Bill Wallace Email & Phone Number
Managing Director Public Investments @ Soltis Investment Advisors
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Bill Wallace Location
- Salt Lake City, UT, US
Bill Wallace Work
- Managing Director Public Investments @ (January 2022 - Present)
- Chair Public Investments at Soltis Investment Advisors @ (January 2022 - Present)
- Chief Investment Officer @ (June 2017 - February 2022)
- Director of Investment Reseach and Strategic Development @ (February 2014 - June 2017)
- SVP and Region Manager of Portfolio Management @ KeCorp (August 1993 - April 2013)
- Vice President and Investment Dept Manager @ Key Bank of Utah (September 1983 - August 1993)
Bill Wallace Education
- Unversity of Utah
Master of Science (Economics)
1985-1987 - University of Utah
Bachelor of Science (Economics)
1979-1983
Bill Wallace Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg Terminal
- Capital Markets
- Disposition
- Equities
- Equity Research
- Financial Analysis
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Wealth Management
- Wealth Management Services
- Development
- Keys
Bill Wallace Summary
- Bill Wallace, based in Salt Lake City, UT, US, is currently a Managing Director Public Investments at Soltis Investment Advisors. Bill Wallace brings experience from previous roles at Soltis Investment Advisors and KeCorp. Bill Wallace holds a 1985 - 1987 Master of Science in Economics @ Unversity of Utah. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg Terminal and more. Bill Wallace has 2 emails and 2 mobile phone numbers on RocketReach.
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