Bill Neal Email & Phone Number
VP - Portfolio Manager @ Nicolet Wealth Management (formerly Navigator Planning Group)
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Bill Neal Location
- Dubuque, IA, US
Bill Neal Work
- VP - Portfolio Manager @ (April 2026 - Present)
- Investment Portfolio Manager @ MidWestOne, a division of Nicolet National Bank (February 2026 - April 2026)
- Vice President - Senior Investment Officer @ (October 2021 - February 2026)
- Vice President - Investments @ (January 2021 - October 2021)
- Investment Officer @ (October 2018 - December 2020)
- Investment Officer @ American Trust & Savings Bank (December 2007 - September 2018)
Bill Neal Education
- Loras College
Bachelor (Finance)
2005-2007 - Kirkwood Community College
Associate (Liberal Arts)
2003-2005 - Western Dubuque High School 1999-2003
Bill Neal Skills
- Due Diligence
- Banking
- Investment Strategies
- Microsoft Office
- Bloomberg
- Microsoft Excel
- Asset Allocation
- Customer Service
- Client Presentation
- Financial Services
- Credit
- Access
- Morningstar Direct
- Alternative Investments
- PowerPoint
- Investments
- Research
- Management
- Trading
- Series 65
- Morningstar
- Microsoft Word
- Outlook
- Leadership
- Adobe Acrobat
Bill Neal Summary
- Bill Neal, based in Dubuque, IA, US, is currently a VP - Portfolio Manager at Nicolet Wealth Management. Bill Neal brings experience from previous roles at MidWestOne, a division of Nicolet National Bank, MidWestOne Bank and First Community Trust, N.A.. Bill Neal holds a 2005 - 2007 Bachelor in Finance @ Loras College. With a robust skill set that includes Due Diligence, Banking, Investment Strategies, Microsoft Office, Bloomberg and more. Bill Neal has 1 emails and 4 mobile phone numbers on RocketReach.
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