Bill Marvel Email & Phone Number
Managing Partner @ Baldwin Wealth Partners
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Bill Marvel Location
- Marion, MA, US
Bill Marvel Work
- Managing Partner @ (September 2008 - Present)
- Executive Committee and Founder @ (January 2017 - October 2020)
- Founder @ JKD Capital, Inc. (January 2003 - September 2008)
- Co-Founder and COO @ GreenTech Research (January 2005 - January 2008)
- Director and COO @ (January 1996 - January 2003)
- Group Manager @ (January 1998 - January 2000)
- Analyst @ (January 1997 - January 1998)
Bill Marvel Education
- Questrom School of Business, Boston University
MBA (Finance, General)
1995-1997 - Ithaca College
BS (Management)
1988-1992
Bill Marvel Skills
- Portfolio Management
- Investment Research
- Sustainable Investing
- Alternative Investments
- Private Equity
- Venture Capital
- Angel Investing
- Wealth Management
- Family Office Services
- Mobile
- Performance
- Digital Strategy
- Open Source
- User Experience
- Web Design
- Investments
- Web Development
- Strategic Planning
- Usability
- Website Support
- Emerging Markets
- Microsoft Excel
- Training
- JavaScript
- Scalability
- Drupal
- Design
- Content Publishing
- Sales
- Microsoft Office
- Project Management
- Business Strategy
- Management
- Business Development
Bill Marvel Summary
- Bill Marvel, based in Marion, MA, US, is currently a Managing Partner at Baldwin Wealth Partners. Bill Marvel brings experience from previous roles at New Summit Investments, LLC, JKD Capital, Inc., GreenTech Research and Strategic Capital Allocation Group. Bill Marvel holds a 1995 - 1997 MBA in Finance, General @ Questrom School of Business, Boston University. With a robust skill set that includes Portfolio Management, Investment Research, Sustainable Investing, Alternative Investments, Private Equity and more. Bill Marvel has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Baldwin Wealth Partners Employees
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Marion, MA, US
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