Associate; Citi Private Bank @ (January 2009 - January 2015)
Nelson William Education
Queens College
Bachelors (Economics)
Nelson William Skills
Home Equity Lines of Credit
Banking
Fixed Income
Bonds
Stock Market
Sales
Portfolio Management
Investments
Mortgage Lending
Credit Risk
Finance
Investment Advisory
Financial Services
Wealth Management
Mutual Funds
High Net Worth Individuals
Microsoft Word
Risk Management
Credit
Customer Service
Financial Analysis
Credit Analysis
Private Banking
Loans
Securities
Nelson William Summary
Nelson William, based in Charlotte, NC, US, is currently a Director at Bank of America Private Bank. Nelson William brings experience from previous roles at Bank of America Private Bank, RBC Wealth Management and Citi. Nelson William holds a Bachelors in Economics @ Queens College. With a robust skill set that includes Home Equity Lines of Credit, Banking, Fixed Income, Bonds, Stock Market and more. Nelson William has 2 emails on RocketReach.
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