Samuel Willis Email & Phone Number
UIT Internal Wholesaler | Southern CT and Westchester Co @ First Trust
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Samuel Willis Location
- Franklin, TN, US
Samuel Willis Work
- 2025 -now UIT Internal Wholesaler | Southern CT and Westchester Co @
- 2023 -2025 Institutional Associate @
- 2012 -2023 UIT Internal Wholesaler | Long Island, Brooklyn and Queens @
- 2007 -2012 Internal Advisor Specialist @
- 2005 -2007 Inside Financial Service Representative @
Samuel Willis Education
- Upper Iowa University
Baccalaureate of Science (Psychology)
2000-2005
Samuel Willis Skills
- Unit Investment Trusts
- Closed-end Funds
- Mutual Funds
- Investments
- Investment Strategies
- Asset Allocation
- Fixed Income
- Equities
- Financial Services
- Wholesaling
- ETFs
- Series 7
- Series 63
- Web Sites
- Desktop Applications
- Services
- Mobile Tablet And Phone Applications
- Web Applications
- Closed End Funds
Samuel Willis Summary
- Samuel Willis, based in Franklin, TN, US, is currently a UIT Internal Wholesaler | Southern CT and Westchester Co at First Trust. Samuel Willis brings experience from previous roles at First Trust, First Trust Portfolios L.P., Nuveen Investments and Wells Fargo Advantage Funds. Samuel Willis holds a 2000 - 2005 Baccalaureate of Science in Psychology @ Upper Iowa University. With a robust skill set that includes Unit Investment Trusts, Closed-end Funds, Mutual Funds, Investments, Investment Strategies and more. Samuel Willis has 3 emails and 1 mobile phone numbers on RocketReach.
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