Bill Peyton Email & Phone Number
Director - Private Wealth Management IAP Specialist @ Bank of America Merrill Lynch
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Bill Peyton Location
- New York, NY, US
Bill Peyton Work
- Director - Private Wealth Management IAP Specialist @ (January 2025 - Present)
- Vice President - Private Wealth Managment IAP Specialist @ (August 2019 - January 2025)
- Vice President - Managed Strategies and Channel Management | Wealth Managment @ (July 2017 - August 2019)
- Vice President - Advisor Discretionary Program Manager @ (August 2012 - June 2017)
- Vice President - Program Manager - Portfolio Management Group @ Morgan Stanley Smith Barney (July 2011 - August 2012)
- Vice President, Portfolio Manager and Overlay Services @ (January 2008 - July 2011)
- Director, Advisory Sales Desk Manager @ (September 2002 - January 2008)
- Client Solutions Manager @ NDB (January 1998 - January 2000)
Bill Peyton Education
- Niagara University
Bachelor of Arts (Sociology)
1989-1994
Bill Peyton Skills
- Separately Managed Accounts
- Overlay Trading and Implementation
- Unified Managed Acounts
- Manager On-Boarding
- Business Relationship Management
- Client Service
- Capital Markets
- Trading
- Advisory
- Rep as PM Trainer
- Mutual Funds
- Exchange Traded Funds
- Fixed Income Trading
- Fixed Income Products
- Program Management
- Program Development
- Sales Support
- Series 7
- Securities
- Portfolio Management
- Investment Advisory
- Customer Relations
- Managed Accounts
- Fixed Income
- Series 63
- Alternative Investments
- Wealth Management
- Equities
- Investments
- Options
- Bloomberg
- Asset Allocation
- Bonds
- Asset Management
- Risk Management
- Investment Strategies
- Series 24
- Trading Systems
- Product Development
- Excel
- Retirement
- FINRA
- SMA
- Financial Analysis
- Business Development
- Project Management
- Microsoft Excel
- Manager on Boarding
- Business Analysis
- Sales
- Leadership
Bill Peyton Summary
- Bill Peyton, based in New York, NY, US, is currently a Director - Private Wealth Management IAP Specialist at Bank of America Merrill Lynch. Bill Peyton brings experience from previous roles at Bank of America Merrill Lynch, Merrill Lynch and Morgan Stanley Smith Barney. Bill Peyton holds a 1989 - 1994 Bachelor of Arts in Sociology @ Niagara University. With a robust skill set that includes Separately Managed Accounts, Overlay Trading and Implementation, Unified Managed Acounts, Manager On-Boarding, Business Relationship Management and more. Bill Peyton has 1 emails and 1 mobile phone numbers on RocketReach.
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