Bob Williams Email & Phone Number
Sr. Vice President @ Raymond James
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Bob Williams Location
- Overland Park, KS, US
Bob Williams Work
- 2023 -now Sr. Vice President @
- 2003 -2022 Sr. VP @
- 1996 -2003 Sr VP @
- 1981 -1996 Sr VP @
Bob Williams Education
- Baker University 1967-1971
- Wharton School of Finance -- Modern Portfolio Theory
Bob Williams Skills
- Wharton School of Finance -- Modern Portfolio Theory
- Series 8
- Series 7
- Series 65
- Series 63
- Series 3
- Wealth Management
- Investment Advisory
- Alternative Investments
- Asset Allocation
- Equities
- Securities
- Financial Analysis
- Strategic Planning
- Fundraising
- New Business Development
- Team Building
- Development
- Business Development
- Marketing
- Wharton School Of Finance Modern Portfolio Theory
Bob Williams Summary
- Bob Williams, based in Overland Park, KS, US, is currently a Sr. Vice President at Raymond James. Bob Williams brings experience from previous roles at Oppenheimer & Co. Inc., RBC Wealth Management and Piper Jaffray. Bob Williams holds a 1967 - 1971 Baker University. With a robust skill set that includes Wharton School of Finance -- Modern Portfolio Theory, Series 8, Series 7, Series 65, Series 63 and more. Bob Williams has 2 emails and 1 mobile phone numbers on RocketReach.
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