Stephen William Location
Miami, FL, US
Stephen William Work
- 2021 - now Franchise Owner @ Global Travel Architect- Cruise Planners
- 2020 - now International Wealth Structuring Consultant- Latin America and Caribbean @ Freelance
- 2018 - 2020 Director International Wealth Structuring @ Scotiabank
- 2013 - 2018 Vice President, Wealth Structuring @ Banco Sabadell
- 2012 - 2013 Senior Relationship Manger Wealth Structuriing @ Lloyds Bank
- 2004 - 2012 Senior VP @ Citigroup Private Bank
- 2000 - 2004 Assistant Vice President @ Cititrust Bahamas Limited
Stephen William Education
- Society of Estate Practitioners Examination2002 - 2003
- New York Stock Exchange Series 71997 - 1997
- University of North Carolina at Chapel Hill1990 - 1994
Stephen William Skills
- Banking
- Retail Banking
- Financial Risk
- Investments
- Private Banking
- Training
- Portfolio Management
- Wealth Management Services
- Series 7
- Microsoft Excel
Stephen William Summary
Stephen William, based in Miami, FL, US, is currently a Franchise Owner at Global Travel Architect- Cruise Planners. Stephen William brings experience from previous roles at Freelance, Scotia Wealth Management, Banco Sabadell and Lloyds TSB. Stephen William holds a 2002 - 2003 Society of Estate Practitioners Examination. With a robust skill set that includes Banking, Retail Banking, Financial Risk, Investments, Private Banking and more.
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