Bill Watkinson Location
- Berwyn, PA, US
Bill Watkinson Work
- 2009 - now President and CEO @ Watkinson Capital Advisors LLC
- 2004 - 2009 Executive Vice-President @ Penn Liberty Bank
- 2001 - 2004 Senior Vice President @
- 1998 - 2001 Senior Vice President @ Pennsylvania Merchant Group
- 1988 - 1998 Vice President @ Wells Fargo Advisors
- 1977 - 1988 Senior Vice President @ EF Hutton & Co
Bill Watkinson Education
- Saint Joseph's University
BS (Marketing)
1964 - 1967 - Monsignor Bonner High School
Bill Watkinson Skills
- Wealth Management
- Portfolio Management
- Investments
- Mutual Funds
- Bonds
- Investment Advisory
- Trading
- Financial Advisory
- Financial Risk
- Asset Allocation
- Asset Management
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Alternative Investments
- Risk Management
- Securities
Bill Watkinson Summary
- Bill Watkinson, based in Berwyn, PA, US, is currently a President and CEO at Watkinson Capital Advisors LLC. Bill Watkinson brings experience from previous roles at Penn Liberty Bank, Advest, Inc., now Merrill Lynch, Pennsylvania Merchant Group and Wells Fargo Advisors. Bill Watkinson holds a 1964 - 1967 BS in Marketing @ Saint Joseph's University. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Mutual Funds, Bonds and more. Bill Watkinson has 1 emails and 1 mobile phone numbers on RocketReach.
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