Bill Martin Email & Phone Number
Chief Wealth Officer @ Earned Wealth
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Bill Martin Location
- Wichita, KS, US
Bill Martin Work
- 2022 -now Chief Wealth Officer @
- 2021 -2022 Chief Investment Officer @
- 2014 -2021 Chief Investment Officer @
- 2011 -2014 Senior Portfolio Manager and Investment Strategist @
- 2001 -2011 Director, Managed Account Services @
- 1999 -2001 Investment Analyst @
- 1995 -1999 General Securities Principal @ Regional Investment Banking Firm
Bill Martin Education
- The University of Kansas
MBA (Concentration in Finance)
1992-1994 - MidAmerica Nazarene University
Bachelor of Science (BS) (Business Administration and Management, General)
1989-1992
Bill Martin Skills
- Wealth Management
- Alternative Investments
- Financial Analysis
- Investments
- Banking
- Investment Management
- Social Media
- Asset Management
- Investment Advisory
- Asset Managment
- Trading
- Public Speaking
- Overlay Portfolio Management
- Fixed Income
- Risk Management
- Equities
- Financial Modeling
- Wealth
- Retirement Planning
- Hedge Funds
- Capital Markets
- Mutual Funds
- Asset Allocation
- Equity Research
- Financial Services
- Investment Strategies
- Portfolio Management
- Bloomberg
- Strategic Planning
Bill Martin Summary
- Bill Martin, based in Wichita, KS, US, is currently a Chief Wealth Officer at Earned Wealth. Bill Martin brings experience from previous roles at Earned Wealth, INTRUST Bank and FDx Advisors. Bill Martin holds a 1992 - 1994 MBA in Concentration in Finance @ The University of Kansas. With a robust skill set that includes Wealth Management, Alternative Investments, Financial Analysis, Investments, Banking and more. Bill Martin has 2 emails and 1 mobile phone numbers on RocketReach.
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