Ross McWilliams Email & Phone Number
Principal, Senior Wealth Advisor @ Dakota Wealth Management
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Ross McWilliams Location
- Boston, MA, US
Ross McWilliams Work
- 2025 -now Principal, Senior Wealth Advisor @
- 2020 -2025 Vice President, Wealth Advisor @
- 2014 -2020 Associate Wealth Advisor @
- 2012 -2014 Investment Operations Specialist @
Ross McWilliams Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA)
- Stonehill College
Bachelor of Science (BS) (Finance & Economics)
Ross McWilliams Skills
- Microsoft Office
- PowerPoint
- Word
- Excel
- Economics
- Social Media
- Account Reconciliation
- Bank Reconciliation
- Microsoft Excel
- Microsoft Word
- Access
- Financial Analysis
- CRM
- Portfolio Management
- Marketing
- Bloomberg
- Mutual Funds
- Fund Accounting
- Investment Management
Ross McWilliams Summary
- Ross McWilliams, based in Boston, MA, US, is currently a Principal, Senior Wealth Advisor at Dakota Wealth Management. Ross McWilliams brings experience from previous roles at GW&K Investment Management. Ross McWilliams holds a Master of Business Administration (MBA) @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Microsoft Office, PowerPoint, Word, Excel, Economics and more. Ross McWilliams has 2 emails and 1 mobile phone numbers on RocketReach.
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Bryan Gregorich
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Tim Melly
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Donald Loveless
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Bryan K.
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Carly McAllister
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