Will Harman Email & Phone Number
Director of Investment Research, Wealth Management Advisor @ Beauchamp Maleki Group
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Will Harman Location
- Milwaukee, WI, US
Will Harman Work
- 2023 -now Director of Investment Research, Wealth Management Advisor @
- 2022 -2023 Independent Consultant @ Self-employed
- 2019 -2022 Growth Team Product Specialist @
- 2017 -2019 Senior Research Associate @
- 2015 -2016 Research Associate @
- 2013 -2015 Lead Financial Analyst @
- 2010 -2013 Revenue Cycle Associate @
- 2008 -2010 Revenue Cycle Analyst @
- 2007 -2007 Financial Analyst Intern @
Will Harman Education
- Northwestern University
Certificate in Financial Planning
2025-2026 - The University of Chicago Booth School of Business
Master of Business Administration (MBA) (Finance, Entrepreneurship)
2016 - Indiana University - Kelley School of Business
BS Business (Finance, Operations Management)
2007
Will Harman Skills
- Financial Modeling
- Financial Reporting
- Project Management
- Forecasting
- International Recruitment
- Healthcare
- Finance
- Process Improvement
- Business Process Improvement
- Financial Analysis
- Revenue Cycle
- Sales
- Management Consulting
- Hospitals
- Equity Research
Will Harman Summary
- Will Harman, based in Milwaukee, WI, US, is currently a Director of Investment Research, Wealth Management Advisor at Beauchamp Maleki Group. Will Harman brings experience from previous roles at Self-employed, Artisan Partners and Baird. Will Harman holds a 2025 - 2026 Certificate in Financial Planning @ Northwestern University. With a robust skill set that includes Financial Modeling, Financial Reporting, Project Management, Forecasting, International Recruitment and more. Will Harman has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Beauchamp Maleki Group Employees
Will Harman
Director of Investment Research, Wealth Management Advisor
Milwaukee, WI, US
Michelle Petersen
Director of Operations
Chicago, IL, US
Tyler Newsom
Investment Operations Associate
Milwaukee, WI, US
Nick Walls
Wealth Management Advisor
Milwaukee, WI, US
Bryan Beauchamp
Principal and Co-Founder | Wealth Management Advisor
Milwaukee, WI, US
Saede Maleki
Principal and Co-Founder | Wealth Management Advisor
Thiensville, WI, US
Rebecca Boak
Director of Client Relations and Operations
Milwaukee, WI, US
Laura Hauschild
Chief Executive Officer
Milwaukee, WI, US
William Kouvoukliotis
Director of Planning
Milwaukee, WI, US
Sean Timmis
Wealth Management Advisor
United States
Mike Herbstreith
Director of Advanced Planning
Milwaukee, WI, US
Jessica Lloyd
Director of Investment Operations and Marketing
Milwaukee, WI, US
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