Will Whittington Email & Phone Number
Registered Client Associate @ RBC Wealth Management
5 free lookup(s).
Will Whittington Location
- Oakland, CA, US
Will Whittington Work
- 2018 - now Registered Client Associate @
- 2016 - 2018 Business Service Manager, Associate Vice President @
- 2014 - 2016 Registered Client Service Associate @
- 2013 - 2014 Associate Client Advocate @ Black Diamond Performance Reporting, LLC
- 2012 - 2013 Financial Solutions Advisor @
- 2012 - 2013 Investment Specialist @
- 2007 - 2011 Retirement Benefits Specialist, Merrill Lynch @
Will Whittington Education
- University of Florida
Bachelor of Health Science (Rehabilitation Services)
1998 - 2002
Will Whittington Skills
- Friendly Personality
- Banking
- Technology
- Intelligence
- Client Service Oriented
- Retirement Planning
- Retirement Benefits
- Customer Satisfaction
- Client Services
- Investments
- Motivated Self Starter
- Finance
- Series 66
- Financial Services
- Wealth Management
- Equities
- Oral And Written Communication Skills
- Mutual Funds
- Team Oriented
- Uniform Combined State Law
- Microsoft Office
- Analytical Capability
- Microsoft Excel
- Dependable Team Player
- Performance Reporting
- Trading
- Learning Quickly
- Corporate Actions
- Retirement
- Series 7
Will Whittington Summary
- Will Whittington, based in Oakland, CA, US, is currently a Registered Client Associate at RBC Wealth Management. Will Whittington brings experience from previous roles at Morgan Stanley, Black Diamond Performance Reporting, LLC and Merrill Edge. Will Whittington holds a 1998 - 2002 Bachelor of Health Science in Rehabilitation Services @ University of Florida. With a robust skill set that includes Friendly Personality, Banking, Technology, Intelligence, Client Service Oriented and more. Will Whittington has 2 emails and 1 mobile phone numbers on RocketReach.
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