William Banta Email & Phone Number
Senior Vice President, Wealth Manager @ BNY Wealth
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William Banta Location
- Massapequa, NY, US
William Banta Work
- 2007 -now Senior Vice President, Wealth Manager @
- 2001 -2007 Vice President, Financial Planner @
William Banta Education
- Hofstra University
MBA (Banking & Finance)
1996-1999 - Siena University
BS (Finance)
1991-1995
William Banta Skills
- Fixed Income
- Equities
- Investment Management
- Wealth Management
- Asset Allocation
- Retirement Planning
- Investments
- Alternative Investments
- Asset Management
- Finance
- Hedge Funds
- Mutual Funds
- Portfolio Management
- Securities
- Financial Planning
- Wealth
- Financial Services
- Microsoft Excel
- Financial Reporting
- Risk Management
- Services
- Management
William Banta Summary
- William Banta, based in Massapequa, NY, US, is currently a Senior Vice President, Wealth Manager at BNY Wealth. William Banta brings experience from previous roles at The Bank of New York. William Banta holds a 1996 - 1999 MBA in Banking & Finance @ Hofstra University. With a robust skill set that includes Fixed Income, Equities, Investment Management, Wealth Management, Asset Allocation and more. William Banta has 2 emails and 2 mobile phone numbers on RocketReach.
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