Will Harman Email & Phone Number
Director of Investment Research, Wealth Management Advisor @ Beauchamp Maleki Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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) (Student Managed Investment Fund ($1.6M Portfolio), Student Advisory Council, Investment Management Group, Partners Club)
2016 - Indiana University - Kelley School of Business
BS Business (Dean's List, Beta Theta Pi, IUSA Student Government, Real Estate Club)
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.
Looking for a different Will Harman?
Find contact details for 700 million professionals.
Others Named Will Harman
Bill Harman
QA Manager
Morrow, OH, US
Bill Harman
Vice President Marketing
Westminster, MD, US
Will Harman
Founder and CEO
London, GB
Fred Harman
DIRECTOR
Pagosa Springs, CO, US
Bill Harman
Product Director
Roanoke, VA, US
Will Harman
Advisory Board Member
Bridge of Allan, GB
Will Harman
Director of Investment Research, Wealth Management Advisor
Milwaukee, WI, US
Bill Harman
Director of Marketing
Westminster, MD, US
Will Harman
Field Sales Representative
Atlanta, GA, US
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
Steve Beiser
Wealth Management Advisor and Owner
Milwaukee, WI, US
Charlie Maleki
Assistant Director of Financial Planning
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
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co