William Berg Email & Phone Number
Senior Associate Financial Advisor @ Summitry
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William Berg Location
- California, United States
William Berg Work
- Senior Associate Financial Advisor @ (May 2026 - Present)
- Associate Financial Advisor @ (June 2024 - May 2026)
- Financial Advisor Assistant @ (December 2023 - June 2024)
- Associate Wealth Advisor @ (September 2022 - June 2023)
- Director of Healthcare @ (February 2022 - June 2023)
- Financial Analyst @ (June 2021 - February 2023)
- Audit and Assurance Intern @ (June 2022 - August 2022)
- Financial Services Intern @ (April 2022 - June 2022)
- Analyst @ (October 2021 - December 2021)
- New Employee Mentor @ (July 2018 - September 2020)
- Intern @ (June 2017 - August 2017)
William Berg Education
- Santa Clara University Leavey School of Business
Bachelor of Science in Commerce (Finance and Real Estate)
2019-2023 - IES Abroad
Study Milan, Italy - Semester Study Abroad Program, Business Studies (Finance, General)
2021-2021 - St. Louis University High 2015-2019
William Berg Summary
- William Berg, based in California, United States, is currently a Senior Associate Financial Advisor at Summitry. William Berg brings experience from previous roles at Summitry, SageView Advisory Group and Santa Clara Investment Fund. William Berg holds a 2019 - 2023 Bachelor of Science in Commerce in Finance and Real Estate @ Santa Clara University Leavey School of Business. William Berg has 1 emails on RocketReach.
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