Tricia Baxter
Corporate Officer/Principal at Wheelhouse Analytics LLC
Profile
Tricia Baxter is currently the Director of Product Development at Wheelhouse Analytics LLC.
Previously, she worked as a Principal at Legg Mason, Inc., Deutsche Bank AG, and Alex Brown, Inc. She was also the Head of Marketing at Nuveen Investments, Inc. From 2006 to 2011, she worked as a Product Manager at Coates Analytics Group LP.
Ms. Baxter received her undergraduate degree from Loyola University Maryland, Inc. and her graduate degree from St. Joseph's University.
Tricia Baxter active positions
Companies | Position | Start |
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Wheelhouse Analytics LLC
Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Corporate Officer/Principal | - |
Former positions of Tricia Baxter
Companies | Position | End |
---|---|---|
Coates Analytics Group LP
Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Corporate Officer/Principal | 2011-04-30 |
Alex Brown, Inc.
Alex Brown, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services. | Corporate Officer/Principal | - |
LEGG MASON, INC. | Corporate Officer/Principal | - |
DEUTSCHE BANK AG | Corporate Officer/Principal | - |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Tricia Baxter
Loyola University Maryland, Inc. | Undergraduate Degree |
St. Joseph's University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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DEUTSCHE BANK AG | Finance |
Private companies | 5 |
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Legg Mason, Inc.
Legg Mason, Inc. Investment ManagersFinance Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Coates Analytics Group LP
Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Technology Services |
Alex Brown, Inc.
Alex Brown, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services. | Finance |
Wheelhouse Analytics LLC
Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Technology Services |
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