Bill Thatcher Email & Phone Number
Financial Representative @ Fidelity Investments
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Bill Thatcher Location
- Tempe, AZ, US
Bill Thatcher Work
- 2022 -now Financial Representative @
- 2016 -2022 Portfolio Manager @
- 2013 -2016 Portfolio Consultant @ Schwab Private Client Investment Advisory
- 2006 -2013 Principal @ Mercer Investment Consulting
- 2001 -2006 Director @ Commonfund Securities
- 1998 -2001 Endowment Management Associate @ Commonfund Securities
- 1992 -1993 Real Estate Appraisal Analyst @ Fuller and Associates
- 1991 -1992 Corporate Credit Analyst @ ABN AMRO Bank
- 1990 -1991 Corporate Credit Analyst @ Security Pacific Merchant Bank
Bill Thatcher Education
- Yale University - Yale School of Management
Master's Degree in Business Administration (MBA)
1996-1998 - University of Michigan
Master of Health Services Administration
1994-1996 - Brigham Young University
BA (French)
1982-1990
Bill Thatcher Skills
- Asset Allocation
- Manager Selection
- Spending Policy
- Investment Policy Development
- Alternative Investments
- Equities
- Fixed Income
- Investment Management
- Hedge Funds
- Investments
- Financial Advisory
- Private Equity
- Finance
- Portfolio Management
- Financial Modeling
- Investment Advisory
- Institutional Investments
- Due Diligence
- Risk Management
- Financial Analysis
- Valuation
- Asset Management
- Investment Strategies
- Endowments
- Wealth Management
- Fund Of Funds
- Financial Services
- Marketing
- Business Analysis
- Public Safety
Bill Thatcher Summary
- Bill Thatcher, based in Tempe, AZ, US, is currently a Financial Representative at Fidelity Investments. Bill Thatcher brings experience from previous roles at AZ Public Safety Personnel Retirement System, Schwab Private Client Investment Advisory, Mercer Investment Consulting and Commonfund Securities. Bill Thatcher holds a 1996 - 1998 Master's Degree in Business Administration (MBA) @ Yale University - Yale School of Management. With a robust skill set that includes Asset Allocation, Manager Selection, Spending Policy, Investment Policy Development, Alternative Investments and more. Bill Thatcher has 2 emails and 2 mobile phone numbers on RocketReach.
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