Bill Halbert Email
Senior Vice President | Financial Advisor
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Bill Halbert Location
- Detroit, MI, US
Bill Halbert Work
- 2006 -now Senior Vice President | Financial Advisor @ Morgan Stanley
- 1989 -2006 Senior Vice President | Financial Advisor - Wealth Mgt @ UBS
- 1979 -1989 Senior Vice President | Financial Advisor - Wealth Mgt @ E F HUTTON
Bill Halbert Education
- Wayne State University
MBA (Finance and Management)
1966-1969 - Kettering University
BME (Mechanical Engineering)
1960-1965
Bill Halbert Skills
- Leadership
- Microsoft Office
- Management
- Equities
- Uniform Combined State Law
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Investments
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Bill Halbert Summary
- Bill Halbert, based in Detroit, MI, US, is currently a Senior Vice President | Financial Advisor at Morgan Stanley. Bill Halbert brings experience from previous roles at UBS and E F HUTTON. Bill Halbert holds a 1966 - 1969 MBA in Finance and Management @ Wayne State University. With a robust skill set that includes Leadership, Microsoft Office, Management, Equities, Uniform Combined State Law and more. Bill Halbert has 1 emails on RocketReach.
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