina at Chapel Hill. She completed her high school education at New Rochelle High School. Her educational background has grounded her in both theoretical and practical aspects of business and finance.
Equity Research Experience at Bank of America
In her early career, Gwen C. worked as a Financial Analyst in Equity Research at Bank of America for one year from 2008 to 2009 in Greater New York City Area. This role helped her gain significant experience in financial analysis and laid the foundation for her future roles in equity research and consulting.