David Williams Email & Phone Number
Investment Research and Due Diligence Analyst @ Park Avenue Securities
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David Williams Location
- Milwaukee, WI, US
David Williams Work
- Investment Research and Due Diligence Analyst @ (October 2022 - Present)
- Private Wealth Management Analyst and Trader @ Pegasus Partners Ltd (November 2021 - October 2022)
- Mutual Fund Administrator III (Officer l Valuation Committee Member) @ (January 2017 - November 2021)
- Mutual Fund Accountant II @ (April 2015 - December 2016)
- Securities Specialist @ (December 2013 - March 2015)
David Williams Education
- University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) (Finance)
2009-2013
David Williams Skills
- Leadership
- PowerPoint
- Social Media
- Banking
- Public Speaking
- Data Entry
- Event Planning
- Customer Satisfaction
- Bloomberg
- Market Research
- Finance
- Team Leadership
- Outlook
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Morningstar Direct
- Marketing
- Time Management
- Customer Service
- Teamwork
- Project Management
- Research
- Organization
- CRM
- Youth Mentoring
- Access
David Williams Summary
- David Williams, based in Milwaukee, WI, US, is currently a Investment Research and Due Diligence Analyst at Park Avenue Securities. David Williams brings experience from previous roles at Pegasus Partners Ltd and U.S. Bank. David Williams holds a 2009 - 2013 Bachelor of Business Administration (BBA) in Finance @ University of Wisconsin-Whitewater. With a robust skill set that includes Leadership, PowerPoint, Social Media, Banking, Public Speaking and more. David Williams has 1 emails and 2 mobile phone numbers on RocketReach.
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