Bill Connor Email & Phone Number
Partner @ Sax Wealth Advisors, LLC
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Bill Connor Location
- New York, NY, US
Bill Connor Work
- 2024 -now Partner @
- 2013 -2024 Partner, Managing Director, @
Bill Connor Education
- James Madison University
Bachelor Of Business Administration (Computer Information Systems, Business Administration, Finance)
1996-2000 - Georgetown
Bill Connor Skills
- Chartered Financial Analyst
- Investments
- Equities
- Fixed Income
- Investor Relations
- Strategic Financial Planning
- Certified Financial Planner
- Due Diligence
- Real Estate
- Finance
- Insurance
- Sales
- Marketing
- Research
- Series 7
- Asset Managment
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Series 63
- Portfolio Management
- Securities
- Investment Strategies
- Wealth Management
- Hedge Funds
- Options
- Capital Markets
- Private Equity
- Asset Management
- Investment Advisory
- Retirement Planning
- Private Placements
- Series 65
- Investment Management
- Financial Markets
- Financial Services
- Financial Advisory
- Risk Management
- Managed Futures
- ETFs
- Separately Managed Accounts
- Valuation
- Institutional Investments
- Wealth Management Services
- FINRA
- Wealth
- Bonds
Bill Connor Summary
- Bill Connor, based in New York, NY, US, is currently a Partner at Sax Wealth Advisors, LLC. Bill Connor brings experience from previous roles at BakerAvenue Wealth Management. Bill Connor holds a 1996 - 2000 Bachelor Of Business Administration in Computer Information Systems, Business Administration, Finance @ James Madison University. With a robust skill set that includes Chartered Financial Analyst, Investments, Equities, Fixed Income, Investor Relations and more. Bill Connor has 2 emails and 4 mobile phone numbers on RocketReach.
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