2008 -2008 Managing Director - Wealth Management @
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 2 mobile phone numbers on RocketReach.
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