Bill Wynn Email & Phone Number
Senior Vice President - Wealth Management - Senior Portfolio Manager @ UBS
Bill Wynn's Location
Charlotte, North Carolina, United States
Bill Wynn's Work
- Senior Vice President - Wealth Management - Senior Portfolio Manager @ UBS
- Senior Vice President - Investments, Senior Portfolio Manager @ Morgan Stanley
- Cash Manager @ Entergy
- Vice President - Investments @ Bank of America
- Vice President and Senior Cash Management Officer @ Bank of America
Bill Wynn's Education
- Tulane University - A.B. Freeman School of Business
MBA ( Finance)
1976 - 1978 - Tulane University
BA ( English/Economics)
1970 - 1974 - Woodberry Forest School1967 - 1970
Bill Wynn's Skills
- Sales
- Investments
- Portfolio Management
- Lending Solutions
- Microsoft Office
- Customer Service
- Strategic Asset Allocation
- Wealth Management
- Term Life Insurance
- Education Funding
Bill Wynn's Summary
Bill Wynn, based in Charlotte, North Carolina, United States, is currently a Senior Vice President - Wealth Management - Senior Portfolio Manager at Ubs, bringing experience from previous roles at Morgan Stanley, Entergy and Bank of America. Bill Wynn holds a 1976 - 1978 MBA in Finance @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes Sales, Investments, Portfolio Management, Lending Solutions, Microsoft Office and more, Bill Wynn contributes valuable insights to the industry. Bill Wynn has 2 emails on RocketReach.
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