Ethan Willis Email & Phone Number
Vice President | Senior Wealth Advisor @ Citi
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Ethan Willis Location
- San Diego, CA, US
Ethan Willis Work
- Vice President | Senior Wealth Advisor @ (August 2014 - Present)
- Vice President | Premier Wealth Advisor @ (March 2013 - August 2014)
- Financial Advisor @ (January 2010 - March 2013)
- Financial Advisor @ (January 2008 - January 2010)
- Financial Advisor @ (January 2006 - January 2008)
- Ninth Grade English Teacher @ (January 2004 - January 2005)
Ethan Willis Education
- University of Rhode Island
Bachelor of Arts Degree (English)
1999-2004
Ethan Willis Skills
- Manage Client Relationships
- Strategic Financial Planning
- Financial Markets
- Investment Advisory
- Tax Advisory
- Estate Tax Planning
- Asset Allocation
- Management
- Investment Strategies
- Trading
- Strategic Planning
- Investments
- Customer Service
- Financial Planning
- Equities
- Marketing
- Mutual Funds
- Portfolio Management
- Wealth Management
Ethan Willis Summary
- Ethan Willis, based in San Diego, CA, US, is currently a Vice President | Senior Wealth Advisor at Citi. Ethan Willis brings experience from previous roles at HSBC Private Bank, AIG, Morgan Stanley and Merrill Lynch. Ethan Willis holds a 1999 - 2004 Bachelor of Arts Degree in English @ University of Rhode Island. With a robust skill set that includes Manage Client Relationships, Strategic Financial Planning, Financial Markets, Investment Advisory, Tax Advisory and more. Ethan Willis has 2 emails and 2 mobile phone numbers on RocketReach.
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