Roger Willis Location
St. Louis, MO, US
Roger Willis Work
- 2019 - now Director of Research @ ASSET CONSULTING GROUP
- 2010 - now Director @ ASSET CONSULTING GROUP
- 2009 - 2010 SVP and Regional Investment Manager @ Wells Fargo (previously Wachovia)
- 2008 - 2008 Managing Director - Wealth Management @ Wells Fargo
- 2006 - 2007 Chief Investment Officer @ AG Edwards Trust Company FSB
- 2005 - 2006 Senior Portfolio Manager @ AG Edwards Trust Company FSB
- 2001 - 2005 Portfolio Manager @ AG Edwards Trust Company FSB
- 1999 - 2000 Associate Portfolio Manager @ AG Edwards Trust Company FSB
Roger Willis Education
- University of KwaZulu-Natal
BComm (Economics & Finance)
- University of KwaZulu-Natal
Econ (Hons) (Economics)
Roger Willis Skills
- Microsoft Office
- Risk Management
- Customer Service
- Strategic Planning
- Wealth Management
Roger Willis Summary
Roger Willis, based in St. Louis, MO, US, is currently a Director of Research at ASSET CONSULTING GROUP. Roger Willis brings experience from previous roles at Asset Consulting Group, Wells Fargo (previously Wachovia), Wachovia Bank (previously A.G. Edwards Trust) and AG Edwards Trust Company FSB. Roger Willis holds a BComm in Economics & Finance @ University of KwaZulu-Natal. With a robust skill set that includes Microsoft Office, Risk Management, Customer Service, Strategic Planning, Wealth Management and more. Roger Willis has 1 emails and 1 mobile phone numbers on RocketReach.
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Roger Willis
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