Will Grant Email & Phone Number
Senior Wealth Manager @ 360 Financial
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Will Grant Location
- Wayzata, MN, US
Will Grant Work
- 2023 - now Senior Wealth Manager @
- 2023 - 2023 Wealth Planner @
- 2021 - 2023 Associate Wealth Planner @
- 2019 - 2021 Associate Financial Advisor, BCU Wealth Advisors, LLC. @
- 2017 - 2021 Associate Financial Advisor @
- 2017 - 2019 Investment Advisor Sales Assistant @
- 2013 - 2017 Chick Evans Scholar-Miami University @
- 2016 - 2017 Executive Vice President - Miami University Chapter @
- 2015 - 2015 Finance Intern @
- 2015 - 2015 Corporate Communications Intern @
Will Grant Education
- Miami University
Bachelor's degree (Finance)
- Miami University John E. Dolibois European Center
Thematic Sequence (European Studies)
Will Grant Summary
- Will Grant, based in Wayzata, MN, US, is currently a Senior Wealth Manager at 360 Financial. Will Grant brings experience from previous roles at Kovitz, BCU Wealth Advisors, LLC and CUSO Financial Services, LP. Will Grant holds a Bachelor's degree in Finance @ Miami University. Will Grant has 1 emails and 1 mobile phone numbers on RocketReach.
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