Bill Bishop Email & Phone Number
Managing Director - Investments, Senior PIM Portfolio Manager @ Wells Fargo Advisors
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Bill Bishop Location
- Oklahoma City, OK, US
Bill Bishop Work
- 2018 -now Managing Director - Investments, Senior PIM Portfolio Manager @
- 2002 -2018 Senior Portfolio Manager, Wealth Advisor, Financial Planning Specialist, Vice President @ Morgan Stanley
- 1999 -2002 Financial Planner @
Bill Bishop Education
- Wake Forest University 1994-1997
Bill Bishop Skills
- Commercial Lending
- Investments
- Portfolio Management
- Tactical Asset Allocation
- Wealth
- Financial Services
- PowerPoint
- Microsoft Excel
- Customer Service
- Microsoft Office
- Microsoft Word
- Research
- Concur
Bill Bishop Summary
- Bill Bishop, based in Oklahoma City, OK, US, is currently a Managing Director - Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors. Bill Bishop brings experience from previous roles at Morgan Stanley and A.G. Edwards. Bill Bishop holds a 1994 - 1997 Wake Forest University. With a robust skill set that includes Commercial Lending, Investments, Portfolio Management, Tactical Asset Allocation, Wealth and more. Bill Bishop has 3 emails and 2 mobile phone numbers on RocketReach.
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