Bill James Email & Phone Number
Senior Relationship Manager, First Vice President @ Merrill Lynch
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Bill James Location
- Connecticut, United States
Bill James Work
- 2023 - now Senior Relationship Manager, First Vice President @
- 2017 - 2023 Financial Advisor @
- 2017 - 2017 VP, Trust Officer @
- 2013 - 2017 AVP, Trust Officer @
- 2011 - 2013 AVP, Trust Administrative Officer @
- 2008 - 2011 Assistant to the Vice Chairman and CEO @ Skaarup Shipping Corporation
- 2008 - 2011 Wealth Management Assistant @ Merrill Lynch, Pierce, Fenner & Smith, Inc.
- 2008 - 2011 Legal Assistant @
- 2007 - 2008 Legal Assistant @ Ferguson, Aufsesser, Hallowell & Wrynn, LLP
Bill James Education
- London School of Economics and Political Science
Master's Degree
2006 - 2007 - Hobart & William Smith Colleges
Bachelor's Degree
1999 - 2003
Bill James Skills
- Trust Services
- Golf
- Trust Management
- Microsoft Office Applications
- Research
- Philanthropic Planning Strategies
- Estate Planning
- Relationship Management
- Trusts
- Family Wealth Transfer
- Goals Based Wealth Management
- Project Management
- Estate and Wealth Structuring
- Wordperfect
- PowerPoint
- Communications and Interpersonal Skills
- Financial Planning
- Legal Research
- Business Development
- Exceptional Customer Service
- Trust Operations
- Management
- WordPress Design
- Client Relationships
- Private Wealth Management
- Private Banking
- Financial Literacy
- Estate Planning Services and Wealth Transfer
- Microsoft Word
- Listening
- Banking
- Charitable Trusts
- Financial Analysis
- Investment Management
- Advice and Guidance
- Excel
Bill James Summary
- Bill James, based in Connecticut, United States, is currently a Senior Relationship Manager, First Vice President at Merrill Lynch Wealth Management. Bill James brings experience from previous roles at Merrill Lynch Wealth Management and Bank of America, N.A. (U.S. Trust, Bank of America PWM). Bill James holds a 2006 - 2007 Master's Degree @ London School of Economics and Political Science. With a robust skill set that includes Trust Services, Golf, Trust Management, Microsoft Office Applications, Research and more. Bill James has 1 emails and 3 mobile phone numbers on RocketReach.
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